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Invesco CurrencyShares Swiss Franc Trust
FXF

Overview Fund Activity

52 hedge funds and large institutions have $70.6M invested in Invesco CurrencyShares Swiss Franc Trust in 2022 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
52
Holders Change
+1
Holders Change %
+1.96%
% of All Funds
0.82%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
11
Reduced
12
Closed
6
Calls
$3.31M
Puts
$1M
Net Calls
+$2.31M
Net Calls Change
-$3.34M

Top Buyers

1
ECM
Evergreen Capital Management
Washington
$9.25M
2
CIBC World Market
CIBC World Market
Ontario, Canada
$4.66M
3
IFA
Interactive Financial Advisors
Illinois
$11.3M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.82M
5
NL
NVWM LLC
Pennsylvania
$843K

Top Sellers

1
SFS
Sowell Financial Services
Arkansas
$0
2
Wells Fargo
Wells Fargo
California
$1.21M
3
V
Veritable
Delaware
$0
4
Stifel Financial
Stifel Financial
Missouri
$276K
5
Morgan Stanley
Morgan Stanley
New York
$2.63M
Name Holding Trade Value Shares
Change 		Shares
Change %
PGFC
26
Peapack-Gladstone Financial Corp
New Jersey
$381K – – –
BEAM
27
Baker Ellis Asset Management
Washington
$340K – – –
WFA
28
Wellspring Financial Advisors
Ohio
$340K – – –
TC
29
Telemus Capital
Michigan
$292K – – –
OC
30
Oppenheimer & Co
New York
$290K -$229K -2,354 -44%
Stifel Financial
31
Stifel Financial
Missouri
$276K -$289K -2,973 -51%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$242K – – –
RJA
33
Raymond James & Associates
Florida
$206K -$200K -2,058 -49%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$202K -$11.2K -115 -5%
UBS Group
35
UBS Group
Switzerland
$201K -$59.8K -616 -23%
Fifth Third Bancorp
36
Fifth Third Bancorp
Ohio
$146K – – –
KFI
37
Key Financial Inc
Pennsylvania
$117K – – –
US Bancorp
38
US Bancorp
Minnesota
$97K – – –
National Bank of Canada
39
National Bank of Canada
Quebec, Canada
$86K -$777 -8 -0.9%
Rockefeller Capital Management
40
Rockefeller Capital Management
New York
$81K +$44.4K +461 +121%
Osaic Holdings
41
Osaic Holdings
Arizona
$61K -$97.4K -1,004 -61%
NSIM
42
North Star Investment Management
Illinois
$47K – – –
GWM
43
Geneos Wealth Management
Colorado
$29K – – –
IA
44
IFP Advisors
Florida
$24K +$24K +251 New
HNB
45
Huntington National Bank
Ohio
$22K -$22K – –
TSWM
46
Tyler-Stone Wealth Management
Ohio
$11K – – –
JPMorgan Chase & Co
47
JPMorgan Chase & Co
New York
$10K – – –
CG
48
Cutler Group
California
$9K – – –
MPWT
49
MassMutual Private Wealth & Trust
Connecticut
$6K – – –
PFS
50
Prospera Financial Services
Texas
$6K +$6K +63 New
1
2
3