Invesco CurrencyShares Swiss Franc Trust (FXF) Institutional Ownership

→ AI “wealth window” is closing soon! (From Paradigm Press) (Ad)

Free FXF Stock Alerts

$97.76

+0.28 (+0.29%)

(As of 04/17/2024 ET)

Stock Analysis Chart Dividend Headlines Holdings Ownership

Number of Institutional Buyers (last 12 months): 18
Total Institutional Inflows (last 12 months): $7.31M

Number of Institutional Sellers (last 12 months): 13
Total Institutional Outflows (last 12 months): $9.10M

Get FXF Insider Trade Alerts

Want to know when executives and insiders are buying or selling Invesco CurrencyShares Swiss Franc Trust stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

FXF Institutional Buying and Selling by Quarter

Ad Paradigm Press

AI “wealth window” is closing soon!

Today, I’m making my boldest prediction ever. Next-generation AI technology will create the first $100 TRILLION industry.

I put together this personal video [HERE]…

Invesco CurrencyShares Swiss Franc Trust Major Shareholders & Ownership History

Export to Excel

Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
4/17/2024	Baker Ellis Asset Management LLC	2,700	$266K	0.0%	-15.6%	0.169%
2/13/2024	Envestnet Asset Management Inc.	2,865	$303K	0.0%	N/A	0.179%
2/9/2024	US Bancorp DE	1,809	$191K	0.0%	+80.9%	0.113%
2/9/2024	InterOcean Capital Group LLC	20,598	$2.18M	0.1%	-26.5%	1.287%
2/1/2024	NewSquare Capital LLC	16,444	$1.74M	0.2%	+3.5%	1.028%
1/25/2024	International Assets Investment Management LLC	3,915	$414K	0.0%	N/A	0.245%
Get the Latest News and Ratings for FXF and Related Stocks Enter your email address below to receive the latest news and analysts' ratings for Invesco CurrencyShares Swiss Franc Trust and its competitors with MarketBeat's FREE daily newsletter.
1/24/2024	International Assets Investment Management LLC	3,915	$414K	0.0%	N/A	0.245%
1/23/2024	Baker Ellis Asset Management LLC	3,200	$338K	0.1%	-8.6%	0.200%
11/21/2023	Comerica Bank	1,680	$163K	0.0%	N/A	0.105%
11/14/2023	Qube Research & Technologies Ltd	586	$57K	0.0%	N/A	0.037%
11/13/2023	LPL Financial LLC	2,500	$243K	0.0%	-72.2%	0.156%
11/8/2023	HighTower Advisors LLC	25,878	$2.51M	0.0%	+5.5%	1.617%
11/3/2023	NewSquare Capital LLC	15,885	$1.54M	0.2%	+2.6%	0.993%
10/23/2023	Commonwealth Equity Services LLC	2,752	$267K	0.0%	-4.0%	0.172%
10/16/2023	Naples Global Advisors LLC	5,075	$493K	0.1%	-3.8%	0.317%
8/21/2023	Osaic Holdings Inc.	2,030	$202K	0.0%	-11.6%	0.127%
8/15/2023	Wells Fargo & Company MN	2,447	$243K	0.0%	+15.3%	0.153%
8/15/2023	Captrust Financial Advisors	31,472	$3.13M	0.0%	N/A	1.967%
8/15/2023	Beacon Pointe Advisors LLC	2,320	$231K	0.0%	-45.7%	0.145%
8/11/2023	Cibc World Market Inc.	37,961	$3.78M	0.0%	+7.8%	2.373%
8/10/2023	Osaic Holdings Inc.	5,968	$198K	0.0%	+159.8%	0.362%
8/10/2023	Commonwealth Equity Services LLC	2,867	$285K	0.0%	N/A	0.174%
