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 76 institutions that hold shares in the stock, with a total of 889,030 shares, which have been reported (via 13F filing form) to have a value of $95.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
7,773
shares
|
$843,215
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
May 05, 2025 Q1 2025 |
7,500
shares
|
$813,600
0.2% of portfolio
|
Q3 2024
Reduced 40.0%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
7,105
shares
|
$770,750
0.0% of portfolio
|
Q1 2025
Added 22.29%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
7,070
shares
|
$766,953
0.0% of portfolio
|
Q1 2025
Reduced 31.83%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
5,994
shares
|
$650,229
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Glovista Investments LLC
Jersey City, NJ |
Feb 12, 2024 Q4 2023 |
5,421
shares
|
$588,070
0.26% of portfolio
|
Q2 2023
Reduced 15.53%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
5,361
shares
|
$581,561
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
5,356
shares
|
$581,018
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
May 15, 2025 Q1 2025 |
5,180
shares
|
$561,926
0.0% of portfolio
|
Q1 2024
Reduced 1.89%
|
|
|
Greenspring Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
4,468
shares
|
$484,688
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
4,259
shares
|
$462,016
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jul 22, 2025 Q2 2025 |
4,200
shares
|
$455,616
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
3,408
shares
|
$369,699
0.07% of portfolio
|
Q2 2025
Reduced 2.07%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
3,214
shares
|
$348,654
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
3,082
shares
|
$334,335
0.0% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
Baker Ellis Asset Management LLC
|
Jul 08, 2025 Q2 2025 |
3,000
shares
|
$325,440
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Joel Isaacson & Co., LLC
|
Apr 24, 2025 Q1 2025 |
2,978
shares
|
$323,053
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
2,525
shares
|
$273,912
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Clearwater Capital Advisors, LLC
|
May 08, 2025 Q1 2025 |
2,122
shares
|
$230,194
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
1,850
shares
|
$200,688
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
1,383
shares
|
$150,027
0.01% of portfolio
|
Q2 2025
Added 20.47%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
1,135
shares
|
$123,124
0.01% of portfolio
|
Q4 2022
Reduced 80.7%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
1,060
shares
|
$114,988
0.02% of portfolio
|
Q2 2021
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
1,040
shares
|
$112,819
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
1,001
shares
|
$108,588
0.01% of portfolio
|
Q1 2025
Added 0.3%
|