Invesco CurrencyShares Swiss Franc Trust
FXF
45 hedge funds and large institutions have $63.7M invested in Invesco CurrencyShares Swiss Franc Trust in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 10 reducing their positions, and 6 closing their positions.
61% more call options, than puts
Call options by funds: $2.72M | Put options by funds: $1.69M
40% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 10
4.25% less ownership
Funds ownership: 37.69% → 33.44% (-4.2%)
4% less funds holding
Funds holding: 47 → 45 (-2)
13% less capital invested
Capital invested by funds: $73.3M → $63.7M (-$9.58M)
33% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cetera Advisors
Denver,
Colorado
|
+$4.14M |
| 2 |
Morgan Stanley
New York
|
+$2.73M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.62M |
| 4 |
LPL Financial
San Diego,
California
|
+$722K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$598K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FDCDDQ
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
-$20.6M |
| 2 |
Jane Street
New York
|
-$1.19M |
| 3 |
UCB
United Community Bank
Greenville,
South Carolina
|
-$1.18M |
| 4 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$773K |
| 5 |
ICG
InterOcean Capital Group
Nashville,
Tennessee
|
-$746K |
FXF Hedge Fund Activity: Q4 2023 in Review
45 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Invesco CurrencyShares Swiss Franc Trust (FXF) for Q4 2023, worth a combined $63.7M — down 13% from $73.3M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of FXF and 4 opened new positions — a net loss of 2 holders — while 10 trimmed existing stakes and 14 added.
The largest buyer was Cetera Advisors, opening a new position worth an estimated $4.14M. The largest seller was Federation des caisses Desjardins du Quebec, cutting an estimated $20.6M.
- 45 institutional investors held Invesco CurrencyShares Swiss Franc Trust (FXF) as of Q4 2023, down from 47 in Q3 2023.
- Funds reported $63.7M of Invesco CurrencyShares Swiss Franc Trust stock for Q4 2023, down 13% quarter-over-quarter.
- 4 funds opened new Invesco CurrencyShares Swiss Franc Trust positions in Q4 2023 and 6 closed out, a net change of -2 holders.
- The largest Invesco CurrencyShares Swiss Franc Trust buyer in Q4 2023 was Cetera Advisors, an estimated $4.14M added.
- The largest Invesco CurrencyShares Swiss Franc Trust seller in Q4 2023 was Federation des caisses Desjardins du Quebec, an estimated $20.6M sold.
Based on aggregated 13F filings for Q4 2023.