Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Currencyshares Euro (FXE)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -10
Streak
2Q ▼
Buyers last Q
40%

Smart Money Signals — FXE

Based on 83 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their FXE positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 81% of 3.0Y peak

81% of all-time peak
83 funds currently hold this stock — 81% of the 3.0-year high of 102 funds (reached 2025 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 19% fewer funds vs a year ago

fund count last 6Q
19 fewer hedge funds hold FXE compared to a year ago (-19% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 40% buying

33 buying50 selling
Last quarter: 50 funds reduced or exited vs 33 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-7 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 21 → 16 → 19 → 12. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

47% of holders stayed for 2+ years

47% conviction (2yr+) 30% medium 23% new
39 out of 83 hedge funds have held FXE 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.
📊

Peak discovery — momentum slowing

56 → 21 → 16 → 19 → 12 new funds/Q
New funds entering each quarter: 21 → 16 → 19 → 12. FXE is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 55% veterans vs 40% newcomers

55% veterans 4% 1-2yr 40% new
Entry-cohort mix of 89 holders: 49 (55%) are 2+ year veterans, 4 entered 1–2 years ago, and 36 (40%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 59% AUM from top-100 funds

59% from top-100 AUM funds
13 of 78 holders are among the 100 largest funds by AUM, controlling 59% of total institutional value in FXE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.1
out of 10
Low Exit Risk
Exit risk score 3.1/10 — 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 — FXE

In 2026 Q2, 33 hedge funds were net buyers of FXE (12 opened a new position, 21 added to an existing one), while 50 reduced or exited (28 trimmed, 22 sold completely) — a 40% buyer ratio, indicating roughly balanced activity. Net selling has persisted for two consecutive quarters. 59% of total institutional value in FXE is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -10 funds (more exits than new entries). Total institutional holders: 83.

Hedge Fund Ownership: FXE

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

Market Analysis: FXE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FXE

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.6
/ 10
conviction
Hedge Fund Positioning: FXE
78 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 78 93 -16.13%
13F Shares 2M 3M -41.45%
Total Value $172M $307M -43.9%
New Positions 12 19 -7
Increased Positions 19 27 -8
Closed Positions 22 22 -
Reduced Positions 27 20 +7
Total Calls 4 4 -
Total Puts 7 5 40.0%
PUT/CALL Ratio 1.75 1.25 Bearish

Statistics: FXE

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Institutional Holders (2026 Q2)

78 + investors

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

QUARTER:
Top 25 FXE holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Summit Place Financial Advisors, LLC 1.17% 25,435 $2.7M
2 Nautilus Advisors LLC 0.65% 10,541 $1.1M
3 Resurgent Financial Advisors LLC 0.60% 20,347 $2.1M
4 Leuthold Group, LLC 0.37% 34,948 $3.7M
5 Yoder Wealth Management, Inc. 0.23% 5,500 $580K
6 Hussman Strategic Advisors, INC. 0.18% 7,500 $791K
7 Private Wealth Advisors, LLC 0.13% 5,000 $527K
8 Red Wave Investments LLC 0.13% 4,988 $526K
9 Inlight Wealth Management, LLC 0.09% 2,602 $274K
10 Advisory Services Network, LLC 0.07% 57,961 $6.1M
11 Kathmere Capital Management, LLC 0.06% 11,109 $1.2M
12 Dunhill Financial, LLC 0.06% 2,586 $273K
13 Fiduciary Financial Group, LLC 0.04% 3,716 $392K
14 Ashton Thomas Private Wealth, LLC 0.04% 19,654 $2.1M
15 Marion Wealth Management 0.04% 2,014 $212K
16 Weil Company, Inc. 0.04% 2,156 $227K
17 HUB Investment Partners, LLC 0.03% 17,440 $1.8M
18 West Paces Advisors INC. 0.03% 1,819 $192K
19 Greenspring Advisors, LLC 0.03% 4,964 $523K
20 Altfest L J & Co Inc 0.02% 2,344 $247K
21 Gts Securities LLC 0.02% 10,393 $1.1M
22 Patriot Financial Group Insurance Agency, LLC 0.02% 2,000 $211K
23 Measured Wealth Private Client Group, LLC 0.02% 831 $88K
24 Lodestar Private Asset Management LLC 0.02% 2,178 $230K
25 Key FInancial Inc 0.02% 1,060 $112K
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 Euro (FXE)

What does the Smart Money Trend signal show for FXE?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their FXE positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for FXE?

More sellers than buyers — 40% buying: Last quarter: 50 funds reduced or exited vs 33 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for FXE holders?

Elite ownership — 59% AUM from top-100 funds: 13 of 78 holders are among the 100 largest funds by AUM, controlling 59% of total institutional value in FXE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held FXE?

47% of holders stayed for 2+ years: 39 out of 83 hedge funds have held FXE 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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