8/9/2023	Flow Traders U.S. LLC	13,127	$1.31M	0.1%	-19.1%	0.796%
8/4/2023	Simplex Trading LLC	810	$80K	0.0%	+1,025.0%	0.049%
8/3/2023	NewSquare Capital LLC	15,483	$1.54M	0.2%	+4.9%	0.938%
8/3/2023	RFG Advisory LLC	5,082	$505K	0.0%	-4.7%	0.308%
7/31/2023	LPL Financial LLC	9,009	$896K	0.0%	-3.4%	0.546%
7/25/2023	UMB Bank n.a.	300	$30K	0.0%	N/A	0.018%
7/10/2023	Telemus Capital LLC	2,685	$267K	0.0%	-19.2%	0.163%
5/16/2023	Jane Street Group LLC	4,522	$440K	0.0%	-87.9%	0.221%
5/15/2023	Flow Traders U.S. LLC	16,228	$1.58M	0.1%	+270.3%	0.792%
5/12/2023	Bank of America Corp DE	5,575	$543K	0.0%	-83.5%	0.272%
5/12/2023	UBS Group AG	2,344	$228K	0.0%	-47.2%	0.114%
5/12/2023	HighTower Advisors LLC	24,870	$2.42M	0.0%	+1.9%	1.213%
5/10/2023	LPL Financial LLC	9,324	$908K	0.0%	-45.9%	0.455%
5/2/2023	Venturi Wealth Management LLC	498	$49K	0.0%	N/A	0.024%
4/28/2023	Ameritas Advisory Services LLC	400	$40K	0.0%	N/A	0.020%
4/17/2023	Naples Global Advisors LLC	5,335	$520K	0.1%	+23.1%	0.260%
4/14/2023	AE Wealth Management LLC	8,243	$803K	0.0%	+1.6%	0.402%
4/11/2023	Telemus Capital LLC	3,325	$324K	0.0%	+3.9%	0.162%
Could Bitcoin Literally FORCE This Crypto To Rocket Up? (Ad) Recently, Bitcoin smashed through its previous record high to hit $72,720. It’s made many, many people very rich. But one cryptocurrency expert and investing millionaire is declaring… >>Click here to find out what it is.
4/4/2023	Authentikos Wealth Advisory LLC	7,725	$746K	0.8%	N/A	0.336%
2/15/2023	Belvedere Trading LLC	6,400	$618K	0.0%	N/A	0.278%
2/15/2023	Morgan Stanley	47,073	$4.54M	0.0%	+42.7%	2.047%
2/15/2023	Evergreen Capital Management LLC	96,512	$9.31M	0.4%	-1.4%	4.196%
2/15/2023	Flow Traders U.S. LLC	4,382	$423K	0.0%	-81.5%	0.191%
2/14/2023	Quantitative Advantage LLC	33,738	$3.26M	0.5%	-4.6%	1.467%
2/13/2023	Baird Financial Group Inc.	3,360	$324K	0.0%	N/A	0.146%
2/13/2023	Wells Fargo & Company MN	7,973	$769K	0.0%	-32.6%	0.347%
2/13/2023	Atria Wealth Solutions Inc.	3,475	$335K	0.0%	-21.8%	0.151%
2/10/2023	Bank of America Corp DE	33,694	$3.25M	0.0%	+503.0%	1.465%
2/10/2023	Advisor Group Holdings Inc.	4,798	$463K	0.0%	+183.1%	0.209%
2/8/2023	UBS Group AG	4,437	$428K	0.0%	-39.9%	0.193%
2/8/2023	InterOcean Capital Group LLC	30,581	$2.95M	0.1%	-8.7%	1.330%
2/7/2023	LPL Financial LLC	17,241	$1.66M	0.0%	+117.7%	0.750%
2/7/2023	IFP Advisors Inc	1,218	$119K	0.0%	+133.3%	0.053%
2/7/2023	Envestnet Asset Management Inc.	3,383	$326K	0.0%	-3.1%	0.147%
2/7/2023	NewSquare Capital LLC	14,815	$1.43M	0.2%	N/A	0.644%
1/31/2023	AE Wealth Management LLC	8,115	$783K	0.0%	N/A	0.353%
1/26/2023	Empowered Funds LLC	8,184	$790K	0.1%	N/A	0.356%
1/23/2023	Jmac Enterprises LLC	11,732	$1.13M	0.3%	-33.2%	0.510%
11/15/2022	Nvwm LLC	4,546	$411K	0.2%	N/A	0.207%
11/15/2022	Evergreen Capital Management LLC	97,921	$8.86M	0.5%	-2.0%	3.997%
