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Invesco CurrencyShares Swiss Franc Trust (FXF) Institutional Ownership

$111.28 -0.03 (-0.03%)
Closing price 09/12/2025 04:10 PM Eastern
Extended Trading
$111.19 -0.09 (-0.08%)
As of 09/12/2025 05:04 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for Invesco CurrencyShares Swiss Franc Trust (NYSEARCA:FXF)

Number of
Institutional Buyers
(last 12 months)
46
Total
Institutional Inflows
(last 12 months)
$103.87M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$8.60M
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Skip Chart & View Institutional Buying and Selling Data

FXF Institutional Buying and Selling by Quarter

Invesco CurrencyShares Swiss Franc Trust Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/4/2025 Osaic Holdings Inc.4,565$510K0.0%+10,769.0%0.125%
8/16/2025 Evergreen Capital Management LLC1,834$205K0.0%N/A0.050%
8/15/2025 Corient Private Wealth LLC4,908$549K0.0%N/A0.134%
8/15/2025 Captrust Financial Advisors17,671$1.98M0.0%+9.0%0.484%
8/15/2025 Two Sigma Securities LLC2,402$269K0.0%N/A0.066%
8/15/2025 Benjamin Edwards Inc.342,214$38.26M0.5%N/A9.376%
8/15/2025 Bank of America Corp DE3,283$367K0.0%+32,730.0%0.090%
8/14/2025 Raymond James Financial Inc.65,526$7.33M0.0%N/A1.795%
8/14/2025 Transamerica Financial Advisors LLC17,409$1.95M0.2%+54.3%0.477%
8/14/2025 Cerity Partners LLC1,830$205K0.0%N/A0.050%
8/13/2025 Flow Traders U.S. LLC4,531$507K0.0%-31.4%0.124%
8/13/2025 Sonoma Private Wealth LLC16,402$1.83M2.2%+14.3%0.449%
8/13/2025 Beacon Pointe Advisors LLC7,870$880K0.0%+61.6%0.216%
8/12/2025 Waterloo Capital L.P.2,278$255K0.0%N/A0.062%
8/8/2025 Kingsview Wealth Management LLC3,201$358K0.0%N/A0.075%
8/8/2025 Creative Planning5,187$580K0.0%N/A0.122%
8/8/2025 Cooper Capital Advisors LLC2,700$302K0.3%N/A0.064%
8/8/2025 PNC Financial Services Group Inc.1,855$207K0.0%N/A0.044%
8/7/2025 Avalon Capital Management15,637$1.75M0.5%N/A0.368%
8/7/2025 Efficient Advisors LLC3,762$421K0.0%N/A0.089%
8/6/2025 Nvwm LLC1,171$131K0.0%N/A0.028%
8/6/2025 Pekin Hardy Strauss Inc.5,590$625K0.1%N/A0.132%
8/5/2025 NewSquare Capital LLC18,123$2.03M0.2%+0.6%0.426%
8/5/2025 Bank of Montreal Can3,610$404K0.0%-33.9%0.085%
8/4/2025 Haven Private LLC8,258$923K0.4%N/A0.194%
8/4/2025 Atria Investments Inc4,941$552K0.0%N/A0.116%
8/4/2025 Carret Asset Management LLC4,630$518K0.1%N/A0.109%
8/1/2025 James Investment Research Inc.7,316$818K0.1%N/A0.172%
8/1/2025 Ashton Thomas Private Wealth LLC24,297$2.72M0.1%-22.1%0.572%
8/1/2025 Envestnet Asset Management Inc.14,913$1.67M0.0%+82.9%0.351%
7/21/2025 Synergy Asset Management LLC3,086$345K0.0%N/A0.073%
7/18/2025 Pure Financial Advisors LLC13,499$1.51M0.0%N/A0.300%
7/18/2025 PFG Investments LLC4,357$487K0.0%N/A0.097%
7/17/2025 Hengehold Capital Management LLC99,594$11.14M1.0%N/A2.213%
7/14/2025 Armstrong Advisory Group Inc.381$43K0.0%N/A0.008%
7/8/2025 Baker Ellis Asset Management LLC4,500$503K0.1%+45.2%0.100%
7/1/2025 Confluence Investment Management LLC143,339$16.03M0.2%N/A3.185%
5/20/2025Focus Partners Wealth19,429$1.95M0.0%-2.1%0.432%
5/19/2025Jane Street Group LLC27,045$2.72M0.0%+334.3%0.601%
5/16/2025Ashton Thomas Private Wealth LLC31,185$3.13M0.1%-53.3%0.693%
5/14/2025Transamerica Financial Advisors LLC11,286$1.13M0.1%+15.2%0.251%
5/14/2025Comerica Bank300$30K0.0%-34.9%0.007%
5/14/2025Flow Traders U.S. LLC6,606$663K0.0%-74.4%0.147%
5/13/2025Cresset Asset Management LLC20,063$2.01M0.0%+98.7%0.446%
