FXF icon

Invesco CurrencyShares Swiss Franc Trust
FXF

Overview Fund Activity

45 hedge funds and large institutions have $33.7M invested in Invesco CurrencyShares Swiss Franc Trust in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 7 increasing their positions, 15 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
45
Holders Change
-1
Holders Change %
-2.17%
% of All Funds
0.71%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
7
Reduced
15
Closed
9
Calls
$1.47M
Puts
$567K
Net Calls
+$905K
Net Calls Change
+$496K

Top Buyers

1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$3.13M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$285K
3
CIBC World Market
CIBC World Market
Ontario, Canada
$3.78M
4
Simplex Trading
Simplex Trading
Illinois
$80K
5
NC
NewSquare Capital
Pennsylvania
$1.54M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$750K
2
ECM
Evergreen Capital Management
Washington
$0
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$942K
4
Morgan Stanley
Morgan Stanley
New York
$3.44M
5
AWM
AE Wealth Management
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BPA
26
Beacon Pointe Advisors
California
$231K -$194K -1,950 -46%
LCM
27
Lunt Capital Management
Utah
$217K +$217K +2,180 New
Osaic Holdings
28
Osaic Holdings
Arizona
$202K -$26.6K -267 -12%
Fifth Third Bancorp
29
Fifth Third Bancorp
Ohio
$149K – – –
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$149K -$991 -10 -0.7%
KFI
31
Key Financial Inc
Pennsylvania
$119K – – –
US Bancorp
32
US Bancorp
Minnesota
$99.5K – – –
Simplex Trading
33
Simplex Trading
Illinois
$80K +$72.9K +738 +1,025%
VWM
34
Venturi Wealth Management
Texas
$49.5K – – –
NSIM
35
North Star Investment Management
Illinois
$47.7K – – –
UB
36
UMB Bank
Missouri
$29.8K +$29.8K +300 New
NSG
37
Nalls Sherbakoff Group
Tennessee
$29.3K – – –
HNB
38
Huntington National Bank
Ohio
$20.2K -$20.7K – –
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$13K +$13K +135 New
TSWM
40
Tyler-Stone Wealth Management
Ohio
$12K +$12K +116 New
MPWT
41
MassMutual Private Wealth & Trust
Connecticut
$6.47K – – –
IA
42
IFP Advisors
Florida
$4.77K -$4.48K -45 -48%
HI
43
Harbour Investments
Wisconsin
$3.08K – – –
PA
44
PSI Advisors
Florida
$1.99K +$1.99K +20 New
Fidelity Investments
45
Fidelity Investments
Massachusetts
$1.79K +$1.79K +18 New
JPMorgan Chase & Co
46
JPMorgan Chase & Co
New York
$99 +$99 +1 New
ECM
47
Evergreen Capital Management
Washington
– -$8.95M -91,869 Closed
AWM
48
AE Wealth Management
Kansas
– -$803K -8,243 Closed
AWA
49
Authentikos Wealth Advisory
California
– -$746K -7,725 Closed
Baird Financial Group
50
Baird Financial Group
Wisconsin
– -$539K -5,530 Closed
1
2
3