Invesco MSCI Global Timber ETF
54 hedge funds and large institutions have $134M invested in Invesco MSCI Global Timber ETF in 2017 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 14 reducing their positions, and 5 closing their positions.
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
6% more funds holding
Funds holding: 51 → 54 (+3)
4% more capital invested
Capital invested by funds: $129M → $134M (+$5.12M)
0.96% less ownership
Funds ownership: 61.23% → 60.27% (-0.96%)
7% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VA
Valmark Advisers
Akron,
Ohio
|
+$3.01M |
| 2 |
WT
Whittier Trust
South Pasadena,
California
|
+$223K |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$208K |
| 4 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$166K |
| 5 |
AWM
Avior Wealth Management
Omaha,
Nebraska
|
+$157K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TAT
TD Ameritrade Trust
Denver,
Colorado
|
-$1.47M |
| 2 |
BCM
Barometer Capital Management
Toronto,
Ontario, Canada
|
-$1.37M |
| 3 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$1.26M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$737K |
| 5 |
Jane Street
New York
|
-$413K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Citigroup
New York
| $3K | – | – | – |
|
|
IFA
52
Interactive Financial Advisors
New Lenox,
Illinois
| $1K | -$1.56K | -50 | -58% |
|
|
TAT
53
TD Ameritrade Trust
Denver,
Colorado
| – | -$1.47M | -46,978 | Closed |
|
|
54
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$737K | -24,488 | Closed |
|
55
Citadel Advisors
Miami,
Florida
| – | -$345K | -11,455 | Closed |
|
|
IA
56
IFP Advisors
Tampa,
Florida
| – | -$16.2K | -520 | -99% |
|
|
NFG
57
Next Financial Group
Houston,
Texas
| – | -$15K | -500 | Closed |
|
|
WHG
58
Westwood Holdings Group
Dallas,
Texas
| – | -$12K | -397 | Closed |
|
59
SEI Investments
Oaks,
Pennsylvania
| – | -$6.86K | -220 | -98% |
|
CUT Hedge Fund Activity: Q4 2017 in Review
54 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI Global Timber ETF (CUT) for Q4 2017, worth a combined $134M — up 4% from $129M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new CUT positions and 5 closed out — a net gain of 3 holders — while 13 added to existing stakes and 14 trimmed.
The largest buyer was Valmark Advisers, adding an estimated $3.01M. The largest seller was TD Ameritrade Trust, exiting entirely with an estimated $1.47M sold.
- 54 institutional investors held Invesco MSCI Global Timber ETF (CUT) as of Q4 2017, up from 51 in Q3 2017.
- Funds reported $134M of Invesco MSCI Global Timber ETF stock for Q4 2017, up 4% quarter-over-quarter.
- 8 funds opened new Invesco MSCI Global Timber ETF positions in Q4 2017 and 5 closed out, a net change of +3 holders.
- The largest Invesco MSCI Global Timber ETF buyer in Q4 2017 was Valmark Advisers, an estimated $3.01M added.
- The largest Invesco MSCI Global Timber ETF seller in Q4 2017 was TD Ameritrade Trust, an estimated $1.47M sold.
Based on aggregated 13F filings for Q4 2017.