Invesco MSCI Global Timber ETF
57 hedge funds and large institutions have $172M invested in Invesco MSCI Global Timber ETF in 2014 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 16 increasing their positions, 13 reducing their positions, and 10 closing their positions.
23% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 13
10% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 10
2% more funds holding
Funds holding: 56 → 57 (+1)
1.95% less ownership
Funds ownership: 65.32% → 63.37% (-1.9%)
6% less capital invested
Capital invested by funds: $184M → $172M (-$11.9M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VA
Valmark Advisers
Akron,
Ohio
|
+$4.9M |
| 2 |
AIP
Ameritas Investment Partners
Lincoln,
Nebraska
|
+$2.27M |
| 3 |
Jane Street
New York
|
+$618K |
| 4 |
TIM
Tortoise Investment Management
White Plains,
New York
|
+$462K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$393K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$7.87M |
| 2 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
-$2.81M |
| 3 |
TAT
TD Ameritrade Trust
Denver,
Colorado
|
-$2.42M |
| 4 |
Morgan Stanley
New York
|
-$1.4M |
| 5 |
Comerica Bank
Dallas,
Texas
|
-$1.27M |
CUT Hedge Fund Activity: Q1 2014 in Review
57 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI Global Timber ETF (CUT) for Q1 2014, worth a combined $172M — down 6.5% from $184M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new CUT positions and 10 closed out — a net gain of 1 holder — while 16 added to existing stakes and 13 trimmed.
The largest buyer was Valmark Advisers, adding an estimated $4.9M. The largest seller was Brookstone Capital Management, exiting entirely with an estimated $7.87M sold.
- 57 institutional investors held Invesco MSCI Global Timber ETF (CUT) as of Q1 2014, up from 56 in Q4 2013.
- Funds reported $172M of Invesco MSCI Global Timber ETF stock for Q1 2014, down 6.5% quarter-over-quarter.
- 11 funds opened new Invesco MSCI Global Timber ETF positions in Q1 2014 and 10 closed out, a net change of +1 holder.
- The largest Invesco MSCI Global Timber ETF buyer in Q1 2014 was Valmark Advisers, an estimated $4.9M added.
- The largest Invesco MSCI Global Timber ETF seller in Q1 2014 was Brookstone Capital Management, an estimated $7.87M sold.
Based on aggregated 13F filings for Q1 2014.