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Invesco MSCI Global Timber ETF

28 hedge funds and large institutions have $15.8M invested in Invesco MSCI Global Timber ETF in 2025 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

5.89% less ownership

Funds ownership: 47.8%41.91% (-5.9%)

10% less funds holding

Funds holding: 3128 (-3)

23% less capital invested

Capital invested by funds: $20.5M → $15.8M (-$4.65M)

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

60% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 10

Holders
28
Holders Change
-3
Holders Change %
-9.68%
% of All Funds
0.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
4
Reduced
10
Closed
6
Calls
$517K
Puts
Net Calls
+$517K
Net Calls Change
+$12K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$3.96M -$3.33K -116 -0.1%
Citadel Advisors
2
Citadel Advisors
Florida
$3.64M +$2.71M +94,415 +307%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.11M +$327K +11,419 +19%
AFG
4
Albion Financial Group
Utah
$1.51M
FTUS
5
Flow Traders U.S.
New York
$1.36M +$711K +24,802 +113%
Morgan Stanley
6
Morgan Stanley
New York
$1.25M -$540K -18,832 -30%
Jane Street
7
Jane Street
New York
$458K -$308K -10,727 -40%
VA
8
Valmark Advisers
Ohio
$363K -$6.45M -224,956 -95%
LPL Financial
9
LPL Financial
California
$347K -$37.9K -1,321 -10%
KAS
10
Kestra Advisory Services
Texas
$224K -$7.88K -275 -3%
JSW
11
Journey Strategic Wealth
New Jersey
$219K +$14.9K +519 +7%
ST
12
Smithfield Trust
Pennsylvania
$116K
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$60K +$59.1K +2,062 New
UBS Group
14
UBS Group
Switzerland
$44K -$23K -801 -35%
KBFS
15
Kohmann Bosshard Financial Services
Ohio
$34.9K +$34.4K +1,200 New
Rockefeller Capital Management
16
Rockefeller Capital Management
New York
$30.7K -$87.2K -3,042 -74%
Osaic Holdings
17
Osaic Holdings
Arizona
$26.5K -$58.7K -2,047 -69%
AUB
18
Atlantic Union Bankshares
Virginia
$17.4K
LB
19
Legacy Bridge
Iowa
$15.7K
MCM
20
MAI Capital Management
Ohio
$11.6K
HNB
21
Huntington National Bank
Ohio
$9.36K
William Blair & Company
22
William Blair & Company
Illinois
$8.72K
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$6.54K
BLC
24
Brown, Lisle/Cummings
Rhode Island
$5.81K
IA
25
IFP Advisors
Florida
$4.94K

CUT Hedge Fund Activity: Q4 2025 in Review

28 of the 8,228 institutional investors tracked by Wall St. Rank reported a position in Invesco MSCI Global Timber ETF (CUT) for Q4 2025, worth a combined $15.8M — down 23% from $20.5M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of CUT and 3 opened new positions — a net loss of 3 holders — while 10 trimmed existing stakes and 4 added.

The largest buyer was Citadel Advisors, adding an estimated $2.71M. The largest seller was Valmark Advisers, cutting an estimated $6.45M.

  • 28 institutional investors held Invesco MSCI Global Timber ETF (CUT) as of Q4 2025, down from 31 in Q3 2025.
  • Funds reported $15.8M of Invesco MSCI Global Timber ETF stock for Q4 2025, down 23% quarter-over-quarter.
  • 3 funds opened new Invesco MSCI Global Timber ETF positions in Q4 2025 and 6 closed out, a net change of -3 holders.
  • The largest Invesco MSCI Global Timber ETF buyer in Q4 2025 was Citadel Advisors, an estimated $2.71M added.
  • The largest Invesco MSCI Global Timber ETF seller in Q4 2025 was Valmark Advisers, an estimated $6.45M sold.

Based on aggregated 13F filings for Q4 2025.