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Invesco CurrencyShares Japanese Yen Trust

43 hedge funds and large institutions have $145M invested in Invesco CurrencyShares Japanese Yen Trust in 2018 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 19 increasing their positions, 3 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

533% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 3

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

41% more capital invested

Capital invested by funds: $103M → $145M (+$41.7M)

25% more call options, than puts

Call options by funds: $182M | Put options by funds: $145M

16% more funds holding

Funds holding: 3743 (+6)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

18.38% less ownership

Funds ownership: 96.67%78.28% (-18%)

Holders
43
Holders Change
+6
Holders Change %
+16.22%
% of All Funds
0.99%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
19
Reduced
3
Closed
10
Calls
$182M
Puts
$145M
Net Calls
+$36.4M
Net Calls Change
+$51.7M
Name Holding Trade Value Shares
Change
Change in
Stake
LG
1
Leuthold Group
Minnesota
$31.2M +$8.25M +93,086 +37%
Citigroup
2
Citigroup
New York
$28.9M +$411K +4,644 +1%
Parallax Volatility Advisers
3
Parallax Volatility Advisers
California
$11.5M +$11.3M +127,877 +12,787,700%
Citadel Advisors
4
Citadel Advisors
Florida
$10.1M +$4.84M +54,636 +94%
Bank of America
5
Bank of America
North Carolina
$9.85M -$5.13M -57,873 -35%
Goldman Sachs
6
Goldman Sachs
New York
$9.8M +$559K +6,315 +6%
BCM
7
Brookstone Capital Management
Illinois
$9.22M +$9.07M +102,371 New
Bank of Montreal
8
Bank of Montreal
Ontario, Canada
$6.86M +$1.78M +20,100 +36%
IA
9
IndexIQ Advisors
New York
$4.53M +$1.22M +13,816 +38%
Wells Fargo
10
Wells Fargo
California
$3.85M +$3.27M +36,858 +626%
Morgan Stanley
11
Morgan Stanley
New York
$2.86M +$1.46M +16,436 +107%
QAM
12
Q3 Asset Management
Michigan
$2.62M +$2.58M +29,082 New
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$2.46M +$438K +4,940 +22%
CCA
14
Checchi Capital Advisers
California
$1.61M +$357K +4,027 +29%
Capstone Investment Advisors
15
Capstone Investment Advisors
New York
$1.35M +$1.33M +15,000 New
VWA
16
V Wealth Advisors
Kansas
$1.19M +$7.44K +84 +0.6%
Ameriprise
17
Ameriprise
Minnesota
$1.19M +$13.3K +150 +1%
NL
18
NVWM LLC
Pennsylvania
$890K +$872K +9,838 New
LPL Financial
19
LPL Financial
California
$759K +$746K +8,419 New
Barclays
20
Barclays
United Kingdom
$605K +$405K +4,574 +214%
RIA
21
Regal Investment Advisors
Michigan
$457K +$449K +5,073 New
HighTower Advisors
22
HighTower Advisors
Illinois
$429K +$6.38K +72 +2%
FSA
23
Financial Sense Advisors
California
$360K +$39.9K +450 +13%
VFA
24
Valeo Financial Advisors
Indiana
$360K +$354K +4,000 New
UBS Group
25
UBS Group
Switzerland
$296K +$75.9K +857 +35%

FXY Hedge Fund Activity: Q1 2018 in Review

43 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Invesco CurrencyShares Japanese Yen Trust (FXY) for Q1 2018, worth a combined $145M — up 41% from $103M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new FXY positions and 10 closed out — a net gain of 6 holders — while 19 added to existing stakes and 3 trimmed.

The largest buyer was Parallax Volatility Advisers, adding an estimated $11.3M. The largest seller was Bank of America, cutting an estimated $5.13M.

  • 43 institutional investors held Invesco CurrencyShares Japanese Yen Trust (FXY) as of Q1 2018, up from 37 in Q4 2017.
  • Funds reported $145M of Invesco CurrencyShares Japanese Yen Trust stock for Q1 2018, up 41% quarter-over-quarter.
  • 16 funds opened new Invesco CurrencyShares Japanese Yen Trust positions in Q1 2018 and 10 closed out, a net change of +6 holders.
  • The largest Invesco CurrencyShares Japanese Yen Trust buyer in Q1 2018 was Parallax Volatility Advisers, an estimated $11.3M added.
  • The largest Invesco CurrencyShares Japanese Yen Trust seller in Q1 2018 was Bank of America, an estimated $5.13M sold.

Based on aggregated 13F filings for Q1 2018.