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Invesco MSCI Global Timber ETF

39 hedge funds and large institutions have $23.8M invested in Invesco MSCI Global Timber ETF in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 12 reducing their positions, and 4 closing their positions.

Holders
39
Holders Change
-1
Holders Change %
-2.5%
% of All Funds
0.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
4
Reduced
12
Closed
4
Calls
$15K
Puts
Net Calls
+$15K
Net Calls Change
-$122K
Name Market Value Shares Shares
Change
Shares
Change %
VA
1
Valmark Advisers
Ohio
$5.86M 198,674 -3,695 -2%
Bank of America
2
Bank of America
North Carolina
$5.86M 198,675 -11,881 -6%
Morgan Stanley
3
Morgan Stanley
New York
$3.31M 112,246 -1,687 -1%
Jane Street
4
Jane Street
New York
$2.73M 92,751 -137,773 -60%
AFG
5
Albion Financial Group
Utah
$1.53M 52,000
LPL Financial
6
LPL Financial
California
$546K 18,521 +1,292 +7%
EWM
7
Endowment Wealth Management
Wisconsin
$532K 18,056 -361 -2%
FWP
8
FAS Wealth Partners
Kansas
$454K 15,381
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$387K 13,137 +64 +0.5%
Wells Fargo
10
Wells Fargo
California
$361K 12,252 -3,770 -24%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$255K 8,648 +8,648 New
KAS
12
Kestra Advisory Services
Texas
$251K 8,506 -544 -6%
AWM
13
Avior Wealth Management
Nebraska
$233K 7,907 -350 -4%
Citadel Advisors
14
Citadel Advisors
Florida
$233K 7,891 -12,998 -62%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$231K 7,848
OC
16
Oarsman Capital
Wisconsin
$224K 7,610 +500 +7%
FIM
17
Freedom Investment Management
Connecticut
$202K 6,861 -403 -6%
UBS Group
18
UBS Group
Switzerland
$187K 6,330 +1,327 +27%
ST
19
Smithfield Trust
Pennsylvania
$118K 4,000
Osaic Holdings
20
Osaic Holdings
Arizona
$34.6K 1,172 -395 -25%
BWA
21
BDO Wealth Advisors
Florida
$30.2K 1,024
TWM
22
Tradition Wealth Management
Minnesota
$28K 947
GT
23
Glenmede Trust
Pennsylvania
$20.1K 675
TIM
24
Tortoise Investment Management
New York
$19.2K 650
VWM
25
Venturi Wealth Management
Texas
$18.1K 615