Institutional Ownership Invesco Currency Shares Euro Trust (FXE)
This table provides information about the institutional ownership of Invesco Currency Shares Euro Trust (FXE). We have compiled data on the 68 institutions that hold shares in the stock, with a total of 844,580 shares, which have been reported (via 13F filing form) to have a value of $89.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
7,105
shares
|
$754,408
0.0% of portfolio
|
Q1 2025
Added 22.29%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
7,070
shares
|
$750,692
0.0% of portfolio
|
Q1 2025
Reduced 31.83%
|
|
|
Glovista Investments LLC
Jersey City, NJ |
Feb 12, 2024 Q4 2023 |
5,421
shares
|
$575,601
0.26% of portfolio
|
Q2 2023
Reduced 15.53%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
5,361
shares
|
$569,230
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
5,356
shares
|
$568,700
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
May 15, 2025 Q1 2025 |
5,180
shares
|
$550,012
0.0% of portfolio
|
Q1 2024
Reduced 1.89%
|
|
|
Greenspring Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
4,468
shares
|
$474,412
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Augustine Asset Management Inc
|
Apr 25, 2025 Q1 2025 |
3,973
shares
|
$421,853
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
3,628
shares
|
$385,221
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Apr 14, 2025 Q1 2025 |
3,480
shares
|
$369,506
0.08% of portfolio
|
Q1 2025
Reduced 7.42%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
3,082
shares
|
$327,246
0.0% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
Joel Isaacson & Co., LLC
|
Apr 24, 2025 Q1 2025 |
2,978
shares
|
$316,204
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
2,525
shares
|
$268,104
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Clearwater Capital Advisors, LLC
|
May 08, 2025 Q1 2025 |
2,122
shares
|
$225,313
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
1,850
shares
|
$196,433
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
1,148
shares
|
$121,894
0.01% of portfolio
|
Q2 2024
Reduced 11.69%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Apr 22, 2025 Q1 2025 |
1,135
shares
|
$120,514
0.01% of portfolio
|
Q4 2022
Reduced 80.7%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
1,060
shares
|
$112,550
0.02% of portfolio
|
Q2 2021
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
1,001
shares
|
$106,286
0.01% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
716
shares
|
$76,024
0.0% of portfolio
|
Q4 2020
Added 6.0%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
505
shares
|
$53,620
0.0% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
May 15, 2025 Q1 2025 |
286
shares
|
$30,367
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
275
shares
|
$29,199
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
250
shares
|
$26,545
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
114
shares
|
$12,104
0.0% of portfolio
|
Q1 2024
Reduced 50.86%
|