Invesco CurrencyShares British Pound Sterling Trust (FXB) Institutional Ownership

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$119.66

-0.16 (-0.13%)

(As of 04/18/2024 ET)

Stock Analysis Chart Dividend Headlines Holdings Ownership

Number of Institutional Buyers (last 12 months): 16
Total Institutional Inflows (last 12 months): $10.37M

Number of Institutional Sellers (last 12 months): 8
Total Institutional Outflows (last 12 months): $4.37M

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FXB Institutional Buying and Selling by Quarter

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Invesco CurrencyShares British Pound Sterling Trust Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
4/9/2024	Mather Group LLC.	827	$102K	0.0%	N/A	0.110%
2/29/2024	Scarborough Advisors LLC	869	$107K	0.0%	N/A	0.116%
2/22/2024	Scarborough Advisors LLC	1,557	$191K	0.0%	N/A	0.208%
2/15/2024	Wolverine Trading LLC	1,844	$226K	0.0%	N/A	0.246%
2/14/2024	Royal Bank of Canada	921	$113K	0.0%	-19.6%	0.123%
2/12/2024	Stifel Financial Corp	2,524	$310K	0.0%	N/A	0.337%
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2/9/2024	InterOcean Capital Group LLC	4,590	$564K	0.0%	-45.0%	0.612%
2/9/2024	UBS Group AG	2,896	$356K	0.0%	+21.1%	0.386%
2/8/2024	Janney Montgomery Scott LLC	6,665	$818K	0.0%	N/A	0.889%
2/1/2024	Wolverine Asset Management LLC	79,000	$9.70M	0.1%	-6.0%	10.533%
1/26/2024	Geneos Wealth Management Inc.	414	$51K	0.0%	N/A	0.055%
1/25/2024	International Assets Investment Management LLC	9,209	$1.13M	0.0%	N/A	1.228%
1/24/2024	International Assets Investment Management LLC	9,209	$1.13M	0.0%	N/A	1.228%
1/11/2024	Brookstone Capital Management	2,108	$259K	0.0%	N/A	0.281%
1/11/2024	Worth Asset Management LLC	7,495	$920K	0.7%	N/A	0.999%
11/15/2023	Toroso Investments LLC	6,653	$780K	0.0%	-32.9%	0.887%
11/14/2023	Qube Research & Technologies Ltd	301	$35K	0.0%	N/A	0.040%
11/13/2023	LPL Financial LLC	26,478	$3.11M	0.0%	+134.4%	3.530%
11/13/2023	Wolverine Asset Management LLC	84,000	$9.87M	0.1%	-11.6%	11.200%
11/13/2023	Envestnet Asset Management Inc.	6,196	$728K	0.0%	N/A	0.826%
11/9/2023	UBS Group AG	2,391	$281K	0.0%	+7.8%	0.319%
11/8/2023	Hussman Strategic Advisors Inc.	10,000	$1.18M	0.2%	-50.0%	1.333%
10/13/2023	Thrive Wealth Management LLC	2,509	$295K	0.1%	+30.0%	0.335%
8/15/2023	Wells Fargo & Company MN	2,127	$260K	0.0%	-13.9%	0.284%
8/15/2023	Royal Bank of Canada	1,171	$143K	0.0%	-13.3%	0.156%
7/31/2023	LPL Financial LLC	11,294	$1.38M	0.0%	+47.0%	1.412%
7/12/2023	Thrive Wealth Management LLC	1,930	$236K	0.1%	-4.5%	0.241%
7/11/2023	Worth Asset Management LLC	16,892	$2.07M	1.6%	+69.4%	2.112%
5/23/2023	Toroso Investments LLC	10,248	$1.22M	0.0%	+12.2%	1.139%
5/12/2023	UBS Group AG	2,529	$300K	0.0%	-53.4%	0.281%
5/12/2023	HighTower Advisors LLC	3,947	$468K	0.0%	N/A	0.439%
5/10/2023	LPL Financial LLC	7,682	$912K	0.0%	+141.1%	0.854%
4/12/2023	Worth Asset Management LLC	9,974	$1.18M	0.9%	N/A	1.108%
2/27/2023	Parallax Volatility Advisers L.P.	14,999	$1.74M	0.0%	N/A	1.579%
2/15/2023	Green Square Capital Advisors LLC	2,086	$242K	0.0%	-28.5%	0.220%
2/15/2023	Toroso Investments LLC	9,130	$1.06M	0.0%	N/A	0.961%
2/15/2023	Morgan Stanley	29,675	$3.45M	0.0%	-49.6%	3.124%
2/15/2023	Flow Traders U.S. LLC	1,760	$204K	0.0%	-84.8%	0.185%
2/13/2023	Wells Fargo & Company MN	3,023	$351K	0.0%	-44.8%	0.318%
2/13/2023	Neuberger Berman Group LLC	2,300	$267K	0.0%	N/A	0.242%
Biden’s $374B Giveaway Into This Sector (Ad) Biden’s Climate Bill Could Send Your Retirement Accounts Soaring – Or Diving See what this $374B giveaway could mean for your retirement right here Click here for the full story
2/10/2023	Bank of America Corp DE	20,458	$2.38M	0.0%	+4.3%	2.153%
2/10/2023	HRT Financial LP	2,705	$314K	0.0%	N/A	0.285%
2/10/2023	Koesten Hirschmann & Crabtree INC.	3,020	$351K	0.3%	N/A	0.318%
2/8/2023	UBS Group AG	5,432	$631K	0.0%	-99.0%	0.572%
