Free Trial

Invesco CurrencyShares British Pound Sterling Trust (FXB) Institutional Ownership

Invesco CurrencyShares British Pound Sterling Trust logo
$118.51 -0.20 (-0.17%)
As of 10:45 AM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for Invesco CurrencyShares British Pound Sterling Trust (NYSEARCA:FXB)

Number of
Institutional Buyers
(last 12 months)
10
Total
Institutional Inflows
(last 12 months)
$9.43M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$1.07M
Get FXB Insider Trade Alerts

Want to know when executives and insiders are buying or selling Invesco CurrencyShares British Pound Sterling Trust stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

FXB Institutional Buying and Selling by Quarter

Invesco CurrencyShares British Pound Sterling Trust Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
12/2/2024Capasso Planning Partners LLC5,952$767K0.2%N/A1.190%
11/15/2024HighTower Advisors LLC1,677$217K0.0%N/A0.335%
11/14/2024Flow Traders U.S. LLC7,904$1.02M0.1%N/A1.581%
10/22/2024 International Assets Investment Management LLC25,535$3.29M0.0%+33,946.7%5.107%
10/9/2024 Worth Asset Management LLC4,543$585K0.3%N/A0.909%
5/17/2024Comerica Bank300$36K0.0%N/A0.060%
4/9/2024Mather Group LLC.827$102K0.0%N/A0.110%
2/29/2024Scarborough Advisors LLC869$107K0.0%N/A0.116%
2/22/2024Scarborough Advisors LLC1,557$191K0.0%N/A0.208%
2/9/2024InterOcean Capital Group LLC4,590$564K0.0%-45.0%0.612%
2/8/2024 Janney Montgomery Scott LLC6,665$818K0.0%N/A0.889%
2/1/2024Wolverine Asset Management LLC79,000$9.70M0.1%-6.0%10.533%
1/26/2024Geneos Wealth Management Inc.414$51K0.0%N/A0.055%
1/25/2024 International Assets Investment Management LLC9,209$1.13M0.0%N/A1.228%
1/24/2024 International Assets Investment Management LLC9,209$1.13M0.0%N/A1.228%
1/11/2024 Brookstone Capital Management2,108$259K0.0%N/A0.281%
1/11/2024 Worth Asset Management LLC7,495$920K0.7%N/A0.999%
11/15/2023Toroso Investments LLC6,653$780K0.0%-32.9%0.887%
11/13/2023Wolverine Asset Management LLC84,000$9.87M0.1%-11.6%11.200%
11/8/2023Hussman Strategic Advisors Inc.10,000$1.18M0.2%-50.0%1.333%
10/13/2023 Thrive Wealth Management LLC2,509$295K0.1%+30.0%0.335%
7/31/2023LPL Financial LLC11,294$1.38M0.0%+47.0%1.412%
7/12/2023 Thrive Wealth Management LLC1,930$236K0.1%-4.5%0.241%
7/11/2023 Worth Asset Management LLC16,892$2.07M1.6%+69.4%2.112%
5/23/2023Toroso Investments LLC10,248$1.22M0.0%+12.2%1.139%
4/12/2023 Worth Asset Management LLC9,974$1.18M0.9%N/A1.108%
2/27/2023Parallax Volatility Advisers L.P.14,999$1.74M0.0%N/A1.579%
2/10/2023HRT Financial LP2,705$314K0.0%N/A0.285%
2/10/2023Koesten Hirschmann & Crabtree INC.3,020$351K0.3%N/A0.318%
2/8/2023InterOcean Capital Group LLC9,540$1.11M0.0%-23.5%1.004%
2/7/2023IFP Advisors Inc450$58K0.0%N/A0.047%
2/7/2023NewSquare Capital LLC235$27K0.0%-98.3%0.025%
2/1/2023Wolverine Asset Management LLC95,000$11.03M0.1%-26.9%10.000%
11/15/2022Flow Traders U.S. LLC11,609$1.25M0.1%N/A1.222%
11/14/2022 Elmwood Wealth Management Inc.2,000$215K0.1%N/A0.211%
11/14/2022Thomas J. Herzfeld Advisors Inc.973$104K0.0%N/A0.102%
11/10/2022UBS Group AG551,774$59.20M0.0%+11,092.2%58.081%
10/26/2022Truist Financial Corp2,800$300K0.0%N/A0.295%
10/25/2022NewSquare Capital LLC13,510$1.45M0.2%+2.3%1.422%
10/24/2022 Thrive Wealth Management LLC2,006$215K0.1%N/A0.211%
Kamala’s final humiliation (Ad)

Now, for the first time, I’m going to share these ten investments publicly – the same ones I’ve discussed behind closed doors with some of America’s savviest investors. The obscure, little-known companies we believe could 5x, even 10x, under Trump’s second term…

