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Invesco CurrencyShares Swiss Franc Trust

34 hedge funds and large institutions have $27.5M invested in Invesco CurrencyShares Swiss Franc Trust in 2015 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

374% more call options, than puts

Call options by funds: $49.1M | Put options by funds: $10.4M

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

14% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 7

6% more funds holding

Funds holding: 3234 (+2)

3.91% less ownership

Funds ownership: 20.48%16.57% (-3.9%)

21% less capital invested

Capital invested by funds: $34.9M → $27.5M (-$7.37M)

Holders
34
Holders Change
+2
Holders Change %
+6.25%
% of All Funds
0.92%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
8
Reduced
7
Closed
7
Calls
$49.1M
Puts
$10.4M
Net Calls
+$38.8M
Net Calls Change
+$35.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$5.35M -$15.1M -145,800 -74%
TH
2
Timber Hill
Connecticut
$3.32M +$2.14M +20,650 +182%
Wells Fargo
3
Wells Fargo
California
$3.09M +$1.93M +18,665 +168%
IFA
4
Interactive Financial Advisors
Illinois
$3.05M +$1.87M +18,053 +160%
Goldman Sachs
5
Goldman Sachs
New York
$2.41M
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$1.47M +$403K +3,893 +38%
EAM
7
Evanson Asset Management
California
$1.3M +$24.5K +237 +2%
Barclays
8
Barclays
United Kingdom
$927K
VKH
9
Virtu KCG Holdings
New York
$917K +$912K +8,824 New
Morgan Stanley
10
Morgan Stanley
New York
$877K +$313K +3,029 +56%
LPL Financial
11
LPL Financial
California
$780K +$27.2K +263 +4%
RIA
12
Regal Investment Advisors
Michigan
$544K +$542K +5,243 New
TFA
13
Transamerica Financial Advisors
Florida
$536K -$149K -1,440 -22%
CIM
14
Cambria Investment Management
California
$524K +$522K +5,047 New
ASN
15
Advisory Services Network
Georgia
$439K +$443K +4,280 New
Group One Trading
16
Group One Trading
Illinois
$381K +$379K +3,662 New
Truist Financial
17
Truist Financial
North Carolina
$345K
Bank of America
18
Bank of America
North Carolina
$304K -$20.7K -200 -6%
AllianceBernstein
19
AllianceBernstein
Tennessee
$249K +$248K +2,400 New
GT
20
Glenmede Trust
Pennsylvania
$144K
DOA
21
D'Orazio & Associates
Virginia
$138K
UBS Group
22
UBS Group
Switzerland
$94K -$232K -2,246 -71%
HNB
23
Huntington National Bank
Ohio
$52K
Citadel Advisors
24
Citadel Advisors
Florida
$51K -$164K -1,582 -76%
FANJ
25
Financial Architects (New Jersey)
New Jersey
$47K

FXF Hedge Fund Activity: Q2 2015 in Review

34 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Invesco CurrencyShares Swiss Franc Trust (FXF) for Q2 2015, worth a combined $27.5M — down 21% from $34.9M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new FXF positions and 7 closed out — a net gain of 2 holders — while 8 added to existing stakes and 7 trimmed.

The largest buyer was Timber Hill, adding an estimated $2.14M. The largest seller was Susquehanna International Group, cutting an estimated $15.1M.

  • 34 institutional investors held Invesco CurrencyShares Swiss Franc Trust (FXF) as of Q2 2015, up from 32 in Q1 2015.
  • Funds reported $27.5M of Invesco CurrencyShares Swiss Franc Trust stock for Q2 2015, down 21% quarter-over-quarter.
  • 9 funds opened new Invesco CurrencyShares Swiss Franc Trust positions in Q2 2015 and 7 closed out, a net change of +2 holders.
  • The largest Invesco CurrencyShares Swiss Franc Trust buyer in Q2 2015 was Timber Hill, an estimated $2.14M added.
  • The largest Invesco CurrencyShares Swiss Franc Trust seller in Q2 2015 was Susquehanna International Group, an estimated $15.1M sold.

Based on aggregated 13F filings for Q2 2015.