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Invesco CurrencyShares Japanese Yen Trust

49 hedge funds and large institutions have $71.4M invested in Invesco CurrencyShares Japanese Yen Trust in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 17

8% less funds holding

Funds holding: 5349 (-4)

13.01% less ownership

Funds ownership: 45.79%32.78% (-13%)

29% less capital invested

Capital invested by funds: $101M → $71.4M (-$29.2M)

40% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 10

62% less call options, than puts

Call options by funds: $12.9M | Put options by funds: $34.2M

Holders
49
Holders Change
-4
Holders Change %
-7.55%
% of All Funds
0.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
17
Reduced
17
Closed
10
Calls
$12.9M
Puts
$34.2M
Net Calls
-$21.3M
Net Calls Change
-$10.3M
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
26
Advisory Services Network
Georgia
$662K +$685K +10,652 New
CCA
27
Checchi Capital Advisers
California
$559K +$111K +1,731 +24%
BWA
28
Bordeaux Wealth Advisors
California
$522K +$103K +1,600 +24%
LTI
29
Laffer Tengler Investments
Tennessee
$482K -$62.2K -967 -11%
TJHA
30
Thomas J. Herzfeld Advisors
Florida
$453K +$231K +3,598 +98%
DFG
31
Delphi Financial Group
Delaware
$435K +$450K +7,000 New
SC
32
Scotia Capital
Ontario, Canada
$414K -$109K -1,700 -20%
Marshall Wace
33
Marshall Wace
United Kingdom
$377K -$86.8K -1,350 -18%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$366K -$98.1K -1,525 -21%
PSP
35
Pacific Sage Partners
Washington
$331K +$4.83K +75 +1%
FIA
36
Foundations Investment Advisors
Arizona
$233K +$241K +3,750 New
Group One Trading
37
Group One Trading
Illinois
$216K -$38.6K -600 -15%
NFSG
38
Newbridge Financial Services Group
Florida
$62.2K +$64.3K +1,000 New
KFI
39
Key Financial Inc
Pennsylvania
$43.2K
FDCDDQ
40
Federation des caisses Desjardins du Quebec
Quebec, Canada
$40.2K +$22.4K +348 +117%
VWM
41
Venturi Wealth Management
Texas
$39.5K
PTC
42
Private Trust Company
Ohio
$39.2K
CFGS
43
Concourse Financial Group Securities
Alabama
$34.5K -$33.1K -515 -48%
JP Morgan Chase
44
JP Morgan Chase
New York
$24.9K -$18K -280 -41%
ACM
45
Antonetti Capital Management
Florida
$23.6K
NSIM
46
North Star Investment Management
Illinois
$19.3K
SPIA
47
Steward Partners Investment Advisory
New York
$9.33K
TFA
48
Transamerica Financial Advisors
Florida
$1K
NC
49
NewSquare Capital
Pennsylvania
$311
FHA
50
Flagship Harbor Advisors
Massachusetts
-$13.5M -208,478 Closed

FXY Hedge Fund Activity: Q3 2023 in Review

49 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Invesco CurrencyShares Japanese Yen Trust (FXY) for Q3 2023, worth a combined $71.4M — down 29% from $101M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of FXY and 6 opened new positions — a net loss of 4 holders — while 17 trimmed existing stakes and 17 added.

The largest buyer was Bank of America, adding an estimated $7.06M. The largest seller was Flagship Harbor Advisors, exiting entirely with an estimated $13.5M sold.

  • 49 institutional investors held Invesco CurrencyShares Japanese Yen Trust (FXY) as of Q3 2023, down from 53 in Q2 2023.
  • Funds reported $71.4M of Invesco CurrencyShares Japanese Yen Trust stock for Q3 2023, down 29% quarter-over-quarter.
  • 6 funds opened new Invesco CurrencyShares Japanese Yen Trust positions in Q3 2023 and 10 closed out, a net change of -4 holders.
  • The largest Invesco CurrencyShares Japanese Yen Trust buyer in Q3 2023 was Bank of America, an estimated $7.06M added.
  • The largest Invesco CurrencyShares Japanese Yen Trust seller in Q3 2023 was Flagship Harbor Advisors, an estimated $13.5M sold.

Based on aggregated 13F filings for Q3 2023.