We are live on ! Find out more
CUT icon

Invesco MSCI Global Timber ETF

49 hedge funds and large institutions have $84.6M invested in Invesco MSCI Global Timber ETF in 2019 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 12 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 4

17% more funds holding

Funds holding: 4249 (+7)

15% more capital invested

Capital invested by funds: $73.7M → $84.6M (+$10.9M)

2.09% more ownership

Funds ownership: 58.24%60.33% (+2.1%)

8% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 13

Holders
49
Holders Change
+7
Holders Change %
+16.67%
% of All Funds
0.97%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
12
Reduced
13
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
26
US Bancorp
Minnesota
$163K
IAS
27
IMA Advisory Services
Colorado
$161K
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$143K -$13.8K -493 -9%
ST
29
Smithfield Trust
Pennsylvania
$116K
S
30
SignatureFD
Georgia
$79K +$68.5K +2,445 +826%
AG
31
Advisor Group
Arizona
$72K -$2.21K -79 -3%
Fidelity Investments
32
Fidelity Investments
Massachusetts
$57K +$28 +1 +0.1%
APA
33
American Portfolios Advisors
New York
$49.4K +$47.8K +1,708 New
EFSCE
34
Enterprise Financial Services Corp (EFSC)
Missouri
$31K
BWA
35
BDO Wealth Advisors
Florida
$28K +$700 +25 +3%
SSB
36
Sandy Spring Bank
Maryland
$24K
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$20K +$9.88K +353 +108%
GT
38
Glenmede Trust
Pennsylvania
$19K
AA
39
Ancora Advisors
Ohio
$17K +$16.8K +600 New
LB
40
Legacy Bridge
Iowa
$16K
William Blair & Company
41
William Blair & Company
Illinois
$12K
SAM
42
S.A. Mason
Michigan
$12K +$11.2K +400 New
VCP
43
Verus Capital Partners
Arizona
$12K +$11.2K +400 New
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$10K +$3.16K +113 +50%
SFS
45
Sowell Financial Services
Arkansas
$9K
TIM
46
Tortoise Investment Management
New York
$9K
IA
47
IFP Advisors
Florida
$5K -$10.6K -380 -69%
LS
48
Leelyn Smith
Illinois
$21 +$20.7K +740 New
PAG
49
Private Advisor Group
New Jersey
-$470K -11,507 Closed
APW
50
Acima Private Wealth
Virginia
-$21K -838 Closed

CUT Hedge Fund Activity: Q4 2019 in Review

49 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI Global Timber ETF (CUT) for Q4 2019, worth a combined $84.6M — up 15% from $73.7M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new CUT positions and 4 closed out — a net gain of 7 holders — while 12 added to existing stakes and 13 trimmed.

The largest buyer was Jane Street, adding an estimated $1.22M. The largest seller was Bank of America, cutting an estimated $1.44M.

  • 49 institutional investors held Invesco MSCI Global Timber ETF (CUT) as of Q4 2019, up from 42 in Q3 2019.
  • Funds reported $84.6M of Invesco MSCI Global Timber ETF stock for Q4 2019, up 15% quarter-over-quarter.
  • 11 funds opened new Invesco MSCI Global Timber ETF positions in Q4 2019 and 4 closed out, a net change of +7 holders.
  • The largest Invesco MSCI Global Timber ETF buyer in Q4 2019 was Jane Street, an estimated $1.22M added.
  • The largest Invesco MSCI Global Timber ETF seller in Q4 2019 was Bank of America, an estimated $1.44M sold.

Based on aggregated 13F filings for Q4 2019.