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FXE Institutional Ownership

Invesco CurrencyShares Euro Trust
1W: -1.2% 1M: -2.9% 3M: -1.7% YTD: -3.8% 1Y: -4.0% 3Y: +11.0% 5Y: -0.4%
$103.82
+0.16 (+0.15%)
 
Weekly Expected Move ±0.6%
$103 $103 $104 $104 $105
ETF AMEX · AUM $337.4M

Institutional Ownership — FXE

102
Institutional Holders
-14 vs prior quarter
0.0%
Ownership
+0.00pp
149M
Total Invested
9
New Positions
18
Increased
48
Reduced
21
Closed
1.75
Put/Call Ratio

Ownership Trends

Top Institutional Holders (119 total)

# Holder Shares Value Change Change % Holding Period Filing
1 MORGAN STANLEY 346,735 36M -679,026 -66.2% 33Q SEC ↗
2 BANK OF AMERICA CORP /DE 232,623 24M +196,900 +551.2% 15Q SEC ↗
3 SUSQUEHANNA INTERNATIONAL GROUP, LLP 150,201 16M -156,272 -51.0% 4Q SEC ↗
4 Virtu Financial LLC 85,577 9M +15,844 +22.7% 4Q SEC ↗
5 GOLDMAN SACHS GROUP INC 75,009 8M -25,000 -25.0% 15Q SEC ↗
6 Advisory Services Network, LLC 57,961 6M -114 -0.2% 5Q SEC ↗
7 WELLS FARGO & COMPANY/MN 38,351 4M -20,615 -35.0% 33Q SEC ↗
8 LEUTHOLD GROUP, LLC 34,948 4M -5,831 -14.3% 33Q SEC ↗
9 UBS Group AG 29,044 3M -215 -0.7% 33Q SEC ↗
10 Summit Place Financial Advisors, LLC 25,435 3M +1,540 +6.4% 4Q SEC ↗
11 CAPTRUST FINANCIAL ADVISORS 20,788 2M +469 +2.3% 13Q SEC ↗
12 COMMONWEALTH EQUITY SERVICES, LLC 20,594 2M -356 -1.7% 16Q SEC ↗
13 Resurgent Financial Advisors LLC 20,347 2M -3,510 -14.7% 4Q SEC ↗
14 BLAIR WILLIAM & CO/IL 19,676 2M -105 -0.5% 3Q SEC ↗
15 Ashton Thomas Private Wealth, LLC 19,654 2M +4,256 +27.6% 7Q SEC ↗
16 HUB Investment Partners, LLC NEW 17,440 2M — +0.0% 1Q SEC ↗
17 Creative Planning 16,023 2M +199 +1.3% 5Q SEC ↗
18 Kathmere Capital Management, LLC 11,109 1M — +0.0% 15Q SEC ↗
19 FLOW TRADERS U.S. LLC 10,835 1M +1,451 +15.5% 4Q SEC ↗
20 Nautilus Advisors LLC 10,541 1M +500 +5.0% 7Q SEC ↗
21 HSBC HOLDINGS PLC 10,494 1M +213 +2.1% 12Q SEC ↗
22 GTS SECURITIES LLC 10,393 1M +4,423 +74.1% 6Q SEC ↗
23 LPL Financial LLC 8,229 854K -2,016 -19.7% 16Q SEC ↗
24 ROYAL BANK OF CANADA 7,698 799K -6,486 -45.7% 33Q SEC ↗
25 HUSSMAN STRATEGIC ADVISORS, INC. 7,500 779K — +0.0% 33Q SEC ↗
26 EXENCIAL WEALTH ADVISORS, LLC 5,588 580K — +0.0% 5Q SEC ↗
27 Savant Capital, LLC NEW 5,588 580K — +0.0% 1Q SEC ↗
28 Yoder Wealth Management, Inc. NEW 5,500 571K — +0.0% 1Q SEC ↗
29 Parallax Volatility Advisers, L.P. 5,180 538K — +0.0% 33Q SEC ↗
30 Red Wave Investments LLC 4,988 518K -1,890 -27.5% 2Q SEC ↗
31 Greenspring Advisors, LLC 4,964 515K — +0.0% 4Q SEC ↗
32 Pure Financial Advisors, LLC 4,259 442K — +0.0% 5Q SEC ↗
33 ENVESTNET ASSET MANAGEMENT INC 4,163 432K -74 -1.7% 14Q SEC ↗
34 TD Waterhouse Canada Inc. 4,098 425K — +0.0% 5Q SEC ↗
35 NATIONAL BANK OF CANADA /FI 3,814 396K +779 +25.7% 2Q SEC ↗
36 WEALTH ENHANCEMENT ADVISORY SERVICES, 3,791 394K +6 +0.2% 5Q SEC ↗
