Invesco MSCI Global Timber ECUTETF
13F holders, Q1 2024 (March 31)36holders
1famous investor
$33.92avg. 13F price*
At the end of Q1 2024, 36 institutions reported holding Invesco MSCI Global Timber E (CUT) in their 13F filings. The largest holders were Valmark Advisers, Inc. ($7.0M), Trek Financial, LLC ($6.5M) and Bank of America Corp. ($5.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Invesco MSCI Global Timber E
- CUSIP
- 46138E545
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $7.1M |
| Exits | 8 | $1.8M |
Ownership 36 holders
| Valmark Advisers, Inc. | 0.12% | Add +5.2% | 205,365 | $7.0M |
| Trek Financial, LLC | 0.51% | New | 190,901 | $6.5M |
| Bank of America Corp. | 0.00% | Reduce -7.7% | 170,875 | $5.8M |
| Morgan Stanley | 0.00% | Reduce -4.6% | 79,352 | $2.7M |
| Albion Financial Group | 0.14% | No change | 52,000 | $1.8M |
| Susquehanna International Group, LLP | 0.00% | Add +54.2% | 20,148 | $684K |
| Cardiff Park Advisors, LLC | 0.06% | New | 17,335 | $588K |
| FAS Wealth Partners, Inc. | 0.05% | No change | 15,754 | $534K |
| LPL Financial LLC | 0.00% | Reduce -13.9% | 14,759 | $501K |
| Willis Johnson & Associates, Inc. | 0.03% | No change | 10,238 | $347K |
| Oarsman Capital, Inc. | 0.07% | Add +3.8% | 8,310 | $282K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +2.4% | 7,940 | $269K |
| Avior Wealth Management, LLC | 0.01% | No change | 7,569 | $257K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -3.8% | 7,569 | $257K |
| Wells Fargo & Company | 0.00% | Reduce -10.0% | 6,645 | $225K |
| Freedom Investment Management, Inc. | 0.02% | Reduce -7.8% | 5,917 | $201K |
| UBS Group AG | 0.00% | Reduce -17.5% | 5,023 | $170K |
| Smithfield Trust Co | 0.01% | No change | 4,000 | $136K |
| Principal Securities, Inc. | 0.00% | No change | 1,226 | $42K |
| Citadel Advisors | 0.00% | New | 803 | $27K |
| Osaic Holdings, Inc. | 0.00% | Reduce -19.1% | 683 | $23K |
| Tortoise Investment Management, LLC | 0.00% | No change | 650 | $22K |
| Venturi Wealth Management, LLC | 0.00% | No change | 615 | $21K |
| Sandy Spring Bank | 0.00% | No change | 600 | $20K |
| Legacy Bridge, LLC | 0.01% | No change | 539 | $18K |
| Royal Bank of Canada | 0.00% | Reduce -95.2% | 435 | $15K |
| Blair William & Co. | 0.00% | No change | 400 | $14K |
| EPG Wealth Management LLC | 0.00% | No change | 300 | $10K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 225 | $8K |
| IFP Advisors, Inc | 0.00% | No change | 170 | $6K |
| Clear Point Advisors Inc. | 0.00% | No change | 27 | $905 |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | No change | 25 | $848 |
| JPMorgan Chase & Co. | 0.00% | Reduce -50.0% | 5 | $170 |
| Assetmark, Inc. | 0.00% | New | 1 | $34 |
| Financial Gravity Asset Management, Inc. | 0.00% | Reduce -50.0% | 1 | $26 |
| VitalStone Financial, LLC | 0.00% | No change | 2 | $0 |
"% of holder's portfolio" is CUT's weight in each manager's 13F, not the share of Invesco MSCI Global Timber E the manager owns.