Invesco CurrencyShares Canadian Dollar Trust (FXC) Institutional Ownership

$71.64
+0.18 (+0.25%)
(As of 12:41 PM ET)

Institutional Ownership Changes (13F Filings) for Invesco CurrencyShares Canadian Dollar Trust (NYSEARCA:FXC)

Number of
Institutional Buyers
(last 12 months)
8
Total
Institutional Inflows
(last 12 months)
$17.59M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$6.28M
Get FXC Insider Trade Alerts

Want to know when executives and insiders are buying or selling Invesco CurrencyShares Canadian Dollar Trust stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

FXC Institutional Buying and Selling by Quarter

Invesco CurrencyShares Canadian Dollar Trust Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/26/2024Virtu Financial LLC103,810$7.67M0.6%N/A9.437%
2/6/2024Leuthold Group LLC2,760$204K0.0%N/A0.251%
1/26/2024Geneos Wealth Management Inc.1,055$78K0.0%+111.0%0.096%
11/15/2023Toroso Investments LLC10,891$784K0.0%-33.7%0.990%
11/6/2023L.M. Kohn & Company4,738$342K0.1%N/A0.431%
8/9/2023Flow Traders U.S. LLC5,845$432K0.0%-76.0%0.508%
8/8/2023Leuthold Group LLC2,760$204K0.0%N/A0.240%
7/31/2023LPL Financial LLC9,402$695K0.0%N/A0.818%
7/27/2023Virtu Financial LLC13,946$1.03M0.1%-76.7%1.213%
7/20/2023AJ Wealth Strategies LLC51,472$3.80M0.2%N/A4.476%
5/23/2023Toroso Investments LLC16,860$1.22M0.0%+13.3%1.204%
5/15/2023Flow Traders U.S. LLC24,305$1.76M0.1%N/A1.736%
5/1/2023Virtu Financial LLC59,835$4.33M0.5%+169.6%4.274%
4/28/2023SAM Advisors LLC15,525$1.13M0.5%-50.0%1.109%
2/8/2023UBS Group AG31,296$2.26M0.0%-6.2%2.504%
1/31/2023Geneos Wealth Management Inc.500$36K0.0%+150.0%0.040%
11/15/2022Flow Traders U.S. LLC7,293$517K0.0%N/A0.521%
11/15/2022Financial Advocates Investment Management2,722$269K0.0%N/A0.194%
11/10/2022UBS Group AG33,372$2.37M0.0%-54.6%2.384%
8/16/2022CFS Investment Advisory Services LLC4,898$372K0.1%-98.7%0.377%
8/15/2022Clearstead Advisors LLC600$46K0.0%N/A0.046%
8/11/2022UBS Group AG73,531$5.59M0.0%+1,798.1%5.656%
8/10/2022Cibc World Market Inc.38,993$2.96M0.0%-3.1%2.999%
8/5/2022 IMC Chicago LLC18,897$1.44M0.0%+62.4%1.454%
8/1/2022Empowered Funds LLC17,778$1.35M0.2%N/A1.368%
7/18/2022Financial Sense Advisors Inc.10,000$760K0.3%N/A0.769%
5/9/2022Qube Research & Technologies Ltd12,566$983K0.0%N/A0.762%
4/19/2022 IMC Chicago LLC11,638$911K0.0%-30.8%0.685%
4/5/2022SAM Advisors LLC31,075$2.43M1.1%N/A1.828%
2/17/2022Virtu Financial LLC24,640$1.91M0.2%+16.8%1.332%
2/15/2022CIBC World Markets Inc.128,820$9.98M0.0%N/A6.963%
2/10/2022OLD Mission Capital LLC9,859$764K0.0%N/A0.533%
2/10/2022Buckingham Strategic Partners3,600$279K0.1%N/A0.195%
2/8/2022 IMC Chicago LLC16,822$1.30M0.0%-70.5%0.961%
2/3/2022Advisor Group Holdings Inc.5,389$417K0.0%+49.0%0.308%
2/3/2022Cadinha & Co. LLC3,200$248K0.0%-37.5%0.183%
11/19/2021CFS Investment Advisory Services LLC4,898$379K0.1%N/A0.272%
11/15/2021Flow Traders U.S. LLC42,761$3.31M0.1%N/A1.584%
11/10/2021Essex Financial Services Inc.7,480$579K0.1%-67.7%0.277%
11/9/2021Evolution Wealth Advisors LLC415$32K0.0%-99.1%0.015%
The system that called 2023’s top 7 stocks is at it again… (Ad)