5/13/2025HighTower Advisors LLC41,049$4.12M0.0%+59.7%0.912%
5/8/2025US Bancorp DE2,065$207K0.0%+14.2%0.046%
4/29/2025Envestnet Asset Management Inc.8,153$818K0.0%+11.4%0.181%
4/28/2025Mutual Advisors LLC2,485$266K0.0%N/A0.055%
4/28/2025Swmg LLC3,667$393K0.2%N/A0.081%
4/15/2025Baker Ellis Asset Management LLC3,100$311K0.0%+47.6%0.188%
4/14/2025NewSquare Capital LLC18,020$1.81M0.1%-2.4%1.092%
2/17/2025Napa Wealth Management2,726$267K0.1%-56.1%0.176%
2/17/2025Cresset Asset Management LLC10,096$988K0.0%N/A0.651%
2/17/2025Captrust Financial Advisors15,876$1.55M0.0%-0.9%1.024%
2/14/2025Jane Street Group LLC6,227$609K0.0%-219.8%0.402%
2/14/2025Beacon Pointe Advisors LLC4,595$450K0.0%+82.3%0.296%
2/14/2025OneDigital Investment Advisors LLC2,398$235K0.0%N/A0.155%
2/13/2025Envestnet Asset Management Inc.7,317$716K0.0%+40.0%0.472%
2/13/2025Wells Fargo & Company MN10,604$1.04M0.0%-53.6%0.684%
2/12/2025Transamerica Financial Advisors Inc.9,796$959K0.1%+3.0%0.632%
2/11/2025LPL Financial LLC2,597$254K0.0%N/A0.168%
2/7/2025HighTower Advisors LLC25,705$2.52M0.0%+1.3%1.658%
2/7/2025Ashton Thomas Private Wealth LLC66,759$6.53M0.3%N/A4.307%
2/6/2025NewSquare Capital LLC18,465$1.81M0.1%+5.0%1.191%
1/14/2025SeaCrest Wealth Management LLC3,764$368K0.0%+51.8%0.243%
11/15/2024HighTower Advisors LLC25,386$2.67M0.0%+1.7%1.638%
11/14/2024Flow Traders U.S. LLC10,629$1.12M0.1%+16.7%0.686%
11/14/2024Captrust Financial Advisors16,023$1.68M0.0%-1.7%1.034%
11/13/2024Transamerica Financial Advisors Inc.9,513$1M0.1%+14.0%0.614%
11/7/2024Napa Wealth Management6,214$653K0.3%-24.8%0.401%
10/29/2024Nvwm LLC8,291$871K0.2%N/A0.535%
10/16/2024SeaCrest Wealth Management LLC2,479$260K0.0%N/A0.160%
7/23/2024NewSquare Capital LLC17,411$1.72M0.1%+1.1%1.123%
4/17/2024Baker Ellis Asset Management LLC2,700$266K0.0%-15.6%0.169%
2/9/2024InterOcean Capital Group LLC20,598$2.18M0.1%-26.5%1.287%
2/1/2024NewSquare Capital LLC16,444$1.74M0.2%+3.5%1.028%
1/25/2024International Assets Investment Management LLC3,915$414K0.0%N/A0.245%
1/24/2024International Assets Investment Management LLC3,915$414K0.0%N/A0.245%
1/23/2024Baker Ellis Asset Management LLC3,200$338K0.1%-8.6%0.200%
11/8/2023HighTower Advisors LLC25,878$2.51M0.0%+5.5%1.617%
11/3/2023NewSquare Capital LLC15,885$1.54M0.2%+2.6%0.993%
10/23/2023Commonwealth Equity Services LLC2,752$267K0.0%-4.0%0.172%
10/16/2023Naples Global Advisors LLC5,075$493K0.1%-3.8%0.317%
8/11/2023Cibc World Market Inc.37,961$3.78M0.0%+7.8%2.373%
8/9/2023Flow Traders U.S. LLC13,127$1.31M0.1%-19.1%0.796%
8/4/2023Simplex Trading LLC810$80K0.0%+1,025.0%0.049%
8/3/2023NewSquare Capital LLC15,483$1.54M0.2%+4.9%0.938%
8/3/2023RFG Advisory LLC5,082$505K0.0%-4.7%0.308%
7/31/2023LPL Financial LLC9,009$896K0.0%-3.4%0.546%
7/25/2023UMB Bank n.a.300$30K0.0%N/A0.018%
7/10/2023Telemus Capital LLC2,685$267K0.0%-19.2%0.163%
5/2/2023Venturi Wealth Management LLC498$49K0.0%N/A0.024%
4/28/2023Ameritas Advisory Services LLC400$40K0.0%N/A0.020%
4/17/2023Naples Global Advisors LLC5,335$520K0.1%+23.1%0.260%
4/14/2023AE Wealth Management LLC8,243$803K0.0%+1.6%0.402%
4/11/2023Telemus Capital LLC3,325$324K0.0%+3.9%0.162%
4/4/2023Authentikos Wealth Advisory LLC7,725$746K0.8%N/A0.336%
2/14/2023Quantitative Advantage LLC33,738$3.26M0.5%-4.6%1.467%
2/13/2023Atria Wealth Solutions Inc.3,475$335K0.0%-21.8%0.151%
2/8/2023InterOcean Capital Group LLC30,581$2.95M0.1%-8.7%1.330%
(Data available from 1/1/2016 forward)

