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Invesco CurrencyShares Swiss Franc Trust
FXF

Overview Fund Activity

49 hedge funds and large institutions have $90.9M invested in Invesco CurrencyShares Swiss Franc Trust in 2020 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 18 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
+10
Holders Change %
+25.64%
% of All Funds
0.87%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
13
Increased
18
Reduced
9
Closed
3
Calls
$4.8M
Puts
$5.88M
Net Calls
-$1.08M
Net Calls Change
-$6.12M

Top Buyers

1
FCCM
First City Capital Management
Georgia
$4.45M
2
IFA
Interactive Financial Advisors
Illinois
$13.9M
3
PFS
Prospera Financial Services
Texas
$2.75M
4
Simplex Trading
Simplex Trading
Illinois
$2.39M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$2.32M

Top Sellers

1
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$0
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$808K
3
UBS Group
UBS Group
Switzerland
$5.83M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$0
5
CA
Cetera Advisors
Colorado
$2.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
22CM
26
20/20 Capital Management
California
$433K – – –
RJA
27
Raymond James & Associates
Florida
$430K +$103K +1,000 +32%
BEAM
28
Baker Ellis Asset Management
Washington
$412K +$412K +4,000 New
Bank of New York Mellon
29
Bank of New York Mellon
New York
$407K +$407K +3,951 New
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$351K +$351K +3,413 New
RE
31
RBC Europe
United Kingdom
$265K – – –
WFA
32
Wellspring Financial Advisors
Ohio
$227K +$227K +2,203 New
DBRC
33
D.B. Root & Company
Pennsylvania
$223K -$215K -2,089 -49%
Northern Trust
34
Northern Trust
Illinois
$202K +$146K +1,415 +258%
Fifth Third Bancorp
35
Fifth Third Bancorp
Ohio
$154K +$113K +1,100 +275%
Osaic Holdings
36
Osaic Holdings
Arizona
$138K -$20.6K -200 -13%
DOA
37
D'Orazio & Associates
Virginia
$124K – – –
US Bancorp
38
US Bancorp
Minnesota
$103K – – –
SFS
39
Sowell Financial Services
Arkansas
$103K +$103K +1,000 New
NSIM
40
North Star Investment Management
Illinois
$91K – – –
APWM
41
Atlas Private Wealth Management
New York
$82K – – –
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$74K -$93.8K -908 -56%
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$51K -$81.6K -800 -62%
HNB
44
Huntington National Bank
Ohio
$23K -$22K – –
IA
45
IFP Advisors
Florida
$21K +$21K +197 New
BBHBI
46
B, B, H, & B Inc
Alabama
$20K +$20K +200 New
IAIM
47
International Assets Investment Management
Florida
$19K +$19K +237 New
NL
48
NVWM LLC
Pennsylvania
$18K +$18K +170 New
JPMorgan Chase & Co
49
JPMorgan Chase & Co
New York
$10K +$8K +80 +400%
TFA
50
Transamerica Financial Advisors
Florida
$7K +$106 +1 +2%
1
2
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