Invesco CurrencyShares Swiss Franc Trust (FXF) Institutional Ownership

$113.01 +0.51 (+0.45%)

Closing price 04:10 PM Eastern

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$113.01 0.00 (0.00%)

As of 04:10 PM Eastern

Number of Institutional Buyers (last 12 months): 67
Total Institutional Inflows (last 12 months): $110.47M

Number of Institutional Sellers (last 12 months): 20
Total Institutional Outflows (last 12 months): $10.56M

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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 Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
5/19/2026	Western Wealth Management LLC	1,145	$126K	0.0%	N/A	0.026%
5/19/2026	Bank of America Corp DE	27,739	$3.06M	0.0%	+82.1%	0.630%
5/18/2026	Royal Bank of Canada	7,792	$860K	0.0%	+33.1%	0.177%
5/13/2026	Cetera Investment Advisers	4,259	$470K	0.0%	+52.2%	0.097%
5/1/2026	Fifth Third Bancorp	1,852	$204K	0.0%	+23.5%	0.042%
4/30/2026	North Capital Inc.	2,638	$291K	0.2%	N/A	0.060%
4/27/2026	PFG Investments LLC	7,790	$860K	0.0%	+38.2%	0.168%
4/24/2026	James Investment Research Inc.	6,411	$708K	0.1%	-2.7%	0.136%
4/24/2026	Fairman Group LLC	520	$57K	0.0%	N/A	0.011%
4/22/2026	Sterling Capital Management LLC	414	$46K	0.0%	N/A	0.009%
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4/17/2026	AdvisorNet Financial Inc	222	$25K	0.0%	N/A	0.005%
3/17/2026	Rockefeller Capital Management L.P.	5,423	$605K	0.0%	+145.3%	0.125%
3/12/2026	Nalls Sherbakoff Group LLC	300	$33K	0.0%	N/A	0.007%
3/9/2026	Corient Private Wealth LLC	3,983	$444K	0.0%	-3.0%	0.092%
2/19/2026	Compound Planning Inc.	1,810	$202K	0.0%	N/A	0.042%
2/19/2026	Corient Private Wealth LLC	3,983	$444K	0.0%	-3.0%	0.092%
2/18/2026	Beacon Pointe Advisors LLC	3,400	$379K	0.0%	-23.1%	0.078%
2/17/2026	Cetera Investment Advisers	2,798	$312K	0.0%	+9.4%	0.064%
2/17/2026	Osaic Holdings Inc.	4,885	$545K	0.0%	+22.0%	0.112%
2/17/2026	Evercore Wealth Management LLC	2,450	$273K	0.0%	+19.2%	0.056%
2/17/2026	Royal Bank of Canada	5,856	$654K	0.0%	+27.1%	0.135%
2/16/2026	MML Investors Services LLC	2,422	$270K	0.0%	-7.9%	0.056%
2/16/2026	17 Capital Partners LLC	2,903	$324K	0.2%	N/A	0.067%
2/13/2026	Kestra Advisory Services LLC	333	$37K	0.0%	N/A	0.008%
2/13/2026	Transamerica Financial Advisors LLC	18,802	$2.10M	0.2%	-1.2%	0.432%
2/13/2026	Markin Asset Management LP	2,149	$240K	0.3%	N/A	0.049%
2/13/2026	Ridge Creek Global Inc	21,553	$2.41M	2.0%	N/A	0.495%
2/13/2026	Wells Fargo & Company MN	33,916	$3.79M	0.0%	-52.5%	0.780%
2/12/2026	Federation des caisses Desjardins du Quebec	2,630	$294K	0.0%	+163.0%	0.060%
2/12/2026	Haven Private LLC	7,540	$841K	0.4%	-8.8%	0.173%
2/11/2026	Cerity Partners LLC	1,830	$204K	0.0%	-19.7%	0.042%
2/11/2026	LPL Financial LLC	14,295	$1.60M	0.0%	+1.6%	0.329%
2/11/2026	Avalon Capital Management	83,796	$9.35M	2.2%	+440.9%	1.926%
2/10/2026	Cibc World Market Inc.	58,439	$6.52M	0.0%	-25.5%	1.343%
2/10/2026	Nomura Asset Management Co. Ltd.	2,700	$301K	0.0%	N/A	0.062%
2/9/2026	Clearstead Advisors LLC	4,182	$467K	0.0%	-23.8%	0.096%
2/6/2026	PNC Financial Services Group Inc.	500	$56K	0.0%	-64.5%	0.011%
2/6/2026	HighTower Advisors LLC	42,546	$4.75M	0.0%	+1.2%	0.978%
2/5/2026	Cornerstone Wealth Management LLC	2,503	$279K	0.0%	N/A	0.058%
2/4/2026	Moneco Advisors LLC	45,813	$5.11M	0.4%	+66.4%	1.117%
SpaceX eyes a 1.75 trillion valuation - here's what to know (Ad) Elon Musk's team has quietly filed confidential paperwork with the SEC for what Bloomberg estimates could be a $1.75 trillion IPO - larger than Saudi Aramco and any tech offering in history. CNBC calls it 'the big market event of 2026.' According to former tech executive and angel investor Jeff Brown, there's a way to claim a stake before the public filing drops, starting with as little as $500. See how to get positioned in SpaceX before the announcement goes public
2/2/2026	Oppenheimer & Co. Inc.	16,333	$1.82M	0.0%	+84.7%	0.398%
1/30/2026	Pekin Hardy Strauss Inc.	10,240	$1.14M	0.1%	+68.1%	0.256%
1/29/2026	Comerica Bank	355	$40K	0.0%	-66.3%	0.009%
1/29/2026	James Investment Research Inc.	6,591	$736K	0.1%	-5.0%	0.176%
1/26/2026	PFG Investments LLC	5,635	$629K	0.0%	-4.6%	0.154%
