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Invesco CurrencyShares Euro Currency Trust

48 hedge funds and large institutions have $71.6M invested in Invesco CurrencyShares Euro Currency Trust in 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 7 increasing their positions, 12 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more call options, than puts

Call options by funds: $19.7M | Put options by funds: $17.1M

7% more ownership

Funds ownership: 35.73%42.73% (+7%)

5% more capital invested

Capital invested by funds: $68M → $71.6M (+$3.63M)

2% more funds holding

Funds holding: 4748 (+1)

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

42% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 12

Holders
48
Holders Change
+1
Holders Change %
+2.13%
% of All Funds
0.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
7
Reduced
12
Closed
11
Calls
$19.7M
Puts
$17.1M
Net Calls
+$2.55M
Net Calls Change
+$6.96M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$14.1M +$3.47M +35,197 +31%
Goldman Sachs
2
Goldman Sachs
New York
$7.18M
UBS Group
3
UBS Group
Switzerland
$6.16M -$2.82M -28,676 -31%
Citadel Advisors
4
Citadel Advisors
Florida
$5.84M -$4.03M -40,937 -40%
ATPW
5
Ashton Thomas Private Wealth
Arizona
$5.35M +$5.51M +55,923 New
LG
6
Leuthold Group
Minnesota
$4.16M -$139K -1,413 -3%
VF
7
Virtu Financial
New York
$4.06M +$340K +3,452 +9%
Simplex Trading
8
Simplex Trading
Illinois
$3.07M +$2.65M +26,877 +517%
ULWM
9
Upper Left Wealth Management
Florida
$1.79M -$269K -2,732 -13%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$1.52M -$60.2K -611 -4%
CAPTRUST Financial Advisors
11
CAPTRUST Financial Advisors
North Carolina
$1.44M -$112K -1,134 -7%
BAM
12
Belpointe Asset Management
Nevada
$1.24M +$1.08K +11 +0.1%
IMC Chicago
13
IMC Chicago
Illinois
$1.19M +$1.23M +12,444 New
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$1.16M +$1.2M +12,176 New
Wells Fargo
15
Wells Fargo
California
$1.16M -$125K -1,265 -9%
KCM
16
Kathmere Capital Management
Pennsylvania
$1.06M
PWM
17
Perigon Wealth Management
California
$1.03M +$1.07M +10,826 New
HSBC Holdings
18
HSBC Holdings
United Kingdom
$1.02M
Wolverine Trading
19
Wolverine Trading
Illinois
$996K +$1.02M +10,371 New
NA
20
Nautilus Advisors
California
$905K +$932K +9,457 New
Bank of America
21
Bank of America
North Carolina
$835K -$142K -1,441 -14%
HSA
22
Hussman Strategic Advisors
Maryland
$717K
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$556K -$57.4K -583 -9%
IAS
24
Insigneo Advisory Services
Florida
$519K +$534K +5,421 New
Parallax Volatility Advisers
25
Parallax Volatility Advisers
California
$496K

FXE Hedge Fund Activity: Q4 2024 in Review

48 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco CurrencyShares Euro Currency Trust (FXE) for Q4 2024, worth a combined $71.6M — up 5.3% from $68M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new FXE positions and 11 closed out — a net gain of 1 holder — while 7 added to existing stakes and 12 trimmed.

The largest buyer was Ashton Thomas Private Wealth, opening a new position worth an estimated $5.51M. The largest seller was Citadel Advisors, cutting an estimated $4.03M.

  • 48 institutional investors held Invesco CurrencyShares Euro Currency Trust (FXE) as of Q4 2024, up from 47 in Q3 2024.
  • Funds reported $71.6M of Invesco CurrencyShares Euro Currency Trust stock for Q4 2024, up 5.3% quarter-over-quarter.
  • 12 funds opened new Invesco CurrencyShares Euro Currency Trust positions in Q4 2024 and 11 closed out, a net change of +1 holder.
  • The largest Invesco CurrencyShares Euro Currency Trust buyer in Q4 2024 was Ashton Thomas Private Wealth, an estimated $5.51M added.
  • The largest Invesco CurrencyShares Euro Currency Trust seller in Q4 2024 was Citadel Advisors, an estimated $4.03M sold.

Based on aggregated 13F filings for Q4 2024.