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Invesco CurrencyShares Euro Currency Trust

66 hedge funds and large institutions have $107M invested in Invesco CurrencyShares Euro Currency Trust in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 16

6% less funds holding

Funds holding: 7066 (-4)

16% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 19

26% less capital invested

Capital invested by funds: $144M → $107M (-$37M)

28.37% less ownership

Funds ownership: 65.01%36.64% (-28%)

35% less call options, than puts

Call options by funds: $32.1M | Put options by funds: $49.4M

Holders
66
Holders Change
-4
Holders Change %
-5.71%
% of All Funds
1.05%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
15
Reduced
16
Closed
19
Calls
$32.1M
Puts
$49.4M
Net Calls
-$17.3M
Net Calls Change
+$222M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$17.4M -$6.19M -62,470 -26%
Goldman Sachs
2
Goldman Sachs
New York
$9.51M -$12.9M -130,125 -58%
UBS Group
3
UBS Group
Switzerland
$8.23M +$1.14M +11,464 +16%
Jane Street
4
Jane Street
New York
$7.34M +$5.77M +58,299 +390%
Bank of America
5
Bank of America
North Carolina
$4.94M -$182K -1,833 -4%
LG
6
Leuthold Group
Minnesota
$4.71M +$90K +909 +2%
LPT
7
Legacy Private Trust
Wisconsin
$4.64M +$3.06M +30,905 +200%
ULWM
8
Upper Left Wealth Management
Florida
$3.64M -$103K -1,042 -3%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$3.42M -$2.31M -23,356 -41%
QA
10
Quantitative Advantage
Minnesota
$3.19M +$3.15M +31,802 New
Wells Fargo
11
Wells Fargo
California
$2.93M +$2.57M +25,993 +805%
HSA
12
Hussman Strategic Advisors
Maryland
$2.5M
APW
13
Acima Private Wealth
Virginia
$2.49M -$396 -4 -0%
Renaissance Technologies
14
Renaissance Technologies
New York
$2.26M +$832K +8,400 +59%
VF
15
Virtu Financial
New York
$2.25M +$2.23M +22,502 New
SWP
16
Stratos Wealth Partners
Ohio
$1.79M +$683K +6,898 +63%
Fifth Third Bancorp
17
Fifth Third Bancorp
Ohio
$1.72M
WAM
18
Worth Asset Management
Texas
$1.67M +$1.63M +16,450 +9,734%
Stifel Financial
19
Stifel Financial
Missouri
$1.63M +$1.34M +13,575 +509%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$1.48M +$1.33M +13,442 +1,019%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$1.3M +$1.29M +12,994 New
Ameriprise
22
Ameriprise
Minnesota
$1.29M +$480K +4,849 +60%
RJA
23
Raymond James & Associates
Florida
$1.19M +$1.18M +11,919 New
Wolverine Trading
24
Wolverine Trading
Illinois
$1.17M -$834K -8,415 -42%
Marshall Wace
25
Marshall Wace
United Kingdom
$1.12M -$2.98M -30,100 -73%

FXE Hedge Fund Activity: Q1 2023 in Review

66 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Invesco CurrencyShares Euro Currency Trust (FXE) for Q1 2023, worth a combined $107M — down 26% from $144M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of FXE and 16 opened new positions — a net loss of 3 holders — while 16 trimmed existing stakes and 15 added.

The largest buyer was Jane Street, adding an estimated $5.77M. The largest seller was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, exiting entirely with an estimated $18.3M sold.

  • 66 institutional investors held Invesco CurrencyShares Euro Currency Trust (FXE) as of Q1 2023, down from 70 in Q4 2022.
  • Funds reported $107M of Invesco CurrencyShares Euro Currency Trust stock for Q1 2023, down 26% quarter-over-quarter.
  • 16 funds opened new Invesco CurrencyShares Euro Currency Trust positions in Q1 2023 and 19 closed out, a net change of -3 holders.
  • The largest Invesco CurrencyShares Euro Currency Trust buyer in Q1 2023 was Jane Street, an estimated $5.77M added.
  • The largest Invesco CurrencyShares Euro Currency Trust seller in Q1 2023 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $18.3M sold.

Based on aggregated 13F filings for Q1 2023.