Invesco CurrencyShares British Pound Sterling Trust
FXB
38 hedge funds and large institutions have $25.2M invested in Invesco CurrencyShares British Pound Sterling Trust in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 3 increasing their positions, 10 reducing their positions, and 7 closing their positions.
71% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 7
15% more funds holding
Funds holding: 33 → 38 (+5)
15.5% less ownership
Funds ownership: 44.87% → 29.36% (-16%)
34% less call options, than puts
Call options by funds: $3.08M | Put options by funds: $4.68M
70% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 10
83% less capital inflows, than outflows
Capital inflows: $3.26M | Capital outflows: $18.7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Worth Asset Management
Dallas,
Texas
|
+$895K |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$796K |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$436K |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$301K |
| 5 |
Brookstone Capital Management
Wheaton,
Illinois
|
+$252K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cerity Partners
New York
|
-$7.51M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$3.76M |
| 3 |
LPL Financial
San Diego,
California
|
-$2.82M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$842K |
| 5 |
Tidal Investments
Milwaukee,
Wisconsin
|
-$780K |
FXB Hedge Fund Activity: Q4 2023 in Review
38 of the 6,873 institutional investors tracked by Wall St. Rank reported a position in Invesco CurrencyShares British Pound Sterling Trust (FXB) for Q4 2023, worth a combined $25.2M — down 36% from $39.5M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new FXB positions and 7 closed out — a net gain of 5 holders — while 3 added to existing stakes and 10 trimmed.
The largest buyer was Worth Asset Management, opening a new position worth an estimated $895K. The largest seller was Cerity Partners, exiting entirely with an estimated $7.51M sold.
- 38 institutional investors held Invesco CurrencyShares British Pound Sterling Trust (FXB) as of Q4 2023, up from 33 in Q3 2023.
- Funds reported $25.2M of Invesco CurrencyShares British Pound Sterling Trust stock for Q4 2023, down 36% quarter-over-quarter.
- 12 funds opened new Invesco CurrencyShares British Pound Sterling Trust positions in Q4 2023 and 7 closed out, a net change of +5 holders.
- The largest Invesco CurrencyShares British Pound Sterling Trust buyer in Q4 2023 was Worth Asset Management, an estimated $895K added.
- The largest Invesco CurrencyShares British Pound Sterling Trust seller in Q4 2023 was Cerity Partners, an estimated $7.51M sold.
Based on aggregated 13F filings for Q4 2023.