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Invesco CurrencyShares Japanese Yen Trust (FXY) Institutional Ownership

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(As of 05/6/2024 ET)
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Institutional Ownership Changes (13F Filings) for Invesco CurrencyShares Japanese Yen Trust (NYSEARCA:FXY)

Number of
Institutional Buyers
(last 12 months)
24
Total
Institutional Inflows
(last 12 months)
$44.68M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$17.97M
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FXY Institutional Buying and Selling by Quarter

Invesco CurrencyShares Japanese Yen Trust Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/6/2024Leuthold Group LLC71,373$4.37M0.5%+278.8%1.190%
5/3/2024Delphi Financial Group Inc.8,000$490K0.3%+25.0%0.133%
4/29/2024Commonwealth Equity Services LLC24,346$1.49M0.0%+3.3%0.406%
4/26/2024 Checchi Capital Advisers LLC7,557$463K0.0%+28.8%0.126%
4/24/2024 Solstein Capital LLC14,821$907K0.6%-39.3%0.247%
4/19/2024 Financial Sense Advisors Inc.7,800$478K0.2%-91.6%0.217%
3/28/2024 Newbridge Financial Services Group Inc.1,600$105K0.1%+60.0%0.044%
2/13/2024Walled Lake Planning & Wealth Management LLC10,794$710K0.3%-13.0%0.300%
2/9/2024Advisory Services Network LLC12,640$832K0.0%+18.7%0.351%
2/8/2024 Northeast Financial Group Inc.10,004$658K0.3%-44.6%0.278%
2/8/2024Laffer Tengler Investments Inc.6,302$415K0.1%-18.7%0.175%
2/8/2024 Janney Montgomery Scott LLC10,758$708K0.0%N/A0.299%
2/7/2024 Checchi Capital Advisers LLC5,867$386K0.0%-34.8%0.163%
2/6/2024Leuthold Group LLC18,843$1.24M0.2%-59.5%0.523%
2/6/2024 Bordeaux Wealth Advisors LLC5,383$354K0.1%-35.9%0.150%
2/5/2024 Pekin Hardy Strauss Inc.27,405$1.80M0.3%+84.9%0.761%
2/2/2024Spinnaker Trust129,936$8.55M0.6%+2.5%3.609%
1/30/2024Delphi Financial Group Inc.6,400$421K0.2%-8.6%0.178%
1/23/2024 Solstein Capital LLC24,426$1.61M1.2%N/A0.679%
1/12/2024 Financial Sense Advisors Inc.93,268$6.14M2.3%N/A2.591%
1/11/2024 Dynamic Advisor Solutions LLC3,209$206K0.0%N/A0.089%
11/15/2023Scotia Capital Inc.6,655$414K0.0%-20.3%0.185%
11/15/2023Evergreen Capital Management LLC96,660$6.01M0.3%-2.8%2.685%
11/14/2023Thomas J. Herzfeld Advisors Inc.7,278$453K0.2%+97.8%0.202%
11/13/2023WCG Wealth Advisors LLC14,865$924K0.1%N/A0.413%
11/13/2023 Checchi Capital Advisers LLC8,992$559K0.1%+23.8%0.250%
11/8/2023Spinnaker Trust126,747$7.88M0.6%+0.8%3.521%
11/8/2023 Pekin Hardy Strauss Inc.14,825$922K0.1%-3.3%0.412%
11/8/2023 Hussman Strategic Advisors Inc.12,500$777K0.1%-50.0%0.347%
11/7/2023Leuthold Group LLC46,511$2.89M0.4%-71.5%1.292%
11/3/2023Delphi Financial Group Inc.7,000$435K0.2%N/A0.194%
10/27/2023 Bordeaux Wealth Advisors LLC8,400$522K0.2%+23.5%0.233%
10/23/2023Commonwealth Equity Services LLC14,089$876K0.0%-12.6%0.391%
10/17/2023 Newbridge Financial Services Group Inc.1,000$62K0.0%N/A0.028%
10/11/2023 Northeast Financial Group Inc.18,072$1.12M0.7%+18.9%0.502%
10/5/2023Foundations Investment Advisors LLC3,750$233K0.0%N/A0.104%
8/11/2023V Wealth Advisors LLC15,035$970K0.2%-1.3%0.418%
8/11/2023 Northeast Financial Group Inc.15,198$981K0.6%N/A0.422%
8/10/2023 Checchi Capital Advisers LLC7,261$469K0.0%+10.3%0.207%
8/8/2023Leuthold Group LLC163,200$10.53M1.4%-0.5%4.663%
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8/3/2023Scotia Capital Inc.8,355$539K0.0%N/A0.239%
8/3/2023 Dynamic Advisor Solutions LLC3,672$237K0.0%-7.8%0.105%
8/2/2023 Cornerstone Wealth Group LLC142,983$9.23M1.7%N/A4.085%
