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Invesco CurrencyShares Euro Currency Trust

41 hedge funds and large institutions have $339M invested in Invesco CurrencyShares Euro Currency Trust in 2017 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 9 increasing their positions, 11 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

5% more funds holding

Funds holding: 3941 (+2)

15% less capital invested

Capital invested by funds: $398M → $339M (-$58.2M)

18% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 11

36% less call options, than puts

Call options by funds: $409M | Put options by funds: $636M

46.73% less ownership

Funds ownership: 199.38%152.66% (-47%)

Holders
41
Holders Change
+2
Holders Change %
+5.13%
% of All Funds
1.02%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
11
Increased
9
Reduced
11
Closed
8
Calls
$409M
Puts
$636M
Net Calls
-$227M
Net Calls Change
-$11.1M
Name Holding Trade Value Shares
Change
Change in
Stake
VKH
26
Virtu KCG Holdings
New York
$694K -$756K -7,311 -52%
GWI
27
Grace & White Inc
New York
$610K
ASN
28
Advisory Services Network
Georgia
$388K +$388K +3,750 New
CIBC World Market
29
CIBC World Market
Ontario, Canada
$289K +$289K +2,796 New
Bessemer Group
30
Bessemer Group
New Jersey
$269K
KA
31
Klingman & Associates
New York
$248K
IIA
32
IPG Investment Advisors
California
$207K +$207K +2,000 New
RWA
33
Ropes Wealth Advisors
Massachusetts
$83K
CG
34
Cutler Group
California
$78K -$7.81M -75,530 -99%
SEI Investments
35
SEI Investments
Pennsylvania
$44K +$43.3K +419 New
Barclays
36
Barclays
United Kingdom
$32K -$1.31M -12,665 -98%
AG
37
Advisor Group
Arizona
$21K
LTFS
38
Ladenburg Thalmann Financial Services
Florida
$15K -$4.65K -45 -24%
Creative Planning
39
Creative Planning
Kansas
$15K +$5.07K +49 +52%
TIM
40
Tortoise Investment Management
New York
$5K
TFA
41
Transamerica Financial Advisors
Florida
$1K
N
42
Natixis
France
-$17M -166,550 Closed
Wolverine Trading
43
Wolverine Trading
Illinois
-$6.44M -63,000 Closed
VF
44
Virtu Financial
New York
-$4.02M -39,311 Closed
Group One Trading
45
Group One Trading
Illinois
-$2.81M -27,193 Closed
SJIC
46
St. James Investment Company
Texas
-$652K -6,375 Closed
Walleye Trading
47
Walleye Trading
New York
-$294K -2,844 Closed
TMC
48
Trellus Management Company
Florida
-$205K -2,000 Closed
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
-$14K -143 Closed

FXE Hedge Fund Activity: Q1 2017 in Review

41 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Invesco CurrencyShares Euro Currency Trust (FXE) for Q1 2017, worth a combined $339M — down 15% from $398M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new FXE positions and 8 closed out — a net gain of 3 holders — while 9 added to existing stakes and 11 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $10.8M. The largest seller was Timber Hill, cutting an estimated $30.7M.

  • 41 institutional investors held Invesco CurrencyShares Euro Currency Trust (FXE) as of Q1 2017, up from 39 in Q4 2016.
  • Funds reported $339M of Invesco CurrencyShares Euro Currency Trust stock for Q1 2017, down 15% quarter-over-quarter.
  • 11 funds opened new Invesco CurrencyShares Euro Currency Trust positions in Q1 2017 and 8 closed out, a net change of +3 holders.
  • The largest Invesco CurrencyShares Euro Currency Trust buyer in Q1 2017 was Susquehanna International Group, an estimated $10.8M added.
  • The largest Invesco CurrencyShares Euro Currency Trust seller in Q1 2017 was Timber Hill, an estimated $30.7M sold.

Based on aggregated 13F filings for Q1 2017.