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Invesco CurrencyShares Swiss Franc Trust
FXF

Overview Fund Activity

51 hedge funds and large institutions have $59.2M invested in Invesco CurrencyShares Swiss Franc Trust in 2021 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
51
Holders Change
+3
Holders Change %
+6.25%
% of All Funds
0.79%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
9
Increased
14
Reduced
11
Closed
6
Calls
$6.55M
Puts
$908K
Net Calls
+$5.64M
Net Calls Change
+$7.94M

Top Buyers

1
IFA
1
Interactive Financial Advisors
Illinois
$10.4M
2
Jane Street
2
Jane Street
New York
$8.92M
3
CIBC World Market
3
CIBC World Market
Ontario, Canada
$3.62M
4
Morgan Stanley
4
Morgan Stanley
New York
$2.96M
5
ICG
5
InterOcean Capital Group
Tennessee
$2.59M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.98M
2
Citadel Advisors
2
Citadel Advisors
Florida
$700K
3
FTUS
3
Flow Traders U.S.
New York
$0
4
FCCM
4
First City Capital Management
Georgia
$1.63M
5
ASN
5
Advisory Services Network
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
26
Raymond James & Associates
Florida
$412K – – –
PGFC
27
Peapack-Gladstone Financial Corp
New Jersey
$387K – – –
BEAM
28
Baker Ellis Asset Management
Washington
$346K – – –
WFA
29
Wellspring Financial Advisors
Ohio
$345K – – –
TC
30
Telemus Capital
Michigan
$296K +$39.5K +400 +15%
V
31
Veritable
Delaware
$291K +$291K +2,950 New
UBS Group
32
UBS Group
Switzerland
$266K +$125K +1,263 +89%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$246K +$3.95K +40 +2%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$217K – – –
Osaic Holdings
35
Osaic Holdings
Arizona
$162K +$14.3K +144 +10%
Fifth Third Bancorp
36
Fifth Third Bancorp
Ohio
$148K – – –
KFI
37
Key Financial Inc
Pennsylvania
$119K – – –
US Bancorp
38
US Bancorp
Minnesota
$99K – – –
National Bank of Canada
39
National Bank of Canada
Quebec, Canada
$88K +$88K +894 New
NSIM
40
North Star Investment Management
Illinois
$47K -$39.2K -400 -45%
Rockefeller Capital Management
41
Rockefeller Capital Management
New York
$37K -$47.5K -488 -56%
GWM
42
Geneos Wealth Management
Colorado
$29K +$29K +300 New
HNB
43
Huntington National Bank
Ohio
$22K -$22K – –
IAG
44
Investmark Advisory Group
Connecticut
$14K +$14K +150 New
TSWM
45
Tyler-Stone Wealth Management
Ohio
$11K +$11K +116 New
JPMorgan Chase & Co
46
JPMorgan Chase & Co
New York
$10K +$10K +100 New
CG
47
Cutler Group
California
$9K – – –
TFA
48
Transamerica Financial Advisors
Florida
$7K – – –
MPWT
49
MassMutual Private Wealth & Trust
Connecticut
$6K – – –
WWM
50
Wagner Wealth Management
South Carolina
$5K – – –
1
2
3