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Invesco CurrencyShares Swiss Franc Trust

40 hedge funds and large institutions have $35.7M invested in Invesco CurrencyShares Swiss Franc Trust in 2016 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

559% more call options, than puts

Call options by funds: $17.4M | Put options by funds: $2.64M

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

5% more funds holding

Funds holding: 3840 (+2)

2.35% less ownership

Funds ownership: 24.35%22% (-2.3%)

11% less capital invested

Capital invested by funds: $40.3M → $35.7M (-$4.6M)

27% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 11

Holders
40
Holders Change
+2
Holders Change %
+5.26%
% of All Funds
1.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
8
Reduced
11
Closed
4
Calls
$17.4M
Puts
$2.64M
Net Calls
+$14.8M
Net Calls Change
+$16.1M
Name Holding Trade Value Shares
Change
Change in
Stake
IFA
1
Interactive Financial Advisors
Illinois
$5.25M +$586K +5,914 +12%
Wells Fargo
2
Wells Fargo
California
$3.79M +$24.2K +244 +0.6%
QA
3
Quantitative Advantage
Minnesota
$3.52M -$91.4K -923 -3%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$3.27M +$2.61M +26,300 +375%
TH
5
Timber Hill
Connecticut
$2.98M +$2.39M +24,078 +387%
LPL Financial
6
LPL Financial
California
$2.82M -$3.22M -32,490 -53%
Goldman Sachs
7
Goldman Sachs
New York
$2.28M
HSA
8
Hussman Strategic Advisors
Maryland
$1.47M -$991K -10,000 -40%
Citadel Advisors
9
Citadel Advisors
Florida
$1.35M -$81.6K -824 -6%
Stifel Financial
10
Stifel Financial
Missouri
$1.3M
CG
11
Cutler Group
California
$1.18M +$1.19M +12,005 New
EAM
12
Evanson Asset Management
California
$1.11M
CIBC World Market
13
CIBC World Market
Ontario, Canada
$790K +$279K +2,819 +54%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$575K -$732K -7,386 -56%
TFA
15
Transamerica Financial Advisors
Florida
$500K +$22.5K +227 +5%
Morgan Stanley
16
Morgan Stanley
New York
$468K -$43.7K -441 -8%
SCM
17
Sitrin Capital Management
California
$393K
Wolverine Trading
18
Wolverine Trading
Illinois
$363K +$368K +3,711 New
Truist Financial
19
Truist Financial
North Carolina
$327K
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$321K -$57.9K -584 -15%
Bank of America
21
Bank of America
North Carolina
$296K -$10.1K -102 -3%
Jane Street
22
Jane Street
New York
$230K
UBS Group
23
UBS Group
Switzerland
$171K +$26.1K +263 +18%
GT
24
Glenmede Trust
Pennsylvania
$136K
SIM
25
Sonora Investment Management
Arizona
$128K

FXF Hedge Fund Activity: Q2 2016 in Review

40 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Invesco CurrencyShares Swiss Franc Trust (FXF) for Q2 2016, worth a combined $35.7M — down 11% from $40.3M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new FXF positions and 4 closed out — a net gain of 2 holders — while 8 added to existing stakes and 11 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $2.61M. The largest seller was Virtu Financial, exiting entirely with an estimated $5.8M sold.

  • 40 institutional investors held Invesco CurrencyShares Swiss Franc Trust (FXF) as of Q2 2016, up from 38 in Q1 2016.
  • Funds reported $35.7M of Invesco CurrencyShares Swiss Franc Trust stock for Q2 2016, down 11% quarter-over-quarter.
  • 6 funds opened new Invesco CurrencyShares Swiss Franc Trust positions in Q2 2016 and 4 closed out, a net change of +2 holders.
  • The largest Invesco CurrencyShares Swiss Franc Trust buyer in Q2 2016 was Susquehanna International Group, an estimated $2.61M added.
  • The largest Invesco CurrencyShares Swiss Franc Trust seller in Q2 2016 was Virtu Financial, an estimated $5.8M sold.

Based on aggregated 13F filings for Q2 2016.