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Invesco CurrencyShares Swiss Franc Trust (FXF) Institutional Ownership

$105.42 -0.30 (-0.28%)
As of 02:26 PM Eastern
This is a fair market value price provided by Massive. Learn more.

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

Number of
Institutional Buyers
(last 12 months)
49
Total
Institutional Inflows
(last 12 months)
$22.99M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$9.35M
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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
9/9/2026RFG Advisory LLC5,370$586K0.0%+4.7%0.147%
8/7/2026Trust Co. of Vermont569$62K0.0%N/A0.016%
6/18/2026Western Wealth Management LLC1,145$126K0.0%N/A0.026%
5/19/2026Western Wealth Management LLC1,145$126K0.0%N/A0.026%
5/19/2026Bank of America Corp DE27,739$3.06M0.0%+82.1%0.630%
5/18/2026Royal Bank of Canada7,792$860K0.0%+33.1%0.177%
5/13/2026Cetera Investment Advisers4,259$470K0.0%+52.2%0.097%
5/1/2026Fifth Third Bancorp1,852$204K0.0%+23.5%0.042%
4/30/2026North Capital Inc.2,638$291K0.2%N/A0.060%
4/27/2026PFG Investments LLC7,790$860K0.0%+38.2%0.168%
4/24/2026James Investment Research Inc.6,411$708K0.1%-2.7%0.136%
4/24/2026Fairman Group LLC520$57K0.0%N/A0.011%
4/22/2026Sterling Capital Management LLC414$46K0.0%N/A0.009%
4/17/2026AdvisorNet Financial Inc222$25K0.0%N/A0.005%
3/17/2026Rockefeller Capital Management L.P.5,423$605K0.0%+145.3%0.125%
3/12/2026Nalls Sherbakoff Group LLC300$33K0.0%N/A0.007%
3/9/2026Corient Private Wealth LLC3,983$444K0.0%-3.0%0.092%
2/19/2026Compound Planning Inc.1,810$202K0.0%N/A0.042%
2/19/2026Corient Private Wealth LLC3,983$444K0.0%-3.0%0.092%
2/18/2026Beacon Pointe Advisors LLC3,400$379K0.0%-23.1%0.078%
2/17/2026Cetera Investment Advisers2,798$312K0.0%+9.4%0.064%
2/17/2026Osaic Holdings Inc.4,885$545K0.0%+22.0%0.112%
2/17/2026Evercore Wealth Management LLC2,450$273K0.0%+19.2%0.056%
2/17/2026Royal Bank of Canada5,856$654K0.0%+27.1%0.135%
2/16/2026MML Investors Services LLC2,422$270K0.0%-7.9%0.056%
2/16/202617 Capital Partners LLC2,903$324K0.2%N/A0.067%
2/13/2026Kestra Advisory Services LLC333$37K0.0%N/A0.008%
2/13/2026Transamerica Financial Advisors LLC18,802$2.10M0.2%-1.2%0.432%
2/13/2026Markin Asset Management LP2,149$240K0.3%N/A0.049%
2/13/2026Ridge Creek Global Inc21,553$2.41M2.0%N/A0.495%
2/13/2026Wells Fargo & Company MN33,916$3.79M0.0%-52.5%0.780%
2/12/2026Federation des caisses Desjardins du Quebec2,630$294K0.0%+163.0%0.060%
2/12/2026Haven Private LLC7,540$841K0.4%-8.8%0.173%
2/11/2026Cerity Partners LLC1,830$204K0.0%-19.7%0.042%
2/11/2026LPL Financial LLC14,295$1.60M0.0%+1.6%0.329%
2/11/2026Avalon Capital Management83,796$9.35M2.2%+440.9%1.926%
2/10/2026Cibc World Market Inc.58,439$6.52M0.0%-25.5%1.343%
2/10/2026Nomura Asset Management Co. Ltd.2,700$301K0.0%N/A0.062%
2/9/2026Clearstead Advisors LLC4,182$467K0.0%-23.8%0.096%
2/6/2026PNC Financial Services Group Inc.500$56K0.0%-64.5%0.011%
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2/6/2026HighTower Advisors LLC42,546$4.75M0.0%+1.2%0.978%
2/5/2026Cornerstone Wealth Management LLC2,503$279K0.0%N/A0.058%
2/4/2026Moneco Advisors LLC45,813$5.11M0.4%+66.4%1.117%
2/2/2026Oppenheimer & Co. Inc.16,333$1.82M0.0%+84.7%0.398%
1/30/2026Pekin Hardy Strauss Inc.10,240$1.14M0.1%+68.1%0.256%
1/29/2026Comerica Bank355$40K0.0%-66.3%0.009%
1/29/2026James Investment Research Inc.6,591$736K0.1%-5.0%0.176%
1/26/2026PFG Investments LLC5,635$629K0.0%-4.6%0.154%
1/23/2026NBT Bank N A NY250$28K0.0%N/A0.007%
1/20/2026Stratos Wealth Partners LTD.5,291$590K0.0%N/A0.151%
1/15/2026Hengehold Capital Management LLC101,593$11.34M1.0%+0.2%2.862%
1/13/2026Dakota Wealth Management1,850$206K0.0%N/A0.052%
1/9/2026Carr Financial Group Corp2,000$223K0.1%N/A0.056%
