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Invesco MSCI Global Timber ETF
CUT

29 hedge funds and large institutions have $21.4M invested in Invesco MSCI Global Timber ETF in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 4

9.83% less ownership

Funds ownership: 50.69% → 40.86% (-9.8%)

19% less funds holding

Funds holding: 36 → 29 (-7)

25% less capital invested

Capital invested by funds: $28.4M → $21.4M (-$7.01M)

64% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 11

Holders
29
Holders Change
-7
Holders Change %
-19.44%
% of All Funds
0.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
7
Reduced
4
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$1.16M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$519K
3
Osaic Holdings
Osaic Holdings
Arizona
+$112K
4
UBS Group
UBS Group
Switzerland
+$24.5K
5
LPL Financial
LPL Financial
California
+$15.3K

Top Sellers

Rank Fund Capital Flow
1
TF
Trek Financial
Arizona
-$6.48M
2
CPA
Cardiff Park Advisors
California
-$588K
3
WJA
Willis Johnson & Associates
Texas
-$347K
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$269K
5
FIM
Freedom Investment Management
Connecticut
-$201K
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$7.35K – – –
IA
27
IFP Advisors
Florida
$5.55K – – –
CPA
28
Clear Point Advisors
New York
$871 – – –
Jones Financial Companies
29
Jones Financial Companies
Missouri
$490 +$499 +15 New
JP Morgan Chase
30
JP Morgan Chase
New York
$163 – – –
VF
31
VitalStone Financial
Texas
$65 – – –
TF
32
Trek Financial
Arizona
– -$6.48M -190,901 Closed
CPA
33
Cardiff Park Advisors
California
– -$588K -17,335 Closed
WJA
34
Willis Johnson & Associates
Texas
– -$347K -10,238 Closed
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
– -$269K -7,940 Closed
FIM
36
Freedom Investment Management
Connecticut
– -$201K -5,917 Closed
Citadel Advisors
37
Citadel Advisors
Florida
– -$27.2K -803 Closed
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
– -$15K -435 Closed
HGERS
39
Householder Group Estate & Retirement Specialist
Arizona
– -$848 -25 Closed
FGAM
40
Financial Gravity Asset Management
Texas
– -$519 -16 Closed
AssetMark Inc
41
AssetMark Inc
California
– -$34 -1 Closed
1
2

CUT Hedge Fund Activity: Q2 2024 in Review

29 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI Global Timber ETF (CUT) for Q2 2024, worth a combined $21.4M — down 25% from $28.4M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of CUT and 4 opened new positions — a net loss of 7 holders — while 4 trimmed existing stakes and 7 added.

The largest buyer was Jane Street, opening a new position worth an estimated $1.16M. The largest seller was Trek Financial, exiting entirely with an estimated $6.48M sold.

  • 29 institutional investors held Invesco MSCI Global Timber ETF (CUT) as of Q2 2024, down from 36 in Q1 2024.
  • Funds reported $21.4M of Invesco MSCI Global Timber ETF stock for Q2 2024, down 25% quarter-over-quarter.
  • 4 funds opened new Invesco MSCI Global Timber ETF positions in Q2 2024 and 11 closed out, a net change of -7 holders.
  • The largest Invesco MSCI Global Timber ETF buyer in Q2 2024 was Jane Street, an estimated $1.16M added.
  • The largest Invesco MSCI Global Timber ETF seller in Q2 2024 was Trek Financial, an estimated $6.48M sold.

Based on aggregated 13F filings for Q2 2024.