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Invesco CurrencyShares Swiss Franc Trust

94 hedge funds and large institutions have $138M invested in Invesco CurrencyShares Swiss Franc Trust in 2026 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 32 increasing their positions, 14 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 9

155% more call options, than puts

Call options by funds: $6.11M | Put options by funds: $2.4M

129% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 14

26% more capital invested

Capital invested by funds: $109M → $138M (+$28.8M)

16% more funds holding

Funds holding: 8194 (+13)

0.69% less ownership

Funds ownership: 27.56%26.87% (-0.69%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
94
Holders Change
+13
Holders Change %
+16.05%
% of All Funds
1.16%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
24
Increased
32
Reduced
14
Closed
9
Calls
$6.11M
Puts
$2.4M
Net Calls
+$3.71M
Net Calls Change
-$2.43M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$11.4M -$872K -7,733 -7%
HCM
2
Hengehold Capital Management
Ohio
$11.3M +$66.6K +590 +0.6%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$10.8M +$8.43M +74,682 +325%
SPIA
4
Steward Partners Investment Advisory
New York
$7.63M +$7.8M +69,126 New
CIBC World Market
5
CIBC World Market
Ontario, Canada
$7.13M +$689K +6,105 +10%
Wells Fargo
6
Wells Fargo
California
$6.06M +$2.37M +20,970 +62%
MA
7
MONECO Advisors
Connecticut
$5.08M +$18.2K +161 +0.4%
HighTower Advisors
8
HighTower Advisors
Illinois
$4.73M +$34.5K +306 +0.7%
Jane Street
9
Jane Street
New York
$4.48M +$875K +7,754 +24%
OC
10
Oppenheimer & Co
New York
$3.47M +$1.7M +15,082 +92%
National Bank of Canada
11
National Bank of Canada
Quebec, Canada
$3.22M +$3.17M +28,066 +2,551%
Bank of America
12
Bank of America
North Carolina
$3.06M +$1.41M +12,504 +82%
UBS Group
13
UBS Group
Switzerland
$2.88M +$1.18M +10,430 +67%
ATPW
14
Ashton Thomas Private Wealth
Arizona
$2.68M
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$2.6M +$2.66M +23,591 New
Raymond James Financial
16
Raymond James Financial
Florida
$2.55M -$5.13M -45,506 -66%
Citadel Advisors
17
Citadel Advisors
Florida
$2.43M +$2.49M +22,030 New
FFO
18
Fiduciary Family Office
Florida
$2.42M +$2.48M +21,960 New
RCG
19
Ridge Creek Global
Ohio
$2.37M -$7.9K -70 -0.3%
AAS
20
Ameritas Advisory Services
Nebraska
$2.33M +$2.38M +21,103 New
LPL Financial
21
LPL Financial
California
$2.29M +$723K +6,412 +45%
CAPTRUST Financial Advisors
22
CAPTRUST Financial Advisors
North Carolina
$2.19M +$155K +1,371 +7%
TFA
23
Transamerica Financial Advisors
Florida
$2.09M +$13.9K +123 +0.7%
NC
24
NewSquare Capital
Pennsylvania
$2.05M +$91.2K +808 +5%
BCA
25
Bay Colony Advisors
Massachusetts
$1.92M +$1.96M +17,394 New