8/15/2022InterOcean Capital Group LLC12,466$1.46M0.1%+55.9%1.467%
8/3/2022Wolverine Asset Management LLC130,000$15.19M0.2%-27.8%15.294%
7/26/2022NewSquare Capital LLC13,205$1.54M0.2%+6.1%1.554%
5/11/2022InterOcean Capital Group LLC7,994$1.01M0.0%+42.7%0.999%
5/10/2022NewSquare Capital LLC12,440$1.57M0.2%+8.4%1.555%
5/4/2022Wolverine Asset Management LLC180,000$22.73M0.2%+111.8%22.500%
2/9/2022Wolverine Asset Management LLC85,000$11.06M0.1%-34.6%11.333%
2/8/2022InterOcean Capital Group LLC5,601$729K0.0%+93.7%0.747%
1/26/2022NewSquare Capital LLC11,475$1.49M0.2%+7.8%1.350%
1/20/2022TRU Independence Asset Management 2 LLC5,670$738K0.4%-12.1%0.667%
11/16/2021UBS Group AG39,146$5.08M0.0%-9.9%4.121%
11/15/2021Morgan Stanley111,189$14.43M0.0%+6.0%11.704%
11/12/2021Wolverine Asset Management LLC130,000$16.87M0.1%+2.0%13.684%
11/8/2021NewSquare Capital LLC10,645$1.38M0.2%+7.9%1.065%
11/8/2021InterOcean Capital Group LLC2,892$375K0.0%+7.1%0.289%
11/5/2021IMC Chicago LLC10,017$1.30M0.0%N/A1.002%
8/17/2021Wells Fargo & Company MN29,807$3.98M0.0%+130.8%2.710%
8/16/2021Morgan Stanley104,893$14.00M0.0%-1.8%9.536%
8/13/2021LPL Financial LLC2,413$322K0.0%N/A0.219%
8/10/2021Citigroup Inc.3,140$419K0.0%-15.6%0.285%
8/6/2021HighTower Advisors LLC18,760$2.50M0.0%N/A1.705%
5/19/2021TRU Independence Asset Management 2 LLC6,450$858K0.7%N/A0.561%
5/18/2021Leuthold Group LLC9,405$1.25M0.2%+29.4%0.818%
5/18/2021Morgan Stanley106,860$14.22M0.0%+11.4%9.292%
5/17/2021Royal Bank of Canada641$86K0.0%+220.5%0.056%
5/13/2021Wolverine Asset Management LLC135,000$17.96M0.2%+35.0%11.739%
5/13/2021Barclays PLC4,981$663K0.0%-110.0%0.433%
5/13/2021Citigroup Inc.3,722$495K0.0%+109.0%0.324%
5/12/2021TCTC Holdings LLC495$66K0.0%-37.7%0.043%
5/12/2021UBS Group AG49,922$6.64M0.0%-2.6%4.341%
5/12/2021InterOcean Capital Group LLC2,700$359K0.0%+35.0%0.235%
5/7/2021IndexIQ Advisors LLC57,466$7.65M0.3%+9.0%4.997%
4/28/2021 Baker Ellis Asset Management LLC2,000$266K0.1%N/A0.174%
2/16/2021Morgan Stanley95,900$12.67M0.0%-5.6%9.133%
2/16/2021Leuthold Group LLC7,270$961K0.1%-8.8%0.692%
2/11/2021Signaturefd LLC3,000$396K0.0%-57.1%0.286%
2/9/2021Wells Fargo & Company MN5,297$700K0.0%+43.6%0.504%
2/9/2021Samalin Investment Counsel LLC719$95K0.1%N/A0.068%
2/8/2021Colony Family Offices LLC2,250$297K0.3%N/A0.214%
2/5/2021IndexIQ Advisors LLC52,724$6.97M0.3%+254.6%5.021%
2/2/2021Grimes & Company Inc.1,550$205K0.0%N/A0.148%
(Data available from 1/1/2016 forward)

FXB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FXB shares?

During the previous two years, 22 institutional investors and hedge funds held shares of Invesco CurrencyShares British Pound Sterling Trust. The most heavily invested institutionals were Wolverine Asset Management LLC ($9.70M), International Assets Investment Management LLC ($3.29M), Parallax Volatility Advisers L.P. ($1.74M), LPL Financial LLC ($1.38M), Hussman Strategic Advisors Inc. ($1.18M), Flow Traders U.S. LLC ($1.02M), and Janney Montgomery Scott LLC ($818K).Learn more on FXB's institutional investors.

Which institutional investors have been buying Invesco CurrencyShares British Pound Sterling Trust stock?

Of the 18 institutional investors that purchased Invesco CurrencyShares British Pound Sterling Trust stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($43.88K), Worth Asset Management LLC ($28.93K), Parallax Volatility Advisers L.P. ($15.00K), Flow Traders U.S. LLC ($7.90K), Janney Montgomery Scott LLC ($6.67K), Capasso Planning Partners LLC ($5.95K), and LPL Financial LLC ($3.61K).

How much institutional buying is happening at Invesco CurrencyShares British Pound Sterling Trust?

Institutional investors have bought a total of 127,564 shares in the last 24 months. This purchase volume represents approximately $15.74M in transactions.

Which Invesco CurrencyShares British Pound Sterling Trust major shareholders have been selling company stock?

The following institutional investors have sold Invesco CurrencyShares British Pound Sterling Trust stock in the last 24 months: Wolverine Asset Management LLC ($51K), NewSquare Capital LLC ($13.28K), Hussman Strategic Advisors Inc. ($10K), InterOcean Capital Group LLC ($6.68K), Toroso Investments LLC ($3.26K), and Thrive Wealth Management LLC ($91.00).

How much institutional selling is happening at Invesco CurrencyShares British Pound Sterling Trust?

Institutional investors have sold a total of 84,297 shares in the last 24 months. This volume of shares sold represents approximately $9.88M in transactions.



This page (NYSEARCA:FXB) was last updated on 1/22/2025 by MarketBeat.com Staff
From Our Partners