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This page summarizes the FXU holdings changes quarter over quarter among those 13F filers that have reported for
the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024.
Share count is compared over these two periods to provide an indication of whether FXU is being accumulated or
sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the
long only reporting requirement).
| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing FXU Share Count |
|---|
| Private Advisor Group LLC |
23,318 |
50,235 |
+26,917 |
+115.43% |
| Triumph Capital Management |
34,137 |
72,153 |
+38,016 |
+111.36% |
| CWM LLC |
152 |
293 |
+141 |
+92.76% |
| Raymond James & Associates |
104,475 |
106,150 |
+1,675 |
+1.60% |
| Benjamin F. Edwards & Company Inc. |
10,707 |
10,736 |
+29 |
+0.27% |
| 13F Filers Reporting New Positions In FXU |
|---|
| Brown Advisory Inc. |
0 |
8,521 |
+8,521 |
+100% |
| J.W. Cole Advisors Inc. |
0 |
6,951 |
+6,951 |
+100% |
| Financial Advocates Investment Management |
0 |
9,732 |
+9,732 |
+100% |
| Coastal Investment Advisors Inc. |
0 |
580 |
+580 |
+100% |
| Global Assets Advisory LLC |
0 |
32,290 |
+32,290 |
+100% |
| Core Wealth Partners LLC |
0 |
6,730 |
+6,730 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Proequities Inc. |
1,500 |
1,500 |
UNCH |
0.00% |
| Capital Investment Advisory Services LLC |
135 |
135 |
UNCH |
0.00% |
| Wealthcare Advisory Partners LLC |
9,143 |
9,143 |
UNCH |
0.00% |
| GPS Wealth Strategies Group LLC |
2,028 |
2,028 |
UNCH |
0.00% |
| Global Retirement Partners LLC |
350 |
350 |
UNCH |
0.00% |
| Key Financial Inc |
78 |
78 |
UNCH |
0.00% |
| Center for Financial Planning Inc. |
825 |
825 |
UNCH |
0.00% |
| Davis Capital Management |
131 |
131 |
UNCH |
0.00% |
| DHJJ Financial Advisors Ltd. |
27 |
27 |
UNCH |
0.00% |
| Spire Wealth Management |
7,954 |
7,954 |
UNCH |
0.00% |
| Newbridge Financial Services Group Inc. |
1,065 |
1,065 |
UNCH |
0.00% |
| Trueblood Wealth Management LLC |
11,405 |
11,405 |
UNCH |
0.00% |
| 13F Filers Decreasing FXU Share Count |
|---|
| Gradient Investments LLC |
215 |
105 |
-110 |
-51.16% |
| Sunbelt Securities Inc. |
624 |
317 |
-307 |
-49.20% |
| Cambridge Investment Research Advisors Inc. |
33,908 |
21,185 |
-12,723 |
-37.52% |
| Indiana Trust & Investment Management CO |
195 |
130 |
-65 |
-33.33% |
| Janney Montgomery Scott LLC |
84,652 |
62,547 |
-22,105 |
-26.11% |
| Commonwealth Equity Services LLC |
43,420 |
32,953 |
-10,467 |
-24.11% |
| One One Wealth Management LLC |
175,163 |
159,783 |
-15,380 |
-8.78% |
| Cottonwood Capital Advisors LLC |
14,430 |
13,213 |
-1,217 |
-8.43% |
| Private Trust Co. NA |
1,154 |
1,072 |
-82 |
-7.11% |
| Raymond James Financial Services Advisors Inc. |
118,424 |
110,185 |
-8,239 |
-6.96% |
| PSI Advisors LLC |
7,237 |
7,026 |
-211 |
-2.92% |
| Wealth Effects LLC |
7,098 |
6,898 |
-200 |
-2.82% |
| Cedar Brook Financial Partners LLC |
11,375 |
11,176 |
-199 |
-1.75% |
| NBC Securities Inc. |
8,641 |
8,535 |
-106 |
-1.23% |
| SignalPoint Asset Management LLC |
9,206 |
9,193 |
-13 |
-0.14% |
| 13F Filers Exiting FXU |
|---|
| International Assets Investment Management LLC |
190,421 |
0 |
-190,421 |
-100.00% |
| Meridian Wealth Management LLC |
10,663 |
0 |
-10,663 |
-100.00% |
| Simplex Trading LLC |
385 |
0 |
-385 |
-100.00% |
See Summary: Institutional Holders of FXU
See Details: Top 10 Hedge Funds Holding FXU
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