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Invesco CurrencyShares Swiss Franc Trust
FXF

Overview Fund Activity

42 hedge funds and large institutions have $41.9M invested in Invesco CurrencyShares Swiss Franc Trust in 2024 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
42
Holders Change
+2
Holders Change %
+5%
% of All Funds
0.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
10
Reduced
10
Closed
4
Calls
$900K
Puts
$1.53M
Net Calls
-$626K
Net Calls Change
-$162K

Top Buyers

1
ATPW
Ashton Thomas Private Wealth
Arizona
$6.53M
2
FTUS
Flow Traders U.S.
New York
$2.52M
3
CAM
Cresset Asset Management
Illinois
$988K
4
Jane Street
Jane Street
New York
$609K
5
LPL Financial
LPL Financial
California
$254K

Top Sellers

1
Wells Fargo
Wells Fargo
California
$1.04M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$5.22M
3
NL
NVWM LLC
Pennsylvania
$0
4
Simplex Trading
Simplex Trading
Illinois
$314K
5
Bank of America
Bank of America
North Carolina
$979
Name Holding Trade Value Shares
Change 		Shares
Change %
ATPW
1
Ashton Thomas Private Wealth
Arizona
$6.53M +$6.53M +66,759 New
Morgan Stanley
2
Morgan Stanley
New York
$6.19M +$9.4K +96 +0.2%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$5.22M -$952K -9,730 -15%
CIBC World Market
4
CIBC World Market
Ontario, Canada
$3.47M -$304K -3,110 -8%
FTUS
5
Flow Traders U.S.
New York
$2.52M +$1.48M +15,128 +142%
HighTower Advisors
6
HighTower Advisors
Illinois
$2.52M +$31.2K +319 +1%
Focus Partners Wealth
7
Focus Partners Wealth
Massachusetts
$1.94M – – –
NC
8
NewSquare Capital
Pennsylvania
$1.81M +$85.7K +876 +5%
CAPTRUST Financial Advisors
9
CAPTRUST Financial Advisors
North Carolina
$1.55M -$14.4K -147 -0.9%
Wells Fargo
10
Wells Fargo
California
$1.04M -$1.2M -12,237 -54%
CAM
11
Cresset Asset Management
Illinois
$988K +$988K +10,096 New
TFA
12
Transamerica Financial Advisors
Florida
$959K +$27.7K +283 +3%
Citadel Advisors
13
Citadel Advisors
Florida
$817K -$136K -1,390 -14%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$716K +$205K +2,091 +40%
Jane Street
15
Jane Street
New York
$609K +$609K +6,227 New
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$520K -$587 -6 -0.1%
RA
17
RFG Advisory
Alabama
$497K – – –
BPA
18
Beacon Pointe Advisors
California
$450K +$203K +2,075 +82%
PGFC
19
Peapack-Gladstone Financial Corp
New Jersey
$384K – – –
SWM
20
SeaCrest Wealth Management
New York
$368K +$126K +1,285 +52%
WFA
21
Wellspring Financial Advisors
Ohio
$342K – – –
Simplex Trading
22
Simplex Trading
Illinois
$314K -$693K -7,091 -69%
OFG
23
Oxford Financial Group
Indiana
$289K – – –
UBS Group
24
UBS Group
Switzerland
$277K -$98 -1 -0%
NWM
25
Napa Wealth Management
California
$267K -$341K -3,488 -56%
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