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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
FG
76
Fairman Group
Pennsylvania
$57.4K +$58.7K +520 New
PNC Financial Services Group
77
PNC Financial Services Group
Pennsylvania
$55.2K
SCM
78
Sterling Capital Management
North Carolina
$45.7K +$46.7K +414 New
SA
79
Scarborough Advisors
Maryland
$34.8K
NB
80
NBT Bank
New York
$27.6K
AF
81
Advisornet Financial
Minnesota
$24.5K +$25K +222 New
HNB
82
Huntington National Bank
Ohio
$21.4K
PA
83
Parallel Advisors
California
$20.4K
SWM
84
Spire Wealth Management
Virginia
$19.3K +$19.7K +175 New
RF
85
Roxbury Financial
New Jersey
$15.2K
Carson Wealth (CWM LLC)
86
Carson Wealth (CWM LLC)
Nebraska
$14.4K
BNP Paribas Financial Markets
87
BNP Paribas Financial Markets
France
$13.2K +$13.5K +120 New
IA
88
IFP Advisors
Florida
$11K
Fidelity Investments
89
Fidelity Investments
Massachusetts
$5.36K -$226 -2 -4%
SS
90
Sunbelt Securities
Texas
$5.19K
PWA
91
Physician Wealth Advisors
Utah
$4.97K +$5.08K +45 New
AF
92
Allworth Financial
California
$4.09K
APW
93
Aventura Private Wealth
Florida
$2.76K
BCPWM
94
Bradley & Co Private Wealth Management
Florida
$2.1K
MG
95
Mather Group
Illinois
$442 +$451 +4 New
Qube Research & Technologies (QRT)
96
Qube Research & Technologies (QRT)
United Kingdom
-$496K -4,440 Closed
MAM
97
Markin Asset Management
New York
-$240K -2,149 Closed
DWM
98
Dakota Wealth Management
Florida
-$206K -1,850 Closed
AFG
99
Atomi Financial Group
New York
-$202K -1,810 Closed
NL
100
NVWM LLC
Pennsylvania
-$154K -1,384 Closed

FXF Hedge Fund Activity: Q1 2026 in Review

94 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in Invesco CurrencyShares Swiss Franc Trust (FXF) for Q1 2026, worth a combined $138M — up 26% from $109M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new FXF positions and 9 closed out — a net gain of 15 holders — while 32 added to existing stakes and 14 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $8.43M. The largest seller was Avalon Capital Management, cutting an estimated $9.21M.

  • 94 institutional investors held Invesco CurrencyShares Swiss Franc Trust (FXF) as of Q1 2026, up from 81 in Q4 2025.
  • Funds reported $138M of Invesco CurrencyShares Swiss Franc Trust stock for Q1 2026, up 26% quarter-over-quarter.
  • 24 funds opened new Invesco CurrencyShares Swiss Franc Trust positions in Q1 2026 and 9 closed out, a net change of +15 holders.
  • The largest Invesco CurrencyShares Swiss Franc Trust buyer in Q1 2026 was Envestnet Asset Management, an estimated $8.43M added.
  • The largest Invesco CurrencyShares Swiss Franc Trust seller in Q1 2026 was Avalon Capital Management, an estimated $9.21M sold.

Based on aggregated 13F filings for Q1 2026.