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Invesco CurrencyShares Euro Currency Trust

44 hedge funds and large institutions have $446M invested in Invesco CurrencyShares Euro Currency Trust in 2016 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 13 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

13.22% more ownership

Funds ownership: 148.49%161.71% (+13%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2% less capital invested

Capital invested by funds: $454M → $446M (-$8.1M)

12% less funds holding

Funds holding: 5044 (-6)

15% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 13

40% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 15

62% less call options, than puts

Call options by funds: $490M | Put options by funds: $1.3B

Holders
44
Holders Change
-6
Holders Change %
-12%
% of All Funds
1.17%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
9
Increased
11
Reduced
13
Closed
15
Calls
$490M
Puts
$1.3B
Net Calls
-$812M
Net Calls Change
-$551M
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
1
Citigroup
New York
$129M -$1.6M -14,502 -1%
Bank of America
2
Bank of America
North Carolina
$71.4M +$69.2M +627,489 +1,928%
TH
3
Timber Hill
Connecticut
$64.6M +$18.5M +167,935 +39%
Goldman Sachs
4
Goldman Sachs
New York
$50.9M +$3.09M +28,031 +6%
IA
5
IndexIQ Advisors
New York
$19.6M -$22M -199,721 -52%
N
6
Natixis
France
$18.1M
VF
7
Virtu Financial
New York
$15.8M +$11.8M +106,593 +268%
Morgan Stanley
8
Morgan Stanley
New York
$11.5M -$29.1M -264,360 -71%
LCM
9
Lakewood Capital Management
New York
$9.78M
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$8.21M -$11.6M -104,893 -58%
ICM
11
Ionic Capital Management
New York
$7.95M +$8.1M +73,500 New
HAM
12
Harber Asset Management
North Carolina
$5.83M +$486K +4,407 +9%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$4.81M
Wolverine Trading
14
Wolverine Trading
Illinois
$4.36M +$4.44M +40,232 New
HSBC Holdings
15
HSBC Holdings
United Kingdom
$3.25M +$3.31M +30,000 New
JT
16
Jump Trading
Illinois
$3.05M +$2.03M +18,396 +188%
JG
17
Jefferies Group
New York
$2.7M
Jane Street
18
Jane Street
New York
$2.54M +$1.2M +10,868 +86%
Citadel Advisors
19
Citadel Advisors
Florida
$2.46M -$131K -1,192 -5%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$2M +$1.89M +17,153 +1,252%
Barclays
21
Barclays
United Kingdom
$1.81M +$1.65M +14,962 +827%
Wells Fargo
22
Wells Fargo
California
$1.22M -$15.5M -140,567 -93%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$1.13M +$1.15M +10,400 New
UBS Group
24
UBS Group
Switzerland
$874K -$607K -5,505 -41%
SJIC
25
St. James Investment Company
Texas
$749K +$467K +4,240 +103%

FXE Hedge Fund Activity: Q2 2016 in Review

44 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Invesco CurrencyShares Euro Currency Trust (FXE) for Q2 2016, worth a combined $446M — down 1.8% from $454M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of FXE and 9 opened new positions — a net loss of 6 holders — while 13 trimmed existing stakes and 11 added.

The largest buyer was Bank of America, adding an estimated $69.2M. The largest seller was Morgan Stanley, cutting an estimated $29.1M.

  • 44 institutional investors held Invesco CurrencyShares Euro Currency Trust (FXE) as of Q2 2016, down from 50 in Q1 2016.
  • Funds reported $446M of Invesco CurrencyShares Euro Currency Trust stock for Q2 2016, down 1.8% quarter-over-quarter.
  • 9 funds opened new Invesco CurrencyShares Euro Currency Trust positions in Q2 2016 and 15 closed out, a net change of -6 holders.
  • The largest Invesco CurrencyShares Euro Currency Trust buyer in Q2 2016 was Bank of America, an estimated $69.2M added.
  • The largest Invesco CurrencyShares Euro Currency Trust seller in Q2 2016 was Morgan Stanley, an estimated $29.1M sold.

Based on aggregated 13F filings for Q2 2016.