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Invesco MSCI Global Timber ETF
CUT

Overview Fund Activity

54 hedge funds and large institutions have $168M invested in Invesco MSCI Global Timber ETF in 2013 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 15 reducing their positions, and 5 closing their positions.

Holders
54
Holders Change
+4
Holders Change %
+8%
% of All Funds
1.75%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
9
Increased
14
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Comerica Bank
1
Comerica Bank
Texas
$8.84M
2
AIP
2
Ameritas Investment Partners
Nebraska
$2.73M
3
MWM
3
Merriman Wealth Management
Washington
$2.7M
4
VA
4
Valmark Advisers
Ohio
$62.3M
5
Jane Street
5
Jane Street
New York
$1.41M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
Ameriprise
2
Ameriprise
Minnesota
$928K
3
B
3
Baird
Wisconsin
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$2.28M
5
Wells Fargo
5
Wells Fargo
California
$2.7M
Name Market Value Shares Shares
Change 		Shares
Change %
VA
1
Valmark Advisers
Ohio
$62.3M 2,553,385 +110,221 +5%
Bank of America
2
Bank of America
North Carolina
$25.2M 1,034,635 +52,160 +5%
Morgan Stanley
3
Morgan Stanley
New York
$16.9M 694,639 +8,163 +1%
Comerica Bank
4
Comerica Bank
Texas
$8.84M 362,535 +172,452 +91%
TAT
5
TD Ameritrade Trust
Colorado
$7.1M 291,119 -7,084 -2%
Bank of Montreal
6
Bank of Montreal
Ontario, Canada
$6.06M 248,450 – –
JPMPWA
7
J.P. Morgan Private Wealth Advisors
California
$5.2M 213,145 +24,500 +13%
BCI
8
Brinker Capital Investments
Pennsylvania
$4.07M 167,000 +19,000 +13%
ACM
9
Alpha Capital Management
Texas
$3.15M 129,055 -5,658 -4%
AIP
10
Ameritas Investment Partners
Nebraska
$2.73M 112,000 +112,000 New
MWM
11
Merriman Wealth Management
Washington
$2.7M 110,824 +110,824 New
Wells Fargo
12
Wells Fargo
California
$2.7M 110,591 -12,485 -10%
JWM
13
Jacobus Wealth Management
Wisconsin
$2.53M 103,860 -2,450 -2%
Goldman Sachs
14
Goldman Sachs
New York
$2.28M 93,543 -22,779 -20%
LPL Financial
15
LPL Financial
California
$1.71M 68,778 +1,767 +3%
AFG
16
Albion Financial Group
Utah
$1.48M 60,592 – –
Jane Street
17
Jane Street
New York
$1.41M 57,926 +57,926 New
CCWA
18
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.41M 57,883 +42,045 +265%
U
19
UBS
Switzerland
$1.34M 55,095 -646 -1%
SMM
20
Stadion Money Management
Georgia
$1.25M 51,165 +51,165 New
Ameriprise
21
Ameriprise
Minnesota
$928K 38,062 -63,009 -62%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$921K 37,770 -8,160 -18%
RJA
23
Raymond James & Associates
Florida
$843K 34,558 +704 +2%
SSB
24
Sandy Spring Bank
Maryland
$641K 26,297 -120 -0.5%
FIM
25
Freedom Investment Management
Connecticut
$582K 23,867 -2,472 -9%
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