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Invesco MSCI Global Timber ETF

43 hedge funds and large institutions have $31.9M invested in Invesco MSCI Global Timber ETF in 2022 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.83% more ownership

Funds ownership: 43.98%44.8% (+0.83%)

0% more funds holding

Funds holding: 4343 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

15% less capital invested

Capital invested by funds: $37.4M → $31.9M (-$5.45M)

27% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 11

Holders
43
Holders Change
Holders Change %
0%
% of All Funds
0.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
8
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AA
26
Ancora Advisors
Ohio
$34K
BWA
27
BDO Wealth Advisors
Florida
$31K
TWM
28
Tradition Wealth Management
Minnesota
$29K
Rockefeller Capital Management
29
Rockefeller Capital Management
New York
$21K
GT
30
Glenmede Trust
Pennsylvania
$20K
TIM
31
Tortoise Investment Management
New York
$20K +$12K +350 +117%
SSB
32
Sandy Spring Bank
Maryland
$19K
LB
33
Legacy Bridge
Iowa
$17K
IA
34
IFP Advisors
Florida
$14K
William Blair & Company
35
William Blair & Company
Illinois
$12K
CWM
36
Curi Wealth Management
North Carolina
$11K
HNB
37
Huntington National Bank
Ohio
$10K
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$10K +$2.88K +84 +37%
CPFP
39
Clear Perspectives Financial Planning
Ohio
$9K
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$9K
HI
41
Harbour Investments
Wisconsin
$5K +$6K +175 New
Simplex Trading
42
Simplex Trading
Illinois
$3K +$3.43K +100 New
JP Morgan Chase
43
JP Morgan Chase
New York
$2K
FGAM
44
Financial Gravity Asset Management
Texas
$24 -$274 -8 -11%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
-$203K -5,739 Closed
Koshinski Asset Management
46
Koshinski Asset Management
Illinois
-$76.2K -2,157 Closed
USGIU
47
U.S. Global Investors (USGI)
Texas
-$18K -500 Closed
CB
48
Community Bank
New York
-$2K -65 Closed

CUT Hedge Fund Activity: Q2 2022 in Review

43 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI Global Timber ETF (CUT) for Q2 2022, worth a combined $31.9M — down 15% from $37.4M a quarter earlier.

Fund positioning in CUT was balanced in Q2 2022: 4 funds opened new positions, 4 closed out, 8 added to existing stakes and 11 trimmed.

The largest buyer was Jane Street, adding an estimated $795K. The largest seller was Morgan Stanley, cutting an estimated $1.59M.

  • 43 institutional investors held Invesco MSCI Global Timber ETF (CUT) as of Q2 2022, unchanged from Q1 2022.
  • Funds reported $31.9M of Invesco MSCI Global Timber ETF stock for Q2 2022, down 15% quarter-over-quarter.
  • 4 funds opened new Invesco MSCI Global Timber ETF positions in Q2 2022 and 4 closed out, a net change of 0 holders.
  • The largest Invesco MSCI Global Timber ETF buyer in Q2 2022 was Jane Street, an estimated $795K added.
  • The largest Invesco MSCI Global Timber ETF seller in Q2 2022 was Morgan Stanley, an estimated $1.59M sold.

Based on aggregated 13F filings for Q2 2022.