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Invesco CurrencyShares Euro Trust (FXE) Institutional Ownership

Invesco CurrencyShares Euro Trust logo
$107.02 -0.37 (-0.34%)
Closing price 04:10 PM Eastern
Extended Trading
$106.94 -0.08 (-0.07%)
As of 07:56 PM Eastern
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Institutional Ownership Changes (13F Filings) for Invesco CurrencyShares Euro Trust (NYSEARCA:FXE)

Number of
Institutional Buyers
(last 12 months)
34
Total
Institutional Inflows
(last 12 months)
$33.33M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$9.03M
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FXE Institutional Buying and Selling by Quarter

Invesco CurrencyShares Euro Trust Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/17/2025GC Wealth Management RIA LLC5,994$652K0.1%N/A0.109%
7/16/2025 Augustine Asset Management Inc.10,881$1.18M0.3%+173.9%0.198%
7/16/2025 Perigon Wealth Management LLC28,668$3.12M0.1%+53.6%0.521%
7/15/2025 North Star Investment Management Corp.1,383$150K0.0%+20.5%0.025%
7/11/2025 Farther Finance Advisors LLC276$30K0.0%N/A0.005%
7/10/2025 Wealth Enhancement Advisory Services LLC3,214$349K0.0%N/A0.061%
7/8/2025 Baker Ellis Asset Management LLC3,000$326K0.0%N/A0.057%
7/8/2025 Parallel Advisors LLC1,040$113K0.0%N/A0.020%
5/21/2025Geneos Wealth Management Inc.250$25K0.0%N/A0.016%
5/20/2025Focus Partners Wealth10,851$1.08M0.0%N/A0.678%
5/16/2025Ashton Thomas Private Wealth LLC16,398$1.64M0.1%-70.7%1.025%
5/15/2025Royal Bank of Canada10,860$1.09M0.0%+1,839.3%0.679%
5/14/2025Comerica Bank1,850$185K0.0%N/A0.116%
5/13/2025Raymond James Financial Inc.67,913$6.79M0.0%N/A4.245%
5/12/2025Virtu Financial LLC7,870$786K0.0%-81.5%0.492%
5/9/2025Exencial Wealth Advisors LLC5,356$535K0.0%N/A0.335%
5/9/2025J. Safra Sarasin Holding AG39,007$3.90M0.1%N/A2.438%
4/29/2025Envestnet Asset Management Inc.7,105$710K0.0%+22.3%0.444%
4/28/2025Mutual Advisors LLC5,361$562K0.0%N/A0.335%
4/25/2025 Augustine Asset Management Inc.3,973$397K0.1%N/A0.248%
4/25/2025Joel Isaacson & Co. LLC2,978$298K0.0%N/A0.186%
4/23/2025 Perigon Wealth Management LLC18,663$1.86M0.0%+72.4%1.166%
4/17/2025 Dynamic Advisor Solutions LLC3,628$362K0.0%N/A0.227%
4/15/2025 Fiduciary Financial Group LLC3,480$360K0.1%-7.4%0.218%
4/14/2025Greenspring Advisors LLC4,468$446K0.1%N/A0.279%
2/17/2025Captrust Financial Advisors15,096$1.44M0.0%-7.0%0.816%
2/17/2025Bank of America Corp DE8,727$835K0.0%-14.2%0.472%
2/14/2025Two Sigma Securities LLC2,130$204K0.0%N/A0.115%
2/13/2025Insigneo Advisory Services LLC5,421$519K0.1%N/A0.293%
2/13/2025Envestnet Asset Management Inc.5,810$556K0.0%-9.1%0.314%
2/13/2025Wells Fargo & Company MN12,076$1.16M0.0%-9.5%0.653%
2/11/2025LPL Financial LLC4,938$472K0.0%+68.7%0.267%
2/11/2025Virtu Financial LLC42,482$4.06M0.2%+8.8%2.296%
2/11/2025Berkeley Capital Partners LLC4,120$394K0.1%N/A0.223%
2/10/2025Commonwealth Equity Services LLC15,867$1.52M0.0%-3.7%0.858%
2/7/2025Ashton Thomas Private Wealth LLC55,923$5.35M0.2%N/A3.023%
2/3/2025Leuthold Group LLC43,495$4.16M0.5%-3.1%2.351%
1/27/2025Choreo LLC2,289$220K0.0%N/A0.124%
1/27/2025Ping Capital Management Inc.3,000$287K0.1%N/A0.162%
1/23/2025 Upper Left Wealth Management LLC18,691$1.79M1.5%-12.8%1.010%
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1/22/2025 Perigon Wealth Management LLC10,826$1.03M0.0%N/A0.585%
1/14/2025 Fiduciary Financial Group LLC3,759$355K0.1%-7.7%0.203%
12/16/2024SMART Wealth LLC8,870$912K0.4%N/A0.479%
11/20/2024Virtu Financial LLC39,030$4.02M0.2%+302.6%2.110%
