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Invesco CurrencyShares Swiss Franc Trust
FXF

Overview Fund Activity

74 hedge funds and large institutions have $201M invested in Invesco CurrencyShares Swiss Franc Trust in 2025 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 19 increasing their positions, 6 reducing their positions, and 6 closing their positions.

Holders
74
Holders Change
+36
Holders Change %
+94.74%
% of All Funds
0.99%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
42
Increased
19
Reduced
6
Closed
6
Calls
$22.8M
Puts
$3.56M
Net Calls
+$19.2M
Net Calls Change
+$18.4M

Top Buyers

1
Stifel Financial
1
Stifel Financial
Missouri
$43.8M
2
BEI
2
Benjamin Edwards Inc
Missouri
$38.3M
3
CIM
3
Confluence Investment Management
Missouri
$16M
4
HCM
4
Hengehold Capital Management
Ohio
$11.1M
5
Morgan Stanley
5
Morgan Stanley
New York
$14.3M

Top Sellers

1
CAM
1
Cresset Asset Management
Illinois
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.04M
3
ATPW
3
Ashton Thomas Private Wealth
Arizona
$2.72M
4
PGFC
4
Peapack-Gladstone Financial Corp
New Jersey
$0
5
SL
5
SWMG LLC
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
EMAM
26
Encompass More Asset Management
California
$952K 8,513 +8,513 New
HP
27
Haven Private
Florida
$923K 8,258 +8,258 New
Citadel Advisors
28
Citadel Advisors
Florida
$910K 8,138 +8,138 New
BPA
29
Beacon Pointe Advisors
California
$880K 7,870 +3,000 +62%
JIR
30
James Investment Research
Ohio
$818K 7,316 +7,316 New
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$732K 6,545 +840 +15%
PHS
32
Pekin Hardy Strauss
Illinois
$625K 5,590 +5,590 New
Creative Planning
33
Creative Planning
Kansas
$580K 5,187 +5,187 New
RA
34
RFG Advisory
Alabama
$568K 5,082 -50 -1%
AI
35
Atria Investments
North Carolina
$552K 4,941 +4,941 New
Corient Private Wealth
36
Corient Private Wealth
Florida
$549K 4,908 +4,908 New
CAM
37
Carret Asset Management
New York
$518K 4,630 +4,630 New
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$514K 4,595 +3,816 +490%
FTUS
39
Flow Traders U.S.
New York
$507K 4,531 -2,075 -31%
BEAM
40
Baker Ellis Asset Management
Washington
$503K 4,500 +1,400 +45%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$488K 4,364 +4,364 New
PI
42
PFG Investments
New York
$487K 4,357 +4,357 New
EA
43
Efficient Advisors
Ohio
$421K 3,762 +3,762 New
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$404K 3,610 -1,855 -34%
WFA
45
Wellspring Financial Advisors
Ohio
$391K 3,500 – –
Comerica Bank
46
Comerica Bank
Texas
$381K 3,409 +3,109 +1,036%
Bank of America
47
Bank of America
North Carolina
$367K 3,283 +3,273 +32,730%
KWM
48
Kingsview Wealth Management
Oregon
$358K 3,201 +3,201 New
SAM
49
Synergy Asset Management
Washington
$345K 3,086 +3,086 New
CCA
50
Cooper Capital Advisors
California
$302K 2,700 +2,700 New
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