37 JPMORGAN CHASE & CO 3,750 389K -1,000 -21.1% 5Q SEC ↗
38 FIDUCIARY FINANCIAL GROUP, LLC 3,716 386K -171 -4.4% 9Q SEC ↗
39 Cambridge Investment Research Advisors 3,663 380K -852 -18.9% 5Q SEC ↗
40 JOHNSON INVESTMENT COUNSEL INC 3,414 354K +1,500 +78.4% 2Q SEC ↗
41 Corient Private Wealth LP 3,300 343K +959 +41.0% 5Q SEC ↗
42 MARSHALL WACE, LLP 3,281 341K -619 -15.9% 5Q SEC ↗
43 StoneX Group Inc. NEW 3,138 326K — +0.0% 1Q SEC ↗
44 HighTower Advisors, LLC 3,031 315K +677 +28.8% 5Q SEC ↗
45 STIFEL FINANCIAL CORP 2,987 310K -100 -3.2% 15Q SEC ↗
46 Joel Isaacson & Co., LLC 2,978 309K — +0.0% 6Q SEC ↗
47 Rockefeller Capital Management L.P. 2,797 290K +52 +1.9% 4Q SEC ↗
48 FLAGSHIP HARBOR ADVISORS, LLC 2,724 283K — +0.0% 5Q SEC ↗
49 Inlight Wealth Management, LLC 2,602 270K -400 -13.3% 4Q SEC ↗
50 Dunhill Financial, LLC 2,586 268K -3,191 -55.2% 5Q SEC ↗
Biggest Increases (18)
HolderAddedChange %Total Shares
BANK OF AMERICA CORP /DE +196,900 +551.2% 232,623
Virtu Financial LLC +15,844 +22.7% 85,577
GTS SECURITIES LLC +4,423 +74.1% 10,393
Ashton Thomas Private Wealth, LLC +4,256 +27.6% 19,654
Summit Place Financial Advisors, LL +1,540 +6.4% 25,435
JOHNSON INVESTMENT COUNSEL INC +1,500 +78.4% 3,414
FLOW TRADERS U.S. LLC +1,451 +15.5% 10,835
Corient Private Wealth LP +959 +41.0% 3,300
NATIONAL BANK OF CANADA /FI +779 +25.7% 3,814
HighTower Advisors, LLC +677 +28.8% 3,031
Nautilus Advisors LLC +500 +5.0% 10,541
CAPTRUST FINANCIAL ADVISORS +469 +2.3% 20,788
HSBC HOLDINGS PLC +213 +2.1% 10,494
Creative Planning +199 +1.3% 16,023
Rockefeller Capital Management L.P. +52 +1.9% 2,797
Tower Research Capital LLC (TRC) +17 +85.0% 37
WEALTH ENHANCEMENT ADVISORY SERVICE +6 +0.2% 3,791
EverSource Wealth Advisors, LLC +2 +0.2% 1,011
Biggest Decreases (20)
HolderReducedChange %Total Shares
MORGAN STANLEY -679,026 -66.2% 346,735
SUSQUEHANNA INTERNATIONAL GROUP, LL -156,272 -51.0% 150,201
GOLDMAN SACHS GROUP INC -25,000 -25.0% 75,009
WELLS FARGO & COMPANY/MN -20,615 -35.0% 38,351
ROYAL BANK OF CANADA -6,486 -45.7% 7,698
LEUTHOLD GROUP, LLC -5,831 -14.3% 34,948
Resurgent Financial Advisors LLC -3,510 -14.7% 20,347
Dunhill Financial, LLC -3,191 -55.2% 2,586
HRT FINANCIAL LP -2,087 -44.9% 2,565
LPL Financial LLC -2,016 -19.7% 8,229
Red Wave Investments LLC -1,890 -27.5% 4,988
JPMORGAN CHASE & CO -1,000 -21.1% 3,750
Cambridge Investment Research Advis -852 -18.9% 3,663
MARSHALL WACE, LLP -619 -15.9% 3,281
Inlight Wealth Management, LLC -400 -13.3% 2,602
Clearstead Advisors, LLC -360 -22.0% 1,278
COMMONWEALTH EQUITY SERVICES, LLC -356 -1.7% 20,594
UBS Group AG -215 -0.7% 29,044
FIDUCIARY FINANCIAL GROUP, LLC -171 -4.4% 3,716
North Star Investment Management Co -143 -11.3% 1,127

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