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Invesco MSCI Global Timber ETF
CUT

41 hedge funds and large institutions have $40.5M invested in Invesco MSCI Global Timber ETF in 2020 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

23% more capital invested

Capital invested by funds: $32.9M → $40.5M (+$7.61M)

17% more funds holding

Funds holding: 35 → 41 (+6)

1.31% more ownership

Funds ownership: 43.35% → 44.66% (+1.3%)

36% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 11

Holders
41
Holders Change
+6
Holders Change %
+17.14%
% of All Funds
0.73%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
7
Reduced
11
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$709K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$516K
3
FTUS
Flow Traders U.S.
New York
+$420K
4
CA
Cetera Advisors
Colorado
+$377K
5
Wells Fargo
Wells Fargo
California
+$328K

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$371K
2
VA
Valmark Advisers
Ohio
-$342K
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$339K
4
OAM
Oppenheimer Asset Management
New York
-$337K
5
Bank of America
Bank of America
North Carolina
-$117K
Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
26
Tradition Wealth Management
Minnesota
$51K +$47.3K +1,529 New
BWA
27
BDO Wealth Advisors
Florida
$33K +$464 +15 +2%
GT
28
Glenmede Trust
Pennsylvania
$22K – – –
Rockefeller Capital Management
29
Rockefeller Capital Management
New York
$22K – – –
AA
30
Ancora Advisors
Ohio
$20K – – –
SSB
31
Sandy Spring Bank
Maryland
$20K – – –
LB
32
Legacy Bridge
Iowa
$18K – – –
GAM
33
Gemmer Asset Management
California
$14K – – –
William Blair & Company
34
William Blair & Company
Illinois
$13K – – –
CWM
35
Curi Wealth Management
North Carolina
$12K +$11.4K +369 New
HNB
36
Huntington National Bank
Ohio
$11K – – –
TIM
37
Tortoise Investment Management
New York
$10K – – –
CPFP
38
Clear Perspectives Financial Planning
Ohio
$9K +$8.69K +281 New
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$8K – – –
S
40
SignatureFD
Georgia
$7K -$15.5K -500 -71%
IA
41
IFP Advisors
Florida
$6K – – –
AWA
42
Arkadios Wealth Advisors
Georgia
$6K +$6.27K +203 New
FHA
43
Flagship Harbor Advisors
Massachusetts
– -$106K -3,800 Closed
LFG
44
Larson Financial Group
Missouri
– -$1K -32 Closed
1
2

CUT Hedge Fund Activity: Q4 2020 in Review

41 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI Global Timber ETF (CUT) for Q4 2020, worth a combined $40.5M — up 23% from $32.9M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new CUT positions and 2 closed out — a net gain of 6 holders — while 7 added to existing stakes and 11 trimmed.

The largest buyer was LPL Financial, adding an estimated $709K. The largest seller was Royal Bank of Canada, cutting an estimated $371K.

  • 41 institutional investors held Invesco MSCI Global Timber ETF (CUT) as of Q4 2020, up from 35 in Q3 2020.
  • Funds reported $40.5M of Invesco MSCI Global Timber ETF stock for Q4 2020, up 23% quarter-over-quarter.
  • 8 funds opened new Invesco MSCI Global Timber ETF positions in Q4 2020 and 2 closed out, a net change of +6 holders.
  • The largest Invesco MSCI Global Timber ETF buyer in Q4 2020 was LPL Financial, an estimated $709K added.
  • The largest Invesco MSCI Global Timber ETF seller in Q4 2020 was Royal Bank of Canada, an estimated $371K sold.

Based on aggregated 13F filings for Q4 2020.