Invesco MSCI Global Timber ECUTETF
13F holders, Q4 2024 (December 31)35holders +1
3new positions
2sold out
1famous investor
$31.67avg. 13F price*
At the end of Q4 2024, 35 institutions reported holding Invesco MSCI Global Timber E (CUT) in their 13F filings, up 1 from Q3 2024. 3 opened new positions and 2 sold out. The largest holders were Valmark Advisers, Inc. ($6.8M), Bank of America Corp. ($5.0M) and Morgan Stanley ($2.5M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $125K |
| Exits | 2 | $8K |
All 13F filers, Q3 2024 → Q4 2024: 94,841 shares bought and 3,684 shares sold, net +91,157 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 35 holders
| Valmark Advisers, Inc. | 0.11% | Add +4.6% | 214,794 | $6.8M |
| Bank of America Corp. | 0.00% | Reduce -0.2% | 157,734 | $5.0M |
| Morgan Stanley | 0.00% | Add +0.1% | 77,380 | $2.5M |
| Albion Financial Group | 0.11% | No change | 52,000 | $1.6M |
| Susquehanna International Group, LLP | 0.00% | Add +68.3% | 49,161 | $1.6M |
| Jane Street Group, LLC | 0.00% | Add +302.9% | 44,241 | $1.4M |
| Citadel Advisors | 0.00% | Add +556.4% | 30,036 | $951K |
| McGrath & Associates, Inc. | 1.32% | — | 20,581 | $652K |
| FAS Wealth Partners, Inc. | 0.04% | Add +3.0% | 16,232 | $514K |
| LPL Financial LLC | 0.00% | Reduce -4.4% | 14,703 | $466K |
| Kestra Advisory Services, LLC | 0.00% | Add +4.4% | 9,729 | $308K |
| Envestnet Asset Management Inc. | 0.00% | Add +1.3% | 7,420 | $235K |
| Osaic Holdings, Inc. | 0.00% | Add +30.6% | 6,914 | $219K |
| UBS Group AG | 0.00% | Reduce -4.3% | 5,434 | $172K |
| Avior Wealth Management, LLC | 0.01% | No change | 5,039 | $160K |
| Smithfield Trust Co | 0.01% | No change | 4,000 | $127K |
| Kohmann Bosshard Financial Services, LLC | 0.01% | New | 3,551 | $112K |
| Wells Fargo & Company | 0.00% | Reduce -7.1% | 3,475 | $110K |
| Oarsman Capital, Inc. | 0.02% | Reduce -30.3% | 3,035 | $96K |
| Principal Securities, Inc. | 0.00% | No change | 1,426 | $45K |
| Tortoise Investment Management, LLC | 0.00% | No change | 650 | $21K |
| Venturi Wealth Management, LLC | 0.00% | No change | 615 | $19K |
| Sandy Spring Bank | 0.00% | No change | 600 | $19K |
| Legacy Bridge, LLC | 0.01% | No change | 539 | $17K |
| MAI Capital Management | 0.00% | New | 400 | $13K |
| Blair William & Co. | 0.00% | Reduce -18.0% | 400 | $13K |
| EPG Wealth Management LLC | 0.00% | No change | 300 | $10K |
| Mather Group, Llc. | 0.00% | No change | 281 | $9K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 225 | $7K |
| Simplex Trading, LLC | 0.00% | Reduce -72.0% | 195 | $6K |
| IFP Advisors, Inc | 0.00% | No change | 170 | $5K |
| Jones Financial Companies LLLP | 0.00% | Add +273.3% | 56 | $2K |
| Synergy Asset Management, LLC | 0.00% | New | 10 | $358 |
| JPMorgan Chase & Co. | 0.00% | No change | 5 | $158 |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | No change | 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.