Who owns Invesco CurrencyShares Euro Trust (FXE)
Which tracked institutional funds hold FXE, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FXE company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
27 tracked funds added or opened FXE while 22 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
FXE’s largest tracked holder by dollar value, Federation des caisses Desjardins du Quebec, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in FXE divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 117 tracked filers holding FXE, 54 increased or opened the position and 62 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in FXE between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 6
- MYCIO WEALTH PARTNERS, LLC$9M
- NOMURA ASSET MANAGEMENT CO LTD$6M
- PING CAPITAL MANAGEMENT, INC.$2M
- IMC-Chicago, LLC$2M
- Red Wave Investments LLC$734K
- Dunhill Financial, LLC$616K
Full exits 9
- Empowered Funds, LLC$8M
- Quadrature Capital Ltd$2M
- MGO ONE SEVEN LLC$1M
- Qube Research & Technologies Ltd$820K
- VERUS CAPITAL PARTNERS, LLC$689K
- GC Wealth Management RIA, LLC$650K
Largest adds
- CITADEL ADVISORS LLC$25.3B
- MORGAN STANLEY$70M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$22M
- JANE STREET GROUP, LLC$11M
- WELLS FARGO & COMPANY/MN$8M
- Virtu Financial LLC$6M
Largest trims
- Federation des caisses Desjardins du Quebec$10M
- SIMPLEX TRADING, LLC$5M
- Creative Planning$3M
- JPMORGAN CHASE & CO$2M
- Corient Private Wealth LLC$1M
- LPL Financial LLC$1M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Federation des caisses Desjardins du Quebec added | 705,886 | $41M | 13.0% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 467,795 | $27M | 8.6% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 227,300 | $24M | 7.7% | 2026-Q1 |
| MORGAN STANLEY added | 196,703 | $11M | 3.6% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 100,009 | $11M | 3.4% | 2026-Q1 |
| CIBC WORLD MARKET INC. added | 171,895 | $10M | 3.2% | 2026-Q1 |
| MYCIO WEALTH PARTNERS, LLC new | 88,759 | $9M | 3.0% | 2026-Q1 |
| Virtu Financial LLC added | 69,733 | $7M | 2.4% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ added | 123,772 | $7M | 2.3% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 58,966 | $6M | 2.0% | 2026-Q1 |
| Advisory Services Network, LLC added | 58,075 | $6M | 2.0% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT CO LTD new | 56,800 | $6M | 1.9% | 2026-Q1 |
| Broussard Financial Group LLC added | 100,008 | $6M | 1.8% | 2026-Q1 |
| LEUTHOLD GROUP, LLC trimmed | 40,779 | $4M | 1.4% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 35,723 | $4M | 1.2% | 2026-Q1 |
| HOLLENCREST CAPITAL MANAGEMENT | 60,000 | $3M | 1.1% | 2026-Q1 |
| OPPENHEIMER & CO INC added | 28,666 | $3M | 1.0% | 2026-Q1 |
| Cresset Asset Management, LLC added | 51,851 | $3M | 1.0% | 2026-Q1 |
| Hara Capital LLC trimmed | 48,094 | $3M | 0.9% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 46,016 | $3M | 0.8% | 2026-Q1 |
