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.
20% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 5
11% more capital invested
Capital invested by funds: $22.7M → $25.1M (+$2.39M)
4.2% more ownership
Funds ownership: 41.79% → 45.99% (+4.2%)
3% more funds holding
Funds holding: 40 → 41 (+1)
54% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.28M |
| 2 |
WJA
Willis Johnson & Associates
Houston,
Texas
|
+$312K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$12.4K |
| 4 |
FWP
FAS Wealth Partners
Leawood,
Kansas
|
+$11.4K |
| 5 |
NP
NorthRock Partners
Minneapolis,
Minnesota
|
+$11.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$372K |
| 2 |
Jane Street
New York
|
-$371K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$233K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$226K |
| 5 |
EWM
Endowment Wealth Management
Appleton,
Wisconsin
|
-$204K |
CUT Hedge Fund Activity: Q4 2023 in Review
41 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI Global Timber ETF (CUT) for Q4 2023, worth a combined $25.1M — up 11% from $22.7M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new CUT positions and 5 closed out — a net gain of 1 holder — while 6 added to existing stakes and 13 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $2.28M. The largest seller was LPL Financial, cutting an estimated $372K.
- 41 institutional investors held Invesco MSCI Global Timber ETF (CUT) as of Q4 2023, up from 40 in Q3 2023.
- Funds reported $25.1M of Invesco MSCI Global Timber ETF stock for Q4 2023, up 11% quarter-over-quarter.
- 6 funds opened new Invesco MSCI Global Timber ETF positions in Q4 2023 and 5 closed out, a net change of +1 holder.
- The largest Invesco MSCI Global Timber ETF buyer in Q4 2023 was Morgan Stanley, an estimated $2.28M added.
- The largest Invesco MSCI Global Timber ETF seller in Q4 2023 was LPL Financial, an estimated $372K sold.
Based on aggregated 13F filings for Q4 2023.