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Invesco CurrencyShares Euro Trust (FXE) Institutional Ownership

Invesco CurrencyShares Euro Trust logo
$96.58 -0.38 (-0.39%)
Closing price 02/21/2025 04:10 PM Eastern
Extended Trading
$96.58 0.00 (0.00%)
As of 02/21/2025 04:27 PM Eastern
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Institutional Ownership Changes (13F Filings) for Invesco CurrencyShares Euro Trust (NYSEARCA:FXE)

Number of
Institutional Buyers
(last 12 months)
19
Total
Institutional Inflows
(last 12 months)
$14.03M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$3.99M
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FXE Institutional Buying and Selling by Quarter

Invesco CurrencyShares Euro Trust Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/17/2025 Captrust Financial Advisors15,096$1.44M0.0%-7.0%0.816%
2/17/2025 Bank of America Corp DE8,727$835K0.0%-14.2%0.472%
2/14/2025 Two Sigma Securities LLC2,130$204K0.0%N/A0.115%
2/13/2025 Insigneo Advisory Services LLC5,421$519K0.1%N/A0.293%
2/13/2025 Envestnet Asset Management Inc.5,810$556K0.0%-9.1%0.314%
2/13/2025 Wells Fargo & Company MN12,076$1.16M0.0%-9.5%0.653%
2/11/2025 LPL Financial LLC4,938$472K0.0%+68.7%0.267%
2/11/2025 Virtu Financial LLC42,482$4.06M0.2%+8.8%2.296%
2/11/2025 Berkeley Capital Partners LLC4,120$394K0.1%N/A0.223%
2/10/2025 Commonwealth Equity Services LLC15,867$1.52M0.0%-3.7%0.858%
2/7/2025 Ashton Thomas Private Wealth LLC55,923$5.35M0.2%N/A3.023%
2/3/2025 Leuthold Group LLC43,495$4.16M0.5%-3.1%2.351%
1/27/2025 Choreo LLC2,289$220K0.0%N/A0.124%
1/27/2025 Ping Capital Management Inc.3,000$287K0.1%N/A0.162%
1/23/2025 Upper Left Wealth Management LLC18,691$1.79M1.5%-12.8%1.010%
1/22/2025 Perigon Wealth Management LLC10,826$1.03M0.0%N/A0.585%
1/14/2025 Fiduciary Financial Group LLC3,759$355K0.1%-7.7%0.203%
12/16/2024 SMART Wealth LLC8,870$912K0.4%N/A0.479%
11/20/2024 Virtu Financial LLC39,030$4.02M0.2%+302.6%2.110%
11/14/2024 Flow Traders U.S. LLC5,729$589K0.0%+131.2%0.310%
11/14/2024 Captrust Financial Advisors16,230$1.67M0.0%+3.0%0.877%
11/6/2024 GoalVest Advisory LLC1,090$112K0.0%N/A0.059%
10/29/2024 GFS Advisors LLC3,222$331K0.1%+75.8%0.174%
10/25/2024 Voisard Asset Management Group Inc.512$53K0.0%-40.3%0.028%
10/24/2024 Leuthold Group LLC44,908$4.62M0.5%-1.0%2.427%
8/12/2024 Leuthold Group LLC45,360$4.49M0.5%-1.2%2.452%
8/10/2024 Virtu Financial LLC9,695$959K0.1%-26.6%0.524%
7/31/2024 Commonwealth Equity Services LLC12,807$1.27M0.0%-10.7%0.692%
7/25/2024 Upper Left Wealth Management LLC29,396$2.91M2.6%-1.8%1.589%
7/18/2024 Fiduciary Financial Group LLC4,085$411K0.1%N/A0.221%
7/16/2024 Voisard Asset Management Group Inc.857$85K0.0%N/A0.046%
5/20/2024 Virtu Financial LLC13,204$1.32M0.1%-64.5%0.714%
5/6/2024 Leuthold Group LLC45,912$4.58M0.5%+0.7%2.482%
4/30/2024 Commonwealth Equity Services LLC14,341$1.43M0.0%+1.3%0.775%
2/29/2024 Acima Private Wealth LLC29,984$3.06M1.2%+2.5%1.276%
2/26/2024 Virtu Financial LLC37,198$3.80M0.3%+9.3%1.583%
2/9/2024 UBS Group AG93,956$9.59M0.0%+1.3%3.998%
2/6/2024 Leuthold Group LLC45,612$4.65M0.6%+2.0%1.941%
2/2/2024 Atria Wealth Solutions Inc.2,250$230K0.0%-30.7%0.096%
1/26/2024 Cerity Partners LLC3,411$348K0.0%N/A0.145%
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1/23/2024 Upper Left Wealth Management LLC33,529$3.42M3.4%-7.7%1.427%
11/13/2023 Hsbc Holdings PLC10,814$1.06M0.0%N/A0.460%
11/9/2023 UBS Group AG92,796$9.07M0.0%+11.2%3.949%
11/8/2023 Janney Montgomery Scott LLC5,340$522K0.0%N/A0.227%
