Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Currencyshares (FXY)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -10
Streak
3Q ▼
Buyers last Q
46%

Smart Money Signals — FXY

Based on 63 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds reduced or closed their FXY positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🔻

Below peak — only 66% of 3.0Y high

66% of all-time peak
Only 63 funds hold FXY today versus a peak of 95 funds at 2025 Q2 — just 66% of the maximum. Low institutional ownership can mean the stock is out of favor, but it also means there's a large pool of potential buyers if sentiment turns.
📉

Outflows — 11% fewer funds vs a year ago

fund count last 6Q
8 fewer hedge funds hold FXY compared to a year ago (-11% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 46% buying

34 buying40 selling
Last quarter: 40 funds reduced or exited vs 34 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.
➡️

Steady new buyers — ~10 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 36 → 14 → 13 → 10. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

56% of holders stayed for 2+ years

■ 56% conviction (2yr+) ■ 24% medium ■ 21% new
35 out of 63 hedge funds have held FXY 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.
⚠️

Saturation — most institutions already know this story

19 → 36 → 14 → 13 → 10 new funds/Q
New funds entering each quarter: 36 → 14 → 13 → 10. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.
🏛️

Veteran-anchored — 63% veterans vs 25% newcomers

■ 63% veterans ■ 12% 1-2yr ■ 25% new
Entry-cohort mix of 68 holders: 43 (63%) are 2+ year veterans, 8 entered 1–2 years ago, and 17 (25%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 35% AUM from major funds

35% from top-100 AUM funds
12 of 61 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
2.0
out of 10
Low Exit Risk
Exit risk score 2.0/10 — 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 — FXY

In 2026 Q1, 34 hedge funds were net buyers of FXY (10 opened a new position, 24 added to an existing one), while 40 reduced or exited (20 trimmed, 20 sold completely) — a 46% buyer ratio, indicating roughly balanced activity. This extends a 3-quarter selling streak, suggesting sustained institutional caution. 35% of total institutional value in FXY is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -10 funds (more exits than new entries). Total institutional holders: 63.

Hedge Fund Ownership: FXY

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

Market Analysis: FXY

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FXY

-- --

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

Is It Too Late to Buy Invesco Currencyshares (FXY) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much FXY has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 84d ago
FXY
-1.9%
SPY
+14.9%

FXY outperformed SPY by -16.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 39d ago
FXY
-1.8%
SPY
+1.1%

Since the filing became public, FXY outperformed SPY by -2.9% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 1 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
1.4
/ 10
conviction
Hedge Fund Positioning: FXY
63 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 63 73 -13.7%
13F Shares 5M 3M 60.67%
Total Value $301M $191M 58.03%
New Positions 10 13 -3
Increased Positions 22 19 +3
Closed Positions 20 22 -2
Reduced Positions 19 27 -8
Total Calls 4 7 -42.86%
Total Puts 3 3 -
PUT/CALL Ratio 0.75 0.43 Neutral

Statistics: FXY

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

63 + investors

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

QUARTER:
Top 25 FXY holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Broussard Financial Group LLC 4.63% 100,008 $5.8M
2 Private Wealth Advisors, LLC 1.86% 114,209 $6.6M
3 Hara Capital LLC 1.39% 48,094 $2.8M
4 DAVENPORT & Co LLC 0.59% 1,866,400 $108.0M
5 Leuthold Group, LLC 0.57% 91,849 $5.3M
6 Signet Private Wealth LLC 0.50% 9,067 $525K
7 Nautilus Advisors LLC 0.23% 5,757 $333K
8 Alessandra Capital Management, LLC 0.19% 3,740 $219K
9 Hussman Strategic Advisors, INC. 0.16% 12,500 $724K
10 Federation des caisses Desjardins du Quebec 0.15% 705,886 $40.9M
11 Hollencrest Capital Management 0.13% 60,000 $3.5M
12 Hbw Advisory Services LLC 0.13% 20,874 $1.2M
13 Solstein Capital, LLC 0.12% 4,900 $284K
14 Delos Wealth Advisors, LLC 0.05% 1,377 $80K
15 Evergreen Capital Management LLC 0.04% 30,536 $1.8M
16 Fourth Dimension Wealth, LLC 0.02% 1,086 $63K
17 Checchi Capital Advisers, LLC 0.02% 6,200 $359K
18 Cibc World Market INC. 0.02% 171,895 $9.9M
19 Opal Wealth Advisors, LLC 0.02% 1,188 $69K
20 Cresset Asset Management, LLC 0.01% 51,851 $3.0M
21 Thomas J. Herzfeld Advisors, Inc. 0.01% 600 $35K
22 CreativeOne Wealth, LLC 0.01% 8,509 $493K
23 Advisory Services Network, LLC 0.01% 14,641 $847K
24 NFSG Corp 0.01% 900 $52K
25 Key FInancial Inc 0.01% 695 $40K
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 (FXY)

What does the Smart Money Trend signal show for FXY?

Selling streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds reduced or closed their FXY 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 FXY?

More sellers than buyers — 46% buying: Last quarter: 40 funds reduced or exited vs 34 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 FXY holders?

Strong quality — 35% AUM from major funds: 12 of 61 holders rank in the top 100 by AUM, accounting for 35% 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 FXY?

56% of holders stayed for 2+ years: 35 out of 63 hedge funds have held FXY 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.

Is it too late to buy Invesco Currencyshares (FXY) following the 2026 Q1 hedge fund 13F filings?

As of today, FXY has moved -1.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.1% for the SPY sector ETF — an outperformance of -2.9%. Since the quarter end (March 31, 2026), FXY has gained -1.9% vs +14.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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