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Invesco CurrencyShares Canadian Dollar Trust

33 hedge funds and large institutions have $22.1M invested in Invesco CurrencyShares Canadian Dollar Trust in 2018 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 12 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

228% more call options, than puts

Call options by funds: $14.8M | Put options by funds: $4.51M

6.3% less ownership

Funds ownership: 19.41%13.11% (-6.3%)

15% less funds holding

Funds holding: 3933 (-6)

32% less capital invested

Capital invested by funds: $32.7M → $22.1M (-$10.6M)

33% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 12

55% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 11

Holders
33
Holders Change
-6
Holders Change %
-15.38%
% of All Funds
0.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
8
Reduced
12
Closed
11
Calls
$14.8M
Puts
$4.51M
Net Calls
+$10.3M
Net Calls Change
+$11.9M
Name Holding Trade Value Shares
Change
Change in
Stake
HPWM
1
Highland Private Wealth Management
Washington
$3.16M +$3.22M +41,299 New
PAG
2
Private Advisory Group
Washington
$3.16M +$3.22M +41,299 New
Morgan Stanley
3
Morgan Stanley
New York
$1.97M +$63.1K +809 +3%
Bank of America
4
Bank of America
North Carolina
$1.72M +$312K +4,004 +22%
VF
5
Virtu Financial
New York
$1.69M +$264K +3,391 +18%
Jane Street
6
Jane Street
New York
$1.56M +$1.33M +17,077 +521%
Wells Fargo
7
Wells Fargo
California
$1.28M -$2.83M -36,297 -68%
LPL Financial
8
LPL Financial
California
$1.09M -$56.1K -719 -5%
FTIOP
9
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.03M
Wolverine Trading
10
Wolverine Trading
Illinois
$995K -$2.49M -31,919 -71%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$580K +$591K +7,580 New
Citigroup
12
Citigroup
New York
$514K -$3.92M -50,300 -88%
EAM
13
Evanson Asset Management
California
$459K -$671K -8,605 -59%
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$429K +$437K +5,600 New
KLC
15
Knowledge Leaders Capital
Colorado
$422K +$190K +2,441 +79%
CCM
16
Crabel Capital Management
California
$293K
UBS Group
17
UBS Group
Switzerland
$256K -$39.5K -506 -13%
Simplex Trading
18
Simplex Trading
Illinois
$252K +$178K +2,284 +226%
FDCDDQ
19
Federation des caisses Desjardins du Quebec
Quebec, Canada
$230K +$234K +3,000 New
Capstone Investment Advisors
20
Capstone Investment Advisors
New York
$218K -$2.12M -27,157 -91%
RFA
21
Reilly Financial Advisors
California
$148K
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$146K -$119K -1,523 -44%
Bessemer Group
23
Bessemer Group
New Jersey
$138K
VCM
24
Vigilant Capital Management
Maine
$109K
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$85K

FXC Hedge Fund Activity: Q1 2018 in Review

33 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Invesco CurrencyShares Canadian Dollar Trust (FXC) for Q1 2018, worth a combined $22.1M — down 32% from $32.7M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of FXC and 5 opened new positions — a net loss of 6 holders — while 12 trimmed existing stakes and 8 added.

The largest buyer was Highland Private Wealth Management, opening a new position worth an estimated $3.22M. The largest seller was Citigroup, cutting an estimated $3.92M.

  • 33 institutional investors held Invesco CurrencyShares Canadian Dollar Trust (FXC) as of Q1 2018, down from 39 in Q4 2017.
  • Funds reported $22.1M of Invesco CurrencyShares Canadian Dollar Trust stock for Q1 2018, down 32% quarter-over-quarter.
  • 5 funds opened new Invesco CurrencyShares Canadian Dollar Trust positions in Q1 2018 and 11 closed out, a net change of -6 holders.
  • The largest Invesco CurrencyShares Canadian Dollar Trust buyer in Q1 2018 was Highland Private Wealth Management, an estimated $3.22M added.
  • The largest Invesco CurrencyShares Canadian Dollar Trust seller in Q1 2018 was Citigroup, an estimated $3.92M sold.

Based on aggregated 13F filings for Q1 2018.