Institutional Ownership Invesco Currency Shares Swiss Franc Trust (FXF)
This table provides information about the institutional ownership of Invesco Currency Shares Swiss Franc Trust (FXF). We have compiled data on the 86 institutions that hold shares in the stock, with a total of 1.85 Million shares, which have been reported (via 13F filing form) to have a value of $203 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
8,800
shares
|
$968,352
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
8,704
shares
|
$957,788
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Encompass More Asset Management
Danville, CA |
Aug 07, 2025 Q2 2025 |
8,513
shares
|
$936,770
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Haven Private, LLC
Orlando, FL |
Aug 04, 2025 Q2 2025 |
8,258
shares
|
$908,710
0.41% of portfolio
|
Q2 2025
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
8,138
shares
|
$895,505
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
7,870
shares
|
$866,014
0.01% of portfolio
|
Q2 2025
Added 61.6%
|
|
|
James Investment Research Inc
|
Aug 01, 2025 Q2 2025 |
7,316
shares
|
$805,052
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
6,545
shares
|
$720,211
0.0% of portfolio
|
Q2 2025
Added 14.72%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
6,511
shares
|
$716,470
0.02% of portfolio
|
Q2 2020
Reduced 19.98%
|
|
|
Pekin Hardy Strauss, Inc.
|
Aug 06, 2025 Q2 2025 |
5,590
shares
|
$615,123
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
5,187
shares
|
$570,777
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
5,082
shares
|
$559,223
0.02% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
4,941
shares
|
$543,707
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
4,908
shares
|
$540,076
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Carret Asset Management, LLC
|
Aug 04, 2025 Q2 2025 |
4,630
shares
|
$509,485
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
4,595
shares
|
$505,633
0.0% of portfolio
|
Q2 2025
Added 489.86%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
4,531
shares
|
$498,591
0.02% of portfolio
|
Q2 2025
Reduced 31.41%
|
|
|
Baker Ellis Asset Management LLC
|
Jul 08, 2025 Q2 2025 |
4,500
shares
|
$495,180
0.07% of portfolio
|
Q2 2025
Added 45.16%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
4,364
shares
|
$480,214
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
4,357
shares
|
$479,444
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Efficient Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
3,762
shares
|
$413,970
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
3,610
shares
|
$397,244
0.0% of portfolio
|
Q2 2025
Reduced 33.94%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Aug 13, 2025 Q2 2025 |
3,500
shares
|
$385,140
0.04% of portfolio
|
Q1 2024
Added 0.03%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
3,409
shares
|
$375,126
0.0% of portfolio
|
Q2 2025
Added 1036.33%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
3,283
shares
|
$361,261
0.0% of portfolio
|
Q2 2025
Added 32730.0%
|