| Summit Place Financial Advisors, LLC added | 23,895 | $3M | 0.8% | 2026-Q1 |
| Resurgent Financial Advisors LLC added | 23,857 | $3M | 0.8% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 20,950 | $2M | 0.7% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 20,319 | $2M | 0.7% | 2026-Q1 |
| PING CAPITAL MANAGEMENT, INC. added | 19,700 | $2M | 0.7% | 2026-Q1 |
| GFS Advisors, LLC added | 20,351 | $2M | 0.6% | 2026-Q1 |
| EVERGREEN CAPITAL MANAGEMENT LLC added | 30,536 | $2M | 0.6% | 2026-Q1 |
| BLAIR WILLIAM & CO/IL added | 30,519 | $2M | 0.6% | 2026-Q1 |
| UBS Group AG added | 28,905 | $2M | 0.5% | 2026-Q1 |
| Ashton Thomas Private Wealth, LLC | 15,398 | $2M | 0.5% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 14,184 | $2M | 0.5% | 2026-Q1 |
| HBW ADVISORY SERVICES LLC added | 20,874 | $1M | 0.4% | 2026-Q1 |
| Belpointe Asset Management LLC trimmed | 11,137 | $1M | 0.4% | 2026-Q1 |
| Kathmere Capital Management, LLC | 11,109 | $1M | 0.4% | 2026-Q1 |
| HSBC HOLDINGS PLC trimmed | 10,281 | $1M | 0.3% | 2026-Q1 |
| LPL Financial LLC trimmed | 10,245 | $1M | 0.3% | 2026-Q1 |
| FLOW TRADERS U.S. LLC trimmed | 9,384 | $1M | 0.3% | 2026-Q1 |
| HUSSMAN STRATEGIC ADVISORS, INC. | 7,500 | $800K | 0.3% | 2026-Q1 |
| Red Wave Investments LLC new | 6,878 | $734K | 0.2% | 2026-Q1 |
| GTS SECURITIES LLC added | 5,970 | $637K | 0.2% | 2026-Q1 |
| Dunhill Financial, LLC added | 5,777 | $616K | 0.2% | 2026-Q1 |
| EXENCIAL WEALTH ADVISORS, LLC | 5,588 | $596K | 0.2% | 2026-Q1 |
| Parallax Volatility Advisers, L.P. | 5,180 | $553K | 0.2% | 2026-Q1 |
| Private Wealth Advisors, LLC trimmed | 5,000 | $533K | 0.2% | 2026-Q1 |
| Greenspring Advisors, LLC | 4,964 | $530K | 0.2% | 2026-Q1 |
| Signet Private Wealth LLC added | 9,067 | $525K | 0.2% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 4,750 | $503K | 0.2% | 2026-Q1 |
| HRT FINANCIAL LP trimmed | 4,652 | $496K | 0.2% | 2026-Q1 |
| CreativeOne Wealth, LLC added | 8,509 | $493K | 0.2% | 2026-Q1 |
| Pure Financial Advisors, LLC | 4,259 | $454K | 0.1% | 2026-Q1 |
| TD Waterhouse Canada Inc. added | 4,098 | $438K | 0.1% | 2026-Q1 |
| FIDUCIARY FINANCIAL GROUP, LLC added | 3,887 | $415K | 0.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 3,785 | $403K | 0.1% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 93,269 | $10M | 3.2% | 2025-Q2 stale |
| Empowered Funds, LLC trimmed | 75,872 | $8M | 2.6% | 2025-Q4 stale |
| Truffle Hound Capital, LLC new | 100,000 | $6M | 2.0% | 2025-Q3 stale |
| Hamilton Wealth, LLC added | 74,374 | $5M | 1.5% | 2025-Q2 stale |
| Silverleafe Capital Partners, LLC trimmed | 68,335 | $4M | 1.3% | 2025-Q1 stale |
| J. Safra Sarasin Holding AG trimmed | 35,514 | $4M | 1.2% | 2025-Q2 stale |
| Pekin Hardy Strauss, Inc. added | 58,224 | $4M | 1.2% | 2025-Q3 stale |
| INDEPENDENT FINANCIAL GROUP, LLC | 25,503 | $3M | 0.9% | 2025-Q3 stale |
