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Invesco CurrencyShares Swiss Franc Trust
FXF

Overview Fund Activity

45 hedge funds and large institutions have $67.4M invested in Invesco CurrencyShares Swiss Franc Trust in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
45
Holders Change
-2
Holders Change %
-4.26%
% of All Funds
0.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
14
Reduced
10
Closed
6
Calls
$2.72M
Puts
$1.69M
Net Calls
+$1.03M
Net Calls Change
-$217K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$7.42M
2
CA
Cetera Advisors
Colorado
$4.36M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$3.47M
4
LPL Financial
LPL Financial
California
$1.03M
5
Citadel Advisors
Citadel Advisors
Florida
$1.18M

Top Sellers

1
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
$24.3M
2
Jane Street
Jane Street
New York
$507K
3
UCB
United Community Bank
South Carolina
$0
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$2.36M
5
ICG
InterOcean Capital Group
Tennessee
$2.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
LCM
26
Lunt Capital Management
Utah
$233K +$1.38K +13 +0.6%
US Bancorp
27
US Bancorp
Minnesota
$191K +$85.6K +809 +81%
Comerica Bank
28
Comerica Bank
Texas
$178K – – –
Fifth Third Bancorp
29
Fifth Third Bancorp
Ohio
$159K – – –
KFI
30
Key Financial Inc
Pennsylvania
$127K – – –
Qube Research & Technologies (QRT)
31
Qube Research & Technologies (QRT)
United Kingdom
$62K – – –
VWM
32
Venturi Wealth Management
Texas
$52.7K – – –
Osaic Holdings
33
Osaic Holdings
Arizona
$40.6K -$32.5K -307 -44%
NSG
34
Nalls Sherbakoff Group
Tennessee
$31.7K – – –
NSIM
35
North Star Investment Management
Illinois
$29.6K – – –
HNB
36
Huntington National Bank
Ohio
$20.7K -$19.7K – –
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$16K -$85K -845 -84%
TSWM
38
Tyler-Stone Wealth Management
Ohio
$12.3K – – –
CG
39
Cutler Group
California
$10K – – –
MPWT
40
MassMutual Private Wealth & Trust
Connecticut
$6.88K – – –
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$5K – – –
Fidelity Investments
42
Fidelity Investments
Massachusetts
$2.96K +$1.06K +10 +56%
PS
43
Principal Securities
Iowa
$2.65K +$2.65K +25 New
SPIA
44
Steward Partners Investment Advisory
New York
$2.65K +$2.65K +25 New
PA
45
PSI Advisors
Florida
$2.12K – – –
JPMorgan Chase & Co
46
JPMorgan Chase & Co
New York
$317 – – –
UCB
47
United Community Bank
South Carolina
– -$1.18M -12,110 Closed
NGA
48
Naples Global Advisors
Florida
– -$493K -5,075 Closed
UB
49
UMB Bank
Missouri
– -$48.6K -500 Closed
CAS
50
Coppell Advisory Solutions
Texas
– -$14.1K -146 Closed
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