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Invesco MSCI Global Timber ETF

51 hedge funds and large institutions have $99.5M invested in Invesco MSCI Global Timber ETF in 2016 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 14 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.82% less ownership

Funds ownership: 63.06%61.24% (-1.8%)

4% less funds holding

Funds holding: 5351 (-2)

11% less capital invested

Capital invested by funds: $111M → $99.5M (-$11.8M)

26% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 19

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
51
Holders Change
-2
Holders Change %
-3.77%
% of All Funds
1.36%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
2
Increased
14
Reduced
19
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RTS
26
Round Table Services
New Jersey
$333K
UBS Group
27
UBS Group
Switzerland
$269K -$48.2K -2,256 -16%
OC
28
Oarsman Capital
Wisconsin
$227K
IAS
29
IMA Advisory Services
Colorado
$217K
US Bancorp
30
US Bancorp
Minnesota
$140K
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$124K
TIM
32
Tortoise Investment Management
New York
$98K -$97.5K -4,565 -52%
ST
33
Smithfield Trust
Pennsylvania
$92K
SSB
34
Sandy Spring Bank
Maryland
$90K -$14.4K -675 -15%
AIG
35
American International Group
New York
$61K +$15K +704 +37%
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$58K +$812 +38 +2%
FAM
37
Formidable Asset Management
Ohio
$46K
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$43K -$19.2K -898 -32%
WA
39
WFG Advisors
Texas
$36K
GAM
40
Gemmer Asset Management
California
$33K
MFS
41
MSI Financial Services
Massachusetts
$25K -$8.61K -403 -27%
WHG
42
Westwood Holdings Group
Texas
$22K +$20.6K +965 New
LTFS
43
Ladenburg Thalmann Financial Services
Florida
$19K -$6.35K -297 -27%
DADC
44
D.A. Davidson & Co
Montana
$18K +$4.27K +200 +33%
IA
45
IFP Advisors
Florida
$11K -$34.7K -1,625 -81%
NFG
46
Next Financial Group
Texas
$11K
Creative Planning
47
Creative Planning
Kansas
$7K -$42.7K -2,000 -87%
Fifth Third Bancorp
48
Fifth Third Bancorp
Ohio
$5K
MWP
49
MYCIO Wealth Partners
Pennsylvania
$4K +$64 +3 +2%
Citigroup
50
Citigroup
New York
$2K

CUT Hedge Fund Activity: Q1 2016 in Review

51 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI Global Timber ETF (CUT) for Q1 2016, worth a combined $99.5M — down 11% from $111M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of CUT and 2 opened new positions — a net loss of 2 holders — while 19 trimmed existing stakes and 14 added.

The largest buyer was Valmark Advisers, adding an estimated $1.75M. The largest seller was Janney Capital Management, exiting entirely with an estimated $8.88M sold.

  • 51 institutional investors held Invesco MSCI Global Timber ETF (CUT) as of Q1 2016, down from 53 in Q4 2015.
  • Funds reported $99.5M of Invesco MSCI Global Timber ETF stock for Q1 2016, down 11% quarter-over-quarter.
  • 2 funds opened new Invesco MSCI Global Timber ETF positions in Q1 2016 and 4 closed out, a net change of -2 holders.
  • The largest Invesco MSCI Global Timber ETF buyer in Q1 2016 was Valmark Advisers, an estimated $1.75M added.
  • The largest Invesco MSCI Global Timber ETF seller in Q1 2016 was Janney Capital Management, an estimated $8.88M sold.

Based on aggregated 13F filings for Q1 2016.