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Invesco MSCI Global Timber ETF

35 hedge funds and large institutions have $23.2M invested in Invesco MSCI Global Timber ETF in 2024 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

43% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 7

6.98% more ownership

Funds ownership: 38.73%45.71% (+7%)

3% more funds holding

Funds holding: 3435 (+1)

4% more capital invested

Capital invested by funds: $22.2M → $23.2M (+$997K)

100% less call options, than puts

Call options by funds: $3K | Put options by funds: $3.17M

Holders
35
Holders Change
+1
Holders Change %
+2.94%
% of All Funds
0.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
10
Reduced
7
Closed
2
Calls
$3K
Puts
$3.17M
Net Calls
-$3.17M
Net Calls Change
-$3.19M
Name Holding Trade Value Shares
Change
Change in
Stake
VA
1
Valmark Advisers
Ohio
$6.8M +$322K +9,457 +5%
Bank of America
2
Bank of America
North Carolina
$4.99M -$12.6K -369 -0.2%
Morgan Stanley
3
Morgan Stanley
New York
$2.45M +$3.58K +105 +0.1%
AFG
4
Albion Financial Group
Utah
$1.65M
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.56M +$680K +19,960 +68%
Jane Street
6
Jane Street
New York
$1.4M +$1.13M +33,260 +303%
Citadel Advisors
7
Citadel Advisors
Florida
$951K +$868K +25,460 +556%
MA
8
McGrath & Associates
North Carolina
$652K +$701K +20,581 New
FWP
9
FAS Wealth Partners
Kansas
$514K +$16.3K +478 +3%
LPL Financial
10
LPL Financial
California
$466K -$23K -674 -4%
KAS
11
Kestra Advisory Services
Texas
$308K +$13.9K +408 +4%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$235K +$3.13K +92 +1%
Osaic Holdings
13
Osaic Holdings
Arizona
$219K +$55.2K +1,619 +31%
UBS Group
14
UBS Group
Switzerland
$172K -$8.32K -244 -4%
AWM
15
Avior Wealth Management
Nebraska
$160K
ST
16
Smithfield Trust
Pennsylvania
$127K
KBFS
17
Kohmann Bosshard Financial Services
Ohio
$112K +$121K +3,551 New
Wells Fargo
18
Wells Fargo
California
$110K -$9K -264 -7%
OC
19
Oarsman Capital
Wisconsin
$96.1K -$44.9K -1,317 -30%
PS
20
Principal Securities
Iowa
$45.2K
TIM
21
Tortoise Investment Management
New York
$20.6K
VWM
22
Venturi Wealth Management
Texas
$19.5K
SSB
23
Sandy Spring Bank
Maryland
$19K
LB
24
Legacy Bridge
Iowa
$17.1K
William Blair & Company
25
William Blair & Company
Illinois
$12.7K -$3K -88 -18%

CUT Hedge Fund Activity: Q4 2024 in Review

35 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI Global Timber ETF (CUT) for Q4 2024, worth a combined $23.2M — up 4.5% from $22.2M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new CUT positions and 2 closed out — a net gain of 2 holders — while 10 added to existing stakes and 7 trimmed.

The largest buyer was Jane Street, adding an estimated $1.13M. The largest seller was Oarsman Capital, cutting an estimated $44.9K.

  • 35 institutional investors held Invesco MSCI Global Timber ETF (CUT) as of Q4 2024, up from 34 in Q3 2024.
  • Funds reported $23.2M of Invesco MSCI Global Timber ETF stock for Q4 2024, up 4.5% quarter-over-quarter.
  • 4 funds opened new Invesco MSCI Global Timber ETF positions in Q4 2024 and 2 closed out, a net change of +2 holders.
  • The largest Invesco MSCI Global Timber ETF buyer in Q4 2024 was Jane Street, an estimated $1.13M added.
  • The largest Invesco MSCI Global Timber ETF seller in Q4 2024 was Oarsman Capital, an estimated $44.9K sold.

Based on aggregated 13F filings for Q4 2024.