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Invesco CurrencyShares Swiss Franc Trust
FXF

Overview Fund Activity

41 hedge funds and large institutions have $58M invested in Invesco CurrencyShares Swiss Franc Trust in 2014 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
41
Holders Change
–
Holders Change %
0%
% of All Funds
1.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
8
Reduced
18
Closed
5
Calls
$3.87M
Puts
$2.37M
Net Calls
+$1.5M
Net Calls Change
+$1.46M

Top Buyers

1
AGA
Accuvest Global Advisors
Utah
+$8.2M
2
Barclays
Barclays
United Kingdom
+$7.84M
3
Citadel Advisors
Citadel Advisors
Florida
+$454K
4
KWMG
King Wealth Management Group
Florida
+$216K
5
Morgan Stanley
Morgan Stanley
New York
+$147K

Top Sellers

1
VKH
Virtu KCG Holdings
New York
-$3.06M
2
VF
Virtu Financial
New York
-$2.94M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.69M
4
LPL Financial
LPL Financial
California
-$1.16M
5
TH
Timber Hill
Connecticut
-$758K
Name Holding Trade Value Shares
Change 		Shares
Change %
KWMG
26
King Wealth Management Group
Florida
$216K +$216K +1,950 New
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$164K -$24.3K -220 -13%
GT
28
Glenmede Trust
Pennsylvania
$153K – – –
DOA
29
D'Orazio & Associates
Virginia
$147K +$133K +1,200 +952%
MFS
30
MSI Financial Services
Massachusetts
$120K -$38.1K -343 -24%
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$53K -$7.24K -66 -12%
BCMIO
32
Beacon Capital Management Inc (Ohio)
Ohio
$44K – – –
WA
33
Winfield Associates
Ohio
$44K – – –
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$32K +$8.36K +76 +35%
NES
35
New England Securities
New York
$31K +$31K +283 New
Citigroup
36
Citigroup
New York
$24K -$49.6K -455 -67%
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$11K -$24.5K -223 -69%
MCM
38
Manchester Capital Management
Vermont
$11K – – –
CAPTRUST Financial Advisors
39
CAPTRUST Financial Advisors
North Carolina
$11K +$5.5K +50 +100%
FMII
40
Farmers & Merchants Investments Inc
Nebraska
$9K – – –
NC
41
NewSquare Capital
Pennsylvania
$8K +$8K +70 New
VKH
42
Virtu KCG Holdings
New York
– -$3.06M -27,846 Closed
VF
43
Virtu Financial
New York
– -$2.94M -26,730 Closed
HNB
44
Huntington National Bank
Ohio
– -$81K -736 Closed
Invesco
45
Invesco
Georgia
– -$11K -100 Closed
FIG
46
Fusion Investment Group
Pennsylvania
– -$3K -27 Closed
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