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Invesco CurrencyShares Canadian Dollar Trust

33 hedge funds and large institutions have $62.2M invested in Invesco CurrencyShares Canadian Dollar Trust in 2021 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 2

307% more call options, than puts

Call options by funds: $30.1M | Put options by funds: $7.41M

54% more capital invested

Capital invested by funds: $40.4M → $62.2M (+$21.8M)

22% more funds holding

Funds holding: 2733 (+6)

10.82% more ownership

Funds ownership: 28.23%39.05% (+11%)

38% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 8

Holders
33
Holders Change
+6
Holders Change %
+22.22%
% of All Funds
0.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
5
Reduced
8
Closed
2
Calls
$30.1M
Puts
$7.41M
Net Calls
+$22.7M
Net Calls Change
+$28.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
1
Citadel Advisors
Florida
$20M +$5.93M +76,341 +42%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$14.1M +$13.4M +172,025 +2,065%
CC
3
Cadinha & Co
Hawaii
$5.12M -$549K -7,072 -10%
EWA
4
Evolution Wealth Advisors
Florida
$3.38M +$3.36M +43,205 New
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$3.01M -$12.5K -161 -0.4%
VF
6
Virtu Financial
New York
$2.75M -$417K -5,364 -13%
Wells Fargo
7
Wells Fargo
California
$2.53M -$454K -5,844 -15%
BCM
8
Brookstone Capital Management
Illinois
$2.5M +$2.48M +31,926 New
Morgan Stanley
9
Morgan Stanley
New York
$2.04M -$2.83M -36,475 -58%
AWS
10
AJ Wealth Strategies
New York
$1.05M
BAM
11
Belpointe Asset Management
Nevada
$603K +$599K +7,717 New
FSA
12
Financial Sense Advisors
California
$578K
Simplex Trading
13
Simplex Trading
Illinois
$536K -$249K -3,205 -32%
RJA
14
Raymond James & Associates
Florida
$492K +$154K +1,989 +46%
5L
15
55I LLC
Massachusetts
$383K +$380K +4,898 New
HighTower Advisors
16
HighTower Advisors
Illinois
$382K +$381K +4,900 New
UBS Group
17
UBS Group
Switzerland
$343K +$60.2K +775 +21%
FAIM
18
Financial Advocates Investment Management
Washington
$338K +$730K +9,393 New
LPL Financial
19
LPL Financial
California
$311K -$60.9K -784 -16%
EW
20
Evoke Wealth
California
$281K
HKAM
21
Horizon Kinetics Asset Management
New York
$260K -$343K -4,415 -57%
LG
22
Leuthold Group
Minnesota
$256K +$254K +3,273 New
BEAM
23
Baker Ellis Asset Management
Washington
$234K
Bank of America
24
Bank of America
North Carolina
$208K +$27.5K +354 +15%
Osaic Holdings
25
Osaic Holdings
Arizona
$137K

FXC Hedge Fund Activity: Q1 2021 in Review

33 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Invesco CurrencyShares Canadian Dollar Trust (FXC) for Q1 2021, worth a combined $62.2M — up 54% from $40.4M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new FXC positions and 2 closed out — a net gain of 8 holders — while 5 added to existing stakes and 8 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $13.4M. The largest seller was Morgan Stanley, cutting an estimated $2.83M.

  • 33 institutional investors held Invesco CurrencyShares Canadian Dollar Trust (FXC) as of Q1 2021, up from 27 in Q4 2020.
  • Funds reported $62.2M of Invesco CurrencyShares Canadian Dollar Trust stock for Q1 2021, up 54% quarter-over-quarter.
  • 10 funds opened new Invesco CurrencyShares Canadian Dollar Trust positions in Q1 2021 and 2 closed out, a net change of +8 holders.
  • The largest Invesco CurrencyShares Canadian Dollar Trust buyer in Q1 2021 was Susquehanna International Group, an estimated $13.4M added.
  • The largest Invesco CurrencyShares Canadian Dollar Trust seller in Q1 2021 was Morgan Stanley, an estimated $2.83M sold.

Based on aggregated 13F filings for Q1 2021.