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Invesco CurrencyShares Swiss Franc Trust

47 hedge funds and large institutions have $73.3M invested in Invesco CurrencyShares Swiss Franc Trust in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

237% more call options, than puts

Call options by funds: $1.77M | Put options by funds: $525K

117% more capital invested

Capital invested by funds: $33.7M → $73.3M (+$39.5M)

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

17.74% more ownership

Funds ownership: 19.94%37.69% (+18%)

4% more funds holding

Funds holding: 4547 (+2)

23% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 13

Holders
47
Holders Change
+2
Holders Change %
+4.44%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
10
Reduced
13
Closed
5
Calls
$1.77M
Puts
$525K
Net Calls
+$1.24M
Net Calls Change
+$338K
Name Holding Trade Value Shares
Change
Change in
Stake
BPA
51
Beacon Pointe Advisors
California
-$231K -2,320 Closed
Simplex Trading
52
Simplex Trading
Illinois
-$81.6K -810 Closed
HI
53
Harbour Investments
Wisconsin
-$3.08K -31 Closed

FXF Hedge Fund Activity: Q3 2023 in Review

47 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Invesco CurrencyShares Swiss Franc Trust (FXF) for Q3 2023, worth a combined $73.3M — up 117% from $33.7M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new FXF positions and 5 closed out — a net gain of 3 holders — while 10 added to existing stakes and 13 trimmed.

The largest buyer was Federation des caisses Desjardins du Quebec, opening a new position worth an estimated $43.8M. The largest seller was Morgan Stanley, cutting an estimated $2.7M.

  • 47 institutional investors held Invesco CurrencyShares Swiss Franc Trust (FXF) as of Q3 2023, up from 45 in Q2 2023.
  • Funds reported $73.3M of Invesco CurrencyShares Swiss Franc Trust stock for Q3 2023, up 117% quarter-over-quarter.
  • 8 funds opened new Invesco CurrencyShares Swiss Franc Trust positions in Q3 2023 and 5 closed out, a net change of +3 holders.
  • The largest Invesco CurrencyShares Swiss Franc Trust buyer in Q3 2023 was Federation des caisses Desjardins du Quebec, an estimated $43.8M added.
  • The largest Invesco CurrencyShares Swiss Franc Trust seller in Q3 2023 was Morgan Stanley, an estimated $2.7M sold.

Based on aggregated 13F filings for Q3 2023.