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Invesco CurrencyShares Swiss Franc Trust

38 hedge funds and large institutions have $53.8M invested in Invesco CurrencyShares Swiss Franc Trust in 2015 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more call options, than puts

Call options by funds: $9.37M | Put options by funds: $4.81M

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

25% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 8

14% more capital invested

Capital invested by funds: $47.4M → $53.8M (+$6.41M)

12% more funds holding

Funds holding: 3438 (+4)

3.7% more ownership

Funds ownership: 26.53%30.23% (+3.7%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
38
Holders Change
+4
Holders Change %
+11.76%
% of All Funds
1%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
9
Increased
10
Reduced
8
Closed
5
Calls
$9.37M
Puts
$4.81M
Net Calls
+$4.56M
Net Calls Change
-$4.14M
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$16.8M +$8.35M +85,525 +97%
LPL Financial
2
LPL Financial
California
$6.75M +$3.15M +32,203 +84%
VF
3
Virtu Financial
New York
$5.04M +$1.74M +17,766 +51%
IFA
4
Interactive Financial Advisors
Illinois
$4.94M -$2.21M -22,643 -31%
Wells Fargo
5
Wells Fargo
California
$3.87M -$783K -8,011 -17%
HSA
6
Hussman Strategic Advisors
Maryland
$2.41M +$2.44M +25,000 New
Goldman Sachs
7
Goldman Sachs
New York
$2.24M
QA
8
Quantitative Advantage
Minnesota
$1.96M -$75.3K -771 -4%
VKH
9
Virtu KCG Holdings
New York
$1.25M +$522K +5,345 +70%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.14M -$274K -2,800 -19%
Citadel Advisors
11
Citadel Advisors
Florida
$1.1M -$460K -4,714 -29%
EAM
12
Evanson Asset Management
California
$1.09M
TH
13
Timber Hill
Connecticut
$578K -$3.4M -34,776 -85%
Morgan Stanley
14
Morgan Stanley
New York
$501K -$407K -4,170 -44%
TFA
15
Transamerica Financial Advisors
Florida
$474K +$51K +522 +12%
UBS Group
16
UBS Group
Switzerland
$464K +$385K +3,937 +448%
ASN
17
Advisory Services Network
Georgia
$401K
SCM
18
Sitrin Capital Management
California
$387K +$391K +4,000 New
CIBC World Market
19
CIBC World Market
Ontario, Canada
$321K +$23.4K +240 +8%
Truist Financial
20
Truist Financial
North Carolina
$320K
Bank of America
21
Bank of America
North Carolina
$300K -$34.6K -354 -10%
Luther King Capital Management (LKCM)
22
Luther King Capital Management (LKCM)
Texas
$270K +$274K +2,800 New
Simplex Trading
23
Simplex Trading
Illinois
$255K +$259K +2,656 New
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$229K +$24.4K +250 +12%
GT
25
Glenmede Trust
Pennsylvania
$133K

FXF Hedge Fund Activity: Q4 2015 in Review

38 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Invesco CurrencyShares Swiss Franc Trust (FXF) for Q4 2015, worth a combined $53.8M — up 14% from $47.4M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new FXF positions and 5 closed out — a net gain of 4 holders — while 10 added to existing stakes and 8 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $8.35M. The largest seller was Timber Hill, cutting an estimated $3.4M.

  • 38 institutional investors held Invesco CurrencyShares Swiss Franc Trust (FXF) as of Q4 2015, up from 34 in Q3 2015.
  • Funds reported $53.8M of Invesco CurrencyShares Swiss Franc Trust stock for Q4 2015, up 14% quarter-over-quarter.
  • 9 funds opened new Invesco CurrencyShares Swiss Franc Trust positions in Q4 2015 and 5 closed out, a net change of +4 holders.
  • The largest Invesco CurrencyShares Swiss Franc Trust buyer in Q4 2015 was Susquehanna International Group, an estimated $8.35M added.
  • The largest Invesco CurrencyShares Swiss Franc Trust seller in Q4 2015 was Timber Hill, an estimated $3.4M sold.

Based on aggregated 13F filings for Q4 2015.