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FXF

Invesco CurrencyShares Swiss Franc Trust

Company with tickers: FXF

CIK
1353615
CUSIP
46138R108
13F Activity (30d)
72 filings 70 filers
Holders: 96
Total Value: $146,667,058
Total Shares: 1,328,386

Institutional Ownership Trend

25 quarters

Holder Concentration

Across 96 13F filers · Δ vs Dec 31, 2025
Top Holder
7.8%
Jun 2023 → Mar 2026 · range 7.8% – 53.7%
−2.5 pts
Top 5
33.8%
Jun 2023 → Mar 2026 · range 33.8% – 71.8%
−6.1 pts
Top 10
52.9%
Jun 2023 → Mar 2026 · range 52.9% – 87.9%
−7.5 pts
HHI
373
Jun 2023 → Mar 2026 · range 373 – 3,028
Broadly held −100

Quarterly Activity

vs Dec 31, 2025
New
23
Increased
33
Decreased
15
Sold Out
11
Unchanged
25
Holder count: +12
Institutional value: +21.7%
Shares held: +23.0%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Mega ENVESTNET ASSET MANAGEMENT INC +74,682 97,660
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP +45,391 77,091
Large NATIONAL BANK OF CANADA /FI/ +28,066 29,166
Mega WELLS FARGO & COMPANY/MN +20,970 54,886
Mid OPPENHEIMER & CO INC +15,082 31,415

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Small AVALON CAPITAL MANAGEMENT −81,630 2,166
Mega RAYMOND JAMES FINANCIAL INC −45,506 23,080
Mega CITADEL ADVISORS LLC −28,070 37,930
Small FLOW TRADERS U.S. LLC −12,323 10,561
Mega MORGAN STANLEY −7,733 103,465

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Large Steward Partners Investment Advisory, LLC 69,126 $7,632,201
Small FIDUCIARY FAMILY OFFICE, LLC 21,960 $2,424,603
Small Ameritas Advisory Services, LLC 21,103 $2,329,982
Small Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 17,394 $1,920,471
Large Mariner, LLC 10,264 $1,133,248

