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Invesco MSCI Global Timber ETF

43 hedge funds and large institutions have $37.4M invested in Invesco MSCI Global Timber ETF in 2022 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 15 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.84% less ownership

Funds ownership: 45.82%43.98% (-1.8%)

13% less capital invested

Capital invested by funds: $42.8M → $37.4M (-$5.4M)

17% less funds holding

Funds holding: 5243 (-9)

47% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 15

80% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 10

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
43
Holders Change
-9
Holders Change %
-17.31%
% of All Funds
0.68%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
2
Increased
8
Reduced
15
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AA
26
Ancora Advisors
Ohio
$39K
BWA
27
BDO Wealth Advisors
Florida
$35K
TWM
28
Tradition Wealth Management
Minnesota
$33K +$501 +14 +2%
GT
29
Glenmede Trust
Pennsylvania
$23K
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$23K
SSB
31
Sandy Spring Bank
Maryland
$21K
LB
32
Legacy Bridge
Iowa
$19K
USGIU
33
U.S. Global Investors (USGI)
Texas
$18K +$17.9K +500 New
William Blair & Company
34
William Blair & Company
Illinois
$14K
IA
35
IFP Advisors
Florida
$14K +$8.6K +240 +141%
CWM
36
Curi Wealth Management
North Carolina
$13K
HNB
37
Huntington National Bank
Ohio
$11K
TIM
38
Tortoise Investment Management
New York
$11K
CPFP
39
Clear Perspectives Financial Planning
Ohio
$10K
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$10K
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$8K
CB
42
Community Bank
New York
$2K
JP Morgan Chase
43
JP Morgan Chase
New York
$2K
FGAM
44
Financial Gravity Asset Management
Texas
$28 -$143 -4 -5%
JRFS
45
James Reed Financial Services
Ohio
-$1.6M -35,360 Closed
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
-$885K -23,849 Closed
BCM
47
BlueCrest Capital Management
Jersey
-$579K -15,611 Closed
UCFA
48
United Capital Financial Advisors
Texas
-$237K -6,388 Closed
RJFSA
49
Raymond James Financial Services Advisors
Florida
-$233K -6,282 Closed
FTUS
50
Flow Traders U.S.
New York
-$204K -5,497 Closed

CUT Hedge Fund Activity: Q1 2022 in Review

43 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI Global Timber ETF (CUT) for Q1 2022, worth a combined $37.4M — down 13% from $42.8M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of CUT and 2 opened new positions — a net loss of 8 holders — while 15 trimmed existing stakes and 8 added.

The largest buyer was Royal Bank of Canada, adding an estimated $1.03M. The largest seller was James Reed Financial Services, exiting entirely with an estimated $1.6M sold.

  • 43 institutional investors held Invesco MSCI Global Timber ETF (CUT) as of Q1 2022, down from 52 in Q4 2021.
  • Funds reported $37.4M of Invesco MSCI Global Timber ETF stock for Q1 2022, down 13% quarter-over-quarter.
  • 2 funds opened new Invesco MSCI Global Timber ETF positions in Q1 2022 and 10 closed out, a net change of -8 holders.
  • The largest Invesco MSCI Global Timber ETF buyer in Q1 2022 was Royal Bank of Canada, an estimated $1.03M added.
  • The largest Invesco MSCI Global Timber ETF seller in Q1 2022 was James Reed Financial Services, an estimated $1.6M sold.

Based on aggregated 13F filings for Q1 2022.