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Invesco MSCI Global Timber ETF
CUT

41 hedge funds and large institutions have $25.1M invested in Invesco MSCI Global Timber ETF in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

11% more capital invested

Capital invested by funds: $22.7M → $25.1M (+$2.39M)

4.2% more ownership

Funds ownership: 41.79% → 45.99% (+4.2%)

3% more funds holding

Funds holding: 40 → 41 (+1)

54% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 13

Holders
41
Holders Change
+1
Holders Change %
+2.5%
% of All Funds
0.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
6
Reduced
13
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$2.28M
2
WJA
Willis Johnson & Associates
Texas
+$312K
3
UBS Group
UBS Group
Switzerland
+$12.4K
4
FWP
FAS Wealth Partners
Kansas
+$11.4K
5
NP
NorthRock Partners
Minnesota
+$11.3K

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$372K
2
Jane Street
Jane Street
New York
-$371K
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$233K
4
Bank of America
Bank of America
North Carolina
-$226K
5
EWM
Endowment Wealth Management
Wisconsin
-$204K
Name Holding Trade Value Shares
Change 		Change in
Stake
SSB
26
Sandy Spring Bank
Maryland
$19.2K – – –
NSG
27
Nalls Sherbakoff Group
Tennessee
$17.3K – – –
LB
28
Legacy Bridge
Iowa
$17.3K – – –
William Blair & Company
29
William Blair & Company
Illinois
$12.8K – – –
NP
30
NorthRock Partners
Minnesota
$11.8K +$11.3K +369 New
HNB
31
Huntington National Bank
Ohio
$10.3K – – –
EWM
32
EPG Wealth Management
Georgia
$9.03K – – –
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$7.21K – – –
IA
34
IFP Advisors
Florida
$5.45K – – –
BTI
35
Blue Trust Inc
Georgia
$5K +$5.06K +166 New
TF
36
Tompkins Financial
New York
$2.56K +$2.44K +80 New
CPA
37
Clear Point Advisors
New York
$855 +$823 +27 New
JP Morgan Chase
38
JP Morgan Chase
New York
$321 -$1.19K -39 -80%
Fidelity Investments
39
Fidelity Investments
Massachusetts
$64 – – –
FGAM
40
Financial Gravity Asset Management
Texas
$47 +$30 +1 +100%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
– -$233K -7,716 Closed
LWCFA
42
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– -$84.6K -2,851 Closed
National Bank of Canada
43
National Bank of Canada
Quebec, Canada
– -$14.8K -500 Closed
HI
44
Harbour Investments
Wisconsin
– -$5.28K -175 Closed
AF
45
Advisornet Financial
Minnesota
– -$151 -5 Closed
1
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CUT Hedge Fund Activity: Q4 2023 in Review

41 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI Global Timber ETF (CUT) for Q4 2023, worth a combined $25.1M — up 11% from $22.7M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new CUT positions and 5 closed out — a net gain of 1 holder — while 6 added to existing stakes and 13 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.28M. The largest seller was LPL Financial, cutting an estimated $372K.

  • 41 institutional investors held Invesco MSCI Global Timber ETF (CUT) as of Q4 2023, up from 40 in Q3 2023.
  • Funds reported $25.1M of Invesco MSCI Global Timber ETF stock for Q4 2023, up 11% quarter-over-quarter.
  • 6 funds opened new Invesco MSCI Global Timber ETF positions in Q4 2023 and 5 closed out, a net change of +1 holder.
  • The largest Invesco MSCI Global Timber ETF buyer in Q4 2023 was Morgan Stanley, an estimated $2.28M added.
  • The largest Invesco MSCI Global Timber ETF seller in Q4 2023 was LPL Financial, an estimated $372K sold.

Based on aggregated 13F filings for Q4 2023.