CUT icon

Invesco MSCI Global Timber ETF

50 hedge funds and large institutions have $136M invested in Invesco MSCI Global Timber ETF in 2013 Q2 according to their latest regulatory filings, with 50 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

Holders
50
Holders Change
+50
Holders Change %
% of All Funds
1.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
50
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
VA
1
Valmark Advisers
Ohio
$53M 2,443,164 +2,443,164 New
Bank of America
2
Bank of America
North Carolina
$21.3M 982,475 +982,475 New
Morgan Stanley
3
Morgan Stanley
New York
$14.9M 686,476 +686,476 New
TAT
4
TD Ameritrade Trust
Colorado
$6.47M 298,203 +298,203 New
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$5.39M 248,450 +248,450 New
Comerica Bank
6
Comerica Bank
Texas
$4.13M 190,083 +190,083 New
JPMPWA
7
J.P. Morgan Private Wealth Advisors
California
$4.09M 188,645 +188,645 New
BCI
8
Brinker Capital Investments
Pennsylvania
$3.21M 148,000 +148,000 New
Wells Fargo
9
Wells Fargo
California
$2.67M 123,076 +123,076 New
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$2.55M 117,397 +117,397 New
Goldman Sachs
11
Goldman Sachs
New York
$2.52M 116,322 +116,322 New
JWM
12
Jacobus Wealth Management
Wisconsin
$2.31M 106,310 +106,310 New
Ameriprise
13
Ameriprise
Minnesota
$2.19M 101,071 +101,071 New
LPL Financial
14
LPL Financial
California
$1.45M 67,011 +67,011 New
AFG
15
Albion Financial Group
Utah
$1.32M 60,592 +60,592 New
U
16
UBS
Switzerland
$1.21M 55,741 +55,741 New
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$997K 45,930 +45,930 New
B
18
Baird
Wisconsin
$756K 34,832 +34,832 New
RJA
19
Raymond James & Associates
Florida
$735K 33,854 +33,854 New
SSB
20
Sandy Spring Bank
Maryland
$573K 26,417 +26,417 New
FIM
21
Freedom Investment Management
Connecticut
$572K 26,339 +26,339 New
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$493K 22,722 +22,722 New
LS
23
Lattice Strategies
Pennsylvania
$450K 20,715 +20,715 New
SCA
24
STALEY CAPITAL ADVISERS
Pennsylvania
$362K 16,700 +16,700 New
CCWA
25
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$344K 15,838 +15,838 New