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FXA Institutional Ownership

Invesco CurrencyShares Australian Dollar Trust
1W: -1.0% 1M: -2.9% 3M: +0.1% YTD: +4.1% 1Y: +5.4% 3Y: +12.8% 5Y: -0.7%
$68.86
+0.25 (+0.37%)
 
Weekly Expected Move ±0.9%
$68 $68 $69 $69 $70
ETF AMEX · AUM $98.3M

Institutional Ownership — FXA

32
Institutional Holders
-5 vs prior quarter
0.0%
Ownership
+0.00pp
29M
Total Invested
2
New Positions
10
Increased
10
Reduced
2
Closed
0.67
Put/Call Ratio

Ownership Trends

Top Institutional Holders (36 total)

# Holder Shares Value Change Change % Holding Period Filing
1 CIBC WORLD MARKET INC. 124,394 9M +2,599 +2.1% 5Q SEC ↗
2 Cresset Asset Management, LLC 117,758 8M +9,094 +8.4% 13Q SEC ↗
3 Ashton Thomas Private Wealth, LLC 36,764 3M — +0.0% 7Q SEC ↗
4 FIG FINANCIAL ADVISORY SERVICES INC /A 21,973 2M -9,716 -30.7% 2Q SEC ↗
5 MORGAN STANLEY 18,610 1M -979 -5.0% 33Q SEC ↗
6 FLOW TRADERS U.S. LLC NEW 13,946 960K — +0.0% 1Q SEC ↗
7 UBS Group AG 12,579 866K +60 +0.5% 33Q SEC ↗
8 ROYAL BANK OF CANADA 8,823 608K -430 -4.6% 33Q SEC ↗
9 Unconventional Investor, LLC 7,890 543K +27 +0.3% 5Q SEC ↗
10 CITADEL ADVISORS LLC 7,599 523K +1,895 +33.2% 2Q SEC ↗
11 PFG Investments, LLC 7,543 519K +9 +0.1% 2Q SEC ↗
12 HRT FINANCIAL LP NEW 7,497 516K — +0.0% 1Q SEC ↗
13 3EDGE Asset Management, LP 7,008 483K — +0.0% 2Q SEC ↗
14 COMMONWEALTH EQUITY SERVICES, LLC 5,911 407K +509 +9.4% 3Q SEC ↗
15 MAI Capital Management 4,935 340K — +0.0% 4Q SEC ↗
16 Cetera Investment Advisers 4,125 284K — +0.0% 10Q SEC ↗
17 BANK OF AMERICA CORP /DE 3,413 235K -3,446 -50.2% 15Q SEC ↗
18 ENVESTNET ASSET MANAGEMENT INC 3,186 219K +181 +6.0% 4Q SEC ↗
19 WELLS FARGO & COMPANY/MN 2,560 176K -69 -2.6% 33Q SEC ↗
20 Graney & King, LLC 2,112 145K +287 +15.7% 2Q SEC ↗
21 SIMPLEX TRADING, LLC 1,295 89K -2,382 -64.8% 2Q SEC ↗
22 Clearstead Advisors, LLC 1,149 79K -118 -9.3% 4Q SEC ↗
23 OSAIC HOLDINGS, INC. 524 36K +15 +2.9% 26Q SEC ↗
24 Rockefeller Capital Management L.P. 360 25K — +0.0% 3Q SEC ↗
25 GROUP ONE TRADING LLC 172 12K -7 -3.9% 4Q SEC ↗
26 CWM, LLC 70 5K — +0.0% 12Q SEC ↗
27 FMR LLC 15 1K — +0.0% 4Q SEC ↗
28 Smartleaf Asset Management LLC 1 0K — +0.0% 3Q SEC ↗
29 FIDUCIARY FINANCIAL GROUP, LLC 0 0K -3,670 -100.0% 7Q SEC ↗
30 Haven Private, LLC 0 0K -4,269 -100.0% 3Q SEC ↗
31 SMITH CHAS P & ASSOCIATES PA CPAS 0 0K -4,500 -100.0% 8Q SEC ↗
32 Geneos Wealth Management Inc. 0 0K -250 -100.0% 31Q SEC ↗
33 Nalls Sherbakoff Group, LLC 0 0K -100 -100.0% 5Q SEC ↗
34 Arax Advisory Partners 0 0K -68 -100.0% 1Q SEC ↗
35 GTS SECURITIES LLC 0 0K -3,481 -100.0% 3Q SEC ↗
36 NORTHWESTERN MUTUAL WEALTH MANAGEMENT 0 0K -36 -100.0% 1Q SEC ↗

Recent Activity

New Positions (2)
HolderSharesValue
FLOW TRADERS U.S. LLC 13,946 960K
HRT FINANCIAL LP 7,497 516K
Biggest Increases (10)
HolderAddedChange %Total Shares
Cresset Asset Management, LLC +9,094 +8.4% 117,758
CIBC WORLD MARKET INC. +2,599 +2.1% 124,394
CITADEL ADVISORS LLC +1,895 +33.2% 7,599
COMMONWEALTH EQUITY SERVICES, LLC +509 +9.4% 5,911
Graney & King, LLC +287 +15.7% 2,112
ENVESTNET ASSET MANAGEMENT INC +181 +6.0% 3,186
UBS Group AG +60 +0.5% 12,579
Unconventional Investor, LLC +27 +0.3% 7,890
OSAIC HOLDINGS, INC. +15 +2.9% 524
PFG Investments, LLC +9 +0.1% 7,543
Biggest Decreases (8)
HolderReducedChange %Total Shares
FIG FINANCIAL ADVISORY SERVICES INC -9,716 -30.7% 21,973
BANK OF AMERICA CORP /DE -3,446 -50.2% 3,413
SIMPLEX TRADING, LLC -2,382 -64.8% 1,295
MORGAN STANLEY -979 -5.0% 18,610
ROYAL BANK OF CANADA -430 -4.6% 8,823
Clearstead Advisors, LLC -118 -9.3% 1,149
WELLS FARGO & COMPANY/MN -69 -2.6% 2,560
GROUP ONE TRADING LLC -7 -3.9% 172

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms