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Invesco CurrencyShares Euro Currency Trust

37 hedge funds and large institutions have $812M invested in Invesco CurrencyShares Euro Currency Trust in 2015 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 16 increasing their positions, 7 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 7

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

18% more capital invested

Capital invested by funds: $690M → $812M (+$122M)

14% less funds holding

Funds holding: 4337 (-6)

58.1% less ownership

Funds ownership: 255.94%197.83% (-58%)

67% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 9

88% less call options, than puts

Call options by funds: $385M | Put options by funds: $3.16B

Holders
37
Holders Change
-6
Holders Change %
-13.95%
% of All Funds
1%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
3
Increased
16
Reduced
7
Closed
9
Calls
$385M
Puts
$3.16B
Net Calls
-$2.78B
Net Calls Change
-$69.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
1
Citigroup
New York
$176M +$242K +2,225 +0.1%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$114M -$9.16M -84,158 -7%
VF
3
Virtu Financial
New York
$88.5M +$35.6M +327,450 +68%
TH
4
Timber Hill
Connecticut
$78.1M +$53.5M +491,299 +221%
Morgan Stanley
5
Morgan Stanley
New York
$75M -$20.8M -190,768 -22%
JP Morgan Chase
6
JP Morgan Chase
New York
$55.7M +$1.22M +11,194 +2%
IA
7
IndexIQ Advisors
New York
$54.9M +$22.2M +203,968 +69%
Goldman Sachs
8
Goldman Sachs
New York
$54M +$13.2M +120,882 +32%
CS
9
Credit Suisse
Switzerland
$49.7M +$39M +358,868 +376%
SG Americas Securities
10
SG Americas Securities
New York
$21.9M +$16.9K +155 +0.1%
LCM
11
Lakewood Capital Management
New York
$9.89M
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$7.99M +$1.83M +16,811 +30%
UBS Group
13
UBS Group
Switzerland
$5.5M +$1.44M +13,252 +36%
HSA
14
Hussman Strategic Advisors
Maryland
$5.47M
Bank of America
15
Bank of America
North Carolina
$3.57M -$4.88M -44,866 -58%
ID
16
Integral Derivatives
New York
$1.85M +$326K +3,000 +22%
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$1.29M
DA
18
DSC Advisors
Illinois
$1.28M +$1.27M +11,670 New
Simplex Trading
19
Simplex Trading
Illinois
$1.09M +$302K +2,774 +38%
Citadel Advisors
20
Citadel Advisors
Florida
$921K +$46.6K +428 +5%
Wells Fargo
21
Wells Fargo
California
$831K +$224K +2,057 +37%
VKH
22
Virtu KCG Holdings
New York
$690K +$228K +2,094 +50%
GWI
23
Grace & White Inc
New York
$646K
Barclays
24
Barclays
United Kingdom
$644K -$806K -7,405 -56%
Jane Street
25
Jane Street
New York
$484K -$11.8M -108,438 -96%

FXE Hedge Fund Activity: Q2 2015 in Review

37 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Invesco CurrencyShares Euro Currency Trust (FXE) for Q2 2015, worth a combined $812M — up 18% from $690M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of FXE and 3 opened new positions — a net loss of 6 holders — while 7 trimmed existing stakes and 16 added.

The largest buyer was Timber Hill, adding an estimated $53.5M. The largest seller was Morgan Stanley, cutting an estimated $20.8M.

  • 37 institutional investors held Invesco CurrencyShares Euro Currency Trust (FXE) as of Q2 2015, down from 43 in Q1 2015.
  • Funds reported $812M of Invesco CurrencyShares Euro Currency Trust stock for Q2 2015, up 18% quarter-over-quarter.
  • 3 funds opened new Invesco CurrencyShares Euro Currency Trust positions in Q2 2015 and 9 closed out, a net change of -6 holders.
  • The largest Invesco CurrencyShares Euro Currency Trust buyer in Q2 2015 was Timber Hill, an estimated $53.5M added.
  • The largest Invesco CurrencyShares Euro Currency Trust seller in Q2 2015 was Morgan Stanley, an estimated $20.8M sold.

Based on aggregated 13F filings for Q2 2015.