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Invesco CurrencyShares Swiss Franc Trust
FXF

Overview Fund Activity

40 hedge funds and large institutions have $39.1M invested in Invesco CurrencyShares Swiss Franc Trust in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
40
Holders Change
+2
Holders Change %
+5.26%
% of All Funds
0.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
9
Reduced
9
Closed
6
Calls
$2.87M
Puts
$3.33M
Net Calls
-$464K
Net Calls Change
-$5.99M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$6.64M
2
Simplex Trading
2
Simplex Trading
Illinois
$1.08M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.02M
4
NL
4
NVWM LLC
Pennsylvania
$871K
5
BPA
5
Beacon Pointe Advisors
California
$265K

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$6.63M
2
SG
2
StoneX Group
New York
$0
3
Jane Street
3
Jane Street
New York
$0
4
Wells Fargo
4
Wells Fargo
California
$2.4M
5
NWM
5
Napa Wealth Management
California
$653K
Name Holding Trade Value Shares
Change 		Shares
Change %
BEAM
26
Baker Ellis Asset Management
Washington
$221K -$63K -600 -22%
US Bancorp
27
US Bancorp
Minnesota
$190K – – –
Fifth Third Bancorp
28
Fifth Third Bancorp
Ohio
$158K – – –
KFI
29
Key Financial Inc
Pennsylvania
$126K – – –
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$82K +$81.6K +775 +19,375%
GM
31
GeoWealth Management
Illinois
$78K +$78K +743 New
Comerica Bank
32
Comerica Bank
Texas
$48.4K – – –
HNB
33
Huntington National Bank
Ohio
$20.6K -$19.4K – –
NSIM
34
North Star Investment Management
Illinois
$13.1K – – –
Osaic Holdings
35
Osaic Holdings
Arizona
$11K – – –
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$5K – – –
FDCDDQ
37
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.1K -$112K -1,064 -96%
SPIA
38
Steward Partners Investment Advisory
New York
$2.63K – – –
PA
39
PSI Advisors
Florida
$2.1K – – –
CFGS
40
Concourse Financial Group Securities
Alabama
$1.05K +$1.05K +10 New
OLVIG
41
Oliver Lagore Vanvalin Investment Group
Michigan
$105 +$105 +1 New
SG
42
StoneX Group
New York
– -$979K -9,895 Closed
Jane Street
43
Jane Street
New York
– -$605K -6,114 Closed
Qube Research & Technologies (QRT)
44
Qube Research & Technologies (QRT)
United Kingdom
– -$16.2K -164 Closed
TSWM
45
Tyler-Stone Wealth Management
Ohio
– -$11.5K -116 Closed
IAIM
46
International Assets Investment Management
Florida
– -$3.66K -37 Closed
Fidelity Investments
47
Fidelity Investments
Massachusetts
– -$396 -4 Closed
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