Invesco MSCI Global Timber ECUTETF
13F holders, Q1 2025 (March 31)34holders −1
6new positions
6sold out
1famous investor
$30.75avg. 13F price*
At the end of Q1 2025, 34 institutions reported holding Invesco MSCI Global Timber E (CUT) in their 13F filings, down 1 from Q4 2024. 6 opened new positions and 6 sold out. The largest holders were Valmark Advisers, Inc. ($7.0M), Bank of America Corp. ($4.5M) and Morgan Stanley ($2.2M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $1.3M |
| Exits | 6 | $623K |
All 13F filers, Q4 2024 → Q1 2025: 62,044 shares bought and 83,837 shares sold, net −21,793 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 34 holders
| Valmark Advisers, Inc. | 0.11% | Add +6.0% | 227,581 | $7.0M |
| Bank of America Corp. | 0.00% | Reduce -6.9% | 146,915 | $4.5M |
| Morgan Stanley | 0.00% | Reduce -5.7% | 72,978 | $2.2M |
| Albion Financial Group | 0.11% | No change | 52,000 | $1.6M |
| Susquehanna International Group, LLP | 0.00% | Add +4.8% | 51,546 | $1.6M |
| Flow Traders U.S. LLC | 0.04% | New | 30,670 | $943K |
| Citadel Advisors | 0.00% | Reduce -21.5% | 23,580 | $725K |
| FAS Wealth Partners, Inc. | 0.04% | No change | 16,232 | $499K |
| McGrath & Associates, Inc. | 0.82% | Reduce -29.0% | 14,606 | $449K |
| LPL Financial LLC | 0.00% | Reduce -1.0% | 14,551 | $447K |
| GWN Securities Inc. | 0.02% | New | 12,461 | $384K |
| Jane Street Group, LLC | 0.00% | Reduce -75.3% | 10,923 | $336K |
| Osaic Holdings, Inc. | 0.00% | Add +48.0% | 10,229 | $314K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -7.4% | 9,006 | $277K |
| UBS Group AG | 0.00% | Reduce -20.3% | 4,329 | $133K |
| Smithfield Trust Co | 0.01% | No change | 4,000 | $123K |
| Wells Fargo & Company | 0.00% | Reduce -34.1% | 2,290 | $70K |
| Principal Securities, Inc. | 0.00% | No change | 1,426 | $45K |
| Tortoise Investment Management, LLC | 0.00% | No change | 650 | $20K |
| Sandy Spring Bank | 0.00% | No change | 600 | $18K |
| Legacy Bridge, LLC | 0.01% | No change | 539 | $17K |
| MAI Capital Management | 0.00% | No change | 400 | $12K |
| Blair William & Co. | 0.00% | No change | 400 | $12K |
| NorthRock Partners, LLC | 0.00% | New | 375 | $12K |
| EPG Wealth Management LLC | 0.00% | No change | 300 | $9K |
| Mather Group, Llc. | 0.00% | No change | 281 | $9K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 225 | $7K |
| IFP Advisors, Inc | 0.00% | No change | 170 | $5K |
| Simplex Trading, LLC | 0.00% | Reduce -5.6% | 184 | $5K |
| Jones Financial Companies LLLP | 0.00% | Reduce -37.5% | 35 | $1K |
| Royal Bank of Canada | 0.00% | New | 25 | $1K |
| GPS Wealth Strategies Group, LLC | 0.00% | New | 25 | $769 |
| JPMorgan Chase & Co. | 0.00% | No change | 5 | $154 |
| Morton Brown Family Wealth, LLC | 0.00% | New | 1 | $31 |
"% 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.