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Invesco CurrencyShares Swiss Franc Trust
FXF

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

152% more call options, than puts

Call options by funds: $5.76M | Put options by funds: $2.29M

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

37% more capital invested

Capital invested by funds: $49M → $67.1M (+$18.1M)

9.95% more ownership

Funds ownership: 21.66% → 31.61% (+10%)

6% more funds holding

Funds holding: 50 → 53 (+3)

38% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 16

Holders
53
Holders Change
+3
Holders Change %
+6%
% of All Funds
0.85%
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

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$10.6M
2
Bank of America
Bank of America
North Carolina
+$2.6M
3
Jane Street
Jane Street
New York
+$1.78M
4
NC
NewSquare Capital
Pennsylvania
+$1.37M
5
Morgan Stanley
Morgan Stanley
New York
+$1.3M

Top Sellers

Rank Fund Capital Flow
1
FTUS
Flow Traders U.S.
New York
-$1.79M
2
IMC Chicago
IMC Chicago
Illinois
-$1.15M
3
JE
JMAC Enterprises
Pennsylvania
-$540K
4
Wells Fargo
Wells Fargo
California
-$358K
5
NL
NVWM LLC
Pennsylvania
-$329K
Name Holding Trade Value Shares
Change 		Change in
Stake
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 -$89.9K -970 -22%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$326K -$10K -108 -3%
Baird Financial Group
31
Baird Financial Group
Wisconsin
$324K +$311K +3,360 New
TC
32
Telemus Capital
Michigan
$308K – – –
OFG
33
Oxford Financial Group
Indiana
$285K – – –
Stifel Financial
34
Stifel Financial
Missouri
$266K -$2.04K -22 -0.8%
FCCM
35
First City Capital Management
Georgia
$241K – – –
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$223K +$1.39K +15 +0.7%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$146K -$188K -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 +$64.5K +696 +133%
KFI
41
Key Financial Inc
Pennsylvania
$109K – – –
US Bancorp
42
US Bancorp
Minnesota
$96.5K – – –
NL
43
NVWM LLC
Pennsylvania
$95.9K -$329K -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 – – –
CAS
47
Coppell Advisory Solutions
Texas
$14.1K +$13.5K +146 New
CASC
48
Coppell Advisory Solutions Corp
Texas
$14.1K +$13.5K +146 New
TSWM
49
Tyler-Stone Wealth Management
Ohio
$11K – – –
CG
50
Cutler Group
California
$9K +$9.27K +100 New
1
2
3

FXF Hedge Fund Activity: Q4 2022 in Review

53 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco CurrencyShares Swiss Franc Trust (FXF) for Q4 2022, worth a combined $67.1M — up 37% from $49M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new FXF positions and 4 closed out — a net gain of 5 holders — while 10 added to existing stakes and 16 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $10.6M. The largest seller was Flow Traders U.S., cutting an estimated $1.79M.

  • 53 institutional investors held Invesco CurrencyShares Swiss Franc Trust (FXF) as of Q4 2022, up from 50 in Q3 2022.
  • Funds reported $67.1M of Invesco CurrencyShares Swiss Franc Trust stock for Q4 2022, up 37% quarter-over-quarter.
  • 9 funds opened new Invesco CurrencyShares Swiss Franc Trust positions in Q4 2022 and 4 closed out, a net change of +5 holders.
  • The largest Invesco CurrencyShares Swiss Franc Trust buyer in Q4 2022 was Citadel Advisors, an estimated $10.6M added.
  • The largest Invesco CurrencyShares Swiss Franc Trust seller in Q4 2022 was Flow Traders U.S., an estimated $1.79M sold.

Based on aggregated 13F filings for Q4 2022.