Look 2023 kind of sucked from a trading standpoint… Despite the market finishing 24% higher…. Just seven stocks did all of the work… Unless you were holding or actively trading those 7 stocks, your trading year probably wasn’t as fruitful as you had hoped… According to my research, my new trading system would have spotted all seven of the “Magnificent stocks” MONTHS before they reached the highs they are trading at today.

Just follow this link here!
11/5/2021 IMC Chicago LLC57,003$4.41M0.0%N/A2.235%
11/5/2021Advisor Group Holdings Inc.3,617$280K0.0%+12.1%0.142%
10/20/2021AJ Wealth Strategies LLC51,472$3.99M0.2%+33.1%2.640%
9/17/2021Virtu Financial LLC38,387$3.04M0.3%+9.3%1.706%
8/17/2021Wells Fargo & Company MN54,844$4.34M0.0%+69.7%2.239%
8/17/2021AJ Wealth Strategies LLC38,685$3.06M0.2%+186.6%1.579%
8/16/2021Royal Bank of Canada5,057$400K0.0%-86.9%0.206%
8/16/2021Morgan Stanley52,946$4.19M0.0%+102.4%2.161%
8/13/2021OLD Mission Capital LLC3,080$244K0.0%N/A0.126%
8/13/2021LPL Financial LLC4,651$368K0.0%+17.0%0.190%
8/12/2021CIBC World Markets Inc.13,752$1.09M0.0%N/A0.561%
8/2/2021Advisor Group Holdings Inc.3,227$256K0.0%+83.5%0.124%
8/1/2021Essex Financial Services Inc.23,165$1.83M0.3%N/A0.891%
7/31/2021Evolution Wealth Advisors LLC45,375$3.59M0.7%+5.0%1.745%
7/31/2021Stratos Wealth Advisors LLC7,461$591K0.1%N/A0.287%
7/26/2021Q3 Asset Management30,843$2.44M1.2%N/A1.186%
7/17/2021Brookstone Capital Management30,020$2.35M0.0%N/A1.133%
7/15/2021HBW Advisory Services LLC6,001$475K0.1%N/A0.226%
7/9/2021Vigilant Capital Management LLC1,250$99K0.0%-12.3%0.048%
5/19/2021Virtu Financial LLC35,119$2.75M0.2%-13.3%1.633%
5/18/2021Leuthold Group LLC3,273$256K0.0%N/A0.152%
5/18/2021Morgan Stanley26,160$2.05M0.0%-58.2%1.217%
5/17/2021Royal Bank of Canada38,477$3.01M0.0%-0.4%1.790%
5/12/2021UBS Group AG4,392$343K0.0%+21.4%0.204%
5/11/2021Horizon Kinetics Asset Management LLC3,330$260K0.0%-57.0%0.155%
5/10/2021HighTower Advisors LLC4,900$382K0.0%N/A0.228%
5/10/2021Financial Advocates Investment Management9,393$338K0.0%N/A0.437%
5/6/2021Cadinha & Co. LLC65,537$5.12M0.7%-9.7%3.048%
5/3/202155I LLC4,898$383K0.0%N/A0.228%
4/30/2021Wealthcare Advisory Partners LLC1,635$128K0.0%N/A0.076%
4/28/2021Baker Ellis Asset Management LLC3,000$234K0.1%N/A0.140%
4/20/2021Evolution Wealth Advisors LLC43,205$3.38M0.8%N/A1.964%
2/24/2021Virtu Financial LLC40,483$3.13M0.3%+103.0%1.760%
2/16/2021Morgan Stanley62,635$4.84M0.0%+228.3%2.913%
2/12/2021LPL Financial LLC4,759$368K0.0%N/A0.221%
2/9/2021Wells Fargo & Company MN38,162$2.95M0.0%+855.5%1.862%
2/3/2021Financial Sense Advisors Inc.7,400$572K0.2%+23.3%0.361%
1/22/2021Cadinha & Co. LLC72,609$5.61M0.8%N/A3.542%
1/13/2021Sowell Financial Services LLC600$46K0.0%N/A0.031%
12/11/2020Virtu Financial LLC19,947$1.48M0.3%-49.6%1.023%
11/16/2020AJ Wealth Strategies LLC13,500$998K0.1%N/A0.750%
11/13/2020Morgan Stanley19,079$1.41M0.0%+64.6%1.060%
11/5/2020Wells Fargo & Company MN3,994$295K0.0%-42.3%0.216%
10/21/2020Financial Sense Advisors Inc.6,000$444K0.2%-96.3%0.324%
8/14/2020Bank of America Corp DE1,667$121K0.0%-56.4%0.095%
8/7/2020Virtu Financial LLC39,562$2.87M0.3%N/A2.261%
8/6/2020Partnervest Advisory Services LLC3,223$234K0.1%N/A0.190%
7/31/2020UBS Group AG3,608$262K0.0%+169.7%0.219%
5/18/2020Advisor Group Holdings Inc.428$30K0.0%N/A0.028%
5/15/2020Morgan Stanley10,156$712K0.0%-43.4%0.655%
Claim Your Complimentary Bitcoin Reward (Ad)

