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Invesco CurrencyShares Euro Currency Trust

59 hedge funds and large institutions have $86.2M invested in Invesco CurrencyShares Euro Currency Trust in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 22 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% less call options, than puts

Call options by funds: $35.2M | Put options by funds: $37.2M

8.59% less ownership

Funds ownership: 46.11%37.52% (-8.6%)

12% less funds holding

Funds holding: 6759 (-8)

26% less capital invested

Capital invested by funds: $116M → $86.2M (-$30M)

50% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 14

55% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 22

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
59
Holders Change
-8
Holders Change %
-11.94%
% of All Funds
0.94%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
7
Increased
10
Reduced
22
Closed
14
Calls
$35.2M
Puts
$37.2M
Net Calls
-$2.03M
Net Calls Change
+$1.01M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$19.5M +$5.72M +56,937 +40%
Goldman Sachs
2
Goldman Sachs
New York
$12.2M
UBS Group
3
UBS Group
Switzerland
$9.07M +$937K +9,324 +11%
LG
4
Leuthold Group
Minnesota
$4.37M -$137K -1,366 -3%
Bank of America
5
Bank of America
North Carolina
$4.27M -$1.11M -11,003 -20%
ULWM
6
Upper Left Wealth Management
Florida
$3.55M -$9.14K -91 -0.2%
VF
7
Virtu Financial
New York
$3.32M -$1.67M -16,588 -33%
APW
8
Acima Private Wealth
Virginia
$2.86M +$454K +4,514 +18%
CAPTRUST Financial Advisors
9
CAPTRUST Financial Advisors
North Carolina
$2.83M -$198K -1,973 -6%
Comerica Bank
10
Comerica Bank
Texas
$2.46M +$2.53M +25,192 New
Fifth Third Bancorp
11
Fifth Third Bancorp
Ohio
$1.68M
Citadel Advisors
12
Citadel Advisors
Florida
$1.53M +$1.56M +15,539 +10,717%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$1.26M -$464K -4,616 -26%
HSA
14
Hussman Strategic Advisors
Maryland
$1.22M -$1.26M -12,500 -50%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$1.18M +$12.2K +121 +1%
HT
16
HAP Trading
New York
$1.14M +$1.18M +11,718 New
KCM
17
Kathmere Capital Management
Pennsylvania
$1.09M
Osaic Holdings
18
Osaic Holdings
Arizona
$1.08M +$33.6K +334 +3%
HSBC Holdings
19
HSBC Holdings
United Kingdom
$1.06M +$1.09M +10,814 New
RJA
20
Raymond James & Associates
Florida
$827K -$136K -1,350 -14%
Renaissance Technologies
21
Renaissance Technologies
New York
$782K +$10K +100 +1%
BCP
22
Berkeley Capital Partners
Georgia
$750K +$771K +7,676 New
GI
23
Glovista Investments
New Jersey
$531K
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$522K +$537K +5,340 New
Parallax Volatility Advisers
25
Parallax Volatility Advisers
California
$516K

FXE Hedge Fund Activity: Q3 2023 in Review

59 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Invesco CurrencyShares Euro Currency Trust (FXE) for Q3 2023, worth a combined $86.2M — down 26% from $116M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of FXE and 7 opened new positions — a net loss of 7 holders — while 22 trimmed existing stakes and 10 added.

The largest buyer was Morgan Stanley, adding an estimated $5.72M. The largest seller was Jane Street, cutting an estimated $11.5M.

  • 59 institutional investors held Invesco CurrencyShares Euro Currency Trust (FXE) as of Q3 2023, down from 67 in Q2 2023.
  • Funds reported $86.2M of Invesco CurrencyShares Euro Currency Trust stock for Q3 2023, down 26% quarter-over-quarter.
  • 7 funds opened new Invesco CurrencyShares Euro Currency Trust positions in Q3 2023 and 14 closed out, a net change of -7 holders.
  • The largest Invesco CurrencyShares Euro Currency Trust buyer in Q3 2023 was Morgan Stanley, an estimated $5.72M added.
  • The largest Invesco CurrencyShares Euro Currency Trust seller in Q3 2023 was Jane Street, an estimated $11.5M sold.

Based on aggregated 13F filings for Q3 2023.