11/14/2024Flow Traders U.S. LLC5,729$589K0.0%+131.2%0.310%
11/14/2024Captrust Financial Advisors16,230$1.67M0.0%+3.0%0.877%
11/6/2024GoalVest Advisory LLC1,090$112K0.0%N/A0.059%
10/29/2024GFS Advisors LLC3,222$331K0.1%+75.8%0.174%
10/25/2024 Voisard Asset Management Group Inc.512$53K0.0%-40.3%0.028%
10/24/2024Leuthold Group LLC44,908$4.62M0.5%-1.0%2.427%
8/12/2024Leuthold Group LLC45,360$4.49M0.5%-1.2%2.452%
8/10/2024Virtu Financial LLC9,695$959K0.1%-26.6%0.524%
7/31/2024Commonwealth Equity Services LLC12,807$1.27M0.0%-10.7%0.692%
7/25/2024 Upper Left Wealth Management LLC29,396$2.91M2.6%-1.8%1.589%
7/18/2024 Fiduciary Financial Group LLC4,085$411K0.1%N/A0.221%
7/16/2024 Voisard Asset Management Group Inc.857$85K0.0%N/A0.046%
5/20/2024Virtu Financial LLC13,204$1.32M0.1%-64.5%0.714%
5/6/2024Leuthold Group LLC45,912$4.58M0.5%+0.7%2.482%
4/30/2024Commonwealth Equity Services LLC14,341$1.43M0.0%+1.3%0.775%
2/29/2024Acima Private Wealth LLC29,984$3.06M1.2%+2.5%1.276%
2/26/2024Virtu Financial LLC37,198$3.80M0.3%+9.3%1.583%
2/9/2024UBS Group AG93,956$9.59M0.0%+1.3%3.998%
2/6/2024Leuthold Group LLC45,612$4.65M0.6%+2.0%1.941%
2/2/2024Atria Wealth Solutions Inc.2,250$230K0.0%-30.7%0.096%
1/26/2024Cerity Partners LLC3,411$348K0.0%N/A0.145%
1/23/2024 Upper Left Wealth Management LLC33,529$3.42M3.4%-7.7%1.427%
11/13/2023Hsbc Holdings PLC10,814$1.06M0.0%N/A0.460%
11/9/2023UBS Group AG92,796$9.07M0.0%+11.2%3.949%
11/8/2023Janney Montgomery Scott LLC5,340$522K0.0%N/A0.227%
11/8/2023Atria Wealth Solutions Inc.3,245$317K0.0%-72.1%0.138%
11/8/2023Hussman Strategic Advisors Inc.12,500$1.22M0.2%-50.0%0.532%
11/7/2023Leuthold Group LLC44,726$4.37M0.6%-3.0%1.903%
10/26/2023 Western Pacific Wealth Management LP500$49K0.0%N/A0.021%
10/24/2023Raymond James & Associates8,469$827K0.0%-13.7%0.360%
10/23/2023Commonwealth Equity Services LLC12,073$1.18M0.0%+1.0%0.514%
10/17/2023Flagship Harbor Advisors LLC5,070$495K0.0%+98.8%0.216%
8/16/2023Glovista Investments LLC5,421$546K0.3%-15.5%0.231%
8/14/2023Parallax Volatility Advisers L.P.5,280$532K0.0%-1.9%0.225%
8/9/2023Flow Traders U.S. LLC4,774$481K0.0%N/A0.191%
8/8/2023Leuthold Group LLC46,092$4.65M0.6%-1.9%1.844%
8/4/2023Envestnet Asset Management Inc.17,536$1.77M0.0%+35.0%0.701%
8/4/2023EverSource Wealth Advisors LLC980$99K0.0%N/A0.039%
8/3/2023Atria Wealth Solutions Inc.11,651$1.18M0.0%+5.9%0.466%
7/31/2023LPL Financial LLC16,125$1.63M0.0%+59.6%0.645%
7/27/2023Virtu Financial LLC50,615$5.10M0.4%+124.9%2.025%
7/27/2023EA Series Trust61,292$6.17M0.2%N/A2.452%
7/26/2023 Upper Left Wealth Management LLC36,406$3.67M4.1%+0.3%1.456%
7/25/2023Raymond James & Associates9,819$990K0.0%-17.6%0.393%
7/18/2023Stratos Wealth Partners LTD.2,965$299K0.0%-83.4%0.119%
7/11/2023 Worth Asset Management LLC20,265$2.04M1.6%+21.9%0.811%
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7/11/2023Flagship Harbor Advisors LLC2,550$257K0.0%N/A0.102%
6/14/2023Atria Wealth Solutions Inc.10,998$1.10M0.0%N/A0.393%
5/9/2023Obermeyer Wood Investment Counsel Lllp5,000$501K0.0%-9.5%0.189%
5/9/2023Laffer Tengler Investments7,545$756K0.2%N/A0.285%
5/8/2023NewEdge Wealth LLC3,304$331K0.0%N/A0.125%
5/3/2023Advisors Preferred LLC861$87K0.0%N/A0.032%
5/1/2023Virtu Financial LLC22,502$2.25M0.2%N/A0.849%
4/27/2023Stratos Wealth Partners LTD.17,913$1.80M0.0%+62.6%0.676%
4/25/2023 Upper Left Wealth Management LLC36,301$3.64M4.1%-2.8%1.370%
4/18/2023Leuthold Group LLC46,969$4.71M0.6%+2.0%1.772%
(Data available from 1/1/2016 forward)

