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Invesco MSCI Global Timber ETF
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Overview Fund Activity

56 hedge funds and large institutions have $184M invested in Invesco MSCI Global Timber ETF in 2013 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 13 reducing their positions, and 7 closing their positions.

Holders
56
Holders Change
+2
Holders Change %
+3.7%
% of All Funds
1.63%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
10
Increased
15
Reduced
13
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
1
Brookstone Capital Management
Illinois
$7.87M
2
Bank of America
2
Bank of America
North Carolina
$29M
3
VA
3
Valmark Advisers
Ohio
$68M
4
AIP
4
Ameritas Investment Partners
Nebraska
$4.25M
5
Morgan Stanley
5
Morgan Stanley
New York
$19.3M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$0
2
ACM
2
Alpha Capital Management
Texas
$0
3
Jane Street
3
Jane Street
New York
$0
4
SMM
4
Stadion Money Management
Georgia
$0
5
Ameriprise
5
Ameriprise
Minnesota
$47K
Name Market Value Shares Shares
Change 		Shares
Change %
VA
1
Valmark Advisers
Ohio
$68M 2,625,814 +72,429 +3%
Bank of America
2
Bank of America
North Carolina
$29M 1,119,857 +85,222 +8%
Morgan Stanley
3
Morgan Stanley
New York
$19.3M 746,054 +51,415 +7%
Comerica Bank
4
Comerica Bank
Texas
$9.96M 384,651 +22,116 +6%
BCM
5
Brookstone Capital Management
Illinois
$7.87M 303,785 +303,785 New
TAT
6
TD Ameritrade Trust
Colorado
$7.61M 294,779 +3,660 +1%
JPMPWA
7
J.P. Morgan Private Wealth Advisors
California
$6.1M 235,444 +22,299 +10%
BCI
8
Brinker Capital Investments
Pennsylvania
$4.33M 167,000 – –
AIP
9
Ameritas Investment Partners
Nebraska
$4.25M 164,000 +52,000 +46%
Wells Fargo
10
Wells Fargo
California
$2.96M 114,423 +3,832 +3%
MWM
11
Merriman Wealth Management
Washington
$2.81M 108,399 -2,425 -2%
JWM
12
Jacobus Wealth Management
Wisconsin
$2.69M 103,860 – –
Goldman Sachs
13
Goldman Sachs
New York
$2.42M 93,543 – –
U
14
UBS
Switzerland
$2.22M 85,516 +30,421 +55%
LPL Financial
15
LPL Financial
California
$1.9M 73,264 +4,486 +7%
AFG
16
Albion Financial Group
Utah
$1.57M 60,592 – –
CCWA
17
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.42M 54,831 -3,052 -5%
MHS
18
M Holdings Securities
Oregon
$794K 30,654 +30,654 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$765K 29,539 +25,832 +697%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$615K 23,727 -14,043 -37%
SSB
21
Sandy Spring Bank
Maryland
$604K 23,330 -2,967 -11%
FIM
22
Freedom Investment Management
Connecticut
$602K 23,262 -605 -3%
VKH
23
Virtu KCG Holdings
New York
$596K 23,018 +23,018 New
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$585K 22,569 +2,633 +13%
Mariner
25
Mariner
Kansas
$485K 18,710 +18,710 New
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