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Invesco CurrencyShares Swiss Franc Trust

27 hedge funds and large institutions have $40M invested in Invesco CurrencyShares Swiss Franc Trust in 2019 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more call options, than puts

Call options by funds: $1.47M | Put options by funds: $1.43M

0% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 8

6.76% less ownership

Funds ownership: 33.82%27.07% (-6.8%)

13% less funds holding

Funds holding: 3127 (-4)

18% less capital invested

Capital invested by funds: $48.6M → $40M (-$8.65M)

67% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 6

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
27
Holders Change
-4
Holders Change %
-12.9%
% of All Funds
0.53%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
2
Increased
8
Reduced
8
Closed
6
Calls
$1.47M
Puts
$1.43M
Net Calls
+$37K
Net Calls Change
-$1.13M
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
1
Citadel Advisors
Florida
$10.7M -$85.6K -918 -0.8%
GTC
2
Ghost Tree Capital
New York
$4.95M +$420K +4,500 +9%
Goldman Sachs
3
Goldman Sachs
New York
$4.76M
Morgan Stanley
4
Morgan Stanley
New York
$3.98M +$42.8K +459 +1%
Wells Fargo
5
Wells Fargo
California
$2.98M +$1.83M +19,610 +167%
QA
6
Quantitative Advantage
Minnesota
$2.4M +$159K +1,701 +7%
IC
7
InterOcean Capital
Illinois
$2.29M -$120K -1,286 -5%
Bank of America
8
Bank of America
North Carolina
$1.98M -$1.64M -17,623 -46%
Qube Research & Technologies (QRT)
9
Qube Research & Technologies (QRT)
United Kingdom
$1.63M +$1.6M +17,143 New
CIBC World Market
10
CIBC World Market
Ontario, Canada
$1.22M +$132K +1,420 +12%
VF
11
Virtu Financial
New York
$697K -$799K -8,563 -54%
HSA
12
Hussman Strategic Advisors
Maryland
$476K
LPL Financial
13
LPL Financial
California
$404K -$569K -6,100 -59%
RJA
14
Raymond James & Associates
Florida
$302K
APA
15
American Portfolios Advisors
New York
$250K
IFA
16
Interactive Financial Advisors
Illinois
$192K -$6.97M -74,760 -97%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$134K -$168K -1,802 -56%
UBS Group
18
UBS Group
Switzerland
$132K +$35.4K +380 +38%
DOA
19
D'Orazio & Associates
Virginia
$114K
SIM
20
Sonora Investment Management
Arizona
$95K
US Bancorp
21
US Bancorp
Minnesota
$95K
Northern Trust
22
Northern Trust
Illinois
$76K +$9.42K +101 +14%
FANJ
23
Financial Architects (New Jersey)
New Jersey
$43K
AG
24
Advisor Group
Arizona
$33K -$5.5K -59 -15%
HNB
25
Huntington National Bank
Ohio
$21K

FXF Hedge Fund Activity: Q4 2019 in Review

27 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Invesco CurrencyShares Swiss Franc Trust (FXF) for Q4 2019, worth a combined $40M — down 18% from $48.6M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of FXF and 2 opened new positions — a net loss of 4 holders — while 8 trimmed existing stakes and 8 added.

The largest buyer was Wells Fargo, adding an estimated $1.83M. The largest seller was Interactive Financial Advisors, cutting an estimated $6.97M.

  • 27 institutional investors held Invesco CurrencyShares Swiss Franc Trust (FXF) as of Q4 2019, down from 31 in Q3 2019.
  • Funds reported $40M of Invesco CurrencyShares Swiss Franc Trust stock for Q4 2019, down 18% quarter-over-quarter.
  • 2 funds opened new Invesco CurrencyShares Swiss Franc Trust positions in Q4 2019 and 6 closed out, a net change of -4 holders.
  • The largest Invesco CurrencyShares Swiss Franc Trust buyer in Q4 2019 was Wells Fargo, an estimated $1.83M added.
  • The largest Invesco CurrencyShares Swiss Franc Trust seller in Q4 2019 was Interactive Financial Advisors, an estimated $6.97M sold.

Based on aggregated 13F filings for Q4 2019.