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Invesco CurrencyShares Swiss Franc Trust

29 hedge funds and large institutions have $43.8M invested in Invesco CurrencyShares Swiss Franc Trust in 2019 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.05% more ownership

Funds ownership: 25.99%26.04% (+0.05%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 8

7% less capital invested

Capital invested by funds: $46.9M → $43.8M (-$3.08M)

9% less funds holding

Funds holding: 3229 (-3)

67% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 3

91% less call options, than puts

Call options by funds: $1.88M | Put options by funds: $21.4M

Holders
29
Holders Change
-3
Holders Change %
-9.38%
% of All Funds
0.63%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
1
Increased
8
Reduced
8
Closed
3
Calls
$1.88M
Puts
$21.4M
Net Calls
-$19.5M
Net Calls Change
-$20.7M
Name Holding Trade Value Shares
Change
Change in
Stake
GTC
1
Ghost Tree Capital
New York
$8.57M +$3.42M +36,600 +66%
Citadel Advisors
2
Citadel Advisors
Florida
$7.25M +$258K +2,765 +4%
IFA
3
Interactive Financial Advisors
Illinois
$6.47M -$195K -2,089 -3%
Goldman Sachs
4
Goldman Sachs
New York
$4.67M -$280 -3 -0%
VF
5
Virtu Financial
New York
$4.59M +$468K +5,012 +11%
IC
6
InterOcean Capital
Illinois
$2.48M -$1.63M -17,458 -40%
QA
7
Quantitative Advantage
Minnesota
$2.4M -$58.8K -629 -2%
Morgan Stanley
8
Morgan Stanley
New York
$1.44M -$49.1K -526 -3%
Wells Fargo
9
Wells Fargo
California
$1.21M -$3.27M -35,037 -73%
CIBC World Market
10
CIBC World Market
Ontario, Canada
$673K +$173K +1,849 +35%
LPL Financial
11
LPL Financial
California
$654K -$34.8K -372 -5%
Franklin Resources
12
Franklin Resources
California
$476K
HSA
13
Hussman Strategic Advisors
Maryland
$467K
Jane Street
14
Jane Street
New York
$440K +$208K +2,228 +90%
APA
15
American Portfolios Advisors
New York
$411K +$55.9K +598 +16%
UBS Group
16
UBS Group
Switzerland
$394K +$134K +1,433 +52%
BA
17
Belvedere Advisors
California
$314K +$314K +3,365 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$179K +$8.59K +92 +5%
US Bancorp
19
US Bancorp
Minnesota
$121K
DOA
20
D'Orazio & Associates
Virginia
$112K
Parallax Volatility Advisers
21
Parallax Volatility Advisers
California
$103K
Bank of America
22
Bank of America
North Carolina
$99K
SIM
23
Sonora Investment Management
Arizona
$93K
TFA
24
Transamerica Financial Advisors
Florida
$45K -$356K -3,815 -89%
FANJ
25
Financial Architects (New Jersey)
New Jersey
$42K

FXF Hedge Fund Activity: Q1 2019 in Review

29 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Invesco CurrencyShares Swiss Franc Trust (FXF) for Q1 2019, worth a combined $43.8M — down 6.6% from $46.9M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of FXF and 1 opened new positions — a net loss of 2 holders — while 8 trimmed existing stakes and 8 added.

The largest buyer was Ghost Tree Capital, adding an estimated $3.42M. The largest seller was Wells Fargo, cutting an estimated $3.27M.

  • 29 institutional investors held Invesco CurrencyShares Swiss Franc Trust (FXF) as of Q1 2019, down from 32 in Q4 2018.
  • Funds reported $43.8M of Invesco CurrencyShares Swiss Franc Trust stock for Q1 2019, down 6.6% quarter-over-quarter.
  • 1 fund opened new Invesco CurrencyShares Swiss Franc Trust positions in Q1 2019 and 3 closed out, a net change of -2 holders.
  • The largest Invesco CurrencyShares Swiss Franc Trust buyer in Q1 2019 was Ghost Tree Capital, an estimated $3.42M added.
  • The largest Invesco CurrencyShares Swiss Franc Trust seller in Q1 2019 was Wells Fargo, an estimated $3.27M sold.

Based on aggregated 13F filings for Q1 2019.