FXF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FXF shares?

During the previous two years, 55 institutional investors and hedge funds held shares of Invesco CurrencyShares Swiss Franc Trust. The most heavily invested institutionals were Benjamin Edwards Inc. ($38.26M), Confluence Investment Management LLC ($16.03M), Hengehold Capital Management LLC ($11.14M), Raymond James Financial Inc. ($7.33M), HighTower Advisors LLC ($4.12M), Ashton Thomas Private Wealth LLC ($2.72M), and Jane Street Group LLC ($2.72M).Learn more on Invesco CurrencyShares Swiss Franc Trust's institutional investors.

Which institutional investors have been buying Invesco CurrencyShares Swiss Franc Trust's stock?

Of the 47 institutional investors that purchased Invesco CurrencyShares Swiss Franc Trust's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Benjamin Edwards Inc. ($342.21K), Confluence Investment Management LLC ($143.34K), Hengehold Capital Management LLC ($99.59K), Ashton Thomas Private Wealth LLC ($66.76K), Raymond James Financial Inc. ($65.53K), Jane Street Group LLC ($32.25K), and Cresset Asset Management LLC ($20.06K).

How much institutional buying is happening at Invesco CurrencyShares Swiss Franc Trust?

Institutional investors have bought a total of 948,125 shares in the last 24 months. This purchase volume represents approximately $103.87M in transactions.

Which of Invesco CurrencyShares Swiss Franc Trust's major shareholders have been selling company stock?

Of the 9 institutional investors that sold Invesco CurrencyShares Swiss Franc Trust's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Ashton Thomas Private Wealth LLC ($42.46K), Flow Traders U.S. LLC ($21.23K), Wells Fargo & Company MN ($12.24K), Napa Wealth Management ($5.53K), Bank of Montreal Can ($1.86K), NewSquare Capital LLC ($445.00), and Focus Partners Wealth ($421.00).

How much institutional selling is happening at Invesco CurrencyShares Swiss Franc Trust?

Institutional investors have sold a total of 84,760 shares in the last 24 months. This volume of shares sold represents approximately $8.60M in transactions.



This page (NYSEARCA:FXF) was last updated on 9/13/2025 by MarketBeat.com Staff
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