1/23/2026	NBT Bank N A NY	250	$28K	0.0%	N/A	0.007%
1/20/2026	Stratos Wealth Partners LTD.	5,291	$590K	0.0%	N/A	0.151%
1/15/2026	Hengehold Capital Management LLC	101,593	$11.34M	1.0%	+0.2%	2.862%
1/13/2026	Dakota Wealth Management	1,850	$206K	0.0%	N/A	0.052%
1/9/2026	Carr Financial Group Corp	2,000	$223K	0.1%	N/A	0.056%
11/19/2025	Captrust Financial Advisors	18,576	$2.07M	0.0%	+5.1%	0.523%
11/17/2025	National Bank of Canada FI	1,100	$122K	0.0%	+16.9%	0.031%
11/17/2025	Flow Traders U.S. LLC	6,079	$676K	0.0%	+34.2%	0.171%
11/17/2025	Focus Partners Wealth	5,107	$568K	0.0%	-72.2%	0.144%
11/17/2025	Bank of America Corp DE	4,454	$495K	0.0%	+35.7%	0.125%
11/14/2025	Creative Planning	5,691	$633K	0.0%	+9.7%	0.160%
11/14/2025	Raymond James Financial Inc.	68,385	$7.61M	0.0%	+4.4%	1.926%
11/14/2025	Comerica Bank	1,054	$117K	0.0%	-69.1%	0.030%
11/13/2025	UBS Group AG	11,563	$1.29M	0.0%	+20.1%	0.326%
11/12/2025	NewSquare Capital LLC	19,557	$2.18M	0.1%	+7.9%	0.551%
11/12/2025	US Bancorp DE	2,065	$230K	0.0%	-18.1%	0.058%
11/10/2025	MAI Capital Management	4,564	$508K	0.0%	+114,000.0%	0.129%
11/10/2025	Clearstead Advisors LLC	5,488	$610K	0.0%	+428.7%	0.155%
11/10/2025	Pekin Hardy Strauss Inc.	6,090	$677K	0.1%	+8.9%	0.172%
11/7/2025	PNC Financial Services Group Inc.	1,407	$157K	0.0%	-24.2%	0.040%
11/7/2025	HighTower Advisors LLC	42,043	$4.68M	0.0%	+0.6%	1.184%
11/6/2025	Cibc World Market Inc.	78,463	$8.73M	0.0%	+0.6%	2.210%
11/6/2025	Oppenheimer & Co. Inc.	8,841	$983K	0.0%	+1.6%	0.249%
11/5/2025	MONECO Advisors LLC	27,526	$3.06M	0.3%	+0.5%	0.775%
11/5/2025	Envestnet Asset Management Inc.	12,196	$1.36M	0.0%	-18.2%	0.344%
10/31/2025	James Investment Research Inc.	6,937	$772K	0.1%	-5.2%	0.195%
10/31/2025	PFG Investments LLC	5,905	$657K	0.0%	+35.5%	0.166%
10/28/2025	Evergreen Capital Management LLC	2,194	$244K	0.0%	+19.6%	0.062%
10/27/2025	Cooper Capital Advisors LLC	5,379	$598K	0.4%	+99.2%	0.152%
10/22/2025	Avalon Capital Management	15,491	$1.72M	0.4%	-0.9%	0.436%
10/21/2025	Synergy Asset Management LLC	6,172	$690K	0.0%	+100.0%	0.174%
10/16/2025	Hengehold Capital Management LLC	101,345	$11.27M	1.0%	+1.8%	2.855%
10/16/2025	Nvwm LLC	1,296	$144K	0.0%	+10.7%	0.037%
10/9/2025	North Capital Inc.	1,349	$150K	0.1%	N/A	0.038%
9/26/2025	Corient Private Wealth LLC	4,908	$549K	0.0%	N/A	0.134%
9/4/2025	Osaic Holdings Inc.	4,565	$510K	0.0%	+10,769.0%	0.125%
8/16/2025	Evergreen Capital Management LLC	1,834	$205K	0.0%	N/A	0.050%
8/15/2025	Corient Private Wealth LLC	4,908	$549K	0.0%	N/A	0.134%
8/15/2025	Captrust Financial Advisors	17,671	$1.98M	0.0%	+9.0%	0.484%
8/15/2025	Two Sigma Securities LLC	2,402	$269K	0.0%	N/A	0.066%
8/15/2025	Benjamin Edwards Inc.	342,214	$38.26M	0.5%	N/A	9.376%
8/15/2025	Bank of America Corp DE	3,283	$367K	0.0%	+32,730.0%	0.090%
8/14/2025	Raymond James Financial Inc.	65,526	$7.33M	0.0%	N/A	1.795%
8/14/2025	Transamerica Financial Advisors LLC	17,409	$1.95M	0.2%	+54.3%	0.477%
8/14/2025	Cerity Partners LLC	1,830	$205K	0.0%	N/A	0.050%
SpaceX eyes a 1.75 trillion valuation - here's what to know (Ad) Elon Musk's team has quietly filed confidential paperwork with the SEC for what Bloomberg estimates could be a $1.75 trillion IPO - larger than Saudi Aramco and any tech offering in history. CNBC calls it 'the big market event of 2026.' According to former tech executive and angel investor Jeff Brown, there's a way to claim a stake before the public filing drops, starting with as little as $500. See how to get positioned in SpaceX before the announcement goes public
8/13/2025	Flow Traders U.S. LLC	4,531	$507K	0.0%	-31.4%	0.124%
8/13/2025	Sonoma Private Wealth LLC	16,402	$1.83M	2.2%	+14.3%	0.449%
8/13/2025	Beacon Pointe Advisors LLC	7,870	$880K	0.0%	+61.6%	0.216%
8/12/2025	Waterloo Capital L.P.	2,278	$255K	0.0%	N/A	0.062%
8/8/2025	Kingsview Wealth Management LLC	3,201	$358K	0.0%	N/A	0.075%
8/8/2025	Creative Planning	5,187	$580K	0.0%	N/A	0.122%
8/8/2025	Cooper Capital Advisors LLC	2,700	$302K	0.3%	N/A	0.064%
8/8/2025	PNC Financial Services Group Inc.	1,855	$207K	0.0%	N/A	0.044%
8/7/2025	Avalon Capital Management	15,637	$1.75M	0.5%	N/A	0.368%
8/7/2025	Efficient Advisors LLC	3,762	$421K	0.0%	N/A	0.089%

