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Invesco CurrencyShares British Pound Sterling Trust (FXB) Institutional Ownership

Invesco CurrencyShares British Pound Sterling Trust logo
$121.71 -0.44 (-0.36%)
(As of 11/14/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
9
Total
Institutional Inflows
(last 12 months)
$9.63M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$1.46M
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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
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%
4/9/2024 Mather Group LLC.827$102K0.0%N/A0.110%
2/29/2024 Scarborough Advisors LLC869$107K0.0%N/A0.116%
2/22/2024 Scarborough 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%
2/1/2024 Wolverine 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%
11/13/2023 Wolverine Asset Management LLC84,000$9.87M0.1%-11.6%11.200%
11/8/2023 Hussman 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%
7/31/2023 LPL 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%
2/10/2023 HRT Financial LP2,705$314K0.0%N/A0.285%
2/10/2023 Koesten 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%
2/7/2023 NewSquare Capital LLC235$27K0.0%-98.3%0.025%
2/1/2023 Wolverine 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%
11/14/2022 Thomas J. Herzfeld Advisors Inc.973$104K0.0%N/A0.102%
11/10/2022UBS Group AG551,774$59.20M0.0%+11,092.2%58.081%
10/26/2022 Truist Financial Corp2,800$300K0.0%N/A0.295%
10/25/2022 NewSquare Capital LLC13,510$1.45M0.2%+2.3%1.422%
10/24/2022 Thrive Wealth Management LLC2,006$215K0.1%N/A0.211%
8/15/2022InterOcean Capital Group LLC12,466$1.46M0.1%+55.9%1.467%
8/3/2022 Wolverine Asset Management LLC130,000$15.19M0.2%-27.8%15.294%
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7/26/2022 NewSquare Capital LLC13,205$1.54M0.2%+6.1%1.554%
5/11/2022InterOcean Capital Group LLC7,994$1.01M0.0%+42.7%0.999%
5/10/2022 NewSquare Capital LLC12,440$1.57M0.2%+8.4%1.555%
5/4/2022 Wolverine Asset Management LLC180,000$22.73M0.2%+111.8%22.500%
2/9/2022 Wolverine Asset Management LLC85,000$11.06M0.1%-34.6%11.333%
2/8/2022InterOcean Capital Group LLC5,601$729K0.0%+93.7%0.747%
1/26/2022 NewSquare Capital LLC11,475$1.49M0.2%+7.8%1.350%
1/20/2022 TRU 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%
11/12/2021 Wolverine Asset Management LLC130,000$16.87M0.1%+2.0%13.684%
11/8/2021 NewSquare Capital LLC10,645$1.38M0.2%+7.9%1.065%
11/8/2021InterOcean Capital Group LLC2,892$375K0.0%+7.1%0.289%
11/5/2021 IMC Chicago LLC10,017$1.30M0.0%N/A1.002%
8/17/2021 Wells Fargo & Company MN29,807$3.98M0.0%+130.8%2.710%
8/16/2021Morgan Stanley104,893$14.00M0.0%-1.8%9.536%
8/13/2021 LPL Financial LLC2,413$322K0.0%N/A0.219%
8/10/2021 Citigroup Inc.3,140$419K0.0%-15.6%0.285%
8/6/2021HighTower Advisors LLC18,760$2.50M0.0%N/A1.705%
5/19/2021 TRU Independence Asset Management 2 LLC6,450$858K0.7%N/A0.561%
5/18/2021 Leuthold 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%
5/13/2021 Wolverine Asset Management LLC135,000$17.96M0.2%+35.0%11.739%
5/13/2021Barclays PLC4,981$663K0.0%-110.0%0.433%
5/13/2021 Citigroup Inc.3,722$495K0.0%+109.0%0.324%
5/12/2021 TCTC 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%
2/16/2021 Leuthold Group LLC7,270$961K0.1%-8.8%0.692%
2/11/2021 Signaturefd LLC3,000$396K0.0%-57.1%0.286%
2/9/2021 Wells Fargo & Company MN5,297$700K0.0%+43.6%0.504%
2/9/2021 Samalin Investment Counsel LLC719$95K0.1%N/A0.068%
2/8/2021 Colony Family Offices LLC2,250$297K0.3%N/A0.214%
2/5/2021IndexIQ Advisors LLC52,724$6.97M0.3%+254.6%5.021%
2/2/2021 Grimes & Company Inc.1,550$205K0.0%N/A0.148%
1/15/2021 Clarius Group LLC1,550$205K0.0%N/A0.148%
11/16/2020 Leuthold Group LLC7,975$996K0.1%+1.8%0.760%
11/13/2020Morgan Stanley101,606$12.68M0.0%+55.7%9.677%
11/5/2020 Wells Fargo & Company MN3,690$461K0.0%+215.1%0.351%
(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), Flow Traders U.S. LLC ($19.51K), Parallax Volatility Advisers L.P. ($15.00K), Janney Montgomery Scott LLC ($6.67K), LPL Financial LLC ($3.61K), and Koesten Hirschmann & Crabtree INC. ($3.02K).

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

Institutional investors have bought a total of 134,517 shares in the last 24 months. This purchase volume represents approximately $16.32M 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 11/14/2024 by MarketBeat.com Staff
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