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Large Qube Research & Technologies Ltd 4,440 $495,504
Micro Markin Asset Management, LP 2,149 $239,828
Mid Dakota Wealth Management 1,850 $206,460
Mid Compound Planning, Inc. 1,810 $201,996
Small NVWM, LLC 1,384 $154,454
Filter: New 23 Increased 33 Reduced 15 Sold out 11 Unchanged 25
Showing 100 of 100
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Mega MORGAN STANLEY $11,423,570 7.79% 103,465
Small HENGEHOLD CAPITAL MANAGEMENT LLC $11,282,025 7.69% 102,183
Mega ENVESTNET ASSET MANAGEMENT INC $10,782,640 7.35% 97,660
Large Steward Partners Investment Advisory, LLC $7,632,201 5.20% 69,126
Large CIBC WORLD MARKET INC. $7,126,303 4.86% 64,544
Mega WELLS FARGO & COMPANY/MN $6,059,962 4.13% 54,886
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $5,343,844 3.64% 48,400
Small MONECO ADVISORS, LLC $5,075,989 3.46% 45,974
Large HighTower Advisors, LLC $4,731,289 3.23% 42,852
Mega JANE STREET GROUP, LLC $4,477,346 3.05% 40,552
Mid OPPENHEIMER & CO INC $3,468,530 2.36% 31,415
Large NATIONAL BANK OF CANADA /FI/ Bank $3,220,218 2.20% 29,166
Mega BANK OF AMERICA CORP /DE/ Bank $3,062,662 2.09% 27,739
Mega UBS Group AG $2,879,382 1.96% 26,079
Mid Ashton Thomas Private Wealth, LLC $2,682,631 1.83% 24,297
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $2,604,681 1.78% 23,591
Mega RAYMOND JAMES FINANCIAL INC $2,548,262 1.74% 23,080
Mega CITADEL ADVISORS LLC $2,432,332 1.66% 22,030
Small FIDUCIARY FAMILY OFFICE, LLC Family Office $2,424,603 1.65% 21,960
Micro Ridge Creek Global, Inc $2,371,938 1.62% 21,483
Small Ameritas Advisory Services, LLC $2,329,982 1.59% 21,103
Mega LPL Financial LLC $2,286,259 1.56% 20,707
Large CAPTRUST FINANCIAL ADVISORS $2,193,184 1.50% 19,864
Small Transamerica Financial Advisors, LLC $2,089,509 1.42% 18,925
Small NewSquare Capital LLC $2,046,228 1.40% 18,533
Small Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors $1,920,471 1.31% 17,394
Large OSAIC HOLDINGS, INC. $1,848,704 1.26% 16,744
Mega CITADEL ADVISORS LLC $1,755,519 1.20% 15,900
Micro Sonoma Private Wealth LLC $1,713,452 1.17% 15,519
Mid Pure Financial Advisors, LLC $1,490,424 1.02% 13,499
Large COMMONWEALTH EQUITY SERVICES, LLC $1,383,106 0.94% 12,527
Small Cornerstone Wealth Management, LLC $1,252,049 0.85% 11,340
Mid Beacon Pointe Advisors, LLC $1,217,270 0.83% 11,025
Small FLOW TRADERS U.S. LLC $1,166,040 0.80% 10,561
Large Mariner, LLC $1,133,248 0.77% 10,264
Large Cambridge Investment Research Advisors, Inc. $1,064,904 0.73% 9,645
Large NOMURA ASSET MANAGEMENT CO LTD $982,649 0.67% 8,900
Small Pekin Hardy Strauss, Inc. $964,983 0.66% 8,740
Mega ROYAL BANK OF CANADA Bank $860,314 0.59% 7,792
Mid PFG Investments, LLC $860,093 0.59% 7,790
Micro Haven Private, LLC $748,358 0.51% 6,778
Small JAMES INVESTMENT RESEARCH, INC. $707,838 0.48% 6,411
Mid GFS Advisors, LLC $704,967 0.48% 6,385
Large HRT FINANCIAL LP $649,983 0.44% 5,887
Mid Stratos Wealth Partners, LTD. $591,687 0.40% 5,359
Small RFG Advisory, LLC $566,403 0.39% 5,130
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $563,091 0.38% 5,100
Small CARRET ASSET MANAGEMENT, LLC $511,198 0.35% 4,630
Mid MAI Capital Management $503,469 0.34% 4,560
Small Baker Ellis Asset Management LLC $496,845 0.34% 4,500
Small 3EDGE Asset Management, LP $484,258 0.33% 4,386
Large Cetera Investment Advisers $470,236 0.32% 4,259
Large Creative Planning $467,807 0.32% 4,237
Mega JANE STREET GROUP, LLC $452,681 0.31% 4,100
Mega BANK OF MONTREAL /CAN/ Bank $409,621 0.28% 3,710
Mid Wellspring Financial Advisors, LLC $386,435 0.26% 3,500
Large Focus Partners Wealth $374,510 0.26% 3,392
Small 17 CAPITAL PARTNERS, LLC $373,958 0.25% 3,387
Large BLAIR WILLIAM & CO/IL $348,785 0.24% 3,159
Mid Clearstead Advisors, LLC $347,129 0.24% 3,144
Large Cerity Partners LLC $297,886 0.20% 2,698
Micro North Capital, Inc. $291,261 0.20% 2,638
Large MML INVESTORS SERVICES, LLC $277,349 0.19% 2,512
Micro Presidio Capital Management, LLC $276,025 0.19% 2,500
Mid Evercore Wealth Management, LLC $270,504 0.18% 2,450
Large Rockefeller Capital Management L.P. $267,854 0.18% 2,426
Mid EVERGREEN CAPITAL MANAGEMENT LLC $242,239 0.17% 2,194
Small AVALON CAPITAL MANAGEMENT $239,148 0.16% 2,166
Large US BANCORP \DE\ Bank $227,996 0.16% 2,065
Large Corient Private Wealth LLC $220,820 0.15% 2,000
Small Carr Financial Group Corp $220,820 0.15% 2,000
Large FIFTH THIRD BANCORP Bank $204,479 0.14% 1,852
Large BROWN BROTHERS HARRIMAN & CO $165,615 0.11% 1,500
Small Key Financial Inc $132,492 0.09% 1,200
Large Federation des caisses Desjardins du Quebec $130,725 0.09% 1,184
Mid Western Wealth Management, LLC $126,419 0.09% 1,145
Mid Advisory Services Network, LLC $120,346 0.08% 1,090
Mid Farther Finance Advisors, LLC $94,952 0.06% 860
Mid HARBOUR INVESTMENTS, INC. $66,135 0.05% 599
Large TD Waterhouse Canada Inc. $60,725 0.04% 550
Micro Fairman Group, LLC $57,413 0.04% 520
Mega PNC FINANCIAL SERVICES GROUP, INC. $55,205 0.04% 500
Mid Sterling Capital Management LLC $45,709 0.03% 414
Micro Scarborough Advisors, LLC $34,779 0.02% 315
Small NBT BANK N A /NY Bank $27,602 0.02% 250
Small AdvisorNet Financial, Inc $24,511 0.02% 222
Large HUNTINGTON NATIONAL BANK Bank $21,419 0.01% 194
Mid Parallel Advisors, LLC $20,425 0.01% 185
Mid Spire Wealth Management $19,321 0.01% 175
Micro Roxbury Financial LLC $15,236 0.01% 138
Large CWM, LLC $14,353 0.01% 130
Mega BNP PARIBAS ARBITRAGE, SA $13,249 0.01% 120
Mid IFP Advisors, Inc $11,041 0.01% 100
Mega FMR LLC $5,410 0.00% 49
Small Sunbelt Securities, Inc. Broker-Dealer $5,189 0.00% 47
Small Physician Wealth Advisors, Inc. $4,968 0.00% 45
Mid Allworth Financial LP $4,085 0.00% 37
Small Aventura Private Wealth, LLC $2,760 0.00% 25
Small Bradley & Co. Private Wealth Management, LLC $2,097 0.00% 19
Mid MATHER GROUP, LLC. $441 0.00% 4

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