11/8/2023 Atria Wealth Solutions Inc.3,245$317K0.0%-72.1%0.138%
11/8/2023 Hussman Strategic Advisors Inc.12,500$1.22M0.2%-50.0%0.532%
11/7/2023 Leuthold Group LLC44,726$4.37M0.6%-3.0%1.903%
10/26/2023 Western Pacific Wealth Management LP500$49K0.0%N/A0.021%
10/24/2023Raymond James & Associates8,469$827K0.0%-13.7%0.360%
10/23/2023 Commonwealth Equity Services LLC12,073$1.18M0.0%+1.0%0.514%
10/17/2023 Flagship Harbor Advisors LLC5,070$495K0.0%+98.8%0.216%
8/16/2023Glovista Investments LLC5,421$546K0.3%-15.5%0.231%
8/14/2023 Parallax Volatility Advisers L.P.5,280$532K0.0%-1.9%0.225%
8/9/2023 Flow Traders U.S. LLC4,774$481K0.0%N/A0.191%
8/8/2023 Leuthold Group LLC46,092$4.65M0.6%-1.9%1.844%
8/4/2023 Envestnet Asset Management Inc.17,536$1.77M0.0%+35.0%0.701%
8/4/2023 EverSource Wealth Advisors LLC980$99K0.0%N/A0.039%
8/3/2023 Atria Wealth Solutions Inc.11,651$1.18M0.0%+5.9%0.466%
7/31/2023 LPL Financial LLC16,125$1.63M0.0%+59.6%0.645%
7/27/2023 Virtu Financial LLC50,615$5.10M0.4%+124.9%2.025%
7/27/2023EA Series Trust61,292$6.17M0.2%N/A2.452%
7/26/2023 Upper Left Wealth Management LLC36,406$3.67M4.1%+0.3%1.456%
7/25/2023Raymond James & Associates9,819$990K0.0%-17.6%0.393%
7/18/2023 Stratos Wealth Partners LTD.2,965$299K0.0%-83.4%0.119%
7/11/2023 Worth Asset Management LLC20,265$2.04M1.6%+21.9%0.811%
7/11/2023 Flagship Harbor Advisors LLC2,550$257K0.0%N/A0.102%
6/14/2023 Atria Wealth Solutions Inc.10,998$1.10M0.0%N/A0.393%
5/9/2023 Obermeyer Wood Investment Counsel Lllp5,000$501K0.0%-9.5%0.189%
5/9/2023 Laffer Tengler Investments7,545$756K0.2%N/A0.285%
5/8/2023 NewEdge Wealth LLC3,304$331K0.0%N/A0.125%
5/3/2023 Advisors Preferred LLC861$87K0.0%N/A0.032%
5/1/2023 Virtu Financial LLC22,502$2.25M0.2%N/A0.849%
4/27/2023 Stratos Wealth Partners LTD.17,913$1.80M0.0%+62.6%0.676%
4/25/2023 Upper Left Wealth Management LLC36,301$3.64M4.1%-2.8%1.370%
4/18/2023 Leuthold Group LLC46,969$4.71M0.6%+2.0%1.772%
4/14/2023Raymond James & Associates11,919$1.19M0.0%N/A0.450%
4/12/2023 Legacy Private Trust Co.46,361$4.65M0.4%+200.0%1.749%
4/12/2023 Worth Asset Management LLC16,619$1.67M1.3%+9,733.7%0.627%
2/24/2023Garde Capital Inc.1,135$112K0.0%-80.7%0.039%
2/14/2023 Alpine Global Management LLC6,672$659K0.2%N/A0.230%
2/13/2023 Clarity Financial LLC10,875$1.07M0.2%-91.4%0.375%
2/10/2023 Creative Planning7,944$785K0.0%-28.7%0.274%
2/10/2023 HRT Financial LP2,451$242K0.0%N/A0.085%
2/10/2023 Berkeley Capital Partners LLC29,022$2.87M1.1%N/A1.001%
2/8/2023 Obermeyer Wood Investment Counsel Lllp5,525$546K0.0%-16.6%0.191%
2/8/2023 UBS Group AG70,712$6.99M0.0%-94.4%2.438%
2/7/2023 Commonwealth Equity Services LLC7,318$723K0.0%+161.1%0.252%
2/7/2023 LPL Financial LLC16,204$1.60M0.0%+291.9%0.559%
2/6/2023 Black Diamond Financial LLC2,090$206K0.1%N/A0.072%
2/3/2023 U.S. Capital Wealth Advisors LLC281$28K0.0%N/A0.010%
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2/2/2023 Q3 Asset Management36,409$3.60M2.4%N/A1.255%
1/31/2023 Leuthold Group LLC46,060$4.55M0.6%+7.4%1.588%
1/27/2023 Clearwater Capital Advisors LLC2,122$210K0.0%N/A0.073%
1/25/2023 Clarius Group LLC15,967$1.58M0.1%N/A0.541%
1/24/2023 Kathmere Capital Management LLC11,109$1.10M0.2%N/A0.377%
1/18/2023 Romano Brothers AND Company350$35K0.0%N/A0.012%
1/17/2023 Upper Left Wealth Management LLC37,343$3.69M4.4%-2.9%1.245%
1/6/2023 Legacy Private Trust Co.15,456$1.53M0.1%N/A0.515%
1/5/2023 HBW Advisory Services LLC2,147$212K0.1%N/A0.074%
12/9/2022 Obermeyer Wood Investment Counsel Lllp6,628$599K0.0%N/A0.164%
(Data available from 1/1/2016 forward)

