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Invesco CurrencyShares Japanese Yen Trust

36 hedge funds and large institutions have $140M invested in Invesco CurrencyShares Japanese Yen Trust in 2018 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 10 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 10

4.91% more ownership

Funds ownership: 78.28%83.2% (+4.9%)

8% more call options, than puts

Call options by funds: $75.3M | Put options by funds: $69.9M

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less capital invested

Capital invested by funds: $145M → $140M (-$4.34M)

16% less funds holding

Funds holding: 4336 (-7)

46% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 13

Holders
36
Holders Change
-7
Holders Change %
-16.28%
% of All Funds
0.82%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
14
Reduced
10
Closed
13
Calls
$75.3M
Puts
$69.9M
Net Calls
+$5.46M
Net Calls Change
-$30.9M
Name Holding Trade Value Shares
Change
Change in
Stake
LG
1
Leuthold Group
Minnesota
$32.8M +$2.85M +32,470 +9%
Citigroup
2
Citigroup
New York
$29M +$1.25M +14,199 +4%
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$11.9M +$5.43M +61,856 +81%
Citadel Advisors
4
Citadel Advisors
Florida
$9.3M -$443K -5,052 -4%
BCM
5
Brookstone Capital Management
Illinois
$8.79M -$64.4K -734 -0.7%
Goldman Sachs
6
Goldman Sachs
New York
$8.6M -$817K -9,306 -9%
IA
7
IndexIQ Advisors
New York
$8.48M +$4.2M +47,904 +95%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$5.26M +$5.34M +60,816 New
Morgan Stanley
9
Morgan Stanley
New York
$4.34M +$1.62M +18,421 +58%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$2.97M +$623K +7,095 +26%
Barclays
11
Barclays
United Kingdom
$2.7M +$2.15M +24,522 +366%
QA
12
Quantitative Advantage
Minnesota
$2.56M +$2.6M +29,646 New
CCA
13
Checchi Capital Advisers
California
$2.03M +$496K +5,654 +32%
Bank of America
14
Bank of America
North Carolina
$1.56M -$8.01M -91,276 -84%
Wells Fargo
15
Wells Fargo
California
$1.54M -$2.19M -24,993 -58%
Parallax Volatility Advisers
16
Parallax Volatility Advisers
California
$1.22M -$9.99M -113,800 -89%
VWA
17
V Wealth Advisors
Kansas
$1.12M -$15.1K -172 -1%
Ameriprise
18
Ameriprise
Minnesota
$1.12M -$19.6K -223 -2%
FSA
19
Financial Sense Advisors
California
$951K +$614K +7,000 +175%
Bessemer Group
20
Bessemer Group
New Jersey
$709K +$456K +5,200 +173%
ICM
21
Ionic Capital Management
New York
$692K +$702K +8,000 New
CIAS
22
Capital Investment Advisory Services
North Carolina
$524K +$532K +6,065 New
RIA
23
Regal Investment Advisors
Michigan
$455K +$16.4K +187 +4%
HighTower Advisors
24
HighTower Advisors
Illinois
$405K -$7.02K -80 -2%
UBS Group
25
UBS Group
Switzerland
$374K +$91.4K +1,042 +32%

FXY Hedge Fund Activity: Q2 2018 in Review

36 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Invesco CurrencyShares Japanese Yen Trust (FXY) for Q2 2018, worth a combined $140M — down 3% from $145M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of FXY and 7 opened new positions — a net loss of 6 holders — while 10 trimmed existing stakes and 14 added.

The largest buyer was Bank of Montreal, adding an estimated $5.43M. The largest seller was Parallax Volatility Advisers, cutting an estimated $9.99M.

  • 36 institutional investors held Invesco CurrencyShares Japanese Yen Trust (FXY) as of Q2 2018, down from 43 in Q1 2018.
  • Funds reported $140M of Invesco CurrencyShares Japanese Yen Trust stock for Q2 2018, down 3% quarter-over-quarter.
  • 7 funds opened new Invesco CurrencyShares Japanese Yen Trust positions in Q2 2018 and 13 closed out, a net change of -6 holders.
  • The largest Invesco CurrencyShares Japanese Yen Trust buyer in Q2 2018 was Bank of Montreal, an estimated $5.43M added.
  • The largest Invesco CurrencyShares Japanese Yen Trust seller in Q2 2018 was Parallax Volatility Advisers, an estimated $9.99M sold.

Based on aggregated 13F filings for Q2 2018.