Invesco MSCI Global Timber ETF
50 hedge funds and large institutions have $101M invested in Invesco MSCI Global Timber ETF in 2019 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 14 reducing their positions, and 9 closing their positions.
0.17% more ownership
Funds ownership: 63.33% → 63.5% (+0.17%)
3% less capital invested
Capital invested by funds: $104M → $101M (-$3.14M)
6% less funds holding
Funds holding: 53 → 50 (-3)
22% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 9
43% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$801K |
| 2 |
VA
Valmark Advisers
Akron,
Ohio
|
+$724K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$705K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$609K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$293K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWC
MKD Wealth Coaches
Troy,
Michigan
|
-$2.6M |
| 2 |
Rockefeller Capital Management
New York
|
-$777K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$524K |
| 4 |
Morgan Stanley
New York
|
-$315K |
| 5 |
AWM
Avior Wealth Management
Omaha,
Nebraska
|
-$262K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MWC
51
MKD Wealth Coaches
Troy,
Michigan
| – | -$2.6M | -94,635 | Closed |
|
52
Mercer Global Advisors
Denver,
Colorado
| – | -$224K | -8,165 | Closed |
|
|
WWM
53
Western Wealth Management
Golden,
Colorado
| – | -$215K | -7,821 | Closed |
|
|
CHP
54
Cable Hill Partners
Portland,
Oregon
| – | -$65K | -2,358 | Closed |
|
|
RFC
55
Regions Financial Corp
Birmingham,
Alabama
| – | -$49K | -1,769 | Closed |
|
|
PA
56
Parallel Advisors
San Francisco,
California
| – | -$8K | -302 | Closed |
|
|
GSWM
57
Golden State Wealth Management
Santa Ana,
California
| – | -$7K | -262 | Closed |
|
58
Citigroup
New York
| – | -$3K | -100 | Closed |
|
|
KL
59
KWMG LLC
Overland Park,
Kansas
| – | -$3K | -97 | Closed |
|
CUT Hedge Fund Activity: Q2 2019 in Review
50 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI Global Timber ETF (CUT) for Q2 2019, worth a combined $101M — down 3% from $104M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of CUT and 7 opened new positions — a net loss of 2 holders — while 14 trimmed existing stakes and 8 added.
The largest buyer was Jane Street, adding an estimated $801K. The largest seller was MKD Wealth Coaches, exiting entirely with an estimated $2.6M sold.
- 50 institutional investors held Invesco MSCI Global Timber ETF (CUT) as of Q2 2019, down from 53 in Q1 2019.
- Funds reported $101M of Invesco MSCI Global Timber ETF stock for Q2 2019, down 3% quarter-over-quarter.
- 7 funds opened new Invesco MSCI Global Timber ETF positions in Q2 2019 and 9 closed out, a net change of -2 holders.
- The largest Invesco MSCI Global Timber ETF buyer in Q2 2019 was Jane Street, an estimated $801K added.
- The largest Invesco MSCI Global Timber ETF seller in Q2 2019 was MKD Wealth Coaches, an estimated $2.6M sold.
Based on aggregated 13F filings for Q2 2019.