2/8/2023	InterOcean Capital Group LLC	9,540	$1.11M	0.0%	-23.5%	1.004%
2/7/2023	LPL Financial LLC	3,186	$370K	0.0%	+26.3%	0.335%
2/7/2023	IFP Advisors Inc	450	$58K	0.0%	N/A	0.047%
2/7/2023	NewSquare Capital LLC	235	$27K	0.0%	-98.3%	0.025%
2/1/2023	Wolverine Asset Management LLC	95,000	$11.03M	0.1%	-26.9%	10.000%
11/15/2022	Flow Traders U.S. LLC	11,609	$1.25M	0.1%	N/A	1.222%
11/15/2022	Commonwealth Equity Services LLC	2,812	$301K	0.0%	N/A	0.296%
11/14/2022	Elmwood Wealth Management Inc.	2,000	$215K	0.1%	N/A	0.211%
11/14/2022	Royal Bank of Canada	1,035	$111K	0.0%	+417.5%	0.109%
11/14/2022	Thomas J. Herzfeld Advisors Inc.	973	$104K	0.0%	N/A	0.102%
11/10/2022	UBS Group AG	551,774	$59.20M	0.0%	+11,092.2%	58.081%
10/26/2022	Truist Financial Corp	2,800	$300K	0.0%	N/A	0.295%
10/25/2022	NewSquare Capital LLC	13,510	$1.45M	0.2%	+2.3%	1.422%
10/24/2022	Thrive Wealth Management LLC	2,006	$215K	0.1%	N/A	0.211%
8/15/2022	InterOcean Capital Group LLC	12,466	$1.46M	0.1%	+55.9%	1.467%
8/11/2022	UBS Group AG	4,930	$576K	0.0%	-28.7%	0.580%
8/3/2022	Wolverine Asset Management LLC	130,000	$15.19M	0.2%	-27.8%	15.294%
7/26/2022	NewSquare Capital LLC	13,205	$1.54M	0.2%	+6.1%	1.554%
6/7/2022	Bank of America Corp DE	454	$57K	0.0%	-40.4%	0.057%
5/16/2022	UBS Group AG	6,919	$874K	0.0%	-11.3%	0.865%
5/11/2022	InterOcean Capital Group LLC	7,994	$1.01M	0.0%	+42.7%	0.999%
5/10/2022	NewSquare Capital LLC	12,440	$1.57M	0.2%	+8.4%	1.555%
5/4/2022	Wolverine Asset Management LLC	180,000	$22.73M	0.2%	+111.8%	22.500%
2/9/2022	Wolverine Asset Management LLC	85,000	$11.06M	0.1%	-34.6%	11.333%
2/8/2022	InterOcean Capital Group LLC	5,601	$729K	0.0%	+93.7%	0.747%
1/26/2022	NewSquare Capital LLC	11,475	$1.49M	0.2%	+7.8%	1.350%
1/20/2022	TRU Independence Asset Management 2 LLC	5,670	$738K	0.4%	-12.1%	0.667%
11/16/2021	UBS Group AG	39,146	$5.08M	0.0%	-9.9%	4.121%
11/15/2021	Morgan Stanley	111,189	$14.43M	0.0%	+6.0%	11.704%
11/12/2021	Wolverine Asset Management LLC	130,000	$16.87M	0.1%	+2.0%	13.684%
11/8/2021	NewSquare Capital LLC	10,645	$1.38M	0.2%	+7.9%	1.065%
11/8/2021	InterOcean Capital Group LLC	2,892	$375K	0.0%	+7.1%	0.289%
11/5/2021	IMC Chicago LLC	10,017	$1.30M	0.0%	N/A	1.002%
8/17/2021	Wells Fargo & Company MN	29,807	$3.98M	0.0%	+130.8%	2.710%
8/16/2021	Morgan Stanley	104,893	$14.00M	0.0%	-1.8%	9.536%
8/13/2021	LPL Financial LLC	2,413	$322K	0.0%	N/A	0.219%
8/10/2021	Citigroup Inc.	3,140	$419K	0.0%	-15.6%	0.285%
8/6/2021	HighTower Advisors LLC	18,760	$2.50M	0.0%	N/A	1.705%
5/19/2021	TRU Independence Asset Management 2 LLC	6,450	$858K	0.7%	N/A	0.561%
5/18/2021	Leuthold Group LLC	9,405	$1.25M	0.2%	+29.4%	0.818%
5/18/2021	Morgan Stanley	106,860	$14.22M	0.0%	+11.4%	9.292%
5/17/2021	Royal Bank of Canada	641	$86K	0.0%	+220.5%	0.056%
5/13/2021	Wolverine Asset Management LLC	135,000	$17.96M	0.2%	+35.0%	11.739%
5/13/2021	Barclays PLC	4,981	$663K	0.0%	-110.0%	0.433%
5/13/2021	Citigroup Inc.	3,722	$495K	0.0%	+109.0%	0.324%
5/12/2021	TCTC Holdings LLC	495	$66K	0.0%	-37.7%	0.043%
Biden’s $374B Giveaway Into This Sector (Ad) Biden’s Climate Bill Could Send Your Retirement Accounts Soaring – Or Diving See what this $374B giveaway could mean for your retirement right here Click here for the full story
5/12/2021	UBS Group AG	49,922	$6.64M	0.0%	-2.6%	4.341%
5/12/2021	InterOcean Capital Group LLC	2,700	$359K	0.0%	+35.0%	0.235%
5/7/2021	IndexIQ Advisors LLC	57,466	$7.65M	0.3%	+9.0%	4.997%
4/28/2021	Baker Ellis Asset Management LLC	2,000	$266K	0.1%	N/A	0.174%
2/16/2021	Morgan Stanley	95,900	$12.67M	0.0%	-5.6%	9.133%
2/16/2021	Leuthold Group LLC	7,270	$961K	0.1%	-8.8%	0.692%
2/11/2021	Signaturefd LLC	3,000	$396K	0.0%	-57.1%	0.286%
2/9/2021	Wells Fargo & Company MN	5,297	$700K	0.0%	+43.6%	0.504%
2/9/2021	Samalin Investment Counsel LLC	719	$95K	0.1%	N/A	0.068%
2/8/2021	Colony Family Offices LLC	2,250	$297K	0.3%	N/A	0.214%

