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Invesco MSCI Global Timber ETF
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Overview Fund Activity

56 hedge funds and large institutions have $184M invested in Invesco MSCI Global Timber ETF in 2013 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
56
Holders Change
+2
Holders Change %
+3.7%
% of All Funds
1.63%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
10
Increased
15
Reduced
13
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$29M
2
VA
2
Valmark Advisers
Ohio
$68M
3
AIP
3
Ameritas Investment Partners
Nebraska
$4.25M
4
Morgan Stanley
4
Morgan Stanley
New York
$19.3M
5
U
5
UBS
Switzerland
$2.22M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$0
2
ACM
2
Alpha Capital Management
Texas
$0
3
Jane Street
3
Jane Street
New York
$0
4
SMM
4
Stadion Money Management
Georgia
$0
5
Ameriprise
5
Ameriprise
Minnesota
$47K
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
26
Raymond James & Associates
Florida
$484K -$411K -15,861 -46%
SCA
27
STALEY CAPITAL ADVISERS
Pennsylvania
$433K – – –
SFA
28
Sequoia Financial Advisors
Ohio
$390K +$390K +15,056 New
RTS
29
Round Table Services
New Jersey
$374K +$374K +14,427 New
LS
30
Lattice Strategies
Pennsylvania
$280K -$2.46K -95 -0.9%
OC
31
Oarsman Capital
Wisconsin
$247K – – –
IAS
32
IMA Advisory Services
Colorado
$243K +$243K +9,400 New
AC
33
Addison Capital
Pennsylvania
$240K +$240K +9,285 New
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$236K -$104 -4 -0%
CWM
35
Concert Wealth Management
California
$222K -$3.82K -150 -2%
Invesco
36
Invesco
Georgia
$158K -$4.16K -160 -3%
US Bancorp
37
US Bancorp
Minnesota
$158K – – –
ST
38
Smithfield Trust
Pennsylvania
$104K – – –
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$62K +$3.9K +150 +7%
Creative Planning
40
Creative Planning
Kansas
$60K – – –
AIG
41
American International Group
New York
$59.6K +$7.77K +300 +15%
FAM
42
Formidable Asset Management
Ohio
$58K – – –
Ameriprise
43
Ameriprise
Minnesota
$47K -$932K -36,234 -95%
Deutsche Bank
44
Deutsche Bank
Germany
$44K -$44K -1,700 -50%
RNS
45
Robert N. Shapiro
$35K – – –
PMFA
46
Plante Moran Financial Advisors
Michigan
$26K +$26K +1,012 New
SHWM
47
Smith & Howard Wealth Management
Georgia
$20K – – –
GI
48
Gradient Investments
Minnesota
$11K – – –
PAS
49
Partnervest Advisory Services
California
$10K – – –
Fifth Third Bancorp
50
Fifth Third Bancorp
Ohio
$8K – – –
1
2
3