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Invesco CurrencyShares Euro Trust (FXE) Institutional Ownership

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-0.24 (-0.24%)
(As of 04/26/2024 ET)
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Institutional Ownership Changes (13F Filings) for Invesco CurrencyShares Euro Trust (NYSEARCA:FXE)

Number of
Institutional Buyers
(last 12 months)
22
Total
Institutional Inflows
(last 12 months)
$20.33M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$4.66M
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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
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%
10/26/2023Western Pacific Wealth Management LP500$49K0.0%N/A0.021%
10/24/2023 Raymond James & Associates8,469$827K0.0%-13.7%0.360%
10/23/2023Commonwealth Equity Services LLC12,073$1.18M0.0%+1.0%0.514%
10/17/2023 Flagship 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%
7/25/2023 Raymond James & Associates9,819$990K0.0%-17.6%0.393%
7/18/2023 Stratos 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%
7/11/2023 Flagship 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%
4/27/2023 Stratos 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%
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4/18/2023Leuthold Group LLC46,969$4.71M0.6%+2.0%1.772%
4/14/2023 Raymond James & Associates11,919$1.19M0.0%N/A0.450%
4/12/2023 Legacy Private Trust Co.46,361$4.65M0.4%+200.0%1.749%
4/12/2023 Worth Asset Management LLC16,619$1.67M1.3%+9,733.7%0.627%
2/24/2023Garde Capital Inc.1,135$112K0.0%-80.7%0.039%
2/14/2023Alpine Global Management LLC6,672$659K0.2%N/A0.230%
2/13/2023 Clarity Financial LLC10,875$1.07M0.2%-91.4%0.375%
2/10/2023Creative Planning7,944$785K0.0%-28.7%0.274%
2/10/2023HRT Financial LP2,451$242K0.0%N/A0.085%
2/10/2023Berkeley Capital Partners LLC29,022$2.87M1.1%N/A1.001%
2/8/2023Obermeyer Wood Investment Counsel Lllp5,525$546K0.0%-16.6%0.191%
2/8/2023UBS Group AG70,712$6.99M0.0%-94.4%2.438%
2/7/2023Commonwealth Equity Services LLC7,318$723K0.0%+161.1%0.252%
2/7/2023LPL Financial LLC16,204$1.60M0.0%+291.9%0.559%
2/6/2023Black Diamond Financial LLC2,090$206K0.1%N/A0.072%
2/3/2023U.S. Capital Wealth Advisors LLC281$28K0.0%N/A0.010%
2/2/2023Q3 Asset Management36,409$3.60M2.4%N/A1.255%
1/31/2023Leuthold Group LLC46,060$4.55M0.6%+7.4%1.588%
1/27/2023Clearwater Capital Advisors LLC2,122$210K0.0%N/A0.073%
1/25/2023 Clarius Group LLC15,967$1.58M0.1%N/A0.541%
1/24/2023Kathmere Capital Management LLC11,109$1.10M0.2%N/A0.377%
1/18/2023 Romano Brothers AND Company350$35K0.0%N/A0.012%
1/17/2023 Upper Left Wealth Management LLC37,343$3.69M4.4%-2.9%1.245%
1/6/2023 Legacy Private Trust Co.15,456$1.53M0.1%N/A0.515%
1/5/2023 HBW Advisory Services LLC2,147$212K0.1%N/A0.074%
12/9/2022Obermeyer Wood Investment Counsel Lllp6,628$599K0.0%N/A0.164%
11/15/2022Flow Traders U.S. LLC4,485$406K0.0%N/A0.111%
11/14/2022Thomas J. Herzfeld Advisors Inc.1,126$102K0.0%N/A0.028%
11/14/2022AXA S.A.10,544$954K0.0%N/A0.260%
11/10/2022 Clarity Financial LLC127,004$11.49M2.7%N/A3.136%
11/10/2022UBS Group AG1,255,466$113.54M0.0%+269.6%30.999%
11/9/2022 Westside Investment Management Inc.4,750$149.51M0.4%+97.9%0.117%
11/8/2022O Dell Group LLC302$27K0.0%+235.6%0.007%
11/4/2022X Square Capital LLC21,705$1.96M1.2%N/A0.536%
11/2/2022Rockefeller Capital Management L.P.1,236$111K0.0%+21.2%0.031%
11/2/2022Hussman Strategic Advisors Inc.25,000$2.26M0.4%+25.0%0.667%
