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.
13% more capital invested
Capital invested by funds: $25.1M → $28.4M (+$3.31M)
4.7% more ownership
Funds ownership: 45.99% → 50.69% (+4.7%)
12% less funds holding
Funds holding: 41 → 36 (-5)
50% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 8
50% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 10
58% less call options, than puts
Call options by funds: $51K | Put options by funds: $122K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TF
Trek Financial
Scottsdale,
Arizona
|
+$6.02M |
| 2 |
CPA
Cardiff Park Advisors
Carlsbad,
California
|
+$547K |
| 3 |
VA
Valmark Advisers
Akron,
Ohio
|
+$320K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$223K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$25.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$2.75M |
| 2 |
Jane Street
New York
|
-$1.39M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$446K |
| 4 |
EWM
Endowment Wealth Management
Appleton,
Wisconsin
|
-$353K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$275K |
CUT Hedge Fund Activity: Q1 2024 in Review
36 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI Global Timber ETF (CUT) for Q1 2024, worth a combined $28.4M — up 13% from $25.1M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of CUT and 4 opened new positions — a net loss of 4 holders — while 10 trimmed existing stakes and 5 added.
The largest buyer was Trek Financial, opening a new position worth an estimated $6.02M. The largest seller was Morgan Stanley, cutting an estimated $2.75M.
- 36 institutional investors held Invesco MSCI Global Timber ETF (CUT) as of Q1 2024, down from 41 in Q4 2023.
- Funds reported $28.4M of Invesco MSCI Global Timber ETF stock for Q1 2024, up 13% quarter-over-quarter.
- 4 funds opened new Invesco MSCI Global Timber ETF positions in Q1 2024 and 8 closed out, a net change of -4 holders.
- The largest Invesco MSCI Global Timber ETF buyer in Q1 2024 was Trek Financial, an estimated $6.02M added.
- The largest Invesco MSCI Global Timber ETF seller in Q1 2024 was Morgan Stanley, an estimated $2.75M sold.
Based on aggregated 13F filings for Q1 2024.