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Invesco CurrencyShares Swiss Franc Trust
FXF

Overview Fund Activity

38 hedge funds and large institutions have $36.1M invested in Invesco CurrencyShares Swiss Franc Trust in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 5 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
38
Holders Change
+3
Holders Change %
+8.57%
% of All Funds
0.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
5
Reduced
11
Closed
5
Calls
$8.01M
Puts
$2.49M
Net Calls
+$5.52M
Net Calls Change
+$16.3M

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$1.99M
2
SG
2
StoneX Group
New York
$979K
3
FTUS
3
Flow Traders U.S.
New York
$902K
4
Wells Fargo
4
Wells Fargo
California
$2.69M
5
NWM
5
Napa Wealth Management
California
$817K

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$9.97M
3
Simplex Trading
3
Simplex Trading
Illinois
$0
4
LPL Financial
4
LPL Financial
California
$0
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$1.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFI
26
Key Financial Inc
Pennsylvania
$119K – – –
FDCDDQ
27
Federation des caisses Desjardins du Quebec
Quebec, Canada
$109K -$75.9K -767 -41%
Comerica Bank
28
Comerica Bank
Texas
$45.6K -$117K -1,180 -72%
HNB
29
Huntington National Bank
Ohio
$19.4K -$19.3K – –
Qube Research & Technologies (QRT)
30
Qube Research & Technologies (QRT)
United Kingdom
$16.2K -$41.8K -422 -72%
NSIM
31
North Star Investment Management
Illinois
$12.4K -$15.3K -155 -55%
TSWM
32
Tyler-Stone Wealth Management
Ohio
$11.5K – – –
Osaic Holdings
33
Osaic Holdings
Arizona
$10.4K +$10.4K +105 New
Carson Wealth (CWM LLC)
34
Carson Wealth (CWM LLC)
Nebraska
$5K – – –
IAIM
35
International Assets Investment Management
Florida
$3.66K +$3.66K +37 New
SPIA
36
Steward Partners Investment Advisory
New York
$2.48K – – –
PA
37
PSI Advisors
Florida
$1.98K +$94 +1 +5%
Fidelity Investments
38
Fidelity Investments
Massachusetts
$396 -$1.39K -14 -78%
Citadel Advisors
39
Citadel Advisors
Florida
– -$6.12M -62,057 Closed
Simplex Trading
40
Simplex Trading
Illinois
– -$1.42M -14,350 Closed
LPL Financial
41
LPL Financial
California
– -$259K -2,624 Closed
MPWT
42
MassMutual Private Wealth & Trust
Connecticut
– -$15.2K -154 Closed
PS
43
Principal Securities
Iowa
– -$2.47K -25 Closed
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