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Invesco CurrencyShares Canadian Dollar Trust

21 hedge funds and large institutions have $19.2M invested in Invesco CurrencyShares Canadian Dollar Trust in 2019 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more call options, than puts

Call options by funds: $8.58M | Put options by funds: $3.77M

0% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 7

2.54% less ownership

Funds ownership: 18.87%16.33% (-2.5%)

9% less funds holding

Funds holding: 2321 (-2)

22% less capital invested

Capital invested by funds: $24.6M → $19.2M (-$5.37M)

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
21
Holders Change
-2
Holders Change %
-8.7%
% of All Funds
0.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
7
Reduced
7
Closed
4
Calls
$8.58M
Puts
$3.77M
Net Calls
+$4.82M
Net Calls Change
-$2.47M
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
1
Citadel Advisors
Florida
$9.66M +$778K +10,401 +9%
Wells Fargo
2
Wells Fargo
California
$3.04M +$2.59M +34,601 +642%
Morgan Stanley
3
Morgan Stanley
New York
$1.36M -$128K -1,710 -9%
FTIOP
4
Fiduciary Trust International of Pennsylvania
Pennsylvania
$887K -$10.5K -140 -1%
JWCA
5
J.W. Cole Advisors
Florida
$628K +$618K +8,259 New
FSA
6
Financial Sense Advisors
California
$608K
LPL Financial
7
LPL Financial
California
$570K -$89.9K -1,202 -14%
UBS Group
8
UBS Group
Switzerland
$542K +$13.5K +180 +3%
CG
9
Cutler Group
California
$433K -$1.5M -20,100 -78%
Bank of America
10
Bank of America
North Carolina
$383K -$23.6K -316 -6%
Simplex Trading
11
Simplex Trading
Illinois
$346K +$122K +1,625 +55%
Barclays
12
Barclays
United Kingdom
$338K +$29.6K +396 +10%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$183K -$74.8K -1,000 -29%
VCM
14
Vigilant Capital Management
Maine
$108K
Group One Trading
15
Group One Trading
Illinois
$61K +$15K +200 +33%
AG
16
Advisor Group
Arizona
$42K -$1.94K -26 -5%
NFG
17
Next Financial Group
Texas
$19K +$75 +1 +0.4%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$16K
GWM
19
Geneos Wealth Management
Colorado
$3K
HWM
20
HighMark Wealth Management
Minnesota
$3K +$3.74K +50 New
Wolverine Trading
21
Wolverine Trading
Illinois
-$6.84M -91,747 Closed
VF
22
Virtu Financial
New York
-$684K -9,180 Closed
Bessemer Group
23
Bessemer Group
New Jersey
-$536K -7,200 Closed
LTFS
24
Ladenburg Thalmann Financial Services
Florida
-$15K -200 Closed

FXC Hedge Fund Activity: Q4 2019 in Review

21 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Invesco CurrencyShares Canadian Dollar Trust (FXC) for Q4 2019, worth a combined $19.2M — down 22% from $24.6M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of FXC and 2 opened new positions — a net loss of 2 holders — while 7 trimmed existing stakes and 7 added.

The largest buyer was Wells Fargo, adding an estimated $2.59M. The largest seller was Wolverine Trading, exiting entirely with an estimated $6.84M sold.

  • 21 institutional investors held Invesco CurrencyShares Canadian Dollar Trust (FXC) as of Q4 2019, down from 23 in Q3 2019.
  • Funds reported $19.2M of Invesco CurrencyShares Canadian Dollar Trust stock for Q4 2019, down 22% quarter-over-quarter.
  • 2 funds opened new Invesco CurrencyShares Canadian Dollar Trust positions in Q4 2019 and 4 closed out, a net change of -2 holders.
  • The largest Invesco CurrencyShares Canadian Dollar Trust buyer in Q4 2019 was Wells Fargo, an estimated $2.59M added.
  • The largest Invesco CurrencyShares Canadian Dollar Trust seller in Q4 2019 was Wolverine Trading, an estimated $6.84M sold.

Based on aggregated 13F filings for Q4 2019.