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Invesco CurrencyShares Swiss Franc Trust

31 hedge funds and large institutions have $48.6M invested in Invesco CurrencyShares Swiss Franc Trust in 2019 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more call options, than puts

Call options by funds: $2.83M | Put options by funds: $1.66M

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

3% more funds holding

Funds holding: 3031 (+1)

0.47% less ownership

Funds ownership: 34.3%33.82% (-0.47%)

7% less capital invested

Capital invested by funds: $52.1M → $48.6M (-$3.51M)

20% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 10

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
31
Holders Change
+1
Holders Change %
+3.33%
% of All Funds
0.68%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
7
Increased
8
Reduced
10
Closed
5
Calls
$2.83M
Puts
$1.66M
Net Calls
+$1.16M
Net Calls Change
-$1.45M
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
1
Citadel Advisors
Florida
$10.5M +$1.11M +11,801 +12%
IFA
2
Interactive Financial Advisors
Illinois
$7.11M +$84.9K +904 +1%
Goldman Sachs
3
Goldman Sachs
New York
$4.63M -$114K -1,214 -2%
GTC
4
Ghost Tree Capital
New York
$4.4M -$4.2M -44,700 -48%
Morgan Stanley
5
Morgan Stanley
New York
$3.83M +$189K +2,012 +5%
Bank of America
6
Bank of America
North Carolina
$3.56M -$752K -8,007 -17%
IC
7
InterOcean Capital
Illinois
$2.35M -$31.5K -335 -1%
Wolverine Trading
8
Wolverine Trading
Illinois
$2.24M +$2.25M +23,977 New
QA
9
Quantitative Advantage
Minnesota
$2.17M -$36.2K -385 -2%
VF
10
Virtu Financial
New York
$1.47M -$984K -10,476 -40%
Wells Fargo
11
Wells Fargo
California
$1.09M +$12.6K +134 +1%
CIBC World Market
12
CIBC World Market
Ontario, Canada
$1.06M +$221K +2,350 +26%
Jane Street
13
Jane Street
New York
$1.04M +$1.05M +11,225 New
LPL Financial
14
LPL Financial
California
$959K +$89.2K +950 +10%
HSA
15
Hussman Strategic Advisors
Maryland
$463K
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$297K +$37.6K +400 +14%
RJA
17
Raymond James & Associates
Florida
$294K +$298K +3,173 New
APA
18
American Portfolios Advisors
New York
$243K -$329K -3,504 -57%
Franklin Resources
19
Franklin Resources
California
$241K
DOA
20
D'Orazio & Associates
Virginia
$111K
JP Morgan Chase
21
JP Morgan Chase
New York
$97K +$98.6K +1,050 New
UBS Group
22
UBS Group
Switzerland
$93K -$91.9K -979 -49%
SIM
23
Sonora Investment Management
Arizona
$93K
US Bancorp
24
US Bancorp
Minnesota
$93K
Northern Trust
25
Northern Trust
Illinois
$65K +$66.2K +705 New

FXF Hedge Fund Activity: Q3 2019 in Review

31 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Invesco CurrencyShares Swiss Franc Trust (FXF) for Q3 2019, worth a combined $48.6M — down 6.7% from $52.1M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new FXF positions and 5 closed out — a net gain of 2 holders — while 8 added to existing stakes and 10 trimmed.

The largest buyer was Wolverine Trading, opening a new position worth an estimated $2.25M. The largest seller was Ghost Tree Capital, cutting an estimated $4.2M.

  • 31 institutional investors held Invesco CurrencyShares Swiss Franc Trust (FXF) as of Q3 2019, up from 30 in Q2 2019.
  • Funds reported $48.6M of Invesco CurrencyShares Swiss Franc Trust stock for Q3 2019, down 6.7% quarter-over-quarter.
  • 7 funds opened new Invesco CurrencyShares Swiss Franc Trust positions in Q3 2019 and 5 closed out, a net change of +2 holders.
  • The largest Invesco CurrencyShares Swiss Franc Trust buyer in Q3 2019 was Wolverine Trading, an estimated $2.25M added.
  • The largest Invesco CurrencyShares Swiss Franc Trust seller in Q3 2019 was Ghost Tree Capital, an estimated $4.2M sold.

Based on aggregated 13F filings for Q3 2019.