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Invesco MSCI Global Timber ETF

41 hedge funds and large institutions have $25.1M invested in Invesco MSCI Global Timber ETF in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 13 reducing their positions, and 5 closing their positions.

Holders
41
Holders Change
+1
Holders Change %
+2.5%
% of All Funds
0.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
6
Reduced
13
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
VA
1
Valmark Advisers
Ohio
$6.26M 195,212 -732 -0.4%
Bank of America
2
Bank of America
North Carolina
$5.93M 185,026 -7,426 -4%
Morgan Stanley
3
Morgan Stanley
New York
$5.34M 166,428 +74,635 +81%
AFG
4
Albion Financial Group
Utah
$1.67M 52,000
Jane Street
5
Jane Street
New York
$1.39M 43,314 -12,159 -22%
LPL Financial
6
LPL Financial
California
$550K 17,150 -12,195 -42%
FWP
7
FAS Wealth Partners
Kansas
$505K 15,754 +373 +2%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$419K 13,066 -2,816 -18%
EWM
9
Endowment Wealth Management
Wisconsin
$353K 11,011 -6,676 -38%
WJA
10
Willis Johnson & Associates
Texas
$328K 10,238 +10,238 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$293K 9,140 -1,046 -10%
OC
12
Oarsman Capital
Wisconsin
$257K 8,010
KAS
13
Kestra Advisory Services
Texas
$252K 7,869 +41 +0.5%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$249K 7,756 -44 -0.6%
AWM
15
Avior Wealth Management
Nebraska
$243K 7,569 -115 -1%
Wells Fargo
16
Wells Fargo
California
$237K 7,384 -2,130 -22%
FIM
17
Freedom Investment Management
Connecticut
$206K 6,419 -949 -13%
UBS Group
18
UBS Group
Switzerland
$195K 6,088 +407 +7%
ST
19
Smithfield Trust
Pennsylvania
$128K 4,000
PS
20
Principal Securities
Iowa
$39.3K 1,226 +1,226 New
TWM
21
Tradition Wealth Management
Minnesota
$31K 970 +23 +2%
Osaic Holdings
22
Osaic Holdings
Arizona
$27.1K 844 -337 -29%
GT
23
Glenmede Trust
Pennsylvania
$21.6K 675
TIM
24
Tortoise Investment Management
New York
$20.8K 650
VWM
25
Venturi Wealth Management
Texas
$19.7K 615