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Invesco CurrencyShares Swiss Franc Trust
FXF

Overview Fund Activity

51 hedge funds and large institutions have $77.9M invested in Invesco CurrencyShares Swiss Franc Trust in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 9 reducing their positions, and 9 closing their positions.

Holders
51
Holders Change
-1
Holders Change %
-1.92%
% of All Funds
0.86%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
17
Reduced
9
Closed
9
Calls
$6.06M
Puts
$3.04M
Net Calls
+$3.02M
Net Calls Change
+$716K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$10.3M
2
APA
2
American Portfolios Advisors
New York
$1.97M
3
TFA
3
Transamerica Financial Advisors
Florida
$1.12M
4
IFA
4
Interactive Financial Advisors
Illinois
$11.5M
5
Simplex Trading
5
Simplex Trading
Illinois
$922K

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
CIBC World Market
2
CIBC World Market
Ontario, Canada
$3.13M
3
NL
3
NVWM LLC
Pennsylvania
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
AWS
5
Atria Wealth Solutions
New York
$922K
Name Holding Trade Value Shares
Change 		Shares
Change %
PGFC
26
Peapack-Gladstone Financial Corp
New Jersey
$368K – – –
WFA
27
Wellspring Financial Advisors
Ohio
$328K – – –
CWM
28
Cornerstone Wealth Management
Missouri
$311K +$311K +3,314 New
TC
29
Telemus Capital
Michigan
$288K +$7.02K +75 +3%
BEAM
30
Baker Ellis Asset Management
Washington
$281K -$46.8K -500 -14%
OFG
31
Oxford Financial Group
Indiana
$277K +$277K +2,950 New
Stifel Financial
32
Stifel Financial
Missouri
$270K +$3.94K +42 +1%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$224K -$9.36K -100 -4%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$213K +$213K +2,269 New
OC
35
Oppenheimer & Co
New York
$202K -$77.5K -827 -28%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$171K -$25K -265 -13%
Osaic Holdings
37
Osaic Holdings
Arizona
$159K +$100K +1,065 +169%
Fifth Third Bancorp
38
Fifth Third Bancorp
Ohio
$141K – – –
KFI
39
Key Financial Inc
Pennsylvania
$112K – – –
US Bancorp
40
US Bancorp
Minnesota
$94K – – –
Rockefeller Capital Management
41
Rockefeller Capital Management
New York
$78K – – –
NSIM
42
North Star Investment Management
Illinois
$45K – – –
GWM
43
Geneos Wealth Management
Colorado
$27K – – –
IA
44
IFP Advisors
Florida
$24K – – –
HNB
45
Huntington National Bank
Ohio
$21K -$22K – –
TSWM
46
Tyler-Stone Wealth Management
Ohio
$11K – – –
MPWT
47
MassMutual Private Wealth & Trust
Connecticut
$6K – – –
WWM
48
Wagner Wealth Management
South Carolina
$5K +$5K +58 New
WTC
49
WhitTier Trust Company
Nevada
$4K +$4K +44 New
GRP
50
Global Retirement Partners
California
$3K – – –
1
2
3