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Invesco MSCI Global Timber ETF

36 hedge funds and large institutions have $28.4M invested in Invesco MSCI Global Timber ETF in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 10 reducing their positions, and 8 closing their positions.

Holders
36
Holders Change
-5
Holders Change %
-12.2%
% of All Funds
0.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
5
Reduced
10
Closed
8
Calls
$51K
Puts
$122K
Net Calls
-$71K
Net Calls Change
-$71K
Name Market Value Shares Shares
Change
Shares
Change %
VA
1
Valmark Advisers
Ohio
$6.97M 205,365 +10,153 +5%
TF
2
Trek Financial
Arizona
$6.48M 190,901 +190,901 New
Bank of America
3
Bank of America
North Carolina
$5.8M 170,875 -14,151 -8%
Morgan Stanley
4
Morgan Stanley
New York
$2.69M 79,352 -87,076 -52%
AFG
5
Albion Financial Group
Utah
$1.76M 52,000
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$684K 20,148 +7,082 +54%
CPA
7
Cardiff Park Advisors
California
$588K 17,335 +17,335 New
FWP
8
FAS Wealth Partners
Kansas
$534K 15,754
LPL Financial
9
LPL Financial
California
$501K 14,759 -2,391 -14%
WJA
10
Willis Johnson & Associates
Texas
$347K 10,238
OC
11
Oarsman Capital
Wisconsin
$282K 8,310 +300 +4%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$269K 7,940 +184 +2%
AWM
13
Avior Wealth Management
Nebraska
$257K 7,569
KAS
14
Kestra Advisory Services
Texas
$257K 7,569 -300 -4%
Wells Fargo
15
Wells Fargo
California
$225K 6,645 -739 -10%
FIM
16
Freedom Investment Management
Connecticut
$201K 5,917 -502 -8%
UBS Group
17
UBS Group
Switzerland
$170K 5,023 -1,065 -17%
ST
18
Smithfield Trust
Pennsylvania
$136K 4,000
PS
19
Principal Securities
Iowa
$41.6K 1,226
Citadel Advisors
20
Citadel Advisors
Florida
$27.2K 803 +803 New
Osaic Holdings
21
Osaic Holdings
Arizona
$23.2K 683 -161 -19%
TIM
22
Tortoise Investment Management
New York
$22.1K 650
VWM
23
Venturi Wealth Management
Texas
$20.9K 615
SSB
24
Sandy Spring Bank
Maryland
$20.4K 600
LB
25
Legacy Bridge
Iowa
$18.3K 539