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Invesco MSCI Global Timber ETF
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Overview Fund Activity

54 hedge funds and large institutions have $114M invested in Invesco MSCI Global Timber ETF in 2014 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 20 reducing their positions, and 10 closing their positions.

Holders
54
Holders Change
-4
Holders Change %
-6.9%
% of All Funds
1.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
8
Reduced
20
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FWP
1
FAS Wealth Partners
Kansas
$517K
2
TIM
2
Tortoise Investment Management
New York
$491K
3
AWM
3
Avior Wealth Management
Nebraska
$619K
4
NPC
4
National Planning Corporation
California
$72.2K
5
USGIU
5
U.S. Global Investors (USGI)
Texas
$51K

Top Sellers

1
VA
1
Valmark Advisers
Ohio
$57.4M
2
Comerica Bank
2
Comerica Bank
Texas
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$5.4M
4
TAT
4
TD Ameritrade Trust
Colorado
$2.82M
5
JWM
5
Jacobus Wealth Management
Wisconsin
$837K
Name Market Value Shares Shares
Change 		Shares
Change %
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$335K 13,835 -33,776 -71%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$319K 13,180 -231 -2%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$280K 11,539 -3,766 -25%
DOA
29
D'Orazio & Associates
Virginia
$274K 11,290 +1,640 +17%
JPMPWA
30
J.P. Morgan Private Wealth Advisors
California
$250K 10,319 – –
IAS
31
IMA Advisory Services
Colorado
$228K 9,400 – –
OC
32
Oarsman Capital
Wisconsin
$220K 9,057 – –
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$189K 7,830 -11,943 -60%
US Bancorp
34
US Bancorp
Minnesota
$148K 6,084 – –
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$130K 5,402 – –
ST
36
Smithfield Trust
Pennsylvania
$97K 4,000 – –
NPC
37
National Planning Corporation
California
$72.2K 3,050 +3,050 New
Deutsche Bank
38
Deutsche Bank
Germany
$72K 3,000 – –
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$58K 2,391 – –
FAM
40
Formidable Asset Management
Ohio
$56K 2,300 – –
Creative Planning
41
Creative Planning
Kansas
$56K 2,300 – –
MA
42
MUFG Americas
New York
$51K 2,100 -1,300 -38%
USGIU
43
U.S. Global Investors (USGI)
Texas
$51K 2,100 +2,100 New
GAM
44
Gemmer Asset Management
California
$36K 1,465 +425 +41%
LTFS
45
Ladenburg Thalmann Financial Services
Florida
$35K 1,467 +212 +17%
RNS
46
Robert N. Shapiro
$33K 1,344 – –
AIG
47
American International Group
New York
$29.1K 1,200 – –
NFG
48
Next Financial Group
Texas
$12K 500 – –
NES
49
New England Securities
New York
$10K 403 +403 New
Fifth Third Bancorp
50
Fifth Third Bancorp
Ohio
$5K 200 -100 -33%
1
2
3