(Data available from 1/1/2016 forward)

FXB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FXB shares?: During the previous two years, 35 institutional investors and hedge funds held shares of Invesco CurrencyShares British Pound Sterling Trust. The most heavily invested institutionals were Wolverine Asset Management LLC ($9.70M), Morgan Stanley ($3.45M), LPL Financial LLC ($3.11M), Bank of America Corp DE ($2.38M), Parallax Volatility Advisers L.P. ($1.74M), Hussman Strategic Advisors Inc. ($1.18M), and International Assets Investment Management LLC ($1.13M).Learn more on FXB's institutional investors.
Which institutional investors have been buying Invesco CurrencyShares British Pound Sterling Trust stock?: Of the 31 institutional investors that purchased Invesco CurrencyShares British Pound Sterling Trust stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: UBS Group AG ($547.52K), Wolverine Asset Management LLC ($95K), Worth Asset Management LLC ($24.39K), LPL Financial LLC ($23.96K), International Assets Investment Management LLC ($18.42K), Parallax Volatility Advisers L.P. ($15.00K), and Flow Traders U.S. LLC ($11.61K).
How much institutional buying is happening at Invesco CurrencyShares British Pound Sterling Trust?: Institutional investors have bought a total of 803,621 shares in the last 24 months. This purchase volume represents approximately $89.72M in transactions.

Which Invesco CurrencyShares British Pound Sterling Trust major shareholders have been selling company stock?: Of the 13 institutional investors that sold Invesco CurrencyShares British Pound Sterling Trust stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: UBS Group AG ($552.12K), Wolverine Asset Management LLC ($101K), Morgan Stanley ($29.20K), NewSquare Capital LLC ($13.28K), Hussman Strategic Advisors Inc. ($10K), Flow Traders U.S. LLC ($9.85K), and InterOcean Capital Group LLC ($6.68K).
How much institutional selling is happening at Invesco CurrencyShares British Pound Sterling Trust?: Institutional investors have sold a total of 729,793 shares in the last 24 months. This volume of shares sold represents approximately $84.91M in transactions.

This page (NYSEARCA:FXB) was last updated on 4/19/2024 by MarketBeat.com Staff

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Invesco CurrencyShares British Pound Sterling Trust (FXB) Institutional Ownership

FXB Institutional Buying and Selling by Quarter

Invesco CurrencyShares British Pound Sterling Trust Major Shareholders & Ownership History

FXB Institutional Ownership - Frequently Asked Questions

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Invesco CurrencyShares British Pound Sterling Trust (FXB) Institutional Ownership

Institutional Ownership Changes (13F Filings) for Invesco CurrencyShares British Pound Sterling Trust (NYSEARCA:FXB)

FXB Institutional Buying and Selling by Quarter

Invesco CurrencyShares British Pound Sterling Trust Major Shareholders & Ownership History

FXB Institutional Ownership - Frequently Asked Questions