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Invesco CurrencyShares Swiss Franc Trust

38 hedge funds and large institutions have $40.3M invested in Invesco CurrencyShares Swiss Franc Trust in 2016 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 3838 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

5.87% less ownership

Funds ownership: 30.23%24.35% (-5.9%)

25% less capital invested

Capital invested by funds: $53.8M → $40.3M (-$13.6M)

27% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 11

37% less call options, than puts

Call options by funds: $2.3M | Put options by funds: $3.69M

Holders
38
Holders Change
Holders Change %
0%
% of All Funds
1.01%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
8
Reduced
11
Closed
4
Calls
$2.3M
Puts
$3.69M
Net Calls
-$1.38M
Net Calls Change
-$5.94M
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$6.16M -$915K -9,416 -13%
VF
2
Virtu Financial
New York
$5.8M +$549K +5,656 +11%
IFA
3
Interactive Financial Advisors
Illinois
$4.76M -$368K -3,785 -7%
Wells Fargo
4
Wells Fargo
California
$3.83M -$186K -1,918 -5%
QA
5
Quantitative Advantage
Minnesota
$3.68M +$1.6M +16,451 +81%
HSA
6
Hussman Strategic Advisors
Maryland
$2.5M
Goldman Sachs
7
Goldman Sachs
New York
$2.33M
Citadel Advisors
8
Citadel Advisors
Florida
$1.46M +$310K +3,195 +28%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.33M +$137K +1,413 +12%
Stifel Financial
10
Stifel Financial
Missouri
$1.32M +$1.28M +13,195 New
EAM
11
Evanson Asset Management
California
$1.13M
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$703K -$16.2M -167,016 -96%
TH
13
Timber Hill
Connecticut
$623K +$22.1K +227 +4%
CIBC World Market
14
CIBC World Market
Ontario, Canada
$523K +$184K +1,894 +57%
Morgan Stanley
15
Morgan Stanley
New York
$520K -$777 -8 -0.2%
TFA
16
Transamerica Financial Advisors
Florida
$487K -$5.83K -60 -1%
SCM
17
Sitrin Capital Management
California
$401K
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$386K +$143K +1,471 +62%
VKH
19
Virtu KCG Holdings
New York
$340K -$930K -9,574 -74%
Truist Financial
20
Truist Financial
North Carolina
$333K
Bank of America
21
Bank of America
North Carolina
$312K
Jane Street
22
Jane Street
New York
$235K +$228K +2,344 New
Parallax Volatility Advisers
23
Parallax Volatility Advisers
California
$190K +$159K +1,640 +651%
UBS Group
24
UBS Group
Switzerland
$148K -$324K -3,340 -69%
GT
25
Glenmede Trust
Pennsylvania
$139K

FXF Hedge Fund Activity: Q1 2016 in Review

38 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Invesco CurrencyShares Swiss Franc Trust (FXF) for Q1 2016, worth a combined $40.3M — down 25% from $53.8M a quarter earlier.

Fund positioning in FXF was balanced in Q1 2016: 4 funds opened new positions, 4 closed out, 8 added to existing stakes and 11 trimmed.

The largest buyer was Quantitative Advantage, adding an estimated $1.6M. The largest seller was Susquehanna International Group, cutting an estimated $16.2M.

  • 38 institutional investors held Invesco CurrencyShares Swiss Franc Trust (FXF) as of Q1 2016, unchanged from Q4 2015.
  • Funds reported $40.3M of Invesco CurrencyShares Swiss Franc Trust stock for Q1 2016, down 25% quarter-over-quarter.
  • 4 funds opened new Invesco CurrencyShares Swiss Franc Trust positions in Q1 2016 and 4 closed out, a net change of 0 holders.
  • The largest Invesco CurrencyShares Swiss Franc Trust buyer in Q1 2016 was Quantitative Advantage, an estimated $1.6M added.
  • The largest Invesco CurrencyShares Swiss Franc Trust seller in Q1 2016 was Susquehanna International Group, an estimated $16.2M sold.

Based on aggregated 13F filings for Q1 2016.