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Invesco CurrencyShares Australian Dollar Trust

36 hedge funds and large institutions have $41M invested in Invesco CurrencyShares Australian Dollar Trust in 2015 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 5 increasing their positions, 14 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more call options, than puts

Call options by funds: $28.6M | Put options by funds: $16.6M

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

0% more funds holding

Funds holding: 3636 (0)

10.18% less ownership

Funds ownership: 32.12%21.94% (-10%)

49% less capital invested

Capital invested by funds: $80.1M → $41M (-$39.1M)

64% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 14

Holders
36
Holders Change
Holders Change %
0%
% of All Funds
0.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
5
Reduced
14
Closed
8
Calls
$28.6M
Puts
$16.6M
Net Calls
+$12M
Net Calls Change
-$5.25M
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
1
Citigroup
New York
$11.8M -$3.93M -50,000 -24%
Morgan Stanley
2
Morgan Stanley
New York
$6.38M -$285K -3,628 -4%
Goldman Sachs
3
Goldman Sachs
New York
$4.41M -$7.76M -98,670 -63%
TH
4
Timber Hill
Connecticut
$4.27M -$1.17M -14,882 -21%
VF
5
Virtu Financial
New York
$3.64M +$1.17M +14,823 +45%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$2.37M +$1.01M +12,880 +71%
EAM
7
Evanson Asset Management
California
$2.17M -$31.4K -399 -1%
Wells Fargo
8
Wells Fargo
California
$1.1M -$282K -3,580 -20%
UBS Group
9
UBS Group
Switzerland
$949K -$1.16M -14,814 -54%
Citadel Advisors
10
Citadel Advisors
Florida
$641K -$42.4K -539 -6%
BWFA
11
Baltimore-Washington Financial Advisors
Maryland
$641K +$59.8K +760 +10%
Bank of America
12
Bank of America
North Carolina
$623K -$132K -1,674 -17%
Barclays
13
Barclays
United Kingdom
$584K +$590K +7,498 +4,031%
Simplex Trading
14
Simplex Trading
Illinois
$370K +$382K +4,853 New
Truist Financial
15
Truist Financial
North Carolina
$254K
BCMIO
16
Beacon Capital Management Inc (Ohio)
Ohio
$148K -$17.3K -220 -10%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$100K
GT
18
Glenmede Trust
Pennsylvania
$83K -$14.9K -190 -15%
FMII
19
Farmers & Merchants Investments Inc
Nebraska
$71K
AIG
20
American International Group
New York
$70.6K
ED
21
Exane Derivatives
France
$58.1K +$59.9K +762 New
HCM
22
Highlander Capital Management
New Jersey
$56K -$8.02K -102 -12%
KT
23
Kanaly Trust
Texas
$40K
Creative Planning
24
Creative Planning
Kansas
$38K -$7.86K -100 -17%
MFS
25
MSI Financial Services
Massachusetts
$38K +$38.9K +495 New

FXA Hedge Fund Activity: Q1 2015 in Review

36 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Invesco CurrencyShares Australian Dollar Trust (FXA) for Q1 2015, worth a combined $41M — down 49% from $80.1M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new FXA positions and 8 closed out — a net gain of 1 holder — while 5 added to existing stakes and 14 trimmed.

The largest buyer was Virtu Financial, adding an estimated $1.17M. The largest seller was Deutsche Bank, exiting entirely with an estimated $12.3M sold.

  • 36 institutional investors held Invesco CurrencyShares Australian Dollar Trust (FXA) as of Q1 2015, unchanged from Q4 2014.
  • Funds reported $41M of Invesco CurrencyShares Australian Dollar Trust stock for Q1 2015, down 49% quarter-over-quarter.
  • 9 funds opened new Invesco CurrencyShares Australian Dollar Trust positions in Q1 2015 and 8 closed out, a net change of +1 holder.
  • The largest Invesco CurrencyShares Australian Dollar Trust buyer in Q1 2015 was Virtu Financial, an estimated $1.17M added.
  • The largest Invesco CurrencyShares Australian Dollar Trust seller in Q1 2015 was Deutsche Bank, an estimated $12.3M sold.

Based on aggregated 13F filings for Q1 2015.