8/2/2023Bank of Montreal Can18,400$1.23M0.0%N/A0.526%
8/1/2023Spinnaker Trust125,691$8.11M0.6%+1.6%3.591%
7/31/2023LPL Financial LLC12,668$818K0.0%-39.5%0.362%
7/20/2023 Pacific Sage Partners LLC5,247$339K0.1%-13.8%0.150%
7/11/2023 Flagship Harbor Advisors LLC208,478$13.46M1.1%N/A5.957%
5/12/2023Walled Lake Planning & Wealth Management LLC12,300$863K0.5%N/A0.390%
5/11/2023Camarda Financial Advisors LLC25,794$1.81M1.4%N/A0.819%
5/9/2023Laffer Tengler Investments10,569$741K0.2%N/A0.336%
5/8/2023 Pekin Hardy Strauss Inc.15,325$1.08M0.1%+1.3%0.487%
5/8/2023 Checchi Capital Advisers LLC6,584$462K0.0%+6.7%0.209%
5/5/2023Delphi Financial Group Inc.5,600$393K0.2%N/A0.178%
5/4/2023 Bordeaux Wealth Advisors LLC6,100$428K0.2%N/A0.194%
5/3/2023 Krilogy Financial LLC18,947$1.33M0.1%N/A0.601%
5/2/2023 Venturi Wealth Management LLC635$45K0.0%N/A0.020%
5/2/2023V Wealth Advisors LLC15,228$1.07M0.2%-3.9%0.483%
4/18/2023Leuthold Group LLC164,097$11.51M1.5%+147.4%5.209%
2/14/2023Quantitative Advantage LLC37,277$2.65M0.4%-10.1%1.065%
2/13/2023 Pekin Hardy Strauss Inc.15,125$1.08M0.1%+2.2%0.432%
2/10/2023 Checchi Capital Advisers LLC6,171$439K0.0%-11.8%0.176%
2/8/2023InterOcean Capital Group LLC3,080$219K0.0%N/A0.088%
2/7/2023Commonwealth Equity Services LLC8,435$599K0.0%+127.8%0.241%
2/7/2023LPL Financial LLC27,996$1.99M0.0%+205.6%0.800%
2/2/2023Spinnaker Trust123,669$8.79M0.7%+5.2%3.533%
1/31/2023Leuthold Group LLC66,322$4.72M0.6%+3.1%1.895%
1/31/2023 Pacific Sage Partners LLC6,089$433K0.1%N/A0.174%
1/23/2023 Jmac Enterprises LLC7,857$559K0.2%-57.6%0.235%
1/18/2023 Private Trust Co. NA504$36K0.0%+40.0%0.016%
1/11/2023 Vigilare Wealth Management13,000$924K0.5%+36.8%0.448%
11/16/2022CreativeOne Wealth LLC153,055$9.89M0.6%N/A5.566%
11/15/2022Nvwm LLC3,855$249K0.1%N/A0.140%
11/14/2022Thomas J. Herzfeld Advisors Inc.5,226$338K0.1%N/A0.174%
11/10/2022UBS Group AG90,592$5.85M0.0%+215.1%3.020%
11/9/2022 Checchi Capital Advisers LLC6,993$452K0.0%-17.2%0.233%
11/8/2022O Dell Group LLC396$26K0.0%+260.0%0.013%
10/31/2022Leuthold Group LLC64,311$4.16M0.6%-58.7%2.144%
10/31/2022Antonetti Capital Management LLC380$25K0.0%N/A0.013%
10/28/2022Spinnaker Trust117,576$7.60M0.6%N/A3.855%
10/20/2022 Jmac Enterprises LLC18,518$1.20M0.3%+3.4%0.650%
10/20/2022 Vigilare Wealth Management9,500$614K0.8%N/A0.333%
9/16/2022 Private Trust Co. NA360$25K0.0%N/A0.014%
9/12/2022 Hussman Strategic Advisors Inc.25,000$1.72M0.3%+2,400.0%0.980%
8/11/2022 Checchi Capital Advisers LLC8,448$593K0.1%-33.0%0.331%
8/11/2022Quantitative Advantage LLC41,359$2.85M0.5%+5.6%1.622%
8/10/2022Cibc World Market Inc.22,925$1.58M0.0%-27.3%0.899%
8/4/2022 Cornerstone Wealth Management LLC3,032$209K0.0%N/A0.119%
8/1/2022Leuthold Group LLC155,884$10.75M1.5%+0.3%6.778%
7/27/2022V Wealth Advisors LLC15,967$1.10M0.2%+10.3%0.726%
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7/25/2022 Jmac Enterprises LLC17,914$1.24M0.3%+7.0%0.814%
5/17/2022Quantitative Advantage LLC39,159$3.01M0.5%+18.6%1.703%
5/16/2022 Jmac Enterprises LLC16,744$1.29M0.3%+1.0%0.728%
5/9/2022 Checchi Capital Advisers LLC12,617$971K0.1%+3.6%0.549%
5/5/2022National Bank of Canada FI10,844$834K0.0%-13.4%0.471%
5/4/2022Leuthold Group LLC155,392$11.96M1.5%-13.7%6.756%
5/4/2022 Bfsg LLC65,780$5.06M0.8%-1.3%2.860%
4/19/2022 IMC Chicago LLC19,179$1.48M0.0%N/A0.834%
4/13/2022 Flagship Harbor Advisors LLC42,642$3.28M0.3%N/A1.854%
2/17/2022V Wealth Advisors LLC14,551$1.19M0.2%+42.1%0.661%
(Data available from 1/1/2016 forward)

