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Invesco CurrencyShares Swiss Franc Trust

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

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

7% more capital invested

Capital invested by funds: $39.1M → $41.9M (+$2.81M)

5% more funds holding

Funds holding: 4042 (+2)

4.72% more ownership

Funds ownership: 24.82%29.54% (+4.7%)

0% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 10

41% less call options, than puts

Call options by funds: $900K | Put options by funds: $1.53M

Holders
42
Holders Change
+2
Holders Change %
+5%
% of All Funds
0.55%
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
Name Holding Trade Value Shares
Change
Change in
Stake
ATPW
1
Ashton Thomas Private Wealth
Arizona
$6.53M +$6.76M +66,759 New
Morgan Stanley
2
Morgan Stanley
New York
$6.19M +$9.72K +96 +0.2%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$5.22M -$986K -9,730 -15%
CIBC World Market
4
CIBC World Market
Ontario, Canada
$3.47M -$315K -3,110 -8%
FTUS
5
Flow Traders U.S.
New York
$2.52M +$1.53M +15,128 +142%
HighTower Advisors
6
HighTower Advisors
Illinois
$2.52M +$32.3K +319 +1%
Focus Partners Wealth
7
Focus Partners Wealth
Massachusetts
$1.94M
NC
8
NewSquare Capital
Pennsylvania
$1.81M +$88.7K +876 +5%
CAPTRUST Financial Advisors
9
CAPTRUST Financial Advisors
North Carolina
$1.55M -$14.9K -147 -0.9%
Wells Fargo
10
Wells Fargo
California
$1.04M -$1.24M -12,237 -54%
CAM
11
Cresset Asset Management
Illinois
$988K +$1.02M +10,096 New
TFA
12
Transamerica Financial Advisors
Florida
$959K +$28.7K +283 +3%
Citadel Advisors
13
Citadel Advisors
Florida
$817K -$141K -1,390 -14%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$716K +$212K +2,091 +40%
Jane Street
15
Jane Street
New York
$609K +$631K +6,227 New
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$520K -$608 -6 -0.1%
RA
17
RFG Advisory
Alabama
$497K
BPA
18
Beacon Pointe Advisors
California
$450K +$210K +2,075 +82%
PGFC
19
Peapack-Gladstone Financial Corp
New Jersey
$384K
SWM
20
SeaCrest Wealth Management
New York
$368K +$130K +1,285 +52%
WFA
21
Wellspring Financial Advisors
Ohio
$342K
Simplex Trading
22
Simplex Trading
Illinois
$314K -$718K -7,091 -69%
OFG
23
Oxford Financial Group
Indiana
$289K
UBS Group
24
UBS Group
Switzerland
$277K -$101 -1 -0%
NWM
25
Napa Wealth Management
California
$267K -$353K -3,488 -56%

FXF Hedge Fund Activity: Q4 2024 in Review

42 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco CurrencyShares Swiss Franc Trust (FXF) for Q4 2024, worth a combined $41.9M — up 7.2% from $39.1M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new FXF positions and 4 closed out — a net gain of 2 holders — while 10 added to existing stakes and 10 trimmed.

The largest buyer was Ashton Thomas Private Wealth, opening a new position worth an estimated $6.76M. The largest seller was Wells Fargo, cutting an estimated $1.24M.

  • 42 institutional investors held Invesco CurrencyShares Swiss Franc Trust (FXF) as of Q4 2024, up from 40 in Q3 2024.
  • Funds reported $41.9M of Invesco CurrencyShares Swiss Franc Trust stock for Q4 2024, up 7.2% quarter-over-quarter.
  • 6 funds opened new Invesco CurrencyShares Swiss Franc Trust positions in Q4 2024 and 4 closed out, a net change of +2 holders.
  • The largest Invesco CurrencyShares Swiss Franc Trust buyer in Q4 2024 was Ashton Thomas Private Wealth, an estimated $6.76M added.
  • The largest Invesco CurrencyShares Swiss Franc Trust seller in Q4 2024 was Wells Fargo, an estimated $1.24M sold.

Based on aggregated 13F filings for Q4 2024.