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Invesco CurrencyShares Australian Dollar Trust

33 hedge funds and large institutions have $43.4M invested in Invesco CurrencyShares Australian Dollar Trust in 2015 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 5 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 3333 (0)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

20.43% less ownership

Funds ownership: 45.15%24.73% (-20%)

46% less capital invested

Capital invested by funds: $80.2M → $43.4M (-$36.7M)

55% less call options, than puts

Call options by funds: $11.4M | Put options by funds: $25.2M

71% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 17

Holders
33
Holders Change
Holders Change %
0%
% of All Funds
0.92%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
5
Reduced
17
Closed
8
Calls
$11.4M
Puts
$25.2M
Net Calls
-$13.8M
Net Calls Change
-$55.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$15.9M -$324K -4,463 -2%
Citigroup
2
Citigroup
New York
$10.9M +$109K +1,500 +1%
Morgan Stanley
3
Morgan Stanley
New York
$5.29M -$18.6M -256,860 -77%
EAM
4
Evanson Asset Management
California
$2.27M -$123K -1,700 -5%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.73M +$1.79M +24,586 New
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$1.51M -$1.8M -24,739 -53%
Wells Fargo
7
Wells Fargo
California
$899K -$122K -1,683 -12%
Barclays
8
Barclays
United Kingdom
$743K +$758K +10,435 +5,610%
UBS Group
9
UBS Group
Switzerland
$737K -$2.55M -35,164 -77%
Bank of America
10
Bank of America
North Carolina
$596K -$2.52M -34,694 -80%
BWFA
11
Baltimore-Washington Financial Advisors
Maryland
$410K -$174K -2,390 -29%
LPL Financial
12
LPL Financial
California
$335K +$343K +4,731 New
FIB
13
First Interstate Bank
Montana
$295K +$305K +4,200 New
VKH
14
Virtu KCG Holdings
New York
$292K +$109K +1,505 +57%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$246K +$254K +3,495 New
Truist Financial
16
Truist Financial
North Carolina
$234K
Citadel Advisors
17
Citadel Advisors
Florida
$228K -$177K -2,435 -43%
Simplex Trading
18
Simplex Trading
Illinois
$204K -$80.9K -1,114 -28%
Group One Trading
19
Group One Trading
Illinois
$190K +$196K +2,700 New
BCMIO
20
Beacon Capital Management Inc (Ohio)
Ohio
$51K -$63.9K -880 -55%
GT
21
Glenmede Trust
Pennsylvania
$47K -$30.7K -423 -38%
Parallax Volatility Advisers
22
Parallax Volatility Advisers
California
$44K +$45K +620 +62,000%
HCM
23
Highlander Capital Management
New Jersey
$42K -$9.44K -130 -18%
MFS
24
MSI Financial Services
Massachusetts
$37K -$1.45K -20 -4%
Creative Planning
25
Creative Planning
Kansas
$35K +$36.3K +500 New

FXA Hedge Fund Activity: Q3 2015 in Review

33 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Invesco CurrencyShares Australian Dollar Trust (FXA) for Q3 2015, worth a combined $43.4M — down 46% from $80.2M a quarter earlier.

Fund positioning in FXA was balanced in Q3 2015: 8 funds opened new positions, 8 closed out, 5 added to existing stakes and 17 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $1.79M. The largest seller was Morgan Stanley, cutting an estimated $18.6M.

  • 33 institutional investors held Invesco CurrencyShares Australian Dollar Trust (FXA) as of Q3 2015, unchanged from Q2 2015.
  • Funds reported $43.4M of Invesco CurrencyShares Australian Dollar Trust stock for Q3 2015, down 46% quarter-over-quarter.
  • 8 funds opened new Invesco CurrencyShares Australian Dollar Trust positions in Q3 2015 and 8 closed out, a net change of 0 holders.
  • The largest Invesco CurrencyShares Australian Dollar Trust buyer in Q3 2015 was Susquehanna International Group, an estimated $1.79M added.
  • The largest Invesco CurrencyShares Australian Dollar Trust seller in Q3 2015 was Morgan Stanley, an estimated $18.6M sold.

Based on aggregated 13F filings for Q3 2015.