Institutional Ownership Invesco Currency Shares Australian Dollar Trust (FXA)
This table provides information about the institutional ownership of Invesco Currency Shares Australian Dollar Trust (FXA). We have compiled data on the 29 institutions that hold shares in the stock, with a total of 347,250 shares, which have been reported (via 13F filing form) to have a value of $21.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
98,237
shares
|
$6.19 Million
0.0% of portfolio
|
Q4 2024
Added 13.21%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
83,164
shares
|
$5.24 Million
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
71,062
shares
|
$4.47 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
33,422
shares
|
$2.1 Million
0.0% of portfolio
|
Q4 2024
Reduced 18.04%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
16,474
shares
|
$1.04 Million
0.0% of portfolio
|
Q4 2024
Added 30.95%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
9,250
shares
|
$582,380
0.0% of portfolio
|
Q4 2024
Reduced 4.15%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
7,875
shares
|
$495,810
0.0% of portfolio
|
Q4 2024
Reduced 6.26%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
6,792
shares
|
$427,624
0.0% of portfolio
|
Q4 2024
Added 15.24%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
6,128
shares
|
$385,818
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
5,332
shares
|
$335,702
0.0% of portfolio
|
Q4 2024
Reduced 30.81%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jan 21, 2025 Q4 2024 |
4,500
shares
|
$283,320
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
4,425
shares
|
$278,598
0.0% of portfolio
|
Q2 2024
Reduced 1.01%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 13, 2025 Q4 2024 |
3,725
shares
|
$234,526
0.05% of portfolio
|
Q4 2024
Added 4.81%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
2,353
shares
|
$148,144
0.0% of portfolio
|
Q4 2024
Reduced 10.05%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
702
shares
|
$44,197
0.0% of portfolio
|
Q4 2024
Reduced 17.12%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
355
shares
|
$22,350
0.0% of portfolio
|
Q4 2024
Reduced 5.33%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
350
shares
|
$22,036
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
256
shares
|
$16,117
0.0% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
250
shares
|
$15,740
0.02% of portfolio
|
Q4 2018
Added 900.0%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
250
shares
|
$15,740
0.0% of portfolio
|
Q4 2022
Reduced 16.67%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Feb 04, 2025 Q4 2024 |
147
shares
|
$9,255
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
133
shares
|
$8,373
0.0% of portfolio
|
Q4 2024
Reduced 72.46%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
70
shares
|
$4,407
0.0% of portfolio
|
Q3 2023
Reduced 62.16%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
1
shares
|
$62
0.0% of portfolio
|
Q3 2018
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|