11/15/2022	Flow Traders U.S. LLC	23,678	$2.14M	0.1%	N/A	0.966%
11/15/2022	Baker Ellis Asset Management LLC	3,500	$317K	0.1%	+16.7%	0.143%
11/14/2022	Royal Bank of Canada	3,539	$321K	0.0%	+95.1%	0.144%
11/14/2022	Transamerica Financial Advisors Inc.	10,538	$954K	0.1%	-11.7%	0.430%
11/10/2022	Envestnet Asset Management Inc.	3,491	$316K	0.0%	+53.9%	0.142%
11/10/2022	RFG Advisory LLC	5,332	$483K	0.0%	+3.4%	0.218%
11/10/2022	UBS Group AG	7,382	$667K	0.0%	-93.3%	0.301%
11/8/2022	IFP Advisors Inc	522	$51K	0.0%	+108.0%	0.021%
10/24/2022	First City Capital Management Inc.	2,500	$226K	0.1%	-80.4%	0.102%
10/20/2022	Jmac Enterprises LLC	17,556	$1.59M	0.4%	+2.3%	0.702%
10/11/2022	Telemus Capital LLC	3,200	$289K	0.0%	+4.1%	0.145%
8/15/2022	Atria Wealth Solutions Inc.	9,825	$922K	0.0%	-41.0%	0.418%
8/15/2022	InterOcean Capital Group LLC	33,541	$3.15M	0.1%	+16.2%	1.427%
8/12/2022	LPL Financial LLC	11,425	$1.07M	0.0%	-23.6%	0.486%
8/11/2022	Beacon Pointe Advisors LLC	5,620	$528K	0.0%	+15.4%	0.239%
8/11/2022	Quantitative Advantage LLC	35,314	$3.31M	0.6%	+4.9%	1.503%
8/11/2022	UBS Group AG	109,428	$10.26M	0.0%	+5,181.3%	4.657%
8/10/2022	Cibc World Market Inc.	33,348	$3.13M	0.0%	-30.4%	1.419%
8/8/2022	Oppenheimer & Co. Inc.	2,156	$202K	0.0%	-27.7%	0.092%
8/5/2022	Scotia Capital Inc.	5,510	$517K	0.0%	N/A	0.234%
8/4/2022	Cornerstone Wealth Management LLC	3,314	$311K	0.0%	N/A	0.141%
8/3/2022	Envestnet Asset Management Inc.	2,269	$213K	0.0%	N/A	0.097%
7/25/2022	Jmac Enterprises LLC	17,159	$1.61M	0.4%	+17.3%	0.673%
7/22/2022	Baker Ellis Asset Management LLC	3,000	$281K	0.1%	-14.3%	0.113%
7/21/2022	First City Capital Management Inc.	12,750	$1.20M	0.7%	-23.9%	0.472%
6/7/2022	Bank of America Corp DE	7,413	$721K	0.0%	+1.7%	0.280%
5/17/2022	Beacon Pointe Advisors LLC	4,870	$473K	0.0%	N/A	0.199%
5/17/2022	Quantitative Advantage LLC	33,676	$3.27M	0.5%	+17.0%	1.375%
[Urgent!] Generational Wealth Gameplan (Ad) A brand-new guide from the host of one of the world's largest cryptocurrency podcasts lays out an action plan that could help you retire quickly and comfortably in today's crypto market. Click here to get instant access to the guide
5/17/2022	Royal Bank of Canada	2,079	$202K	0.0%	-5.2%	0.085%
5/17/2022	Evergreen Capital Management LLC	95,106	$9.25M	0.4%	N/A	3.882%
5/16/2022	Atria Wealth Solutions Inc.	16,645	$1.62M	0.0%	N/A	0.679%
5/16/2022	UBS Group AG	2,072	$201K	0.0%	-22.9%	0.085%
5/12/2022	Cibc World Market Inc.	47,913	$4.66M	0.0%	+30.8%	1.917%
5/12/2022	Oppenheimer & Co. Inc.	2,983	$290K	0.0%	-44.1%	0.117%
5/11/2022	Nvwm LLC	8,676	$843K	0.3%	N/A	0.327%
5/11/2022	Raymond James & Associates	2,115	$206K	0.0%	-49.3%	0.080%
5/11/2022	InterOcean Capital Group LLC	28,867	$2.81M	0.1%	+9.9%	1.089%
5/9/2022	Interactive Financial Advisors	116,541	$11.33M	5.3%	+10.6%	4.398%

