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Invesco CurrencyShares Swiss Franc Trust

49 hedge funds and large institutions have $81.4M invested in Invesco CurrencyShares Swiss Franc Trust in 2021 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
Holders Change %
0%
% of All Funds
0.86%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
11
Increased
15
Reduced
12
Closed
11
Calls
$4.56M
Puts
$1.58M
Net Calls
+$2.98M
Net Calls Change
+$4.06M
Name Holding Trade Value Shares
Change
Shares
Change %
RA
26
RFG Advisory
Alabama
$467K +$54.3K +565 +13%
22CM
27
20/20 Capital Management
California
$411K
BEAM
28
Baker Ellis Asset Management
Washington
$384K
PGFC
29
Peapack-Gladstone Financial Corp
New Jersey
$377K +$377K +3,922 New
RJA
30
Raymond James & Associates
Florida
$305K -$96.1K -1,000 -24%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$298K -$29.8K -310 -9%
NGA
32
Naples Global Advisors
Florida
$247K +$247K +2,565 New
Stifel Financial
33
Stifel Financial
Missouri
$235K +$235K +2,442 New
DBRC
34
D.B. Root & Company
Pennsylvania
$215K +$7.28K +76 +4%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$201K +$201K +2,090 New
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$145K +$76K +788 +110%
Fifth Third Bancorp
37
Fifth Third Bancorp
Ohio
$144K
Osaic Holdings
38
Osaic Holdings
Arizona
$143K +$14.4K +150 +11%
DOA
39
D'Orazio & Associates
Virginia
$115K
US Bancorp
40
US Bancorp
Minnesota
$96K
NSIM
41
North Star Investment Management
Illinois
$85K
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$83K +$83K +868 New
APWM
43
Atlas Private Wealth Management
New York
$77K
AIC
44
Ameritas Investment Company
Nebraska
$38.4K +$38.4K +400 New
HNB
45
Huntington National Bank
Ohio
$21K -$23K
IAIM
46
International Assets Investment Management
Florida
$19K
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$17K -$31.6K -325 -65%
HI
48
Harbour Investments
Wisconsin
$14K +$14K +150 New
TFA
49
Transamerica Financial Advisors
Florida
$7K
JPMorgan Chase & Co
50
JPMorgan Chase & Co
New York
$5K -$4.09K -45 -45%