Many have already secured their free Bitcoin reward offered by our esteemed guest. How about you? In an effort to spread the word about our upcoming workshop, he's generously offering $10 in Bitcoin (BTC) to participants. Absolutely no strings attached.

Secure Your Spot Now
5/15/2020CIBC World Markets Inc.43,517$3.05M0.0%N/A2.808%
5/14/2020Wells Fargo & Company MN4,315$302K0.0%-89.2%0.278%
5/7/2020Evoke Wealth LLC3,600$252K0.0%N/A0.232%
5/1/2020UBS Group AG1,338$94K0.0%-81.2%0.089%
4/27/2020Pennsylvania Trust Co9,004$631K0.0%-22.9%0.581%
2/14/2020Bank of America Corp DE5,039$383K0.0%-5.9%0.315%
2/14/2020UBS Group AG7,127$542K0.0%+2.6%0.445%
(Data available from 1/1/2016 forward)

FXC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FXC shares?

During the previous two years, 18 institutional investors and hedge funds held shares of Invesco CurrencyShares Canadian Dollar Trust. The most heavily invested institutionals were Virtu Financial LLC ($7.67M), AJ Wealth Strategies LLC ($3.80M), Cibc World Market Inc. ($2.96M), UBS Group AG ($2.26M), IMC Chicago LLC ($1.44M), Empowered Funds LLC ($1.35M), and SAM Advisors LLC ($1.13M).Learn more on FXC's institutional investors.

Which institutional investors have been buying Invesco CurrencyShares Canadian Dollar Trust stock?

Of the 15 institutional investors that purchased Invesco CurrencyShares Canadian Dollar Trust stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Virtu Financial LLC ($141.45K), UBS Group AG ($69.66K), AJ Wealth Strategies LLC ($51.47K), Flow Traders U.S. LLC ($31.60K), Empowered Funds LLC ($17.78K), Qube Research & Technologies Ltd ($12.57K), and Financial Sense Advisors Inc. ($10K).

How much institutional buying is happening at Invesco CurrencyShares Canadian Dollar Trust?

Institutional investors have bought a total of 367,597 shares in the last 24 months. This purchase volume represents approximately $27.30M in transactions.

Which Invesco CurrencyShares Canadian Dollar Trust major shareholders have been selling company stock?

The following institutional investors have sold Invesco CurrencyShares Canadian Dollar Trust stock in the last 24 months: CFS Investment Advisory Services LLC ($378.44K), Virtu Financial LLC ($45.89K), UBS Group AG ($42.24K), Flow Traders U.S. LLC ($18.46K), SAM Advisors LLC ($15.55K), Toroso Investments LLC ($5.55K), and Cibc World Market Inc. ($1.23K).

How much institutional selling is happening at Invesco CurrencyShares Canadian Dollar Trust?

Institutional investors have sold a total of 507,354 shares in the last 24 months. This volume of shares sold represents approximately $38.12M in transactions.


This page (NYSEARCA:FXC) was last updated on 4/23/2024 by MarketBeat.com Staff

From Our Partners