Invesco MSCI Global Timber ETF
53 hedge funds and large institutions have $104M invested in Invesco MSCI Global Timber ETF in 2019 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 11 reducing their positions, and 6 closing their positions.
50% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 6
16% more capital invested
Capital invested by funds: $89.9M → $104M (+$14.3M)
2% more funds holding
Funds holding: 52 → 53 (+1)
1.02% more ownership
Funds ownership: 62.31% → 63.33% (+1%)
0% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWC
MKD Wealth Coaches
Troy,
Michigan
|
+$2.56M |
| 2 |
VA
Valmark Advisers
Akron,
Ohio
|
+$1.39M |
| 3 |
Rockefeller Capital Management
New York
|
+$797K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$687K |
| 5 |
OAM
Oppenheimer Asset Management
New York
|
+$587K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$2.02M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$913K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$843K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$561K |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$205K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Citigroup
New York
| $3K | – | – | – |
|
|
KL
52
KWMG LLC
Overland Park,
Kansas
| $3K | – | – | – |
|
|
GT
53
Glenmede Trust
Philadelphia,
Pennsylvania
| $18 | – | – | – |
|
|
54
Citadel Advisors
Miami,
Florida
| – | -$2.02M | -83,898 | Closed |
|
|
55
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| – | -$205K | -8,518 | Closed |
|
56
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$17K | -700 | Closed |
|
|
AIC
57
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$12K | -497 | Closed |
|
|
S
58
SignatureFD
Atlanta,
Georgia
| – | -$7K | -303 | Closed |
|
CUT Hedge Fund Activity: Q1 2019 in Review
53 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI Global Timber ETF (CUT) for Q1 2019, worth a combined $104M — up 16% from $89.9M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new CUT positions and 6 closed out — a net gain of 3 holders — while 11 added to existing stakes and 11 trimmed.
The largest buyer was MKD Wealth Coaches, opening a new position worth an estimated $2.56M. The largest seller was Citadel Advisors, exiting entirely with an estimated $2.02M sold.
- 53 institutional investors held Invesco MSCI Global Timber ETF (CUT) as of Q1 2019, up from 52 in Q4 2018.
- Funds reported $104M of Invesco MSCI Global Timber ETF stock for Q1 2019, up 16% quarter-over-quarter.
- 9 funds opened new Invesco MSCI Global Timber ETF positions in Q1 2019 and 6 closed out, a net change of +3 holders.
- The largest Invesco MSCI Global Timber ETF buyer in Q1 2019 was MKD Wealth Coaches, an estimated $2.56M added.
- The largest Invesco MSCI Global Timber ETF seller in Q1 2019 was Citadel Advisors, an estimated $2.02M sold.
Based on aggregated 13F filings for Q1 2019.