FXY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FXY shares?

During the previous two years, 44 institutional investors and hedge funds held shares of Invesco CurrencyShares Japanese Yen Trust. The most heavily invested institutionals were Flagship Harbor Advisors LLC ($13.46M), CreativeOne Wealth LLC ($9.89M), Cornerstone Wealth Group LLC ($9.23M), Spinnaker Trust ($8.55M), Evergreen Capital Management LLC ($6.01M), UBS Group AG ($5.85M), and Leuthold Group LLC ($4.37M).Learn more on FXY's institutional investors.

Which institutional investors have been buying Invesco CurrencyShares Japanese Yen Trust stock?

Of the 41 institutional investors that purchased Invesco CurrencyShares Japanese Yen Trust stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Flagship Harbor Advisors LLC ($208.48K), CreativeOne Wealth LLC ($153.06K), Leuthold Group LLC ($152.81K), Cornerstone Wealth Group LLC ($142.98K), Spinnaker Trust ($129.91K), Financial Sense Advisors Inc. ($93.27K), and UBS Group AG ($61.84K).

How much institutional buying is happening at Invesco CurrencyShares Japanese Yen Trust?

Institutional investors have bought a total of 1,255,117 shares in the last 24 months. This purchase volume represents approximately $82.46M in transactions.

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

Of the 21 institutional investors that sold Invesco CurrencyShares Japanese Yen Trust stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Leuthold Group LLC ($236.83K), Financial Sense Advisors Inc. ($85.47K), Hussman Strategic Advisors Inc. ($12.50K), Jmac Enterprises LLC ($10.66K), Solstein Capital LLC ($9.61K), Checchi Capital Advisers LLC ($9.57K), and Cibc World Market Inc. ($8.60K).

How much institutional selling is happening at Invesco CurrencyShares Japanese Yen Trust?

Institutional investors have sold a total of 409,424 shares in the last 24 months. This volume of shares sold represents approximately $26.02M in transactions.


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This page (NYSEARCA:FXY) was last updated on 5/7/2024 by MarketBeat.com Staff

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