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Invesco CurrencyShares Swiss Franc Trust
FXF

Overview Fund Activity

53 hedge funds and large institutions have $67.1M invested in Invesco CurrencyShares Swiss Franc Trust in 2022 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
53
Holders Change
+3
Holders Change %
+6%
% of All Funds
0.86%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
10
Reduced
16
Closed
4
Calls
$5.76M
Puts
$2.29M
Net Calls
+$3.48M
Net Calls Change
+$799K

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$11.1M
2
Bank of America
Bank of America
North Carolina
$3.25M
3
Jane Street
Jane Street
New York
$3.82M
4
NC
NewSquare Capital
Pennsylvania
$1.43M
5
Morgan Stanley
Morgan Stanley
New York
$4.54M

Top Sellers

1
FTUS
Flow Traders U.S.
New York
$423K
2
IMC Chicago
IMC Chicago
Illinois
$0
3
JE
JMAC Enterprises
Pennsylvania
$1.13M
4
Wells Fargo
Wells Fargo
California
$769K
5
NL
NVWM LLC
Pennsylvania
$95.9K
Name Holding Trade Value Shares
Change 		Shares
Change %
PGFC
26
Peapack-Gladstone Financial Corp
New Jersey
$379K – – –
BEAM
27
Baker Ellis Asset Management
Washington
$338K – – –
WFA
28
Wellspring Financial Advisors
Ohio
$338K – – –
AWS
29
Atria Wealth Solutions
New York
$335K -$93.6K -970 -22%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$326K -$10.4K -108 -3%
Baird Financial Group
31
Baird Financial Group
Wisconsin
$324K +$324K +3,360 New
TC
32
Telemus Capital
Michigan
$308K – – –
OFG
33
Oxford Financial Group
Indiana
$285K – – –
Stifel Financial
34
Stifel Financial
Missouri
$266K -$2.12K -22 -0.8%
FCCM
35
First City Capital Management
Georgia
$241K – – –
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$223K +$1.44K +15 +0.7%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$146K -$195K -2,025 -57%
Fifth Third Bancorp
38
Fifth Third Bancorp
Ohio
$145K – – –
IFA
39
Interactive Financial Advisors
Illinois
$128K – – –
IA
40
IFP Advisors
Florida
$119K +$68K +696 +133%
KFI
41
Key Financial Inc
Pennsylvania
$109K – – –
US Bancorp
42
US Bancorp
Minnesota
$96.5K – – –
NL
43
NVWM LLC
Pennsylvania
$95.9K -$343K -3,552 -78%
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
$81K – – –
NSIM
45
North Star Investment Management
Illinois
$46.3K – – –
HNB
46
Huntington National Bank
Ohio
$20.9K -$20K – –
CAS
47
Coppell Advisory Solutions
Texas
$14.1K +$14.1K +146 New
CASC
48
Coppell Advisory Solutions Corp
Texas
$14.1K +$14.1K +146 New
TSWM
49
Tyler-Stone Wealth Management
Ohio
$11K – – –
CG
50
Cutler Group
California
$9K +$9K +100 New
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2
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