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Invesco CurrencyShares Swiss Franc Trust
FXF

Overview Fund Activity

36 hedge funds and large institutions have $64M invested in Invesco CurrencyShares Swiss Franc Trust in 2020 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 9 increasing their positions, 9 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
36
Holders Change
+2
Holders Change %
+5.88%
% of All Funds
0.74%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
9
Increased
9
Reduced
9
Closed
7
Calls
$2.85M
Puts
$1.49M
Net Calls
+$1.36M
Net Calls Change
+$477M

Top Buyers

1
IFA
Interactive Financial Advisors
Illinois
$14.1M
2
Wells Fargo
Wells Fargo
California
$3.79M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$1.55M
4
CIBC World Market
CIBC World Market
Ontario, Canada
$3.41M
5
Morgan Stanley
Morgan Stanley
New York
$2.41M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$228K
2
BFA
Beaumont Financial Advisors
Massachusetts
$0
3
Wolverine Trading
Wolverine Trading
Illinois
$0
4
PFS
Prospera Financial Services
Texas
$0
5
Citadel Advisors
Citadel Advisors
Florida
$12M
Name Holding Trade Value Shares
Change 		Shares
Change %
IFA
1
Interactive Financial Advisors
Illinois
$14.1M +$14.1M +146,140 +239,574%
Citadel Advisors
2
Citadel Advisors
Florida
$12M -$613K -6,335 -5%
Bank of America
3
Bank of America
North Carolina
$7.95M -$21.9K -226 -0.3%
UBS Group
4
UBS Group
Switzerland
$5.4M +$615K +6,360 +13%
Goldman Sachs
5
Goldman Sachs
New York
$4.84M – – –
Wells Fargo
6
Wells Fargo
California
$3.79M +$2.81M +29,037 +288%
CIBC World Market
7
CIBC World Market
Ontario, Canada
$3.41M +$1.2M +12,380 +54%
Morgan Stanley
8
Morgan Stanley
New York
$2.41M +$925K +9,555 +62%
QA
9
Quantitative Advantage
Minnesota
$2.34M -$77.6K -802 -3%
Qube Research & Technologies (QRT)
10
Qube Research & Technologies (QRT)
United Kingdom
$1.55M +$1.55M +16,021 New
IC
11
InterOcean Capital
Illinois
$821K -$21K -217 -2%
ASN
12
Advisory Services Network
Georgia
$606K +$30.2K +312 +5%
FCCM
13
First City Capital Management
Georgia
$508K +$508K +5,250 New
HSA
14
Hussman Strategic Advisors
Maryland
$484K – – –
22CM
15
20/20 Capital Management
California
$429K +$100K +1,000 +31%
TFA
16
Transamerica Financial Advisors
Florida
$394K +$386K +3,989 +4,925%
LPL Financial
17
LPL Financial
California
$385K +$53.2K +550 +16%
RJA
18
Raymond James & Associates
Florida
$307K -$100K -1,035 -25%
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$300K +$300K +3,100 New
RA
20
RFG Advisory
Alabama
$286K +$286K +2,960 New
HighTower Advisors
21
HighTower Advisors
Illinois
$269K +$269K +2,782 New
RE
22
RBC Europe
United Kingdom
$260K +$260K +2,690 New
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$228K -$5.66M -58,566 -96%
DBRC
24
D.B. Root & Company
Pennsylvania
$219K +$219K +2,271 New
DOA
25
D'Orazio & Associates
Virginia
$116K – – –
1
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