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Invesco MSCI Global Timber ETF
CUT

Overview Fund Activity

53 hedge funds and large institutions have $130M invested in Invesco MSCI Global Timber ETF in 2018 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
53
Holders Change
-1
Holders Change %
-1.85%
% of All Funds
1.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
13
Reduced
17
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OAM
Oppenheimer Asset Management
New York
$14M
2
LPT
Legacy Private Trust
Wisconsin
$1.58M
3
BCM
Barometer Capital Management
Ontario, Canada
$3.3M
4
OC
Oppenheimer & Co
New York
$1.08M
5
Jane Street
Jane Street
New York
$1.21M

Top Sellers

1
BCM
Brookstone Capital Management
Illinois
$0
2
VA
Valmark Advisers
Ohio
$63.7M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$0
4
UBS Group
UBS Group
Switzerland
$689K
5
Morgan Stanley
Morgan Stanley
New York
$4.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
VA
1
Valmark Advisers
Ohio
$63.7M -$5.25M -160,305 -8%
Bank of America
2
Bank of America
North Carolina
$19.4M -$105K -3,207 -0.5%
OAM
3
Oppenheimer Asset Management
New York
$14M +$4.76M +145,330 +51%
Morgan Stanley
4
Morgan Stanley
New York
$4.2M -$472K -14,423 -10%
UCFA
5
United Capital Financial Advisors
Texas
$4.12M +$148K +4,525 +4%
BCI
6
Brinker Capital Investments
Pennsylvania
$3.34M – – –
BCM
7
Barometer Capital Management
Ontario, Canada
$3.3M +$1.08M +33,100 +49%
AFG
8
Albion Financial Group
Utah
$1.87M – – –
AWM
9
Avior Wealth Management
Nebraska
$1.72M +$23.8K +726 +1%
LPT
10
Legacy Private Trust
Wisconsin
$1.58M +$1.58M +48,396 New
FIM
11
Freedom Investment Management
Connecticut
$1.24M -$65.5K -2,000 -5%
Jane Street
12
Jane Street
New York
$1.21M +$670K +20,489 +123%
OC
13
Oppenheimer & Co
New York
$1.08M +$702K +21,445 +184%
Wells Fargo
14
Wells Fargo
California
$897K -$10.8K -329 -1%
MHS
15
M Holdings Securities
Oregon
$804K -$193K -5,884 -19%
RJA
16
Raymond James & Associates
Florida
$798K +$21.2K +647 +3%
UBS Group
17
UBS Group
Switzerland
$689K -$502K -15,355 -42%
LPL Financial
18
LPL Financial
California
$547K +$4.77K +146 +0.9%
SCA
19
STALEY CAPITAL ADVISERS
Pennsylvania
$491K – – –
RTS
20
Round Table Services
New Jersey
$472K – – –
FWP
21
FAS Wealth Partners
Kansas
$448K +$6.91K +211 +2%
Citadel Advisors
22
Citadel Advisors
Florida
$441K +$441K +13,480 New
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$347K +$63.5K +1,937 +22%
IAS
24
IMA Advisory Services
Colorado
$308K – – –
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$286K -$13.8K -423 -5%
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