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Invesco CurrencyShares Swiss Franc Trust
FXF

Overview Fund Activity

40 hedge funds and large institutions have $39.1M invested in Invesco CurrencyShares Swiss Franc Trust in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 9 reducing their positions, and 6 closing their positions.

Holders
40
Holders Change
+2
Holders Change %
+5.26%
% of All Funds
0.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
9
Reduced
9
Closed
6
Calls
$2.87M
Puts
$3.33M
Net Calls
-$464K
Net Calls Change
-$5.99M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$6.64M
2
Simplex Trading
2
Simplex Trading
Illinois
$1.08M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.02M
4
NL
4
NVWM LLC
Pennsylvania
$871K
5
BPA
5
Beacon Pointe Advisors
California
$265K

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$6.63M
2
SG
2
StoneX Group
New York
$0
3
Jane Street
3
Jane Street
New York
$0
4
Wells Fargo
4
Wells Fargo
California
$2.4M
5
NWM
5
Napa Wealth Management
California
$653K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$6.64M 63,193 +30,787 +95%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$6.63M 63,105 -37,600 -37%
CIBC World Market
3
CIBC World Market
Ontario, Canada
$4.05M 38,566 -335 -0.9%
HighTower Advisors
4
HighTower Advisors
Illinois
$2.67M 25,386 +415 +2%
Wells Fargo
5
Wells Fargo
California
$2.4M 22,841 -4,373 -16%
Focus Partners Wealth
6
Focus Partners Wealth
Massachusetts
$2.09M 19,850 -203 -1%
NC
7
NewSquare Capital
Pennsylvania
$1.85M 17,589 +178 +1%
CAPTRUST Financial Advisors
8
CAPTRUST Financial Advisors
North Carolina
$1.68M 16,023 -274 -2%
FTUS
9
Flow Traders U.S.
New York
$1.12M 10,629 +1,518 +17%
Simplex Trading
10
Simplex Trading
Illinois
$1.08M 10,306 +10,306 New
Citadel Advisors
11
Citadel Advisors
Florida
$1.02M 9,740 +9,740 New
TFA
12
Transamerica Financial Advisors
Florida
$1M 9,513 +1,166 +14%
NL
13
NVWM LLC
Pennsylvania
$871K 8,291 +8,291 New
NWM
14
Napa Wealth Management
California
$653K 6,214 -2,044 -25%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$559K 5,317 +1,112 +26%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$549K 5,226 +1,182 +29%
RA
17
RFG Advisory
Alabama
$534K 5,082 – –
Bank of America
18
Bank of America
North Carolina
$516K 4,910 – –
PGFC
19
Peapack-Gladstone Financial Corp
New Jersey
$412K 3,922 – –
WFA
20
Wellspring Financial Advisors
Ohio
$368K 3,500 – –
Wolverine Trading
21
Wolverine Trading
Illinois
$353K 3,334 -859 -20%
OFG
22
Oxford Financial Group
Indiana
$310K 2,950 – –
UBS Group
23
UBS Group
Switzerland
$298K 2,834 +2 +0.1%
BPA
24
Beacon Pointe Advisors
California
$265K 2,520 +2,520 New
SWM
25
SeaCrest Wealth Management
New York
$260K 2,479 +2,479 New
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