We are live on ! Find out more
FXF icon

Invesco CurrencyShares Swiss Franc Trust
FXF

94 hedge funds and large institutions have $138M invested in Invesco CurrencyShares Swiss Franc Trust in 2026 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 32 increasing their positions, 14 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 9

155% more call options, than puts

Call options by funds: $6.11M | Put options by funds: $2.4M

129% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 14

26% more capital invested

Capital invested by funds: $109M → $138M (+$28.8M)

16% more funds holding

Funds holding: 81 → 94 (+13)

0.69% less ownership

Funds ownership: 27.56% → 26.87% (-0.69%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
94
Holders Change
+13
Holders Change %
+16.05%
% of All Funds
1.16%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
24
Increased
32
Reduced
14
Closed
9
Calls
$6.11M
Puts
$2.4M
Net Calls
+$3.71M
Net Calls Change
-$2.43M

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$8.43M
2
SPIA
Steward Partners Investment Advisory
New York
+$7.8M
3
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$3.17M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.66M
5
Citadel Advisors
Citadel Advisors
Florida
+$2.49M

Top Sellers

Rank Fund Capital Flow
1
ACM
Avalon Capital Management
California
-$9.21M
2
Raymond James Financial
Raymond James Financial
Florida
-$5.13M
3
FTUS
Flow Traders U.S.
New York
-$1.39M
4
Morgan Stanley
Morgan Stanley
New York
-$872K
5
Corient Private Wealth
Corient Private Wealth
Florida
-$673K
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$1.85M +$1.34M +11,859 +243%
SPW
27
Sonoma Private Wealth
California
$1.71M -$82.9K -735 -5%
PFA
28
Pure Financial Advisors
California
$1.49M – – –
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$1.38M +$645K +5,718 +84%
CWM
30
Cornerstone Wealth Management
Missouri
$1.25M +$997K +8,837 +353%
BPA
31
Beacon Pointe Advisors
California
$1.22M +$860K +7,625 +224%
FTUS
32
Flow Traders U.S.
New York
$1.17M -$1.39M -12,323 -54%
Mariner
33
Mariner
Kansas
$1.13M +$1.16M +10,264 New
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$1.06M +$54.9K +487 +5%
Nomura Asset Management
35
Nomura Asset Management
Japan
$983K +$699K +6,200 +230%
PHS
36
Pekin Hardy Strauss
Illinois
$965K -$169K -1,500 -15%
PI
37
PFG Investments
New York
$860K +$243K +2,155 +38%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$860K +$218K +1,936 +33%
HP
39
Haven Private
Florida
$748K -$86K -762 -10%
JIR
40
James Investment Research
Ohio
$708K -$20.3K -180 -3%
HF
41
HRT Financial
New York
$649K +$664K +5,887 New
SWP
42
Stratos Wealth Partners
Ohio
$592K +$7.67K +68 +1%
RA
43
RFG Advisory
Alabama
$566K – – –
CAM
44
Carret Asset Management
New York
$511K – – –
MCM
45
MAI Capital Management
Ohio
$503K – – –
BEAM
46
Baker Ellis Asset Management
Washington
$497K – – –
3AM
47
3EDGE Asset Management
Florida
$484K +$495K +4,386 New
Cetera Investment Advisers
48
Cetera Investment Advisers
Illinois
$470K +$165K +1,461 +52%
Creative Planning
49
Creative Planning
Kansas
$468K +$16.2K +144 +4%
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$410K +$11.3K +100 +3%
1
2
3 4 5

FXF Hedge Fund Activity: Q1 2026 in Review

94 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Invesco CurrencyShares Swiss Franc Trust (FXF) for Q1 2026, worth a combined $138M — up 26% from $109M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new FXF positions and 9 closed out — a net gain of 15 holders — while 32 added to existing stakes and 14 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $8.43M. The largest seller was Avalon Capital Management, cutting an estimated $9.21M.

  • 94 institutional investors held Invesco CurrencyShares Swiss Franc Trust (FXF) as of Q1 2026, up from 81 in Q4 2025.
  • Funds reported $138M of Invesco CurrencyShares Swiss Franc Trust stock for Q1 2026, up 26% quarter-over-quarter.
  • 24 funds opened new Invesco CurrencyShares Swiss Franc Trust positions in Q1 2026 and 9 closed out, a net change of +15 holders.
  • The largest Invesco CurrencyShares Swiss Franc Trust buyer in Q1 2026 was Envestnet Asset Management, an estimated $8.43M added.
  • The largest Invesco CurrencyShares Swiss Franc Trust seller in Q1 2026 was Avalon Capital Management, an estimated $9.21M sold.

Based on aggregated 13F filings for Q1 2026.