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 |
|---|---|---|---|---|---|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
716
shares
|
$77,671
0.0% of portfolio
|
Q4 2020
Added 6.0%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
505
shares
|
$54,782
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
|
$31,025
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
276
shares
|
$29,940
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
275
shares
|
$29,832
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
250
shares
|
$27,120
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
143
shares
|
$15,512
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
114
shares
|
$12,366
0.0% of portfolio
|
Q1 2024
Reduced 50.86%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
43
shares
|
$4,664
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
35
shares
|
$3,796
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 14, 2025 Q1 2025 |
4
shares
|
$433
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|