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Invesco CurrencyShares Euro Currency Trust

44 hedge funds and large institutions have $123M invested in Invesco CurrencyShares Euro Currency Trust in 2020 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 5 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

16% more funds holding

Funds holding: 3844 (+6)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

28.46% less ownership

Funds ownership: 72.08%43.62% (-28%)

33% less capital invested

Capital invested by funds: $184M → $123M (-$61.7M)

38% less call options, than puts

Call options by funds: $165M | Put options by funds: $265M

64% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 14

Holders
44
Holders Change
+6
Holders Change %
+15.79%
% of All Funds
0.9%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
5
Reduced
14
Closed
5
Calls
$165M
Puts
$265M
Net Calls
-$101M
Net Calls Change
+$58.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$235K -$1.34M -12,888 -85%
PAS
27
Partnervest Advisory Services
California
$232K +$228K +2,190 New
Stifel Financial
28
Stifel Financial
Missouri
$228K +$11.4K +110 +5%
GTC
29
Ghost Tree Capital
New York
$212K -$1.96M -18,830 -90%
FDCDDQ
30
Federation des caisses Desjardins du Quebec
Quebec, Canada
$191K
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$106K +$104K +1,000 New
AF
32
Advisornet Financial
Minnesota
$37K +$36.3K +349 New
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$28K
PIMG
34
Patriot Investment Management Group
Tennessee
$24.1K +$23.6K +227 New
NSIM
35
North Star Investment Management
Illinois
$21K
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$9K
Osaic Holdings
37
Osaic Holdings
Arizona
$8K -$3.64K -35 -31%
JWA
38
JFS Wealth Advisors
Pennsylvania
$4K +$3.75K +36 New
RCA
39
Ranch Capital Advisors
Florida
$2K
JP Morgan Chase
40
JP Morgan Chase
New York
$2K +$2.08K +20 New
JCM
41
Jacobi Capital Management
Pennsylvania
$1K
TFA
42
Transamerica Financial Advisors
Florida
$1K +$416 +4 New
PAG
43
Private Advisor Group
New Jersey
$1K +$937 +9 New
BNP Paribas Financial Markets
44
BNP Paribas Financial Markets
France
-$26.1M -250,000 Closed
Jane Street
45
Jane Street
New York
-$5.51M -52,943 Closed
IMC Chicago
46
IMC Chicago
Illinois
-$1.74M -16,746 Closed
BCI
47
Brinker Capital Investments
Pennsylvania
-$236K -2,267 Closed
WAP
48
Wealthcare Advisory Partners
Pennsylvania
-$10K -100 Closed

FXE Hedge Fund Activity: Q2 2020 in Review

44 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Invesco CurrencyShares Euro Currency Trust (FXE) for Q2 2020, worth a combined $123M — down 33% from $184M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new FXE positions and 5 closed out — a net gain of 6 holders — while 5 added to existing stakes and 14 trimmed.

The largest buyer was IndexIQ Advisors, adding an estimated $9.2M. The largest seller was Citadel Advisors, cutting an estimated $30.9M.

  • 44 institutional investors held Invesco CurrencyShares Euro Currency Trust (FXE) as of Q2 2020, up from 38 in Q1 2020.
  • Funds reported $123M of Invesco CurrencyShares Euro Currency Trust stock for Q2 2020, down 33% quarter-over-quarter.
  • 11 funds opened new Invesco CurrencyShares Euro Currency Trust positions in Q2 2020 and 5 closed out, a net change of +6 holders.
  • The largest Invesco CurrencyShares Euro Currency Trust buyer in Q2 2020 was IndexIQ Advisors, an estimated $9.2M added.
  • The largest Invesco CurrencyShares Euro Currency Trust seller in Q2 2020 was Citadel Advisors, an estimated $30.9M sold.

Based on aggregated 13F filings for Q2 2020.