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Invesco CurrencyShares Swiss Franc Trust
FXF

Overview Fund Activity

39 hedge funds and large institutions have $27.9M invested in Invesco CurrencyShares Swiss Franc Trust in 2014 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
39
Holders Change
-2
Holders Change %
-4.88%
% of All Funds
1.13%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
4
Increased
5
Reduced
12
Closed
6
Calls
$8.93M
Puts
$15.9M
Net Calls
-$6.94M
Net Calls Change
-$8.32M

Top Buyers

1
IFA
Interactive Financial Advisors
Illinois
$4.37M
2
MCM
Murphy Capital Management
New Jersey
$838K
3
VKH
Virtu KCG Holdings
New York
$304K
4
Citadel Advisors
Citadel Advisors
Florida
$222K
5
Barclays
Barclays
United Kingdom
$185K

Top Sellers

1
VF
Virtu Financial
New York
$2.01M
2
Goldman Sachs
Goldman Sachs
New York
$2.71M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$672K
4
Wells Fargo
Wells Fargo
California
$1.51M
5
Morgan Stanley
Morgan Stanley
New York
$2.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
Parallax Volatility Advisers
26
Parallax Volatility Advisers
California
$51K +$51K +499 New
FANJ
27
Financial Architects (New Jersey)
New Jersey
$46K – – –
NFG
28
Next Financial Group
Texas
$42K – – –
BCMIO
29
Beacon Capital Management Inc (Ohio)
Ohio
$41K – – –
WA
30
Winfield Associates
Ohio
$41K – – –
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$29K – – –
NES
32
New England Securities
New York
$26K -$1.03K -10 -4%
Citigroup
33
Citigroup
New York
$20K – – –
MFS
34
MSI Financial Services
Massachusetts
$18K -$7.74K -74 -30%
NC
35
NewSquare Capital
Pennsylvania
$12K – – –
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$10K – – –
MCM
37
Manchester Capital Management
Vermont
$10K – – –
FIG
38
Fusion Investment Group
Pennsylvania
$10K – – –
FMII
39
Farmers & Merchants Investments Inc
Nebraska
$8K – – –
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
– -$239K -2,171 Closed
MAA
41
Matrix Asset Advisors
New York
– -$220K -2,000 Closed
KWMG
42
King Wealth Management Group
Florida
– -$213K -1,950 Closed
BIT
43
BlackRock Institutional Trust
California
– -$66K -603 Closed
Creative Planning
44
Creative Planning
Kansas
– -$11K -100 Closed
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
– -$9K -85 Closed
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