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Invesco CurrencyShares Australian Dollar Trust

53 hedge funds and large institutions have $134M invested in Invesco CurrencyShares Australian Dollar Trust in 2014 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 13 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 5

18% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 11

15% more funds holding

Funds holding: 4653 (+7)

3.04% more ownership

Funds ownership: 42.1%45.14% (+3%)

1% more capital invested

Capital invested by funds: $133M → $134M (+$1.32M)

31% less call options, than puts

Call options by funds: $25.9M | Put options by funds: $37.6M

Holders
53
Holders Change
+7
Holders Change %
+15.22%
% of All Funds
1.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
13
Reduced
11
Closed
5
Calls
$25.9M
Puts
$37.6M
Net Calls
-$11.7M
Net Calls Change
-$45.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
1
Citigroup
New York
$20.3M -$19.8M -211,747 -50%
Goldman Sachs
2
Goldman Sachs
New York
$14.7M +$3.9M +41,795 +37%
JP Morgan Chase
3
JP Morgan Chase
New York
$14.2M -$9.31M -99,745 -40%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$11.9M +$3.52M +37,714 +43%
Morgan Stanley
5
Morgan Stanley
New York
$10.5M +$1.64M +17,587 +19%
BFA
6
Beaumont Financial Advisors
Massachusetts
$10.4M +$10.2M +109,703 New
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$7.66M +$6.83M +73,126 +912%
Barclays
8
Barclays
United Kingdom
$5.77M +$5.73M +61,402 New
CS
9
Credit Suisse
Switzerland
$4.77M
VF
10
Virtu Financial
New York
$4.64M -$1.3M -13,882 -22%
Deutsche Bank
11
Deutsche Bank
Germany
$4.14M +$288K +3,088 +8%
EAM
12
Evanson Asset Management
California
$3.52M +$44.7K +479 +1%
Wells Fargo
13
Wells Fargo
California
$2.63M -$605K -6,481 -19%
Bank of America
14
Bank of America
North Carolina
$2.25M -$2.1M -22,537 -49%
AssetMark Inc
15
AssetMark Inc
California
$2.03M +$2.01M +21,532 New
TH
16
Timber Hill
Connecticut
$1.97M -$5.07M -54,276 -72%
Capstone Investment Advisors
17
Capstone Investment Advisors
New York
$1.7M +$1.68M +18,000 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1.66M +$147K +1,573 +10%
U
19
UBS
Switzerland
$1.64M -$474K -5,080 -23%
BWFA
20
Baltimore-Washington Financial Advisors
Maryland
$1.19M +$73.3K +785 +7%
Jane Street
21
Jane Street
New York
$1.17M +$1.16M +12,430 New
AGA
22
Accuvest Global Advisors
Utah
$998K +$987K +10,575 New
BIT
23
BlackRock Institutional Trust
California
$716K +$415K +4,441 +141%
KIA
24
KCM Investment Advisors
California
$479K +$473K +5,070 New
ABC
25
Associated Banc-Corp
Wisconsin
$453K

FXA Hedge Fund Activity: Q2 2014 in Review

53 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in Invesco CurrencyShares Australian Dollar Trust (FXA) for Q2 2014, worth a combined $134M — up 0.99% from $133M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new FXA positions and 5 closed out — a net gain of 7 holders — while 13 added to existing stakes and 11 trimmed.

The largest buyer was Beaumont Financial Advisors, opening a new position worth an estimated $10.2M. The largest seller was Citigroup, cutting an estimated $19.8M.

  • 53 institutional investors held Invesco CurrencyShares Australian Dollar Trust (FXA) as of Q2 2014, up from 46 in Q1 2014.
  • Funds reported $134M of Invesco CurrencyShares Australian Dollar Trust stock for Q2 2014, up 0.99% quarter-over-quarter.
  • 12 funds opened new Invesco CurrencyShares Australian Dollar Trust positions in Q2 2014 and 5 closed out, a net change of +7 holders.
  • The largest Invesco CurrencyShares Australian Dollar Trust buyer in Q2 2014 was Beaumont Financial Advisors, an estimated $10.2M added.
  • The largest Invesco CurrencyShares Australian Dollar Trust seller in Q2 2014 was Citigroup, an estimated $19.8M sold.

Based on aggregated 13F filings for Q2 2014.