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Invesco CurrencyShares British Pound Sterling Trust

53 hedge funds and large institutions have $97M invested in Invesco CurrencyShares British Pound Sterling Trust in 2017 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

6% more funds holding

Funds holding: 5053 (+3)

2.04% more ownership

Funds ownership: 41.36%43.4% (+2%)

26% less capital invested

Capital invested by funds: $131M → $97M (-$34.5M)

38% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 16

60% less call options, than puts

Call options by funds: $21.8M | Put options by funds: $54M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
53
Holders Change
+3
Holders Change %
+6%
% of All Funds
1.32%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
9
Increased
10
Reduced
16
Closed
5
Calls
$21.8M
Puts
$54M
Net Calls
-$32.2M
Net Calls Change
+$50.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$434K +$31.3K +259 +8%
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$426K -$126K -1,043 -23%
PCM
28
Pointe Capital Management
Michigan
$414K +$410K +3,388 New
KFC
29
Klingenstein Fields & Co
New York
$342K
IA
30
IndexIQ Advisors
New York
$312K +$303K +2,502 New
Bessemer Group
31
Bessemer Group
New Jersey
$269K
JP Morgan Chase
32
JP Morgan Chase
New York
$259K +$146K +1,210 +133%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$209K -$18.9K -156 -8%
GT
34
Glenmede Trust
Pennsylvania
$107K +$107K +881 New
AA
35
Apriem Advisors
California
$98K
Creative Planning
36
Creative Planning
Kansas
$84K
EWM
37
Edge Wealth Management
New York
$31K -$242 -2 -0.8%
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$26K
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$20K
ACM
40
AUA Capital Management
Pennsylvania
$18K
SEI Investments
41
SEI Investments
Pennsylvania
$16K +$16.4K +136 New
CG
42
Cutler Group
California
$15K -$2.72M -22,464 -99%
CPIG
43
Chicago Partners Investment Group
Illinois
$14K
WAS
44
WESPAC Advisors SoCal
California
$12.2K
FANJ
45
Financial Architects (New Jersey)
New Jersey
$12K
LF
46
Lee Financial
Texas
$12K
AG
47
Advisor Group
Arizona
$10K
IA
48
IFP Advisors
Florida
$10K +$9.91K +82 New
CCM
49
Cribstone Capital Management
Maine
$8K
FWM
50
Focused Wealth Management
New York
$5K