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Invesco CurrencyShares Euro Currency Trust

48 hedge funds and large institutions have $169M invested in Invesco CurrencyShares Euro Currency Trust in 2018 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 11

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

7.43% more ownership

Funds ownership: 66.73%74.16% (+7.4%)

4% more funds holding

Funds holding: 4648 (+2)

8% less capital invested

Capital invested by funds: $183M → $169M (-$14.4M)

14% less call options, than puts

Call options by funds: $416M | Put options by funds: $482M

100% less funds holding in top 10

Funds holding in top 10: 30 (-3)

Holders
48
Holders Change
+2
Holders Change %
+4.35%
% of All Funds
1.1%
Holding in Top 10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
New
12
Increased
15
Reduced
11
Closed
10
Calls
$416M
Puts
$482M
Net Calls
-$66.8M
Net Calls Change
+$65.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
26
Barclays
United Kingdom
$570K -$1.49M -13,345 -72%
LPC
27
Loeb Partners Corp
New York
$556K +$557K +5,000 New
BA
28
Ballew Advisors
Mississippi
$546K +$557K +5,000 New
NC
29
NewSquare Capital
Pennsylvania
$477K +$19.5K +175 +4%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$471K -$10.3M -92,160 -96%
IA
31
IndexIQ Advisors
New York
$327K +$24.9K +223 +8%
CCM
32
Crabel Capital Management
California
$305K +$306K +2,742 New
PCM
33
Pointe Capital Management
Michigan
$303K +$304K +2,726 New
SPIA
34
Steward Partners Investment Advisory
New York
$289K +$290K +2,600 New
SG Americas Securities
35
SG Americas Securities
New York
$266K -$1.77M -15,850 -87%
LPL Financial
36
LPL Financial
California
$266K
XS
37
XR Securities
Illinois
$207K +$208K +1,864 New
LTFS
38
Ladenburg Thalmann Financial Services
Florida
$114K
CG
39
Cutler Group
California
$111K -$307K -2,754 -73%
RCAG
40
Rehmann Capital Advisory Group
Michigan
$52.8K
NSIM
41
North Star Investment Management
Illinois
$39K +$22.3K +200 +133%
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$30K
IA
43
IFP Advisors
Florida
$17K -$41.8K -375 -71%
VCM
44
Versant Capital Management
Arizona
$16K
ASN
45
Advisory Services Network
Georgia
$6K
FHA
46
Flagship Harbor Advisors
Massachusetts
$6K
JCM
47
Jacobi Capital Management
Pennsylvania
$1K
MSU
48
Mizuho Securities USA
New York
-$16.8M -150,000 Closed
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
-$12.2M -109,073 Closed
HT
50
HAP Trading
New York
-$3.99M -35,599 Closed

FXE Hedge Fund Activity: Q3 2018 in Review

48 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Invesco CurrencyShares Euro Currency Trust (FXE) for Q3 2018, worth a combined $169M — down 7.9% from $183M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new FXE positions and 10 closed out — a net gain of 2 holders — while 15 added to existing stakes and 11 trimmed.

The largest buyer was BNP Paribas Financial Markets, opening a new position worth an estimated $33.4M. The largest seller was Bank of America, cutting an estimated $16.9M.

  • 48 institutional investors held Invesco CurrencyShares Euro Currency Trust (FXE) as of Q3 2018, up from 46 in Q2 2018.
  • Funds reported $169M of Invesco CurrencyShares Euro Currency Trust stock for Q3 2018, down 7.9% quarter-over-quarter.
  • 12 funds opened new Invesco CurrencyShares Euro Currency Trust positions in Q3 2018 and 10 closed out, a net change of +2 holders.
  • The largest Invesco CurrencyShares Euro Currency Trust buyer in Q3 2018 was BNP Paribas Financial Markets, an estimated $33.4M added.
  • The largest Invesco CurrencyShares Euro Currency Trust seller in Q3 2018 was Bank of America, an estimated $16.9M sold.

Based on aggregated 13F filings for Q3 2018.