FXE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FXE shares?

During the previous two years, 44 institutional investors and hedge funds held shares of Invesco CurrencyShares Euro Trust. The most heavily invested institutionals were UBS Group AG ($9.59M), EA Series Trust ($6.17M), Ashton Thomas Private Wealth LLC ($5.35M), Legacy Private Trust Co. ($4.65M), Leuthold Group LLC ($4.16M), Virtu Financial LLC ($4.06M), and Acima Private Wealth LLC ($3.06M).Learn more on FXE's institutional investors.

Which institutional investors have been buying Invesco CurrencyShares Euro Trust stock?

Of the 37 institutional investors that purchased Invesco CurrencyShares Euro Trust stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Virtu Financial LLC ($86.57K), EA Series Trust ($61.29K), Ashton Thomas Private Wealth LLC ($55.92K), Legacy Private Trust Co. ($30.91K), Worth Asset Management LLC ($20.10K), Raymond James & Associates ($11.92K), and Atria Wealth Solutions Inc. ($11.65K).

How much institutional buying is happening at Invesco CurrencyShares Euro Trust?

Institutional investors have bought a total of 401,953 shares in the last 24 months. This purchase volume represents approximately $40.00M in transactions.

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

Of the 18 institutional investors that sold Invesco CurrencyShares Euro Trust stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Virtu Financial LLC ($27.50K), Stratos Wealth Partners LTD. ($14.95K), Hussman Strategic Advisors Inc. ($12.50K), Atria Wealth Solutions Inc. ($9.40K), Upper Left Wealth Management LLC ($7.09K), Garde Capital Inc. ($4.75K), and Leuthold Group LLC ($4.66K).

How much institutional selling is happening at Invesco CurrencyShares Euro Trust?

Institutional investors have sold a total of 93,147 shares in the last 24 months. This volume of shares sold represents approximately $9.23M in transactions.



This page (NYSEARCA:FXE) was last updated on 2/22/2025 by MarketBeat.com Staff
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