Holdings Channel
FXZ Holdings Changes image
This page summarizes the FXZ holdings changes quarter over quarter among those 13F filers that have reported for the 3/31/2019 period, comparing share count change from 12/31/2018 to 3/31/2019. Share count is compared over these two periods to provide an indication of whether FXZ 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).
Filer12/31/2018
 Share Count 
3/31/2019
 Share Count 
Change% Change
13F Filers Increasing FXZ Share Count
Winch Advisory Services LLC 531 103,035 +102,504 +19303.95%
Envestnet Asset Management Inc. 23,880 75,403 +51,523 +215.76%
Suntrust Banks Inc. 11,105 25,678 +14,573 +131.23%
Baird Financial Group Inc. 14,540 30,945 +16,405 +112.83%
Benjamin F. Edwards & Company Inc. 6,363 9,533 +3,170 +49.82%
WealthBridge Capital Management LLC 6,393 8,257 +1,864 +29.16%
UBS Group AG 42,985 52,011 +9,026 +21.00%
Cambridge Investment Research Advisors Inc. 14,968 17,795 +2,827 +18.89%
Parallel Advisors LLC 2,715 2,895 +180 +6.63%
Advisory Alpha LLC 30,080 31,720 +1,640 +5.45%
Level Four Advisory Services LLC 12,133 12,771 +638 +5.26%
Prospera Financial Services Inc 8,951 9,332 +381 +4.26%
LPL Financial LLC 65,925 67,258 +1,333 +2.02%
Advisor Group Inc. 14,526 14,587 +61 +0.42%
Bank of America Corp DE 215,942 216,547 +605 +0.28%
Harvest Group Wealth Management LLC 24,770 24,794 +24 +0.10%
13F Filers Reporting New Positions In FXZ
Bank of Montreal Can 0 583 +583 +100%
Buffington Mohr McNeal 0 332 +332 +100%
Cetera Advisors LLC 0 122 +122 +100%
Camarda Financial Advisors LLC 0 123 +123 +100%
Aveo Capital Partners LLC 0 42,144 +42,144 +100%
LifePlan Financial Group Inc 0 320 +320 +100%
FormulaFolio Investments LLC 0 102,326 +102,326 +100%
13F Filers With Unchanged Share Count
Fifth Third Bancorp 2,000 2,000 UNCH 0.00%
Proequities Inc. 747 747 UNCH 0.00%
Citigroup Inc. 1,860 1,860 UNCH 0.00%
UBS Asset Management Americas Inc. 1,070 1,070 UNCH 0.00%
Deutsche Bank AG 237 237 UNCH 0.00%
WealthTrust Fairport LLC 200 200 UNCH 0.00%
Signaturefd LLC 339 339 UNCH 0.00%
Parallax Volatility Advisers L.P. 1 1 UNCH 0.00%
NewSquare Capital LLC 152 152 UNCH 0.00%
Advisory Services Network LLC 150 150 UNCH 0.00%
SeaCrest Wealth Management LLC 791 791 UNCH 0.00%
Bay Harbor Wealth Management LLC 331 331 UNCH 0.00%
13F Filers Decreasing FXZ Share Count
Susquehanna International Group LLP 140,116 32,742 -107,374 -76.63%
HighTower Advisors LLC 55,272 13,159 -42,113 -76.19%
Tower Research Capital LLC TRC 32,039 13,538 -18,501 -57.75%
Morgan Stanley 388,000 257,904 -130,096 -33.53%
Jane Street Group LLC 41,856 29,167 -12,689 -30.32%
Ameriprise Financial Inc. 59,734 42,044 -17,690 -29.61%
Global Wealth Management Investment Advisory Inc. 487 367 -120 -24.64%
Semmax Financial Advisors Inc. 1,668 1,302 -366 -21.94%
Royal Bank of Canada 74,838 61,582 -13,256 -17.71%
Janney Montgomery Scott LLC 7,172 5,955 -1,217 -16.97%
Raymond James & Associates 24,637 20,612 -4,025 -16.34%
IFP Advisors Inc 6,665 5,760 -905 -13.58%
Quad Cities Investment Group LLC 24,521 21,414 -3,107 -12.67%
Aviance Capital Management LLC 51,365 47,323 -4,042 -7.87%
PNC Financial Services Group Inc. 2,528 2,336 -192 -7.59%
ACG Wealth 19,919 18,472 -1,447 -7.26%
Ladenburg Thalmann Financial Services Inc. 5,069 4,791 -278 -5.48%
Wells Fargo & Company MN 192,618 184,727 -7,891 -4.10%
Commonwealth Equity Services LLC 10,849 10,465 -384 -3.54%
Stifel Financial Corp 9,416 9,170 -246 -2.61%
Aspire Private Capital LLC 221 217 -4 -1.81%
Raymond James Financial Services Advisors Inc. 71,951 71,029 -922 -1.28%
13F Filers Exiting FXZ
Private Capital Group LLC 125 0 -125 -100.00%
Financial Advocates Investment Management 2,562 0 -2,562 -100.00%
Claybrook Capital LLC 2,960 0 -2,960 -100.00%
Doyle Wealth Management 901 0 -901 -100.00%
Well Done LLC 2,960 0 -2,960 -100.00%
Karp Capital Management Corp 1,190 0 -1,190 -100.00%
Executive Wealth Management LLC 82 0 -82 -100.00%
Citadel Advisors LLC 23,300 0 -23,300 -100.00%
Ameritas Investment Corp 5,414 0 -5,414 -100.00%
MML Investors Services LLC 10,707 0 -10,707 -100.00%
Wintrust Investments LLC 20,796 0 -20,796 -100.00%

See Summary: Institutional Holders of FXZ
See Details: Top 10 Hedge Funds Holding FXZ

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