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Invesco MSCI Global Timber ETF

51 hedge funds and large institutions have $112M invested in Invesco MSCI Global Timber ETF in 2015 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 8 increasing their positions, 18 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

6.68% more ownership

Funds ownership: 56.92%63.6% (+6.7%)

1% less capital invested

Capital invested by funds: $114M → $112M (-$1.43M)

4% less funds holding

Funds holding: 5351 (-2)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

56% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 18

Holders
51
Holders Change
-2
Holders Change %
-3.77%
% of All Funds
1.42%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
8
Reduced
18
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RTS
26
Round Table Services
New Jersey
$322K
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$257K -$20.8K -850 -7%
SSB
28
Sandy Spring Bank
Maryland
$252K -$68.9K -2,820 -20%
AFWA
29
Ancora Family Wealth Advisors
Ohio
$238K +$261K +10,670 New
IAS
30
IMA Advisory Services
Colorado
$210K
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$151K +$165K +6,765 New
US Bancorp
32
US Bancorp
Minnesota
$136K
DOA
33
D'Orazio & Associates
Virginia
$134K -$143K -5,854 -52%
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$120K
ST
35
Smithfield Trust
Pennsylvania
$89K
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$55K
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$53K -$197K -8,063 -77%
Creative Planning
38
Creative Planning
Kansas
$51K +$56.2K +2,300 New
FAM
39
Formidable Asset Management
Ohio
$44K
WA
40
WFG Advisors
Texas
$35K
GAM
41
Gemmer Asset Management
California
$33K
LTFS
42
Ladenburg Thalmann Financial Services
Florida
$18K -$313K -12,824 -94%
HNB
43
Huntington National Bank
Ohio
$14K
NFG
44
Next Financial Group
Texas
$11K
TRCT
45
Tower Research Capital (TRC)
New York
$11K +$12.2K +500 New
MFS
46
MSI Financial Services
Massachusetts
$9K
AIG
47
American International Group
New York
$4K -$36.7K -1,500 -88%
Fifth Third Bancorp
48
Fifth Third Bancorp
Ohio
$4K -$17.1K -700 -78%
MWP
49
MYCIO Wealth Partners
Pennsylvania
$4K
Citigroup
50
Citigroup
New York
$2K -$2.2K -90 -47%

CUT Hedge Fund Activity: Q3 2015 in Review

51 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI Global Timber ETF (CUT) for Q3 2015, worth a combined $112M — down 1.3% from $114M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of CUT and 8 opened new positions — a net loss of 1 holder — while 18 trimmed existing stakes and 8 added.

The largest buyer was Janney Capital Management, opening a new position worth an estimated $9.54M. The largest seller was Bank of America, cutting an estimated $3.3M.

  • 51 institutional investors held Invesco MSCI Global Timber ETF (CUT) as of Q3 2015, down from 53 in Q2 2015.
  • Funds reported $112M of Invesco MSCI Global Timber ETF stock for Q3 2015, down 1.3% quarter-over-quarter.
  • 8 funds opened new Invesco MSCI Global Timber ETF positions in Q3 2015 and 9 closed out, a net change of -1 holder.
  • The largest Invesco MSCI Global Timber ETF buyer in Q3 2015 was Janney Capital Management, an estimated $9.54M added.
  • The largest Invesco MSCI Global Timber ETF seller in Q3 2015 was Bank of America, an estimated $3.3M sold.

Based on aggregated 13F filings for Q3 2015.