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Invesco CurrencyShares Swiss Franc Trust
FXF

Overview Fund Activity

41 hedge funds and large institutions have $58M invested in Invesco CurrencyShares Swiss Franc Trust in 2014 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
41
Holders Change
–
Holders Change %
0%
% of All Funds
1.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
8
Reduced
18
Closed
5
Calls
$3.87M
Puts
$2.37M
Net Calls
+$1.5M
Net Calls Change
+$1.46M

Top Buyers

1
AGA
Accuvest Global Advisors
Utah
$8.2M
2
Barclays
Barclays
United Kingdom
$7.94M
3
Citadel Advisors
Citadel Advisors
Florida
$454K
4
KWMG
King Wealth Management Group
Florida
$216K
5
Morgan Stanley
Morgan Stanley
New York
$2.7M

Top Sellers

1
VKH
Virtu KCG Holdings
New York
$0
2
VF
Virtu Financial
New York
$0
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.64M
4
LPL Financial
LPL Financial
California
$7.81M
5
TH
Timber Hill
Connecticut
$4.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AGA
1
Accuvest Global Advisors
Utah
$8.2M +$8.2M +74,020 New
Barclays
2
Barclays
United Kingdom
$7.94M +$7.84M +71,232 +7,359%
LPL Financial
3
LPL Financial
California
$7.81M -$1.16M -10,489 -13%
QA
4
Quantitative Advantage
Minnesota
$5.36M -$719K -6,498 -12%
TH
5
Timber Hill
Connecticut
$4.3M -$758K -6,848 -15%
Wells Fargo
6
Wells Fargo
California
$3.11M +$31.9K +288 +1%
IFA
7
Interactive Financial Advisors
Illinois
$2.89M -$612K -5,527 -17%
Morgan Stanley
8
Morgan Stanley
New York
$2.7M +$147K +1,324 +6%
Goldman Sachs
9
Goldman Sachs
New York
$2.54M +$554 +5 +0%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$1.64M -$2.69M -24,316 -62%
ACM
11
Azimuth Capital Management
Michigan
$1.59M – – –
EAM
12
Evanson Asset Management
California
$1.27M -$80.2K -724 -6%
VC
13
Vicus Capital
Pennsylvania
$1.09M -$82.7K -747 -7%
Bank of America
14
Bank of America
North Carolina
$890K -$187K -1,688 -17%
CMP
15
Courage Miller Partners
Virginia
$872K -$12.4K -112 -1%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$765K -$101K -910 -12%
Luther King Capital Management (LKCM)
17
Luther King Capital Management (LKCM)
Texas
$675K – – –
U
18
UBS
Switzerland
$637K +$67K +606 +12%
TFA
19
Transamerica Financial Advisors
Florida
$631K -$65.4K -590 -9%
MCM
20
Murphy Capital Management
New Jersey
$464K – – –
Citadel Advisors
21
Citadel Advisors
Florida
$454K +$454K +4,103 New
Truist Financial
22
Truist Financial
North Carolina
$368K – – –
Deutsche Bank
23
Deutsche Bank
Germany
$265K – – –
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$228K -$47.6K -430 -17%
BCM
25
Beddow Capital Management
Wyoming
$227K -$99.7K -900 -31%
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