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Invesco CurrencyShares Canadian Dollar Trust

29 hedge funds and large institutions have $21.7M invested in Invesco CurrencyShares Canadian Dollar Trust in 2018 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more call options, than puts

Call options by funds: $12.8M | Put options by funds: $9.12M

33% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 6

0.34% more ownership

Funds ownership: 13.11%13.45% (+0.34%)

2% less capital invested

Capital invested by funds: $22.1M → $21.7M (-$356K)

12% less funds holding

Funds holding: 3329 (-4)

57% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 7

Holders
29
Holders Change
-4
Holders Change %
-12.12%
% of All Funds
0.66%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
8
Reduced
6
Closed
7
Calls
$12.8M
Puts
$9.12M
Net Calls
+$3.66M
Net Calls Change
-$6.61M
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$5.14M +$4.66M +60,946 +804%
PAG
2
Private Advisory Group
Washington
$4.02M +$934K +12,213 +30%
Morgan Stanley
3
Morgan Stanley
New York
$2.13M +$205K +2,688 +10%
FSA
4
Financial Sense Advisors
California
$1.88M +$1.91M +25,000 New
Jane Street
5
Jane Street
New York
$1.24M -$289K -3,782 -19%
Wells Fargo
6
Wells Fargo
California
$1.24M -$13.3K -174 -1%
Wolverine Trading
7
Wolverine Trading
Illinois
$995K
LPL Financial
8
LPL Financial
California
$853K -$225K -2,947 -21%
Bank of America
9
Bank of America
North Carolina
$607K -$1.1M -14,348 -64%
Bessemer Group
10
Bessemer Group
New Jersey
$540K +$413K +5,400 +300%
Citigroup
11
Citigroup
New York
$519K +$15.3K +200 +3%
KLC
12
Knowledge Leaders Capital
Colorado
$487K +$74.3K +972 +18%
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$420K
Barclays
14
Barclays
United Kingdom
$383K +$367K +4,804 +1,580%
UBS Group
15
UBS Group
Switzerland
$246K -$4.59K -60 -2%
FDCDDQ
16
Federation des caisses Desjardins du Quebec
Quebec, Canada
$225K
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$211K +$130K +1,700 +154%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$146K
RFA
19
Reilly Financial Advisors
California
$145K
VCM
20
Vigilant Capital Management
Maine
$107K
CG
21
Cutler Group
California
$75K +$76.4K +1,000 New
AG
22
Advisor Group
Arizona
$39K -$3.82K -50 -9%
OIA
23
OneDigital Investment Advisors
Kansas
$28K
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$16K
HCM
25
Highlander Capital Management
New Jersey
$15K

FXC Hedge Fund Activity: Q2 2018 in Review

29 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Invesco CurrencyShares Canadian Dollar Trust (FXC) for Q2 2018, worth a combined $21.7M — down 1.6% from $22.1M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of FXC and 3 opened new positions — a net loss of 4 holders — while 6 trimmed existing stakes and 8 added.

The largest buyer was Susquehanna International Group, adding an estimated $4.66M. The largest seller was Highland Private Wealth Management, exiting entirely with an estimated $3.16M sold.

  • 29 institutional investors held Invesco CurrencyShares Canadian Dollar Trust (FXC) as of Q2 2018, down from 33 in Q1 2018.
  • Funds reported $21.7M of Invesco CurrencyShares Canadian Dollar Trust stock for Q2 2018, down 1.6% quarter-over-quarter.
  • 3 funds opened new Invesco CurrencyShares Canadian Dollar Trust positions in Q2 2018 and 7 closed out, a net change of -4 holders.
  • The largest Invesco CurrencyShares Canadian Dollar Trust buyer in Q2 2018 was Susquehanna International Group, an estimated $4.66M added.
  • The largest Invesco CurrencyShares Canadian Dollar Trust seller in Q2 2018 was Highland Private Wealth Management, an estimated $3.16M sold.

Based on aggregated 13F filings for Q2 2018.