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 116 institutions that hold shares in the stock, with a total of 2.03 Million shares, which have been reported (via 13F filing form) to have a value of $221 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
5,194
shares
|
$567,652
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
5,180
shares
|
$566,122
0.0% of portfolio
|
Q1 2024
Reduced 1.89%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
5,000
shares
|
$546,450
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
4,964
shares
|
$542,515
0.0% of portfolio
|
Q2 2025
Reduced 52.4%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jul 25, 2025 Q2 2025 |
4,725
shares
|
$516,395
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Pekin Hardy Strauss, Inc.
|
Aug 06, 2025 Q2 2025 |
4,500
shares
|
$491,805
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Greenspring Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
4,468
shares
|
$488,307
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
4,259
shares
|
$465,466
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jul 22, 2025 Q2 2025 |
4,200
shares
|
$459,018
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Efficient Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
3,998
shares
|
$436,941
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
3,995
shares
|
$436,613
0.0% of portfolio
|
Q2 2025
Reduced 63.21%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
3,841
shares
|
$419,782
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
3,408
shares
|
$372,460
0.07% of portfolio
|
Q2 2025
Reduced 2.07%
|
|
|
Ironwood Investment Counsel, LLC
|
Aug 07, 2025 Q2 2025 |
3,330
shares
|
$363,935
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
3,214
shares
|
$351,258
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
3,210
shares
|
$350,820
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
3,082
shares
|
$336,831
0.0% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
Baker Ellis Asset Management LLC
|
Jul 08, 2025 Q2 2025 |
3,000
shares
|
$327,870
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Joel Isaacson & Co., LLC
|
Jul 23, 2025 Q2 2025 |
2,978
shares
|
$325,465
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
2,525
shares
|
$275,957
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
2,488
shares
|
$271,913
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jul 25, 2025 Q2 2025 |
2,362
shares
|
$258,142
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2025 Q2 2025 |
2,296
shares
|
$250,929
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
2,266
shares
|
$247,651
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Aug 05, 2025 Q2 2025 |
1,939
shares
|
$211,913
0.1% of portfolio
|
Q2 2025
New holding
|