Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Currencyshares Brit (FXB)

30 + Investors. Track Smart Money conviction in FXB. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
50%

Smart Money Signals — FXB

Based on 33 hedge funds · latest filing: 2026 Q2 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
📊

High ownership — 87% of 3.0Y peak

87% of all-time peak
33 funds currently hold this stock — 87% of the 3.0-year high of 38 funds (reached 2025 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 13% fewer funds vs a year ago

fund count last 6Q
5 fewer hedge funds hold FXB compared to a year ago (-13% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 50% buying

15 buying15 selling
Last quarter: 15 funds bought or added vs 15 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~6 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 6 → 2 → 5 → 6. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 18% medium ■ 21% new
20 out of 33 hedge funds have held FXB for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~6 new funds/quarter

16 → 6 → 2 → 5 → 6 new funds/Q
New funds entering each quarter: 6 → 2 → 5 → 6. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 64% veterans vs 28% newcomers

■ 64% veterans ■ 8% 1-2yr ■ 28% new
Entry-cohort mix of 36 holders: 23 (64%) are 2+ year veterans, 3 entered 1–2 years ago, and 10 (28%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 30% AUM from major funds

30% from top-100 AUM funds
5 of 30 holders rank in the top 100 by AUM, accounting for 30% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
2.9
out of 10
Low Exit Risk
Exit risk score 2.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — FXB

In 2026 Q2, 15 hedge funds were net buyers of FXB (6 opened a new position, 9 added to an existing one), while 15 reduced or exited (9 trimmed, 6 sold completely) — a 50% buyer ratio, indicating a slight buying edge. 30% of total institutional value in FXB is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 33.

Hedge Fund Ownership: FXB

How many hedge funds hold FXB — quarterly history vs. share price
Quarterly hedge fund ownership of FXB vs. share price

Market Analysis: FXB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FXB

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.1
/ 10
conviction
Hedge Fund Positioning: FXB
30 + Investors

Track Smart Money conviction in FXB. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 30 33 -9.09%
13F Shares 287K 332K -13.59%
Total Value $36M $42M -14.66%
New Positions 6 5 +1
Increased Positions 8 11 -3
Closed Positions 6 7 -1
Reduced Positions 9 4 +5
Total Calls 2 2 -
Total Puts 3 2 50.0%
PUT/CALL Ratio 1.5 1.0 Bearish

Statistics: FXB

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

30 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in FXB. Verified SEC 13F-HR filings.

QUARTER:
Top 25 FXB holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 NewSquare Capital LLC 0.16% 16,492 $2.1M
2 Hussman Strategic Advisors, INC. 0.15% 5,000 $638K
3 Financial Network Wealth Advisors LLC 0.06% 438 $56K
4 Ashton Thomas Private Wealth, LLC 0.04% 16,357 $2.1M
5 West Paces Advisors INC. 0.04% 1,734 $221K
6 Fortis Group Advisors, LLC 0.04% 1,770 $226K
7 Steel Grove Capital Advisors, LLC 0.02% 2,086 $266K
8 Klingenstein Fields & Co LP 0.02% 4,800 $613K
9 Dunhill Financial, LLC 0.01% 268 $34K
10 National Bank of Canada /Fi/ 0.00% 20,458 $2.6M
11 Kestra Advisory Services, LLC 0.00% 2,347 $300K
12 Chilton Capital Management LLC 0.00% 175 $22K
13 Susquehanna International Group, LLP 0.00% 65,597 $8.4M
14 Focus Partners Wealth 0.00% 4,948 $632K
15 Hrt Financial LP 0.00% 1,941 $247K
16 Morgan Stanley 0.00% 64,331 $8.2M
17 Jane Street Group, LLC 0.00% 33,270 $4.2M
18 Ancora Advisors LLC 0.00% 100 $13K
19 HighTower Advisors, LLC 0.00% 1,984 $253K
20 IFG Advisory, LLC 0.00% 36 $5K
21 UBS Group AG 0.00% 9,374 $1.2M
22 Jane Street Group, LLC 0.00% 13,700 $1.7M
23 Institute for Wealth Management, LLC. 0.00% 8 $1K
24 Harbour Investments, INC. 0.00% 50 $6K
25 DHJJ Financial Advisors, Ltd. 0.00% 2 —
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Invesco Currencyshares Brit (FXB)

What does the Smart Money Trend signal show for FXB?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for FXB?

Slight buying edge — 50% buying: Last quarter: 15 funds bought or added vs 15 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for FXB holders?

Strong quality — 30% AUM from major funds: 5 of 30 holders rank in the top 100 by AUM, accounting for 30% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held FXB?

61% of holders stayed for 2+ years: 20 out of 33 hedge funds have held FXB for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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