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Invesco MSCI Global Timber ETF
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Overview Fund Activity

42 hedge funds and large institutions have $73.7M invested in Invesco MSCI Global Timber ETF in 2019 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 16 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
42
Holders Change
-8
Holders Change %
-16%
% of All Funds
0.92%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
4
Reduced
16
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAG
1
Private Advisor Group
New Jersey
$470K
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.36M
3
RJA
3
Raymond James & Associates
Florida
$632K
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$51K
5
APW
5
Acima Private Wealth
Virginia
$21K

Top Sellers

1
VA
1
Valmark Advisers
Ohio
$34.7M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
MHS
3
M Holdings Securities
Oregon
$0
4
RTS
4
Round Table Services
New Jersey
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$2.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
26
Fidelity Investments
Massachusetts
$51K +$51K +1,955 New
EFSCE
27
Enterprise Financial Services Corp (EFSC)
Missouri
$28K – – –
BWA
28
BDO Wealth Advisors
Florida
$25K – – –
SSB
29
Sandy Spring Bank
Maryland
$22K – – –
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$21K +$3.37K +130 +19%
APW
31
Acima Private Wealth
Virginia
$21K +$21K +838 New
LB
32
Legacy Bridge
Iowa
$14K – – –
IA
33
IFP Advisors
Florida
$14K +$14K +550 New
William Blair & Company
34
William Blair & Company
Illinois
$10K – – –
SFS
35
Sowell Financial Services
Arkansas
$9K +$9K +328 New
GAM
36
Gemmer Asset Management
California
$8K -$10.2K -400 -56%
TIM
37
Tortoise Investment Management
New York
$8K – – –
S
38
SignatureFD
Georgia
$8K – – –
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$8K – – –
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$6K – – –
FGAM
41
Financial Gravity Asset Management
Texas
$4K +$296 +12 +8%
GT
42
Glenmede Trust
Pennsylvania
$17 – – –
Citadel Advisors
43
Citadel Advisors
Florida
– -$616K -22,802 Closed
MHS
44
M Holdings Securities
Oregon
– -$558K -20,682 Closed
RTS
45
Round Table Services
New Jersey
– -$389K -14,427 Closed
OC
46
Oarsman Capital
Wisconsin
– -$202K -7,487 Closed
USGIU
47
U.S. Global Investors (USGI)
Texas
– -$108K -4,000 Closed
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
– -$62K -2,300 Closed
EWM
49
Executive Wealth Management
Michigan
– -$33K -1,205 Closed
AOWM
50
Alpha Omega Wealth Management
Virginia
– -$21K -767 Closed
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2
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