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Invesco MSCI Global Timber ETF
CUT

53 hedge funds and large institutions have $104M invested in Invesco MSCI Global Timber ETF in 2019 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

16% more capital invested

Capital invested by funds: $89.9M → $104M (+$14.3M)

2% more funds holding

Funds holding: 52 → 53 (+1)

1.02% more ownership

Funds ownership: 62.31% → 63.33% (+1%)

0% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 11

Holders
53
Holders Change
+1
Holders Change %
+1.92%
% of All Funds
1.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
11
Reduced
11
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MWC
MKD Wealth Coaches
Michigan
+$2.56M
2
VA
Valmark Advisers
Ohio
+$1.39M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$797K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$687K
5
OAM
Oppenheimer Asset Management
New York
+$587K

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$2.02M
2
Bank of America
Bank of America
North Carolina
-$913K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$843K
4
UBS Group
UBS Group
Switzerland
-$561K
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$205K
Name Holding Trade Value Shares
Change 		Change in
Stake
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$165K -$71.5K -2,639 -30%
US Bancorp
27
US Bancorp
Minnesota
$155K – – –
IAS
28
IMA Advisory Services
Colorado
$152K – – –
ST
29
Smithfield Trust
Pennsylvania
$110K – – –
AG
30
Advisor Group
Arizona
$104K +$10.2K +377 +11%
CHP
31
Cable Hill Partners
Oregon
$65K – – –
RFC
32
Regions Financial Corp
Alabama
$49K +$9.99K +369 +26%
EWM
33
Executive Wealth Management
Michigan
$33K – – –
EFSCE
34
Enterprise Financial Services Corp (EFSC)
Missouri
$30K – – –
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$27K +$7.55K +279 +41%
BWA
36
BDO Wealth Advisors
Florida
$26K – – –
GAM
37
Gemmer Asset Management
California
$25K +$9.48K +350 +62%
SSB
38
Sandy Spring Bank
Maryland
$23K – – –
AOWM
39
Alpha Omega Wealth Management
Virginia
$21K – – –
RWA
40
Ropes Wealth Advisors
Massachusetts
$19K -$2.44K -90 -11%
HNB
41
Huntington National Bank
Ohio
$16K – – –
LB
42
Legacy Bridge
Iowa
$15K – – –
William Blair & Company
43
William Blair & Company
Illinois
$11K – – –
IA
44
IFP Advisors
Florida
$11K +$10.3K +380 New
TIM
45
Tortoise Investment Management
New York
$8K – – –
PA
46
Parallel Advisors
California
$8K +$8.18K +302 New
GSWM
47
Golden State Wealth Management
California
$7K +$7.09K +262 New
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$6K – – –
FGAM
49
Financial Gravity Asset Management
Texas
$6K +$6.28K +232 New
Barclays
50
Barclays
United Kingdom
$3K – – –
1
2
3

CUT Hedge Fund Activity: Q1 2019 in Review

53 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI Global Timber ETF (CUT) for Q1 2019, worth a combined $104M — up 16% from $89.9M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new CUT positions and 6 closed out — a net gain of 3 holders — while 11 added to existing stakes and 11 trimmed.

The largest buyer was MKD Wealth Coaches, opening a new position worth an estimated $2.56M. The largest seller was Citadel Advisors, exiting entirely with an estimated $2.02M sold.

  • 53 institutional investors held Invesco MSCI Global Timber ETF (CUT) as of Q1 2019, up from 52 in Q4 2018.
  • Funds reported $104M of Invesco MSCI Global Timber ETF stock for Q1 2019, up 16% quarter-over-quarter.
  • 9 funds opened new Invesco MSCI Global Timber ETF positions in Q1 2019 and 6 closed out, a net change of +3 holders.
  • The largest Invesco MSCI Global Timber ETF buyer in Q1 2019 was MKD Wealth Coaches, an estimated $2.56M added.
  • The largest Invesco MSCI Global Timber ETF seller in Q1 2019 was Citadel Advisors, an estimated $2.02M sold.

Based on aggregated 13F filings for Q1 2019.