Invesco CurrencyShares British Pound Sterling Trust
FXB- Exchange
- NYSE
- Industry
- Commodity Contracts Brokers & Dealers
- SEC CIK
- 0001353611
No open-market purchases or sales by Invesco CurrencyShares British Pound Sterling Trust insiders were filed in the last 90 days; 31 institutions reported holding it in 13F filings for Q2 2026, worth $33.6M in total; no superinvestor holds it.
13F holders, Q3 2024
Institutional positions in Invesco CurrencyShares British Pound Sterling Trust as of Sep 30, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 34
- +8 vs. Q2 2024
- Shares held
- 148.3K
- +48.7K (+48.9%) vs. Q2 2024
- Total value
- $16.1M
- +$3.98M (+32.8%) vs. Q2 2024
- New holders
- 12
- 6 more added
- Sold out
- 4
- 3 more reduced
Compare with Q2 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting FXB on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 31 | $33.6M |
| Q1 2026 | 31 | $40.4M |
| Q4 2025 | 33 | $28.9M |
| Q3 2025 | 37 | $29.1M |
| Q2 2025 | 37 | $24.3M |
| Q1 2025 | 26 | $14.9M |
| Q4 2024 | 25 | $19.1M |
| Q3 2024 | 34 | $16.1M |
| Q2 2024 | 26 | $12.1M |
| Q1 2024 | 33 | $18.3M |
| Q4 2023 | 38 | $25.2M |
| Q3 2023 | 33 | $39.5M |
| Q2 2023 | 33 | $34.8M |
| Q1 2023 | 34 | $42.6M |
| Q4 2022 | 36 | $38.4M |
| Q3 2022 | 32 | $92.7M |
| Q2 2022 | 25 | $35.1M |
| Q1 2022 | 26 | $42.8M |
| Q4 2021 | 31 | $50.7M |
| Q3 2021 | 37 | $70.1M |
| Q2 2021 | 39 | $75.3M |
| Q1 2021 | 36 | $78.0M |
Institutions, Q3 2024
Shares, value and share of portfolio for each institution holding Invesco CurrencyShares British Pound Sterling Trust; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| DHJJ Financial Advisors, Ltd. | 2 | $258 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 5 | $644 | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 8 | $1.03K | 0.00% | +8 | New |
| Carolinas Wealth Consulting LLC | 41 | $5.17K | 0.00% | +1+2.5% | Added |
| Advisor Group Holdings, Inc. | 42 | $5.46K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 45 | $5.79K | 0.00% | +45 | New |
| Harbour Investments, Inc. | 70 | $9.02K | 0.00% | 00.0% | Unchanged |
| McMahon Financial Advisors, LLC | 84 | $10.8K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 128 | $16.5K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 319 | $41.1K | 0.00% | +319 | New |
| Ancora Advisors, LLC | 450 | $58.0K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 495 | $63.8K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 500 | $64.4K | 0.00% | +500 | New |
| Mather Group, LLC. | 827 | $106.5K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 921 | $119.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 1,478 | $190.4K | 0.00% | −5,153−77.7% | Reduced |
| Bank of America Corp | 1,643 | $211.6K | 0.00% | +625+61.4% | Added |
| HighTower Advisors, LLC | 1,677 | $217.0K | 0.00% | +1,677 | New |
| PFG Advisors | 1,851 | $238.4K | 0.02% | +1,851 | New |
| Green Square Capital Advisors LLC | 2,086 | $268.7K | 0.04% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 25,535 | $287.0K | 0.00% | +25,460+33,946.7% | Added |
| UBS Group AG | 2,531 | $326.0K | 0.00% | +750+42.1% | Added |
| LPL Financial LLC | 2,802 | $360.9K | 0.00% | +2,802 | New |
| Commonwealth Equity Services, LLC | 2,812 | $362.0K | 0.00% | 00.0% | Unchanged |
| Colony Group, LLC | 4,460 | $574.4K | 0.00% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 4,543 | $585.1K | 0.32% | +4,543 | New |
| Hussman Strategic Advisors, Inc. | 5,000 | $644.0K | 0.16% | −5,000−50.0% | Reduced |
| Bank of Montreal | 5,173 | $666.2K | 0.00% | +5,173 | New |
| Capasso Planning Partners LLC | 5,952 | $766.6K | 0.23% | +5,952 | New |
| Susquehanna International Group, LLP | 7,154 | $921.4K | 0.00% | −39,453−84.7% | Reduced |
| Flow Traders U.S. LLC | 7,904 | $1.02M | 0.05% | +7,904 | New |
| Morgan Stanley | 10,948 | $1.41M | 0.00% | +1,105+11.2% | Added |
| Jane Street Group, LLC | 16,938 | $2.18M | 0.00% | +16,938 | New |
| Citadel Advisors LLC | 33,892 | $4.37M | 0.00% | +23,653+231.0% | Added |
| Scarborough Advisors, LLC | 0 | $0 | 0.00% | −812−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −101−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −52−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −2−100.0% | Sold out |