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Invesco CurrencyShares Swiss Franc Trust

94 hedge funds and large institutions have $138M invested in Invesco CurrencyShares Swiss Franc Trust in 2026 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 32 increasing their positions, 14 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 9

155% more call options, than puts

Call options by funds: $6.11M | Put options by funds: $2.4M

129% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 14

26% more capital invested

Capital invested by funds: $109M → $138M (+$28.8M)

16% more funds holding

Funds holding: 8194 (+13)

0.69% less ownership

Funds ownership: 27.56%26.87% (-0.69%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
94
Holders Change
+13
Holders Change %
+16.05%
% of All Funds
1.16%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
24
Increased
32
Reduced
14
Closed
9
Calls
$6.11M
Puts
$2.4M
Net Calls
+$3.71M
Net Calls Change
-$2.43M
Name Holding Trade Value Shares
Change
Change in
Stake
WFA
51
Wellspring Financial Advisors
Ohio
$386K
Focus Partners Wealth
52
Focus Partners Wealth
Massachusetts
$375K
1CP
53
17 Capital Partners
Arizona
$374K +$54.6K +484 +17%
William Blair & Company
54
William Blair & Company
Illinois
$349K +$356K +3,159 New
CA
55
Clearstead Advisors
Ohio
$347K -$117K -1,038 -25%
Cerity Partners
56
Cerity Partners
New York
$298K +$97.9K +868 +47%
NC
57
North Capital
Utah
$291K +$298K +2,638 New
MML Investors Services
58
MML Investors Services
Massachusetts
$277K +$10.2K +90 +4%
PCM
59
Presidio Capital Management
California
$276K +$282K +2,500 New
EWM
60
Evercore Wealth Management
New York
$271K
Rockefeller Capital Management
61
Rockefeller Capital Management
New York
$268K -$338K -2,997 -55%
VAS
62
Valicenti Advisory Services
New York
$255K +$261K +2,310 New
ECM
63
Evergreen Capital Management
Washington
$242K
ACM
64
Avalon Capital Management
California
$239K -$9.21M -81,630 -97%
US Bancorp
65
US Bancorp
Minnesota
$228K
Corient Private Wealth
66
Corient Private Wealth
Florida
$221K -$673K -5,966 -75%
CFG
67
Carr Financial Group
Massachusetts
$221K
Fifth Third Bancorp
68
Fifth Third Bancorp
Ohio
$204K +$39.7K +352 +23%
BBHC
69
Brown Brothers Harriman & Co
New York
$166K +$169K +1,500 New
KFI
70
Key Financial Inc
Pennsylvania
$132K
FDCDDQ
71
Federation des caisses Desjardins du Quebec
Quebec, Canada
$131K -$163K -1,446 -55%
ASN
72
Advisory Services Network
Georgia
$120K +$123K +1,090 New
FFA
73
Farther Finance Advisors
California
$95.5K +$83.5K +740 +617%
HI
74
Harbour Investments
Wisconsin
$66.1K +$67.6K +599 New
TWC
75
TD Waterhouse Canada
Ontario, Canada
$60.8K +$62K +550 New