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Invesco CurrencyShares Euro Currency Trust

50 hedge funds and large institutions have $454M invested in Invesco CurrencyShares Euro Currency Trust in 2016 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 8 increasing their positions, 13 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 9

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

34.49% more ownership

Funds ownership: 114%148.49% (+34%)

22% more funds holding

Funds holding: 4150 (+9)

13% more capital invested

Capital invested by funds: $400M → $454M (+$53.7M)

38% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 13

46% less call options, than puts

Call options by funds: $308M | Put options by funds: $569M

Holders
50
Holders Change
+9
Holders Change %
+21.95%
% of All Funds
1.33%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
18
Increased
8
Reduced
13
Closed
9
Calls
$308M
Puts
$569M
Net Calls
-$261M
Net Calls Change
+$670M
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
1
Citigroup
New York
$134M +$38.1M +352,448 +41%
Goldman Sachs
2
Goldman Sachs
New York
$49.2M +$462K +4,274 +1%
TH
3
Timber Hill
Connecticut
$47.8M +$37.5M +347,142 +422%
IA
4
IndexIQ Advisors
New York
$42.4M -$10.1M -93,450 -20%
Morgan Stanley
5
Morgan Stanley
New York
$41.2M +$127K +1,176 +0.3%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$20.1M -$5.54M -51,260 -22%
N
7
Natixis
France
$18.6M -$119K -1,100 -0.7%
Wells Fargo
8
Wells Fargo
California
$16.9M +$14.7M +135,948 +856%
JP Morgan Chase
9
JP Morgan Chase
New York
$13.9M +$1.18M +10,931 +10%
AIM
10
Astor Investment Management
Illinois
$11.9M +$11.6M +107,166 New
LCM
11
Lakewood Capital Management
New York
$10M
ACM
12
Aviance Capital Management
Florida
$7.66M +$7.44M +68,927 New
HAM
13
Harber Asset Management
North Carolina
$5.51M +$5.35M +49,521 New
Fidelity Investments
14
Fidelity Investments
Massachusetts
$4.95M
VF
15
Virtu Financial
New York
$4.42M +$4.29M +39,709 New
Bank of America
16
Bank of America
North Carolina
$3.62M -$12.6M -117,056 -78%
HSA
17
Hussman Strategic Advisors
Maryland
$3.33M
JG
18
Jefferies Group
New York
$2.78M +$2.7M +25,000 New
Citadel Advisors
19
Citadel Advisors
Florida
$2.67M +$1.09M +10,130 +73%
SG Americas Securities
20
SG Americas Securities
New York
$2.35M -$415K -3,846 -15%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$1.57M +$1.53M +14,142 New
UBS Group
22
UBS Group
Switzerland
$1.51M -$14.3K -132 -1%
Jane Street
23
Jane Street
New York
$1.4M +$1.36M +12,568 New
RJA
24
Raymond James & Associates
Florida
$1.12M +$1.09M +10,055 New
JT
25
Jump Trading
Illinois
$1.09M +$1.06M +9,780 New

FXE Hedge Fund Activity: Q1 2016 in Review

50 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Invesco CurrencyShares Euro Currency Trust (FXE) for Q1 2016, worth a combined $454M — up 13% from $400M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new FXE positions and 9 closed out — a net gain of 9 holders — while 8 added to existing stakes and 13 trimmed.

The largest buyer was Citigroup, adding an estimated $38.1M. The largest seller was Paloma Partners, exiting entirely with an estimated $22.9M sold.

  • 50 institutional investors held Invesco CurrencyShares Euro Currency Trust (FXE) as of Q1 2016, up from 41 in Q4 2015.
  • Funds reported $454M of Invesco CurrencyShares Euro Currency Trust stock for Q1 2016, up 13% quarter-over-quarter.
  • 18 funds opened new Invesco CurrencyShares Euro Currency Trust positions in Q1 2016 and 9 closed out, a net change of +9 holders.
  • The largest Invesco CurrencyShares Euro Currency Trust buyer in Q1 2016 was Citigroup, an estimated $38.1M added.
  • The largest Invesco CurrencyShares Euro Currency Trust seller in Q1 2016 was Paloma Partners, an estimated $22.9M sold.

Based on aggregated 13F filings for Q1 2016.