Invesco MSCI Global Timber ETF
52 hedge funds and large institutions have $89.9M invested in Invesco MSCI Global Timber ETF in 2018 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 5 increasing their positions, 19 reducing their positions, and 13 closing their positions.
1.56% more ownership
Funds ownership: 60.75% → 62.31% (+1.6%)
9% less funds holding
Funds holding: 57 → 52 (-5)
26% less capital invested
Capital invested by funds: $122M → $89.9M (-$32.4M)
31% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 13
74% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 19
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VA
Valmark Advisers
Akron,
Ohio
|
+$4.61M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$1.57M |
| 3 |
BSW
Buckingham Strategic Wealth
Clayton,
Missouri
|
+$283K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$54.9K |
| 5 |
LPL Financial
San Diego,
California
|
+$27.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$2.24M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$1.47M |
| 3 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$1.24M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$864K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$526K |
CUT Hedge Fund Activity: Q4 2018 in Review
52 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI Global Timber ETF (CUT) for Q4 2018, worth a combined $89.9M — down 26% from $122M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of CUT and 9 opened new positions — a net loss of 4 holders — while 19 trimmed existing stakes and 5 added.
The largest buyer was Valmark Advisers, adding an estimated $4.61M. The largest seller was Jane Street, cutting an estimated $2.24M.
- 52 institutional investors held Invesco MSCI Global Timber ETF (CUT) as of Q4 2018, down from 57 in Q3 2018.
- Funds reported $89.9M of Invesco MSCI Global Timber ETF stock for Q4 2018, down 26% quarter-over-quarter.
- 9 funds opened new Invesco MSCI Global Timber ETF positions in Q4 2018 and 13 closed out, a net change of -4 holders.
- The largest Invesco MSCI Global Timber ETF buyer in Q4 2018 was Valmark Advisers, an estimated $4.61M added.
- The largest Invesco MSCI Global Timber ETF seller in Q4 2018 was Jane Street, an estimated $2.24M sold.
Based on aggregated 13F filings for Q4 2018.