11/2/2022North Star Investment Management Corp.1,450$131K0.0%+222.2%0.039%
11/2/2022Avantax Advisory Services Inc.2,700$244K0.0%N/A0.072%
11/1/2022 Upper Left Wealth Management LLC38,454$3.49M4.5%-2.1%1.025%
11/1/2022 Abundance Wealth Counselors2,535$229K0.1%-49.4%0.064%
10/31/2022Leuthold Group LLC42,889$3.88M0.6%+4.7%1.086%
10/31/2022Antonetti Capital Management LLC275$25K0.0%N/A0.007%
10/13/2022 Newbridge Financial Services Group Inc.545$49K0.0%N/A0.012%
8/23/2022Garde Capital Inc.5,880$570K0.1%-21.5%0.168%
8/15/2022Parallax Volatility Advisers L.P.6,280$608K0.0%-2.0%0.179%
8/15/2022Clearstead Advisors LLC414$40K0.0%N/A0.012%
8/11/2022UBS Group AG339,713$32.92M0.0%+901.1%9.706%
8/10/2022 Clarius Group LLC33,756$3.27M0.3%N/A0.964%
8/5/2022 Abundance Wealth Counselors5,005$485K0.1%N/A0.143%
8/1/2022Leuthold Group LLC40,952$3.97M0.6%+1.8%1.187%
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7/25/2022 Saxon Interests Inc.10,453$1.01M0.6%N/A0.303%
7/19/2022GFS Advisors LLC2,508$243K0.1%N/A0.078%
7/15/2022 Westside Investment Management Inc.2,400$68.00M0.2%N/A0.077%
7/8/2022 Upper Left Wealth Management LLC39,277$3.81M4.4%+0.9%1.540%
5/27/2022Garde Capital Inc.7,495$769K0.1%+364.1%0.326%
5/12/2022Oppenheimer & Co. Inc.2,203$226K0.0%-37.3%0.086%
5/4/2022Baker Ellis Asset Management LLC2,000$205K0.0%-50.0%0.087%
5/4/2022Leuthold Group LLC40,245$4.13M0.5%-1.8%1.750%
5/4/2022Commonwealth Equity Services LLC5,956$611K0.0%+48.9%0.259%
5/2/2022Acima Private Wealth LLC25,696$2.64M1.2%-10.7%1.117%
(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, 59 institutional investors and hedge funds held shares of Invesco CurrencyShares Euro Trust. The most heavily invested institutionals were Westside Investment Management Inc. ($149.51M), UBS Group AG ($9.59M), EA Series Trust ($6.17M), Leuthold Group LLC ($4.65M), Legacy Private Trust Co. ($4.65M), Virtu Financial LLC ($3.80M), and Q3 Asset Management ($3.60M).Learn more on FXE's institutional investors.

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

Of the 54 institutional investors that purchased Invesco CurrencyShares Euro Trust stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: UBS Group AG ($1.23M), Clarity Financial LLC ($127.00K), EA Series Trust ($61.29K), Virtu Financial LLC ($53.79K), Clarius Group LLC ($49.72K), Legacy Private Trust Co. ($46.36K), and Q3 Asset Management ($36.41K).

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

Institutional investors have bought a total of 1,904,276 shares in the last 24 months. This purchase volume represents approximately $178.76M in transactions.

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

Of the 17 institutional investors that sold Invesco CurrencyShares Euro Trust stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: UBS Group AG ($1.18M), Clarity Financial LLC ($116.13K), Stratos Wealth Partners LTD. ($14.95K), Hussman Strategic Advisors Inc. ($12.50K), Atria Wealth Solutions Inc. ($9.40K), Garde Capital Inc. ($6.36K), and Upper Left Wealth Management LLC ($5.76K).

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

Institutional investors have sold a total of 1,371,205 shares in the last 24 months. This volume of shares sold represents approximately $135.50M in transactions.


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This page (NYSEARCA:FXE) was last updated on 4/26/2024 by MarketBeat.com Staff

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