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Invesco MSCI Global Timber ETF
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Overview Fund Activity

54 hedge funds and large institutions have $168M invested in Invesco MSCI Global Timber ETF in 2013 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
54
Holders Change
+4
Holders Change %
+8%
% of All Funds
1.75%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
9
Increased
14
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Comerica Bank
1
Comerica Bank
Texas
$8.84M
2
AIP
2
Ameritas Investment Partners
Nebraska
$2.73M
3
MWM
3
Merriman Wealth Management
Washington
$2.7M
4
VA
4
Valmark Advisers
Ohio
$62.3M
5
Jane Street
5
Jane Street
New York
$1.41M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
Ameriprise
2
Ameriprise
Minnesota
$928K
3
B
3
Baird
Wisconsin
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$2.28M
5
Wells Fargo
5
Wells Fargo
California
$2.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$486K -$67.9K -2,786 -12%
SCA
27
STALEY CAPITAL ADVISERS
Pennsylvania
$407K – – –
MWAM
28
Mariner Wealth Advisors (Madison)
Kansas
$407K +$87.5K +3,590 +27%
LS
29
Lattice Strategies
Pennsylvania
$266K -$239K -9,810 -47%
TIM
30
Tortoise Investment Management
New York
$260K – – –
OC
31
Oarsman Capital
Wisconsin
$233K – – –
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$222K +$222K +9,097 New
Verition Fund Management
33
Verition Fund Management
Connecticut
$219K +$219K +8,989 New
CWM
34
Concert Wealth Management
California
$218K -$31.9K -1,300 -13%
Invesco
35
Invesco
Georgia
$152K +$22.8K +938 +18%
US Bancorp
36
US Bancorp
Minnesota
$149K +$10.9K +444 +8%
ST
37
Smithfield Trust
Pennsylvania
$97K +$97K +4,000 New
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$90K +$8.26K +340 +10%
Deutsche Bank
39
Deutsche Bank
Germany
$82K +$65.1K +2,700 +386%
Creative Planning
40
Creative Planning
Kansas
$56K – – –
FAM
41
Formidable Asset Management
Ohio
$56K +$56K +2,300 New
LTFS
42
Ladenburg Thalmann Financial Services
Florida
$55K – – –
AIG
43
American International Group
New York
$48.8K – – –
WA
44
WFG Advisors
Texas
$37K – – –
RNS
45
Robert N. Shapiro
$33K – – –
SHWM
46
Smith & Howard Wealth Management
Georgia
$19K – – –
GI
47
Gradient Investments
Minnesota
$10K – – –
PAS
48
Partnervest Advisory Services
California
$10K +$10K +400 New
Fifth Third Bancorp
49
Fifth Third Bancorp
Ohio
$7K -$2.33K -100 -25%
GT
50
Glenmede Trust
Pennsylvania
$7K – – –
1
2
3