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Invesco CurrencyShares Euro Currency Trust

43 hedge funds and large institutions have $690M invested in Invesco CurrencyShares Euro Currency Trust in 2015 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

13% more funds holding

Funds holding: 3843 (+5)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 10

10% less capital invested

Capital invested by funds: $768M → $690M (-$77.7M)

84% less call options, than puts

Call options by funds: $532M | Put options by funds: $3.24B

280.96% less ownership

Funds ownership: 536.89%255.94% (-281%)

Holders
43
Holders Change
+5
Holders Change %
+13.16%
% of All Funds
1.15%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
16
Increased
10
Reduced
10
Closed
10
Calls
$532M
Puts
$3.24B
Net Calls
-$2.71B
Net Calls Change
-$2.43B
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
1
Citigroup
New York
$170M +$22.1M +199,964 +14%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$119M +$54.6M +493,104 +77%
Morgan Stanley
3
Morgan Stanley
New York
$92.6M -$99.7M -900,709 -51%
JP Morgan Chase
4
JP Morgan Chase
New York
$52.6M -$3.77M -34,083 -6%
VF
5
Virtu Financial
New York
$50.8M +$29.6M +267,727 +126%
Goldman Sachs
6
Goldman Sachs
New York
$39.4M -$24.9M -224,581 -38%
IA
7
IndexIQ Advisors
New York
$31.4M +$31.2M +282,100 +1,867%
TH
8
Timber Hill
Connecticut
$23.5M -$64.6M -583,250 -72%
SG Americas Securities
9
SG Americas Securities
New York
$21.1M +$22.1M +200,045 New
Voloridge Investment Management
10
Voloridge Investment Management
Florida
$14.7M +$15.4M +139,431 New
Jane Street
11
Jane Street
New York
$11.9M +$12.5M +112,861 New
CS
12
Credit Suisse
Switzerland
$10.1M +$10.1M +91,550 +2,316%
LCM
13
Lakewood Capital Management
New York
$9.55M
Bank of America
14
Bank of America
North Carolina
$8.19M -$2.65M -23,983 -24%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$5.94M +$6.22M +56,184 +330,494%
WAM
16
Wolverine Asset Management
Illinois
$5.81M +$6.09M +55,000 New
HSA
17
Hussman Strategic Advisors
Maryland
$5.29M +$5.53M +50,000 New
UBS Group
18
UBS Group
Switzerland
$3.91M +$2.36M +21,345 +137%
WMSA
19
Weiss Multi-Strategy Advisers
New York
$2.11M -$553K -5,000 -20%
JT
20
Jump Trading
Illinois
$1.6M +$1.68M +15,185 New
ID
21
Integral Derivatives
New York
$1.47M -$2.71M -24,500 -64%
Barclays
22
Barclays
United Kingdom
$1.4M -$7.04M -63,621 -83%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$1.25M +$1.31M +11,800 New
RWA
24
Ropes Wealth Advisors
Massachusetts
$963K +$1.01M +9,106 New
Citadel Advisors
25
Citadel Advisors
Florida
$844K -$1.42M -12,862 -62%

FXE Hedge Fund Activity: Q1 2015 in Review

43 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Invesco CurrencyShares Euro Currency Trust (FXE) for Q1 2015, worth a combined $690M — down 10% from $768M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new FXE positions and 10 closed out — a net gain of 6 holders — while 10 added to existing stakes and 10 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $54.6M. The largest seller was Morgan Stanley, cutting an estimated $99.7M.

  • 43 institutional investors held Invesco CurrencyShares Euro Currency Trust (FXE) as of Q1 2015, up from 38 in Q4 2014.
  • Funds reported $690M of Invesco CurrencyShares Euro Currency Trust stock for Q1 2015, down 10% quarter-over-quarter.
  • 16 funds opened new Invesco CurrencyShares Euro Currency Trust positions in Q1 2015 and 10 closed out, a net change of +6 holders.
  • The largest Invesco CurrencyShares Euro Currency Trust buyer in Q1 2015 was Susquehanna International Group, an estimated $54.6M added.
  • The largest Invesco CurrencyShares Euro Currency Trust seller in Q1 2015 was Morgan Stanley, an estimated $99.7M sold.

Based on aggregated 13F filings for Q1 2015.