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Invesco CurrencyShares Canadian Dollar Trust

35 hedge funds and large institutions have $29.1M invested in Invesco CurrencyShares Canadian Dollar Trust in 2017 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 9 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 9

1.71% less ownership

Funds ownership: 17.69%15.97% (-1.7%)

5% less funds holding

Funds holding: 3735 (-2)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

17% less capital invested

Capital invested by funds: $35M → $29.1M (-$6M)

26% less call options, than puts

Call options by funds: $4.49M | Put options by funds: $6.05M

Holders
35
Holders Change
-2
Holders Change %
-5.41%
% of All Funds
0.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
9
Reduced
9
Closed
8
Calls
$4.49M
Puts
$6.05M
Net Calls
-$1.56M
Net Calls Change
+$1.7M
Name Holding Trade Value Shares
Change
Change in
Stake
TH
1
Timber Hill
Connecticut
$5.27M +$707K +9,471 +15%
Citigroup
2
Citigroup
New York
$4.28M +$567K +7,600 +15%
Goldman Sachs
3
Goldman Sachs
New York
$2.82M -$104K -1,400 -4%
PC
4
Periscope Capital
Ontario, Canada
$2.23M
Morgan Stanley
5
Morgan Stanley
New York
$1.92M +$703K +9,414 +57%
VF
6
Virtu Financial
New York
$1.9M +$1.05M +14,103 +123%
Wolverine Trading
7
Wolverine Trading
Illinois
$1.4M -$1.01M -13,489 -42%
Wells Fargo
8
Wells Fargo
California
$1.35M -$105K -1,409 -7%
EAM
9
Evanson Asset Management
California
$1.23M
Bank of America
10
Bank of America
North Carolina
$846K +$353K +4,729 +71%
Citadel Advisors
11
Citadel Advisors
Florida
$763K -$1.31M -17,499 -63%
FTIOP
12
Fiduciary Trust International of Pennsylvania
Pennsylvania
$742K
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$676K +$299K +4,000 +78%
NC
14
NewSquare Capital
Pennsylvania
$476K -$3.73K -50 -0.8%
MML Investors Services
15
MML Investors Services
Massachusetts
$465K +$467K +6,260 New
VKH
16
Virtu KCG Holdings
New York
$436K -$330K -4,426 -43%
FSA
17
Financial Sense Advisors
California
$349K +$351K +4,700 New
UBS Group
18
UBS Group
Switzerland
$337K -$1.25M -16,749 -79%
Simplex Trading
19
Simplex Trading
Illinois
$317K +$170K +2,280 +114%
FTUS
20
Flow Traders U.S.
New York
$270K -$2.59M -34,691 -91%
Truist Financial
21
Truist Financial
North Carolina
$247K
IC
22
InterOcean Capital
Illinois
$222K +$223K +2,992 New
Bessemer Group
23
Bessemer Group
New Jersey
$134K
VCM
24
Vigilant Capital Management
Maine
$106K
Creative Planning
25
Creative Planning
Kansas
$54K +$16.8K +225 +45%

FXC Hedge Fund Activity: Q1 2017 in Review

35 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Invesco CurrencyShares Canadian Dollar Trust (FXC) for Q1 2017, worth a combined $29.1M — down 17% from $35M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of FXC and 7 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 9 added.

The largest buyer was Virtu Financial, adding an estimated $1.05M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $3.23M sold.

  • 35 institutional investors held Invesco CurrencyShares Canadian Dollar Trust (FXC) as of Q1 2017, down from 37 in Q4 2016.
  • Funds reported $29.1M of Invesco CurrencyShares Canadian Dollar Trust stock for Q1 2017, down 17% quarter-over-quarter.
  • 7 funds opened new Invesco CurrencyShares Canadian Dollar Trust positions in Q1 2017 and 8 closed out, a net change of -1 holder.
  • The largest Invesco CurrencyShares Canadian Dollar Trust buyer in Q1 2017 was Virtu Financial, an estimated $1.05M added.
  • The largest Invesco CurrencyShares Canadian Dollar Trust seller in Q1 2017 was Susquehanna International Group, an estimated $3.23M sold.

Based on aggregated 13F filings for Q1 2017.