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Invesco CurrencyShares Swiss Franc Trust

38 hedge funds and large institutions have $42.1M invested in Invesco CurrencyShares Swiss Franc Trust in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 8 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
38
Holders Change
-4
Holders Change %
-9.52%
% of All Funds
0.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
15
Reduced
8
Closed
9
Calls
$2.45M
Puts
$1.69M
Net Calls
+$763K
Net Calls Change
+$1.39M
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$6.03M -$320K -3,184 -5%
CIBC World Market
2
CIBC World Market
Ontario, Canada
$5.49M +$1.93M +19,214 +54%
HighTower Advisors
3
HighTower Advisors
Illinois
$4.12M +$1.54M +15,344 +60%
ATPW
4
Ashton Thomas Private Wealth
Arizona
$3.13M -$3.57M -35,574 -53%
Jane Street
5
Jane Street
New York
$2.71M +$2.09M +20,818 +334%
CAM
6
Cresset Asset Management
Illinois
$2.01M +$1M +9,967 +99%
Focus Partners Wealth
7
Focus Partners Wealth
Massachusetts
$1.95M -$42.3K -421 -2%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$1.85M -$3.51M -34,955 -65%
NC
9
NewSquare Capital
Pennsylvania
$1.81M -$44.7K -445 -2%
CAPTRUST Financial Advisors
10
CAPTRUST Financial Advisors
North Carolina
$1.63M +$33.8K +337 +2%
SPW
11
Sonoma Private Wealth
California
$1.44M +$1.44M +14,351 New
Wells Fargo
12
Wells Fargo
California
$1.21M +$149K +1,483 +14%
TFA
13
Transamerica Financial Advisors
Florida
$1.13M +$150K +1,490 +15%
LPL Financial
14
LPL Financial
California
$1.11M +$849K +8,459 +326%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$818K +$83.9K +836 +11%
FTUS
16
Flow Traders U.S.
New York
$663K -$1.92M -19,151 -74%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$573K +$39.6K +394 +7%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$549K +$549K +5,465 New
RA
19
RFG Advisory
Alabama
$515K +$5.02K +50 +1%
BPA
20
Beacon Pointe Advisors
California
$489K +$27.6K +275 +6%
PGFC
21
Peapack-Gladstone Financial Corp
New Jersey
$394K
SL
22
SWMG LLC
Texas
$393K +$393K +3,667 New
WFA
23
Wellspring Financial Advisors
Ohio
$351K
BEAM
24
Baker Ellis Asset Management
Washington
$311K +$100K +1,000 +48%
UBS Group
25
UBS Group
Switzerland
$296K +$11.9K +119 +4%