Invesco MSCI Global Timber ECUTETF
13F holders, Q3 2024 (September 30)34holders +5
5new positions
1sold out
1famous investor
$35.76avg. 13F price*
At the end of Q3 2024, 34 institutions reported holding Invesco MSCI Global Timber E (CUT) in their 13F filings, up 5 from Q2 2024. 5 opened new positions and 1 sold out. The largest holders were Valmark Advisers, Inc. ($7.3M), Bank of America Corp. ($5.7M) and Morgan Stanley ($2.8M). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $457K |
| Exits | 1 | $64K |
All 13F filers, Q2 2024 → Q3 2024: 17,517 shares bought and 51,731 shares sold, net −34,214 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 34 holders
| Valmark Advisers, Inc. | 0.12% | Add +0.7% | 205,337 | $7.3M |
| Bank of America Corp. | 0.00% | Reduce -5.1% | 158,103 | $5.7M |
| Morgan Stanley | 0.00% | Reduce -3.0% | 77,275 | $2.8M |
| Albion Financial Group | 0.13% | No change | 52,000 | $1.9M |
| Susquehanna International Group, LLP | 0.00% | Reduce -18.3% | 29,201 | $1.0M |
| FAS Wealth Partners, Inc. | 0.04% | No change | 15,754 | $563K |
| LPL Financial LLC | 0.00% | Add +1.0% | 15,377 | $550K |
| Jane Street Group, LLC | 0.00% | Reduce -68.4% | 10,981 | $393K |
| Kestra Advisory Services, LLC | 0.00% | Add +19.6% | 9,321 | $333K |
| Envestnet Asset Management Inc. | 0.00% | New | 7,328 | $262K |
| UBS Group AG | 0.00% | Reduce -1.4% | 5,678 | $203K |
| Osaic Holdings, Inc. | 0.00% | Add +31.2% | 5,295 | $189K |
| Avior Wealth Management, LLC | 0.01% | Reduce -33.4% | 5,039 | $180K |
| Citadel Advisors | 0.00% | New | 4,576 | $164K |
| Oarsman Capital, Inc. | 0.03% | Reduce -41.0% | 4,352 | $156K |
| Smithfield Trust Co | 0.01% | No change | 4,000 | $143K |
| Wells Fargo & Company | 0.00% | Reduce -43.7% | 3,739 | $134K |
| Principal Securities, Inc. | 0.00% | No change | 1,426 | $51K |
| Simplex Trading, LLC | 0.00% | New | 696 | $24K |
| Tortoise Investment Management, LLC | 0.00% | No change | 650 | $23K |
| Venturi Wealth Management, LLC | 0.00% | No change | 615 | $22K |
| Sandy Spring Bank | 0.00% | No change | 600 | $21K |
| Legacy Bridge, LLC | 0.01% | No change | 539 | $19K |
| Blair William & Co. | 0.00% | Add +22.0% | 488 | $17K |
| EPG Wealth Management LLC | 0.00% | Add +0.0% | 300 | $11K |
| Mather Group, Llc. | 0.00% | No change | 281 | $10K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 225 | $8K |
| Hoese & Co LLP | 0.01% | New | 200 | $7K |
| IFP Advisors, Inc | 0.00% | No change | 170 | $6K |
| Clear Point Advisors Inc. | 0.00% | No change | 27 | $954 |
| Jones Financial Companies LLLP | 0.00% | No change | 15 | $536 |
| JPMorgan Chase & Co. | 0.00% | No change | 5 | $179 |
| VitalStone Financial, LLC | 0.00% | No change | 2 | $72 |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | New | 25 | $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.