FXF Institutional Ownership - Frequently Asked Questions

During the previous two years, 82 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 ($11.34M), Avalon Capital Management ($9.35M), Raymond James Financial Inc. ($7.61M), Cibc World Market Inc. ($6.52M), and Moneco Advisors LLC ($5.11M).Learn more on Invesco CurrencyShares Swiss Franc Trust's institutional investors.

Of the 76 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 ($101.59K), Avalon Capital Management ($83.94K), Raymond James Financial Inc. ($68.39K), Ashton Thomas Private Wealth LLC ($66.76K), and Jane Street Group LLC ($32.25K).

Institutional investors have bought a total of 988,832 shares in the last 24 months. This purchase volume represents approximately $110.47M in transactions.

Of the 20 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: Wells Fargo & Company MN ($37.46K), Cibc World Market Inc. ($20.02K), Focus Partners Wealth ($13.28K), Ashton Thomas Private Wealth LLC ($6.89K), Comerica Bank ($3.05K), Envestnet Asset Management Inc. ($2.72K), and Flow Traders U.S. LLC ($2.08K).

Institutional investors have sold a total of 94,689 shares in the last 24 months. This volume of shares sold represents approximately $10.56M in transactions.

This page (NYSEARCA:FXF) was last updated on 5/29/2026 by MarketBeat.com Staff.

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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

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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

Who are the largest shareholders of FXF shares?

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

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

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

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

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