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Invesco MSCI Global Timber ETF

34 hedge funds and large institutions have $22.2M invested in Invesco MSCI Global Timber ETF in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 1

255% more call options, than puts

Call options by funds: $39K | Put options by funds: $11K

17% more funds holding

Funds holding: 2934 (+5)

4% more capital invested

Capital invested by funds: $21.4M → $22.2M (+$793K)

2.14% less ownership

Funds ownership: 40.86%38.73% (-2.1%)

38% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 8

Holders
34
Holders Change
+5
Holders Change %
+17.24%
% of All Funds
0.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
5
Reduced
8
Closed
1
Calls
$39K
Puts
$11K
Net Calls
+$28K
Net Calls Change
+$28K
Name Holding Trade Value Shares
Change
Change in
Stake
VA
1
Valmark Advisers
Ohio
$7.34M +$45.8K +1,358 +0.7%
Bank of America
2
Bank of America
North Carolina
$5.65M -$286K -8,467 -5%
Morgan Stanley
3
Morgan Stanley
New York
$2.76M -$81.1K -2,404 -3%
AFG
4
Albion Financial Group
Utah
$1.86M
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.04M -$221K -6,557 -18%
FWP
6
FAS Wealth Partners
Kansas
$563K
LPL Financial
7
LPL Financial
California
$550K +$5.29K +157 +1%
Jane Street
8
Jane Street
New York
$393K -$803K -23,802 -68%
KAS
9
Kestra Advisory Services
Texas
$333K +$51.6K +1,529 +20%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$262K +$247K +7,328 New
UBS Group
11
UBS Group
Switzerland
$203K -$2.77K -82 -1%
Osaic Holdings
12
Osaic Holdings
Arizona
$189K +$42.5K +1,260 +31%
AWM
13
Avior Wealth Management
Nebraska
$180K -$85.3K -2,530 -33%
Citadel Advisors
14
Citadel Advisors
Florida
$164K +$154K +4,576 New
OC
15
Oarsman Capital
Wisconsin
$156K -$102K -3,025 -41%
ST
16
Smithfield Trust
Pennsylvania
$143K
Wells Fargo
17
Wells Fargo
California
$134K -$98K -2,905 -44%
PS
18
Principal Securities
Iowa
$51K
Simplex Trading
19
Simplex Trading
Illinois
$24K +$23.5K +696 New
TIM
20
Tortoise Investment Management
New York
$23.2K
VWM
21
Venturi Wealth Management
Texas
$22K
SSB
22
Sandy Spring Bank
Maryland
$21.5K
LB
23
Legacy Bridge
Iowa
$19.3K
William Blair & Company
24
William Blair & Company
Illinois
$17.5K +$2.97K +88 +22%
HNB
25
Huntington National Bank
Ohio
$11.5K

CUT Hedge Fund Activity: Q3 2024 in Review

34 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI Global Timber ETF (CUT) for Q3 2024, worth a combined $22.2M — up 3.7% from $21.4M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new CUT positions and 1 closed out — a net gain of 5 holders — while 5 added to existing stakes and 8 trimmed.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $247K. The largest seller was Jane Street, cutting an estimated $803K.

  • 34 institutional investors held Invesco MSCI Global Timber ETF (CUT) as of Q3 2024, up from 29 in Q2 2024.
  • Funds reported $22.2M of Invesco MSCI Global Timber ETF stock for Q3 2024, up 3.7% quarter-over-quarter.
  • 6 funds opened new Invesco MSCI Global Timber ETF positions in Q3 2024 and 1 closed out, a net change of +5 holders.
  • The largest Invesco MSCI Global Timber ETF buyer in Q3 2024 was Envestnet Asset Management, an estimated $247K added.
  • The largest Invesco MSCI Global Timber ETF seller in Q3 2024 was Jane Street, an estimated $803K sold.

Based on aggregated 13F filings for Q3 2024.