11/19/2025Captrust Financial Advisors18,576$2.07M0.0%+5.1%0.523%
11/17/2025National Bank of Canada FI1,100$122K0.0%+16.9%0.031%
11/17/2025Flow Traders U.S. LLC6,079$676K0.0%+34.2%0.171%
11/17/2025Focus Partners Wealth5,107$568K0.0%-72.2%0.144%
11/17/2025Bank of America Corp DE4,454$495K0.0%+35.7%0.125%
11/14/2025Creative Planning5,691$633K0.0%+9.7%0.160%
11/14/2025Raymond James Financial Inc.68,385$7.61M0.0%+4.4%1.926%
11/14/2025Comerica Bank1,054$117K0.0%-69.1%0.030%
11/13/2025UBS Group AG11,563$1.29M0.0%+20.1%0.326%
11/12/2025NewSquare Capital LLC19,557$2.18M0.1%+7.9%0.551%
11/12/2025US Bancorp DE2,065$230K0.0%-18.1%0.058%
11/10/2025MAI Capital Management4,564$508K0.0%+114,000.0%0.129%
11/10/2025Clearstead Advisors LLC5,488$610K0.0%+428.7%0.155%
11/10/2025Pekin Hardy Strauss Inc.6,090$677K0.1%+8.9%0.172%
11/7/2025PNC Financial Services Group Inc.1,407$157K0.0%-24.2%0.040%
11/7/2025HighTower Advisors LLC42,043$4.68M0.0%+0.6%1.184%
11/6/2025Cibc World Market Inc.78,463$8.73M0.0%+0.6%2.210%
11/6/2025Oppenheimer & Co. Inc.8,841$983K0.0%+1.6%0.249%
11/5/2025MONECO Advisors LLC27,526$3.06M0.3%+0.5%0.775%
11/5/2025Envestnet Asset Management Inc.12,196$1.36M0.0%-18.2%0.344%
10/31/2025James Investment Research Inc.6,937$772K0.1%-5.2%0.195%
10/31/2025PFG Investments LLC5,905$657K0.0%+35.5%0.166%
10/28/2025Evergreen Capital Management LLC2,194$244K0.0%+19.6%0.062%
10/27/2025Cooper Capital Advisors LLC5,379$598K0.4%+99.2%0.152%
10/22/2025Avalon Capital Management15,491$1.72M0.4%-0.9%0.436%
10/21/2025Synergy Asset Management LLC6,172$690K0.0%+100.0%0.174%
10/16/2025Hengehold Capital Management LLC101,345$11.27M1.0%+1.8%2.855%
10/16/2025Nvwm LLC1,296$144K0.0%+10.7%0.037%
10/9/2025North Capital Inc.1,349$150K0.1%N/A0.038%
9/26/2025Corient Private Wealth LLC4,908$549K0.0%N/A0.134%
9/4/2025Osaic Holdings Inc.4,565$510K0.0%+10,769.0%0.125%
8/16/2025Evergreen Capital Management LLC1,834$205K0.0%N/A0.050%
8/15/2025Corient Private Wealth LLC4,908$549K0.0%N/A0.134%
8/15/2025Captrust Financial Advisors17,671$1.98M0.0%+9.0%0.484%
8/15/2025Two Sigma Securities LLC2,402$269K0.0%N/A0.066%
8/15/2025Benjamin Edwards Inc.342,214$38.26M0.5%N/A9.376%
8/15/2025Bank of America Corp DE3,283$367K0.0%+32,730.0%0.090%
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8/14/2025Raymond James Financial Inc.65,526$7.33M0.0%N/A1.795%
8/14/2025Transamerica Financial Advisors LLC17,409$1.95M0.2%+54.3%0.477%
8/14/2025Cerity Partners LLC1,830$205K0.0%N/A0.050%
8/13/2025Flow Traders U.S. LLC4,531$507K0.0%-31.4%0.124%
8/13/2025Sonoma Private Wealth LLC16,402$1.83M2.2%+14.3%0.449%
8/13/2025Beacon Pointe Advisors LLC7,870$880K0.0%+61.6%0.216%
8/12/2025Waterloo Capital L.P.2,278$255K0.0%N/A0.062%
8/8/2025Kingsview Wealth Management LLC3,201$358K0.0%N/A0.075%
8/8/2025Creative Planning5,187$580K0.0%N/A0.122%
8/8/2025Cooper Capital Advisors LLC2,700$302K0.3%N/A0.064%


FXF Institutional Ownership - Frequently Asked Questions

During the previous two years, 84 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 78 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 206,342 shares in the last 24 months. This purchase volume represents approximately $22.99M in transactions.

Of the 17 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), Comerica Bank ($3.05K), Envestnet Asset Management Inc. ($2.72K), PNC Financial Services Group Inc. ($1.36K), and Clearstead Advisors LLC ($1.31K).

Institutional investors have sold a total of 83,871 shares in the last 24 months. This volume of shares sold represents approximately $9.35M in transactions.



Institutional ownership data for NYSEARCA:FXF is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/9/2026. New 13F filings are added each quarter as they're published.
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