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Invesco CurrencyShares Euro Currency Trust

52 hedge funds and large institutions have $124M invested in Invesco CurrencyShares Euro Currency Trust in 2021 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 11 increasing their positions, 13 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

11% more funds holding

Funds holding: 4752 (+5)

0.83% more ownership

Funds ownership: 40.33%41.16% (+0.83%)

1% less capital invested

Capital invested by funds: $125M → $124M (-$659K)

15% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 13

75% less call options, than puts

Call options by funds: $53.2M | Put options by funds: $212M

Holders
52
Holders Change
+5
Holders Change %
+10.64%
% of All Funds
0.91%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
11
Reduced
13
Closed
8
Calls
$53.2M
Puts
$212M
Net Calls
-$158M
Net Calls Change
-$53.2M
Name Holding Trade Value Shares
Change
Change in
Stake
OC
26
Oppenheimer & Co
New York
$405K +$413K +3,751 New
NA
27
NewEdge Advisors
Louisiana
$402K -$270K -2,456 -40%
FDCDDQ
28
Federation des caisses Desjardins du Quebec
Quebec, Canada
$388K +$165K +1,500 +71%
KFC
29
Klingenstein Fields & Co
New York
$367K
Marshall Wace
30
Marshall Wace
United Kingdom
$334K +$340K +3,090 New
SC
31
Solstein Capital
California
$316K +$322K +2,930 New
FHA
32
Flagship Harbor Advisors
Massachusetts
$290K
Wells Fargo
33
Wells Fargo
California
$268K -$3.97M -36,112 -94%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$266K +$271K +2,467 New
ACP
35
Aveo Capital Partners
Colorado
$256K
SBH
36
Segall Bryant & Hamill
Illinois
$248K
FANJ
37
Financial Architects (New Jersey)
New Jersey
$228K +$233K +2,115 New
FWM
38
Focused Wealth Management
New York
$216K +$220K +2,000 New
MC
39
Moors & Cabot
Massachusetts
$216K +$220K +2,000 New
LPL Financial
40
LPL Financial
California
$212K +$13K +118 +6%
KFI
41
Key Financial Inc
Pennsylvania
$114K
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$107K
NSIM
43
North Star Investment Management
Illinois
$92K
SPIA
44
Steward Partners Investment Advisory
New York
$91K +$92.6K +842 New
JP Morgan Chase
45
JP Morgan Chase
New York
$76K +$73.4K +667 +1,755%
POIA
46
Pin Oak Investment Advisors
Texas
$49K -$14.7K -134 -23%
Osaic Holdings
47
Osaic Holdings
Arizona
$47K +$18.7K +170 +64%
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$29K
HCP
49
Hexagon Capital Partners
Arkansas
$12K
ODG
50
O'Dell Group
Ohio
$10K +$9.9K +90 New

FXE Hedge Fund Activity: Q3 2021 in Review

52 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Invesco CurrencyShares Euro Currency Trust (FXE) for Q3 2021, worth a combined $124M — down 0.53% from $125M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new FXE positions and 8 closed out — a net gain of 5 holders — while 11 added to existing stakes and 13 trimmed.

The largest buyer was UBS Group, adding an estimated $18.9M. The largest seller was Virtu Financial, exiting entirely with an estimated $4.97M sold.

  • 52 institutional investors held Invesco CurrencyShares Euro Currency Trust (FXE) as of Q3 2021, up from 47 in Q2 2021.
  • Funds reported $124M of Invesco CurrencyShares Euro Currency Trust stock for Q3 2021, down 0.53% quarter-over-quarter.
  • 13 funds opened new Invesco CurrencyShares Euro Currency Trust positions in Q3 2021 and 8 closed out, a net change of +5 holders.
  • The largest Invesco CurrencyShares Euro Currency Trust buyer in Q3 2021 was UBS Group, an estimated $18.9M added.
  • The largest Invesco CurrencyShares Euro Currency Trust seller in Q3 2021 was Virtu Financial, an estimated $4.97M sold.

Based on aggregated 13F filings for Q3 2021.