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Invesco CurrencyShares British Pound Sterling Trust
FXB

36 hedge funds and large institutions have $38.4M invested in Invesco CurrencyShares British Pound Sterling Trust in 2022 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

13% more funds holding

Funds holding: 32 → 36 (+4)

13% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 8

53% less call options, than puts

Call options by funds: $20.6M | Put options by funds: $43.5M

59% less capital invested

Capital invested by funds: $92.7M → $38.4M (-$54.3M)

62.81% less ownership

Funds ownership: 101.71% → 38.9% (-63%)

Holders
36
Holders Change
+4
Holders Change %
+12.5%
% of All Funds
0.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
9
Reduced
8
Closed
6
Calls
$20.6M
Puts
$43.5M
Net Calls
-$22.9M
Net Calls Change
-$24.7M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$3.61M
2
Parallax Volatility Advisers
Parallax Volatility Advisers
California
+$1.69M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.52M
4
Marshall Wace
Marshall Wace
United Kingdom
+$1.46M
5
CG
Cutler Group
California
+$1.04M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$61.6M
2
WAM
Wolverine Asset Management
Illinois
-$3.95M
3
Morgan Stanley
Morgan Stanley
New York
-$3.29M
4
NC
NewSquare Capital
Pennsylvania
-$1.5M
5
FTUS
Flow Traders U.S.
New York
-$1.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
26
IFP Advisors
Florida
$58K +$50.8K +450 New
TH
27
TCTC Holdings
Texas
$57.5K – – –
AA
28
Ancora Advisors
Ohio
$52K – – –
IAS
29
IMA Advisory Services
Colorado
$29.8K – – –
NC
30
NewSquare Capital
Pennsylvania
$27.3K -$1.5M -13,275 -98%
Fidelity Investments
31
Fidelity Investments
Massachusetts
$23.6K +$22.9K +203 New
HI
32
Harbour Investments
Wisconsin
$8.13K +$7.9K +70 New
CWC
33
Carolinas Wealth Consulting
North Carolina
$4.43K – – –
FWM
34
Focused Wealth Management
New York
$4.41K – – –
GRP
35
Global Retirement Partners
California
$2.09K +$1.58K +14 +350%
Truist Financial
36
Truist Financial
North Carolina
– -$300K -2,800 Closed
S
37
SignatureFD
Georgia
– -$241K -2,250 Closed
JP Morgan Chase
38
JP Morgan Chase
New York
– -$218K -2,028 Closed
EWM
39
Elmwood Wealth Management
California
– -$215K -2,000 Closed
ACK
40
Andrew C. Karlinski
– -$9K -84 Closed
FPB
41
First PREMIER Bank
South Dakota
– -$4K -40 Closed
TRCT
42
Tower Research Capital (TRC)
New York
– +$451 +4 New
1
2

FXB Hedge Fund Activity: Q4 2022 in Review

36 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco CurrencyShares British Pound Sterling Trust (FXB) for Q4 2022, worth a combined $38.4M — down 59% from $92.7M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new FXB positions and 6 closed out — a net gain of 5 holders — while 9 added to existing stakes and 8 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $3.61M. The largest seller was UBS Group, cutting an estimated $61.6M.

  • 36 institutional investors held Invesco CurrencyShares British Pound Sterling Trust (FXB) as of Q4 2022, up from 32 in Q3 2022.
  • Funds reported $38.4M of Invesco CurrencyShares British Pound Sterling Trust stock for Q4 2022, down 59% quarter-over-quarter.
  • 11 funds opened new Invesco CurrencyShares British Pound Sterling Trust positions in Q4 2022 and 6 closed out, a net change of +5 holders.
  • The largest Invesco CurrencyShares British Pound Sterling Trust buyer in Q4 2022 was Citadel Advisors, an estimated $3.61M added.
  • The largest Invesco CurrencyShares British Pound Sterling Trust seller in Q4 2022 was UBS Group, an estimated $61.6M sold.

Based on aggregated 13F filings for Q4 2022.