FXE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FXE shares?

During the previous two years, 55 institutional investors and hedge funds held shares of Invesco CurrencyShares Euro Trust. The most heavily invested institutionals were UBS Group AG ($9.59M), Raymond James Financial Inc. ($6.79M), EA Series Trust ($6.17M), Leuthold Group LLC ($4.16M), J. Safra Sarasin Holding AG ($3.90M), Perigon Wealth Management LLC ($3.12M), and Acima Private Wealth LLC ($3.06M).Learn more on Invesco CurrencyShares Euro Trust's institutional investors.

Which institutional investors have been buying Invesco CurrencyShares Euro Trust's stock?

Of the 48 institutional investors that purchased Invesco CurrencyShares Euro Trust's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($67.91K), Virtu Financial LLC ($64.07K), EA Series Trust ($61.29K), Ashton Thomas Private Wealth LLC ($55.92K), J. Safra Sarasin Holding AG ($39.01K), Perigon Wealth Management LLC ($28.67K), and Augustine Asset Management Inc. ($10.88K).

How much institutional buying is happening at Invesco CurrencyShares Euro Trust?

Institutional investors have bought a total of 333,401 shares in the last 24 months. This purchase volume represents approximately $33.33M in transactions.

Which of Invesco CurrencyShares Euro Trust's major shareholders have been selling company stock?

Of the 11 institutional investors that sold Invesco CurrencyShares Euro Trust's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Ashton Thomas Private Wealth LLC ($39.53K), Virtu Financial LLC ($38.12K), Upper Left Wealth Management LLC ($3.26K), Leuthold Group LLC ($2.42K), Commonwealth Equity Services LLC ($2.15K), Bank of America Corp DE ($1.44K), and Wells Fargo & Company MN ($1.27K).

How much institutional selling is happening at Invesco CurrencyShares Euro Trust?

Institutional investors have sold a total of 90,832 shares in the last 24 months. This volume of shares sold represents approximately $9.03M in transactions.


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This page (NYSEARCA:FXE) was last updated on 7/17/2025 by MarketBeat.com Staff
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