We are live on ! Find out more
CUT icon

Invesco MSCI Global Timber ETF
CUT

47 hedge funds and large institutions have $43.6M invested in Invesco MSCI Global Timber ETF in 2021 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

15% more funds holding

Funds holding: 41 → 47 (+6)

8% more capital invested

Capital invested by funds: $40.5M → $43.6M (+$3.09M)

1.33% less ownership

Funds ownership: 44.66% → 43.33% (-1.3%)

17% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 12

Holders
47
Holders Change
+6
Holders Change %
+14.63%
% of All Funds
0.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
10
Reduced
12
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BAM
Belpointe Asset Management
Nevada
+$1.07M
2
Morgan Stanley
Morgan Stanley
New York
+$838K
3
Jane Street
Jane Street
New York
+$677K
4
MWM
Merriman Wealth Management
Washington
+$670K
5
Bank of America
Bank of America
North Carolina
+$477K

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$865K
2
Citadel Advisors
Citadel Advisors
Florida
-$827K
3
FTUS
Flow Traders U.S.
New York
-$457K
4
Wells Fargo
Wells Fargo
California
-$270K
5
AWM
Avior Wealth Management
Nebraska
-$148K
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
26
UBS Group
Switzerland
$185K +$16.2K +460 +10%
ST
27
Smithfield Trust
Pennsylvania
$144K – – –
Osaic Holdings
28
Osaic Holdings
Arizona
$76K -$43.7K -1,244 -37%
TWM
29
Tradition Wealth Management
Minnesota
$56K +$878 +25 +2%
Citigroup
30
Citigroup
New York
$50K +$48.8K +1,389 New
BWA
31
BDO Wealth Advisors
Florida
$35K – – –
GT
32
Glenmede Trust
Pennsylvania
$24K – – –
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$24K – – –
AA
34
Ancora Advisors
Ohio
$22K – – –
SSB
35
Sandy Spring Bank
Maryland
$22K – – –
LB
36
Legacy Bridge
Iowa
$19K – – –
GAM
37
Gemmer Asset Management
California
$15K – – –
William Blair & Company
38
William Blair & Company
Illinois
$14K – – –
HI
39
Harbour Investments
Wisconsin
$13K +$12.6K +358 New
HNB
40
Huntington National Bank
Ohio
$12K – – –
TIM
41
Tortoise Investment Management
New York
$11K – – –
CPFP
42
Clear Perspectives Financial Planning
Ohio
$10K – – –
AWA
43
Arkadios Wealth Advisors
Georgia
$10K +$3.41K +97 +48%
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$10K +$9.84K +280 New
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$8K – – –
S
46
SignatureFD
Georgia
$7K – – –
IA
47
IFP Advisors
Florida
$6K – – –
JP Morgan Chase
48
JP Morgan Chase
New York
$2K +$1.76K +50 New
FTUS
49
Flow Traders U.S.
New York
– -$457K -13,599 Closed
CWM
50
Curi Wealth Management
North Carolina
– -$12K -369 Closed
1
2

CUT Hedge Fund Activity: Q1 2021 in Review

47 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI Global Timber ETF (CUT) for Q1 2021, worth a combined $43.6M — up 7.6% from $40.5M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new CUT positions and 2 closed out — a net gain of 7 holders — while 10 added to existing stakes and 12 trimmed.

The largest buyer was Belpointe Asset Management, opening a new position worth an estimated $1.07M. The largest seller was Royal Bank of Canada, cutting an estimated $865K.

  • 47 institutional investors held Invesco MSCI Global Timber ETF (CUT) as of Q1 2021, up from 41 in Q4 2020.
  • Funds reported $43.6M of Invesco MSCI Global Timber ETF stock for Q1 2021, up 7.6% quarter-over-quarter.
  • 9 funds opened new Invesco MSCI Global Timber ETF positions in Q1 2021 and 2 closed out, a net change of +7 holders.
  • The largest Invesco MSCI Global Timber ETF buyer in Q1 2021 was Belpointe Asset Management, an estimated $1.07M added.
  • The largest Invesco MSCI Global Timber ETF seller in Q1 2021 was Royal Bank of Canada, an estimated $865K sold.

Based on aggregated 13F filings for Q1 2021.