Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

INVESCO CURRENCYSHARES (FXY)

76 + Investors. Track Smart Money conviction in FXY. 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
↓ -11
Streak
2Q ▼
Buyers last Q
39%

Smart Money Signals — FXY

Based on 70 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 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.
📊

High ownership — 74% of 3.0Y peak

74% of all-time peak
70 funds currently hold this stock — 74% of the 3.0-year high of 94 funds (reached 2025 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🚀

Fast accumulation — +21% more funds vs a year ago

fund count last 6Q
+12 new funds entered over the past year (+21% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🔴

Heavy selling pressure — only 39% buying

33 buying51 selling
Last quarter: 51 funds sold vs only 33 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~11 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 18 → 36 → 14 → 11. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

53% of holders stayed for 2+ years

53% conviction (2yr+) 21% medium 26% new
37 out of 70 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

9 → 18 → 36 → 14 → 11 new funds/Q
New funds entering each quarter: 18 → 36 → 14 → 11. 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.
🏛️

Deep conviction — 59% of holders stayed 2+ years

59% veterans 13% 1-2yr 28% new
Of 76 current holders: 45 (59%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
📋

Smaller funds dominant — 10% AUM from top-100

10% from top-100 AUM funds
10 of 70 holders rank in the top 100 by AUM, but together hold only 10% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
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.

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

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

8 top-rated funds 0 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
0.8
/ 10
conviction
Hedge Fund Positioning: FXY
2026 Q1 Stats Unlock in 20 days 76 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 76 94 -19.15%
13F Shares 3M 4M -12.2%
Total Value $186M $224M -17.18%
New Positions 11 16 -5
Increased Positions 36 40 -4
Closed Positions 24 27 -3
Reduced Positions 36 47 -11
Total Calls 7 7 -
Total Puts 3 7 -57.14%
PUT/CALL Ratio 0.43 1.0 Bullish

Statistics: FXY

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Institutional Holders (2026 Q1)

76 + investors

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

Top 13 institutional holders of FXY — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Broussard Financial Group LLC 4.63% 100,008 $5.8M
2 DAVENPORT & Co LLC 0.59% 1,866,400 $108.0M
3 Signet Private Wealth LLC 0.50% 9,067 $525K
4 Nautilus Advisors LLC 0.23% 5,757 $333K
5 Alessandra Capital Management, LLC 0.19% 3,740 $219K
6 Opal Wealth Advisors, LLC 0.02% 1,188 $69K
7 Key FInancial Inc 0.01% 695 $40K
8 STEPH & CO 0.00% 285 $16K
9 NVWM, LLC 0.00% 150 $9K
10 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 11,794 $683K
11 Cambridge Investment Research Advisors, Inc. 0.00% 3,888
12 Farther Finance Advisors, LLC 0.00% 940 $54K
13 MATHER GROUP, LLC. 0.00% 5
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 — 2 quarters in a row: For 2 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?

Heavy selling pressure — only 39% buying: Last quarter: 51 funds sold vs only 33 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for FXY holders?

Smaller funds dominant — 10% AUM from top-100: 10 of 70 holders rank in the top 100 by AUM, but together hold only 10% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held FXY?

53% of holders stayed for 2+ years: 37 out of 70 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.

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.