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Invesco MSCI Global Timber ETF

41 hedge funds and large institutions have $40.5M invested in Invesco MSCI Global Timber ETF in 2020 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

23% more capital invested

Capital invested by funds: $32.9M → $40.5M (+$7.61M)

17% more funds holding

Funds holding: 3541 (+6)

1.31% more ownership

Funds ownership: 43.35%44.66% (+1.3%)

36% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 11

Holders
41
Holders Change
+6
Holders Change %
+17.14%
% of All Funds
0.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
7
Reduced
11
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$8.56M -$117K -3,800 -1%
OAM
2
Oppenheimer Asset Management
New York
$7.04M -$337K -10,912 -5%
VA
3
Valmark Advisers
Ohio
$6.95M -$342K -11,052 -5%
Morgan Stanley
4
Morgan Stanley
New York
$4.27M +$10.6K +344 +0.3%
AFG
5
Albion Financial Group
Utah
$1.91M
LPL Financial
6
LPL Financial
California
$1.41M +$709K +22,929 +120%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$1.29M -$371K -12,012 -24%
Citadel Advisors
8
Citadel Advisors
Florida
$1.27M +$149K +4,830 +15%
Wells Fargo
9
Wells Fargo
California
$1.17M +$328K +10,621 +44%
AWM
10
Avior Wealth Management
Nebraska
$1.02M -$93.5K -3,026 -9%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$742K -$339K -10,972 -33%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$561K +$516K +16,704 New
FWP
13
FAS Wealth Partners
Kansas
$488K
FTUS
14
Flow Traders U.S.
New York
$457K +$420K +13,599 New
KAS
15
Kestra Advisory Services
Texas
$446K +$95.8K +3,101 +31%
BSW
16
Buckingham Strategic Wealth
Missouri
$414K
CA
17
Cetera Advisors
Colorado
$410K +$377K +12,200 New
RJA
18
Raymond James & Associates
Florida
$392K -$1.08K -35 -0.3%
BCM
19
BlueCrest Capital Management
Jersey
$340K -$29.4K -952 -9%
OC
20
Oarsman Capital
Wisconsin
$270K -$3.09K -100 -1%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$202K +$186K +6,030 New
IAS
22
IMA Advisory Services
Colorado
$186K
UBS Group
23
UBS Group
Switzerland
$157K -$6.89K -223 -5%
ST
24
Smithfield Trust
Pennsylvania
$134K
Osaic Holdings
25
Osaic Holdings
Arizona
$113K +$3.34K +108 +3%

CUT Hedge Fund Activity: Q4 2020 in Review

41 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI Global Timber ETF (CUT) for Q4 2020, worth a combined $40.5M — up 23% from $32.9M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new CUT positions and 2 closed out — a net gain of 6 holders — while 7 added to existing stakes and 11 trimmed.

The largest buyer was LPL Financial, adding an estimated $709K. The largest seller was Royal Bank of Canada, cutting an estimated $371K.

  • 41 institutional investors held Invesco MSCI Global Timber ETF (CUT) as of Q4 2020, up from 35 in Q3 2020.
  • Funds reported $40.5M of Invesco MSCI Global Timber ETF stock for Q4 2020, up 23% quarter-over-quarter.
  • 8 funds opened new Invesco MSCI Global Timber ETF positions in Q4 2020 and 2 closed out, a net change of +6 holders.
  • The largest Invesco MSCI Global Timber ETF buyer in Q4 2020 was LPL Financial, an estimated $709K added.
  • The largest Invesco MSCI Global Timber ETF seller in Q4 2020 was Royal Bank of Canada, an estimated $371K sold.

Based on aggregated 13F filings for Q4 2020.