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Invesco MSCI Global Timber ETF

47 hedge funds and large institutions have $43.6M invested in Invesco MSCI Global Timber ETF in 2021 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

15% more funds holding

Funds holding: 4147 (+6)

8% more capital invested

Capital invested by funds: $40.5M → $43.6M (+$3.09M)

1.33% less ownership

Funds ownership: 44.66%43.33% (-1.3%)

17% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 12

Holders
47
Holders Change
+6
Holders Change %
+14.63%
% of All Funds
0.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
10
Reduced
12
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
$9.64M +$477K +13,565 +5%
OAM
2
Oppenheimer Asset Management
New York
$7.72M +$175K +4,980 +2%
VA
3
Valmark Advisers
Ohio
$7.4M -$33.1K -943 -0.5%
Morgan Stanley
4
Morgan Stanley
New York
$5.43M +$838K +23,849 +19%
LPL Financial
5
LPL Financial
California
$1.54M +$31.8K +904 +2%
BAM
6
Belpointe Asset Management
Nevada
$1.1M +$1.07M +30,505 New
Wells Fargo
7
Wells Fargo
California
$977K -$270K -7,674 -22%
AWM
8
Avior Wealth Management
Nebraska
$938K -$148K -4,204 -14%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$936K +$329K +9,371 +56%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$741K -$51.5K -1,467 -7%
Jane Street
11
Jane Street
New York
$692K +$677K +19,259 New
MWM
12
Merriman Wealth Management
Washington
$685K +$670K +19,075 New
BCM
13
BlueCrest Capital Management
Jersey
$660K +$291K +8,276 +82%
FWP
14
FAS Wealth Partners
Kansas
$530K +$8.29K +236 +2%
Citadel Advisors
15
Citadel Advisors
Florida
$513K -$827K -23,546 -62%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$499K -$865K -24,620 -64%
BSW
17
Buckingham Strategic Wealth
Missouri
$426K -$16.3K -465 -4%
CA
18
Cetera Advisors
Colorado
$417K -$21.1K -600 -5%
KAS
19
Kestra Advisory Services
Texas
$403K -$71.7K -2,041 -15%
RJA
20
Raymond James & Associates
Florida
$384K -$34.6K -985 -8%
OC
21
Oarsman Capital
Wisconsin
$284K -$4.81K -137 -2%
FIM
22
Freedom Investment Management
Connecticut
$281K +$275K +7,826 New
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$216K
UCFA
24
United Capital Financial Advisors
Texas
$206K +$201K +5,731 New
IAS
25
IMA Advisory Services
Colorado
$200K

CUT Hedge Fund Activity: Q1 2021 in Review

47 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI Global Timber ETF (CUT) for Q1 2021, worth a combined $43.6M — up 7.6% from $40.5M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new CUT positions and 2 closed out — a net gain of 7 holders — while 10 added to existing stakes and 12 trimmed.

The largest buyer was Belpointe Asset Management, opening a new position worth an estimated $1.07M. The largest seller was Royal Bank of Canada, cutting an estimated $865K.

  • 47 institutional investors held Invesco MSCI Global Timber ETF (CUT) as of Q1 2021, up from 41 in Q4 2020.
  • Funds reported $43.6M of Invesco MSCI Global Timber ETF stock for Q1 2021, up 7.6% quarter-over-quarter.
  • 9 funds opened new Invesco MSCI Global Timber ETF positions in Q1 2021 and 2 closed out, a net change of +7 holders.
  • The largest Invesco MSCI Global Timber ETF buyer in Q1 2021 was Belpointe Asset Management, an estimated $1.07M added.
  • The largest Invesco MSCI Global Timber ETF seller in Q1 2021 was Royal Bank of Canada, an estimated $865K sold.

Based on aggregated 13F filings for Q1 2021.