(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, 48 institutional investors and hedge funds held shares of Invesco CurrencyShares Swiss Franc Trust. The most heavily invested institutionals were Interactive Financial Advisors ($11.33M), Evergreen Capital Management LLC ($9.31M), Morgan Stanley ($4.54M), Cibc World Market Inc. ($3.78M), Quantitative Advantage LLC ($3.26M), Captrust Financial Advisors ($3.13M), and HighTower Advisors LLC ($2.51M).Learn more on FXF's institutional investors.
Which institutional investors have been buying Invesco CurrencyShares Swiss Franc Trust stock?: Of the 43 institutional investors that purchased Invesco CurrencyShares Swiss Franc Trust stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: UBS Group AG ($107.36K), Evergreen Capital Management LLC ($95.11K), Flow Traders U.S. LLC ($35.52K), Captrust Financial Advisors ($31.47K), Bank of America Corp DE ($28.23K), Atria Wealth Solutions Inc. ($16.65K), and NewSquare Capital LLC ($16.50K).
How much institutional buying is happening at Invesco CurrencyShares Swiss Franc Trust?: Institutional investors have bought a total of 493,338 shares in the last 24 months. This purchase volume represents approximately $47.44M in transactions.

Which Invesco CurrencyShares Swiss Franc Trust major shareholders have been selling company stock?: Of the 26 institutional investors that sold Invesco CurrencyShares Swiss Franc Trust stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: UBS Group AG ($107.70K), Jane Street Group LLC ($32.91K), Bank of America Corp DE ($28.12K), Flow Traders U.S. LLC ($22.40K), LPL Financial LLC ($18.27K), Cibc World Market Inc. ($14.57K), and First City Capital Management Inc. ($14.25K).
How much institutional selling is happening at Invesco CurrencyShares Swiss Franc Trust?: Institutional investors have sold a total of 283,671 shares in the last 24 months. This volume of shares sold represents approximately $26.76M in transactions.

This page (NYSEARCA:FXF) was last updated on 4/17/2024 by MarketBeat.com Staff

From Our Partners

Get 30 Days of MarketBeat All Access Free

Best-in-Class Portfolio Monitoring
View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio.
Stock Ideas and Recommendations
Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report.
Advanced Stock Screeners and Research Tools
Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. Export data to Excel for your own analysis.

Start Your 30-Day Free Trial

Invesco CurrencyShares Swiss Franc Trust (FXF) Institutional Ownership

FXF Institutional Buying and Selling by Quarter

Invesco CurrencyShares Swiss Franc Trust Major Shareholders & Ownership History

FXF Institutional Ownership - Frequently Asked Questions

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

Invesco CurrencyShares Swiss Franc Trust (FXF) Institutional Ownership

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

FXF Institutional Buying and Selling by Quarter

Invesco CurrencyShares Swiss Franc Trust Major Shareholders & Ownership History

FXF Institutional Ownership - Frequently Asked Questions