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Invesco CurrencyShares Swiss Franc Trust

50 hedge funds and large institutions have $53.3M invested in Invesco CurrencyShares Swiss Franc Trust in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more call options, than puts

Call options by funds: $6.88M | Put options by funds: $5.55M

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

2% more funds holding

Funds holding: 4950 (+1)

6.92% less ownership

Funds ownership: 26%19.08% (-6.9%)

19% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 16

35% less capital invested

Capital invested by funds: $81.4M → $53.3M (-$28.2M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
50
Holders Change
+1
Holders Change %
+2.04%
% of All Funds
0.87%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
9
Increased
13
Reduced
16
Closed
8
Calls
$6.88M
Puts
$5.55M
Net Calls
+$1.33M
Net Calls Change
-$1.65M
Name Holding Trade Value Shares
Change
Change in
Stake
IFA
1
Interactive Financial Advisors
Illinois
$9.08M -$1.77M -17,726 -16%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$6.25M +$1.09M +10,896 +21%
Goldman Sachs
3
Goldman Sachs
New York
$4.89M
Citadel Advisors
4
Citadel Advisors
Florida
$3.91M -$13M -130,755 -77%
Jane Street
5
Jane Street
New York
$2.78M +$2.83M +28,357 New
CIBC World Market
6
CIBC World Market
Ontario, Canada
$2.71M -$654K -6,566 -19%
QA
7
Quantitative Advantage
Minnesota
$2.6M +$126K +1,268 +5%
FCCM
8
First City Capital Management
Georgia
$2.25M -$2.2M -22,095 -49%
ICG
9
InterOcean Capital Group
Tennessee
$1.93M
Morgan Stanley
10
Morgan Stanley
New York
$1.79M -$328K -3,293 -15%
Wells Fargo
11
Wells Fargo
California
$1.58M -$4.27M -42,899 -73%
CA
12
Cetera Advisors
Colorado
$1.27M +$110K +1,100 +9%
APA
13
American Portfolios Advisors
New York
$1.09M -$36.8K -369 -3%
LPL Financial
14
LPL Financial
California
$995K +$108K +1,082 +12%
RCYC
15
Richard C. Young & Co
Rhode Island
$964K +$12K +120 +1%
PFS
16
Prospera Financial Services
Texas
$853K -$75.7K -760 -8%
SWA
17
Stratos Wealth Advisors
Ohio
$687K -$2.43M -24,435 -78%
UBS Group
18
UBS Group
Switzerland
$682K -$196K -1,964 -22%
Bank of America
19
Bank of America
North Carolina
$681K +$81.4K +817 +13%
FNBOSM
20
First National Bank of South Miami
Florida
$588K
Stifel Financial
21
Stifel Financial
Missouri
$516K +$282K +2,826 +116%
HSA
22
Hussman Strategic Advisors
Maryland
$490K
RA
23
RFG Advisory
Alabama
$480K +$4.68K +47 +1%
RJA
24
Raymond James & Associates
Florida
$409K +$99.6K +1,000 +32%
BEAM
25
Baker Ellis Asset Management
Washington
$392K

FXF Hedge Fund Activity: Q2 2021 in Review

50 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Invesco CurrencyShares Swiss Franc Trust (FXF) for Q2 2021, worth a combined $53.3M — down 35% from $81.4M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new FXF positions and 8 closed out — a net gain of 1 holder — while 13 added to existing stakes and 16 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $2.83M. The largest seller was Citadel Advisors, cutting an estimated $13M.

  • 50 institutional investors held Invesco CurrencyShares Swiss Franc Trust (FXF) as of Q2 2021, up from 49 in Q1 2021.
  • Funds reported $53.3M of Invesco CurrencyShares Swiss Franc Trust stock for Q2 2021, down 35% quarter-over-quarter.
  • 9 funds opened new Invesco CurrencyShares Swiss Franc Trust positions in Q2 2021 and 8 closed out, a net change of +1 holder.
  • The largest Invesco CurrencyShares Swiss Franc Trust buyer in Q2 2021 was Jane Street, an estimated $2.83M added.
  • The largest Invesco CurrencyShares Swiss Franc Trust seller in Q2 2021 was Citadel Advisors, an estimated $13M sold.

Based on aggregated 13F filings for Q2 2021.