Invesco MSCI Global Timber ETF
35 hedge funds and large institutions have $23.2M invested in Invesco MSCI Global Timber ETF in 2024 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
43% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 7
6.98% more ownership
Funds ownership: 38.73% → 45.71% (+7%)
3% more funds holding
Funds holding: 34 → 35 (+1)
4% more capital invested
Capital invested by funds: $22.2M → $23.2M (+$997K)
100% less call options, than puts
Call options by funds: $3K | Put options by funds: $3.17M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$1.13M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$868K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$680K |
| 4 |
VA
Valmark Advisers
Akron,
Ohio
|
+$322K |
| 5 |
KBFS
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
+$121K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OC
Oarsman Capital
Milwaukee,
Wisconsin
|
-$44.9K |
| 2 |
LPL Financial
San Diego,
California
|
-$23K |
| 3 |
Simplex Trading
Chicago,
Illinois
|
-$17.1K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$12.6K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MCM
26
MAI Capital Management
Independence,
Ohio
| $12.7K | +$13.6K | +400 | New |
|
|
HNB
27
Huntington National Bank
Columbus,
Ohio
| $10.2K | – | – | – |
|
|
EWM
28
EPG Wealth Management
Atlanta,
Georgia
| $9.5K | – | – | – |
|
|
MG
29
Mather Group
Chicago,
Illinois
| $8.9K | – | – | – |
|
30
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $7.13K | – | – | – |
|
|
31
Simplex Trading
Chicago,
Illinois
| $6K | -$17.1K | -501 | -72% |
|
|
IA
32
IFP Advisors
Tampa,
Florida
| $5.38K | – | – | – |
|
33
Jones Financial Companies
Des Peres,
Missouri
| $1.77K | +$1.4K | +41 | +273% |
|
|
SAM
34
Synergy Asset Management
Vancouver,
Washington
| $358 | +$341 | +10 | New |
|
35
JP Morgan Chase
New York
| $158 | – | – | – |
|
|
HC
36
Hoese & Co
Glencoe,
Minnesota
| – | -$7.15K | -200 | Closed |
|
|
CPA
37
Clear Point Advisors
Melville,
New York
| – | -$954 | -27 | Closed |
|
CUT Hedge Fund Activity: Q4 2024 in Review
35 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI Global Timber ETF (CUT) for Q4 2024, worth a combined $23.2M — up 4.5% from $22.2M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new CUT positions and 2 closed out — a net gain of 2 holders — while 10 added to existing stakes and 7 trimmed.
The largest buyer was Jane Street, adding an estimated $1.13M. The largest seller was Oarsman Capital, cutting an estimated $44.9K.
- 35 institutional investors held Invesco MSCI Global Timber ETF (CUT) as of Q4 2024, up from 34 in Q3 2024.
- Funds reported $23.2M of Invesco MSCI Global Timber ETF stock for Q4 2024, up 4.5% quarter-over-quarter.
- 4 funds opened new Invesco MSCI Global Timber ETF positions in Q4 2024 and 2 closed out, a net change of +2 holders.
- The largest Invesco MSCI Global Timber ETF buyer in Q4 2024 was Jane Street, an estimated $1.13M added.
- The largest Invesco MSCI Global Timber ETF seller in Q4 2024 was Oarsman Capital, an estimated $44.9K sold.
Based on aggregated 13F filings for Q4 2024.