Invesco MSCI Global Timber ETF
34 hedge funds and large institutions have $22.2M invested in Invesco MSCI Global Timber ETF in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 1 closing their positions.
500% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 1
255% more call options, than puts
Call options by funds: $39K | Put options by funds: $11K
17% more funds holding
Funds holding: 29 → 34 (+5)
4% more capital invested
Capital invested by funds: $21.4M → $22.2M (+$793K)
2.14% less ownership
Funds ownership: 40.86% → 38.73% (-2.1%)
38% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$247K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$154K |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$51.6K |
| 4 |
VA
Valmark Advisers
Akron,
Ohio
|
+$45.8K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$42.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$803K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$286K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$221K |
| 4 |
OC
Oarsman Capital
Milwaukee,
Wisconsin
|
-$102K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$98K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EWM
26
EPG Wealth Management
Atlanta,
Georgia
| $10.7K | +$10.1K | +300 | New |
|
|
MG
27
Mather Group
Chicago,
Illinois
| $10.1K | – | – | – |
|
28
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $8.05K | – | – | – |
|
|
HC
29
Hoese & Co
Glencoe,
Minnesota
| $7.15K | +$6.75K | +200 | New |
|
|
IA
30
IFP Advisors
Tampa,
Florida
| $6.08K | – | – | – |
|
|
CPA
31
Clear Point Advisors
Melville,
New York
| $954 | – | – | – |
|
32
Jones Financial Companies
Des Peres,
Missouri
| $536 | – | – | – |
|
33
JP Morgan Chase
New York
| $179 | – | – | – |
|
|
VF
34
VitalStone Financial
Shavano Park,
Texas
| $72 | – | – | – |
|
|
LIA
35
Lynx Investment Advisory
Washington, Dc,
District of Columbia
| – | -$64K | -1,959 | Closed |
|
|
HGERS
36
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
| – | +$843 | +25 | New |
|
CUT Hedge Fund Activity: Q3 2024 in Review
34 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI Global Timber ETF (CUT) for Q3 2024, worth a combined $22.2M — up 3.7% from $21.4M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new CUT positions and 1 closed out — a net gain of 5 holders — while 5 added to existing stakes and 8 trimmed.
The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $247K. The largest seller was Jane Street, cutting an estimated $803K.
- 34 institutional investors held Invesco MSCI Global Timber ETF (CUT) as of Q3 2024, up from 29 in Q2 2024.
- Funds reported $22.2M of Invesco MSCI Global Timber ETF stock for Q3 2024, up 3.7% quarter-over-quarter.
- 6 funds opened new Invesco MSCI Global Timber ETF positions in Q3 2024 and 1 closed out, a net change of +5 holders.
- The largest Invesco MSCI Global Timber ETF buyer in Q3 2024 was Envestnet Asset Management, an estimated $247K added.
- The largest Invesco MSCI Global Timber ETF seller in Q3 2024 was Jane Street, an estimated $803K sold.
Based on aggregated 13F filings for Q3 2024.