| Focus Partners Wealth trimmed | 20,515 | $2M | 0.7% | 2025-Q3 stale |
| Whalen Wealth Management Inc. new | 35,509 | $2M | 0.7% | 2025-Q1 stale |
| Camarda Financial Advisors, LLC added | 33,769 | $2M | 0.7% | 2025-Q2 stale |
| NWF Advisory Services Inc. added | 19,454 | $2M | 0.7% | 2025-Q3 stale |
| Waverly Advisors, LLC new | 18,166 | $2M | 0.6% | 2025-Q2 stale |
| MONECO Advisors, LLC new | 24,838 | $2M | 0.5% | 2025-Q2 stale |
| Quadrature Capital Ltd added | 26,087 | $2M | 0.5% | 2025-Q4 stale |
| Strategic Financial Concepts, LLC trimmed | 22,814 | $1M | 0.5% | 2025-Q3 stale |
| DAVENPORT & Co LLC trimmed | 22,300 | $1M | 0.4% | 2025-Q3 stale |
| AUGUSTINE ASSET MANAGEMENT INC | 10,881 | $1M | 0.4% | 2025-Q3 stale |
| MGO ONE SEVEN LLC trimmed | 18,775 | $1M | 0.4% | 2025-Q4 stale |
| WOLVERINE TRADING, LLC added | 9,933 | $1M | 0.3% | 2025-Q3 stale |
| Centerstone Investors, LLC new | 15,725 | $1M | 0.3% | 2025-Q2 stale |
| Perigon Wealth Management, LLC added | 28,668 | $953K | 0.3% | 2025-Q2 stale |
| Qube Research & Technologies Ltd added | 7,562 | $820K | 0.3% | 2025-Q4 stale |
| WCG Wealth Advisors LLC added | 12,590 | $783K | 0.2% | 2025-Q3 stale |
| Private Advisor Group, LLC added | 12,185 | $779K | 0.2% | 2025-Q2 stale |
| NEUBERGER BERMAN GROUP LLC trimmed | 11,719 | $749K | 0.2% | 2025-Q2 stale |
| INVESTMENT HOUSE LLC added | 11,615 | $743K | 0.2% | 2025-Q2 stale |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. new | 11,653 | $725K | 0.2% | 2025-Q3 stale |
| VERUS CAPITAL PARTNERS, LLC added | 6,351 | $689K | 0.2% | 2025-Q4 stale |
| Brookwood Investment Group LLC trimmed | 6,312 | $684K | 0.2% | 2025-Q3 stale |
| GC Wealth Management RIA, LLC | 5,994 | $650K | 0.2% | 2025-Q4 stale |
| Pettinga Financial Advisors LLC trimmed | 10,100 | $646K | 0.2% | 2025-Q2 stale |
| Choate Investment Advisors new | 5,523 | $601K | 0.2% | 2025-Q2 stale |
| BANK OF MONTREAL /CAN/ added | 5,194 | $565K | 0.2% | 2025-Q2 stale |
| B. Riley Wealth Advisors, Inc. added | 5,099 | $553K | 0.2% | 2025-Q4 stale |
| CITIGROUP INC trimmed | 5,000 | $544K | 0.2% | 2025-Q2 stale |
| Yoder Wealth Management, Inc. added | 5,000 | $542K | 0.2% | 2025-Q4 stale |
| AVALON CAPITAL MANAGEMENT trimmed | 4,959 | $538K | 0.2% | 2025-Q4 stale |
| KLINGENSTEIN FIELDS & CO LP trimmed | 4,863 | $527K | 0.2% | 2025-Q3 stale |
| PEAK6 LLC trimmed | 8,301 | $516K | 0.2% | 2025-Q3 stale |
| Almanack Investment Partners, LLC. | 4,725 | $512K | 0.2% | 2025-Q3 stale |
| TWO SIGMA SECURITIES, LLC added | 7,173 | $459K | 0.1% | 2025-Q2 stale |
| NewEdge Advisors, LLC trimmed | 7,750 | $455K | 0.1% | 2025-Q4 stale |
| Haven Private, LLC trimmed | 4,120 | $447K | 0.1% | 2025-Q4 stale |
| Thrivent Financial for Lutherans trimmed | 7,591 | $445K | 0.1% | 2025-Q4 stale |
| Efficient Advisors, LLC new | 3,998 | $435K | 0.1% | 2025-Q2 stale |
| Baker Ellis Asset Management LLC | 3,500 | $380K | 0.1% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.