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Invesco CurrencyShares Swiss Franc Trust
FXF

Overview Fund Activity

38 hedge funds and large institutions have $36.1M invested in Invesco CurrencyShares Swiss Franc Trust in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 5 increasing their positions, 11 reducing their positions, and 5 closing their positions.

Holders
38
Holders Change
+3
Holders Change %
+8.57%
% of All Funds
0.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
5
Reduced
11
Closed
5
Calls
$8.01M
Puts
$2.49M
Net Calls
+$5.52M
Net Calls Change
+$16.3M

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$1.99M
2
SG
2
StoneX Group
New York
$979K
3
FTUS
3
Flow Traders U.S.
New York
$902K
4
Wells Fargo
4
Wells Fargo
California
$2.69M
5
NWM
5
Napa Wealth Management
California
$817K

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$9.97M
3
Simplex Trading
3
Simplex Trading
Illinois
$0
4
LPL Financial
4
LPL Financial
California
$0
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$1.61M
Name Market Value Shares Shares
Change 		Shares
Change %
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$9.97M 100,705 -22,282 -18%
CIBC World Market
2
CIBC World Market
Ontario, Canada
$3.85M 38,901 -310 -0.8%
Morgan Stanley
3
Morgan Stanley
New York
$3.21M 32,406 +3,300 +11%
Wells Fargo
4
Wells Fargo
California
$2.69M 27,214 +8,592 +46%
HighTower Advisors
5
HighTower Advisors
Illinois
$2.47M 24,971 -1,192 -5%
Focus Partners Wealth
6
Focus Partners Wealth
Massachusetts
$1.99M 20,053 +20,053 New
NC
7
NewSquare Capital
Pennsylvania
$1.72M 17,411 +196 +1%
CAPTRUST Financial Advisors
8
CAPTRUST Financial Advisors
North Carolina
$1.61M 16,297 -1,951 -11%
SG
9
StoneX Group
New York
$979K 9,895 +9,895 New
FTUS
10
Flow Traders U.S.
New York
$902K 9,111 +9,111 New
TFA
11
Transamerica Financial Advisors
Florida
$827K 8,347 – –
NWM
12
Napa Wealth Management
California
$817K 8,258 +8,258 New
Jane Street
13
Jane Street
New York
$605K 6,114 +6,114 New
RA
14
RFG Advisory
Alabama
$503K 5,082 – –
Bank of America
15
Bank of America
North Carolina
$486K 4,910 -181 -4%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$416K 4,205 -65 -2%
Wolverine Trading
17
Wolverine Trading
Illinois
$415K 4,193 +4,193 New
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$400K 4,044 +682 +20%
PGFC
19
Peapack-Gladstone Financial Corp
New Jersey
$388K 3,922 – –
WFA
20
Wellspring Financial Advisors
Ohio
$346K 3,500 – –
OFG
21
Oxford Financial Group
Indiana
$292K 2,950 – –
UBS Group
22
UBS Group
Switzerland
$280K 2,832 +2,832 New
BEAM
23
Baker Ellis Asset Management
Washington
$267K 2,700 – –
US Bancorp
24
US Bancorp
Minnesota
$179K 1,809 – –
Fifth Third Bancorp
25
Fifth Third Bancorp
Ohio
$148K 1,500 – –
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