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Invesco CurrencyShares Swiss Franc Trust (FXF) Institutional Ownership

$111.08 -0.17 (-0.15%)
As of 03:24 PM Eastern
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Institutional Ownership Changes (13F Filings) for Invesco CurrencyShares Swiss Franc Trust (NYSEARCA:FXF)

Number of
Institutional Buyers
(last 12 months)
19
Total
Institutional Inflows
(last 12 months)
$33.07M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$7.39M
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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
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%
4/15/2025 Baker 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%
4/17/2024 Baker 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%
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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%
1/23/2024 Baker 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%
7/25/2023 UMB 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%
2/7/2023LPL Financial LLC17,241$1.66M0.0%+117.7%0.750%
2/7/2023IFP Advisors Inc1,218$119K0.0%+133.3%0.053%
2/7/2023Envestnet Asset Management Inc.3,383$326K0.0%-3.1%0.147%
2/7/2023NewSquare Capital LLC14,815$1.43M0.2%N/A0.644%
1/31/2023AE Wealth Management LLC8,115$783K0.0%N/A0.353%
1/23/2023Jmac Enterprises LLC11,732$1.13M0.3%-33.2%0.510%
11/15/2022Nvwm LLC4,546$411K0.2%N/A0.207%
11/15/2022Evergreen Capital Management LLC97,921$8.86M0.5%-2.0%3.997%
11/15/2022Flow Traders U.S. LLC23,678$2.14M0.1%N/A0.966%
11/15/2022 Baker Ellis Asset Management LLC3,500$317K0.1%+16.7%0.143%
11/14/2022Transamerica Financial Advisors Inc.10,538$954K0.1%-11.7%0.430%
11/10/2022RFG Advisory LLC5,332$483K0.0%+3.4%0.218%
11/8/2022IFP Advisors Inc522$51K0.0%+108.0%0.021%
10/24/2022First City Capital Management Inc.2,500$226K0.1%-80.4%0.102%
10/20/2022Jmac Enterprises LLC17,556$1.59M0.4%+2.3%0.702%
10/11/2022Telemus Capital LLC3,200$289K0.0%+4.1%0.145%
8/15/2022Atria Wealth Solutions Inc.9,825$922K0.0%-41.0%0.418%
8/15/2022InterOcean Capital Group LLC33,541$3.15M0.1%+16.2%1.427%
8/11/2022Beacon Pointe Advisors LLC5,620$528K0.0%+15.4%0.239%
8/11/2022Quantitative Advantage LLC35,314$3.31M0.6%+4.9%1.503%
8/11/2022UBS Group AG109,428$10.26M0.0%+5,181.3%4.657%
8/10/2022Cibc World Market Inc.33,348$3.13M0.0%-30.4%1.419%
8/8/2022Oppenheimer & Co. Inc.2,156$202K0.0%-27.7%0.092%
8/5/2022Scotia Capital Inc.5,510$517K0.0%N/A0.234%
8/4/2022Cornerstone Wealth Management LLC3,314$311K0.0%N/A0.141%
Your Bank Account Is No Longer Safe (Ad)

What If Washington Declared That: YOUR Money ISN'T Actually Yours? Sounds insane, but that's exactly what the Department of Justice just admitted in court—claiming cash isn't legally your property. What does that mean? It means Washington thinks they can seize, freeze, or drain your accounts—whenever they want.

Get your free guide now by clicking here >>
7/25/2022Jmac Enterprises LLC17,159$1.61M0.4%+17.3%0.673%
7/22/2022 Baker Ellis Asset Management LLC3,000$281K0.1%-14.3%0.113%
7/21/2022First City Capital Management Inc.12,750$1.20M0.7%-23.9%0.472%
5/17/2022Quantitative Advantage LLC33,676$3.27M0.5%+17.0%1.375%
5/17/2022Evergreen Capital Management LLC95,106$9.25M0.4%N/A3.882%
5/12/2022Oppenheimer & Co. Inc.2,983$290K0.0%-44.1%0.117%
5/11/2022Nvwm LLC8,676$843K0.3%N/A0.327%
5/11/2022InterOcean Capital Group LLC28,867$2.81M0.1%+9.9%1.089%
5/9/2022Interactive Financial Advisors116,541$11.33M5.3%+10.6%4.398%
2/15/2022CIBC World Markets Inc.36,622$3.62M0.0%+37.4%1.495%
(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, 32 institutional investors and hedge funds held shares of Invesco CurrencyShares Swiss Franc Trust. The most heavily invested institutionals were Confluence Investment Management LLC ($16.03M), HighTower Advisors LLC ($4.12M), Cibc World Market Inc. ($3.78M), Ashton Thomas Private Wealth LLC ($3.13M), Jane Street Group LLC ($2.72M), InterOcean Capital Group LLC ($2.18M), and Cresset Asset Management LLC ($2.01M).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 23 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: Confluence Investment Management LLC ($143.34K), Ashton Thomas Private Wealth LLC ($66.76K), Jane Street Group LLC ($32.25K), Cresset Asset Management LLC ($20.06K), HighTower Advisors LLC ($17.43K), Nvwm LLC ($8.29K), and International Assets Investment Management LLC ($7.83K).

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

Institutional investors have bought a total of 314,873 shares in the last 24 months. This purchase volume represents approximately $33.07M in transactions.

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

The following institutional investors have sold Invesco CurrencyShares Swiss Franc Trust stock in the last 24 months: Ashton Thomas Private Wealth LLC ($35.57K), Flow Traders U.S. LLC ($19.15K), Wells Fargo & Company MN ($12.24K), Napa Wealth Management ($5.53K), NewSquare Capital LLC ($445.00), Focus Partners Wealth ($421.00), and Captrust Financial Advisors ($421.00).

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

Institutional investors have sold a total of 73,942 shares in the last 24 months. This volume of shares sold represents approximately $7.39M in transactions.



This page (NYSEARCA:FXF) was last updated on 7/14/2025 by MarketBeat.com Staff
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