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Invesco CurrencyShares Swiss Franc Trust
FXF

Overview Fund Activity

45 hedge funds and large institutions have $33.7M invested in Invesco CurrencyShares Swiss Franc Trust in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 7 increasing their positions, 15 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
45
Holders Change
-1
Holders Change %
-2.17%
% of All Funds
0.71%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
7
Reduced
15
Closed
9
Calls
$1.47M
Puts
$567K
Net Calls
+$905K
Net Calls Change
+$496K

Top Buyers

1
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$3.13M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$285K
3
CIBC World Market
3
CIBC World Market
Ontario, Canada
$3.78M
4
Simplex Trading
4
Simplex Trading
Illinois
$80K
5
NC
5
NewSquare Capital
Pennsylvania
$1.54M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$750K
2
ECM
2
Evergreen Capital Management
Washington
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$942K
4
Morgan Stanley
4
Morgan Stanley
New York
$3.44M
5
AWM
5
AE Wealth Management
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
1
Goldman Sachs
New York
$4.97M – – –
CIBC World Market
2
CIBC World Market
Ontario, Canada
$3.78M +$274K +2,753 +8%
Morgan Stanley
3
Morgan Stanley
New York
$3.44M -$1.43M -14,399 -29%
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$3.13M +$3.13M +31,472 New
ICG
5
InterOcean Capital Group
Tennessee
$2.82M +$19.5K +196 +0.7%
HighTower Advisors
6
HighTower Advisors
Illinois
$2.44M -$33.9K -341 -1%
NC
7
NewSquare Capital
Pennsylvania
$1.54M +$71.9K +723 +5%
FTUS
8
Flow Traders U.S.
New York
$1.31M -$309K -3,101 -19%
FNBOSM
9
First National Bank of South Miami
Florida
$1.11M – – –
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$942K -$5.18M -52,095 -85%
LPL Financial
11
LPL Financial
California
$896K -$31.3K -315 -3%
TFA
12
Transamerica Financial Advisors
Florida
$887K -$15.2K -153 -2%
Citadel Advisors
13
Citadel Advisors
Florida
$750K -$10.6M -106,568 -93%
Bank of America
14
Bank of America
North Carolina
$555K +$497 +5 +0.1%
NGA
15
Naples Global Advisors
Florida
$525K -$5.97K -60 -1%
RA
16
RFG Advisory
Alabama
$505K -$24.9K -250 -5%
PGFC
17
Peapack-Gladstone Financial Corp
New Jersey
$390K – – –
BEAM
18
Baker Ellis Asset Management
Washington
$348K – – –
WFA
19
Wellspring Financial Advisors
Ohio
$348K – – –
OFG
20
Oxford Financial Group
Indiana
$293K – – –
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$285K +$285K +2,867 New
Stifel Financial
22
Stifel Financial
Missouri
$272K -$597 -6 -0.2%
TC
23
Telemus Capital
Michigan
$267K -$63.7K -640 -19%
Wells Fargo
24
Wells Fargo
California
$243K +$32.3K +325 +15%
UBS Group
25
UBS Group
Switzerland
$236K +$2.88K +29 +1%
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