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 |
|---|---|---|---|---|---|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
3,201
shares
|
$352,238
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jul 21, 2025 Q2 2025 |
3,086
shares
|
$339,583
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Cooper Capital Advisors LLC
Encinitas, CA |
Aug 08, 2025 Q2 2025 |
2,700
shares
|
$297,108
0.29% of portfolio
|
Q2 2025
New holding
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Aug 18, 2025 Q2 2025 |
2,690
shares
|
$296,007
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Df Dent & CO Inc
Baltimore, MD |
Aug 14, 2025 Q2 2025 |
2,560
shares
|
$281,702
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
2,520
shares
|
$277,300
0.0% of portfolio
|
Q2 2025
Added 22.03%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
2,402
shares
|
$264,316
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
2,295
shares
|
$252,541
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2025 Q2 2025 |
2,278
shares
|
$250,671
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
1,855
shares
|
$204,124
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
1,834
shares
|
$201,813
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
1,830
shares
|
$201,373
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
1,688
shares
|
$185,747
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
1,500
shares
|
$165,060
0.0% of portfolio
|
Q4 2020
Added 275.0%
|
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
1,328
shares
|
$146,133
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
1,200
shares
|
$132,048
0.03% of portfolio
|
Q2 2021
New holding
|
|
|
Nvwm, LLC
|
Aug 06, 2025 Q2 2025 |
1,171
shares
|
$128,856
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
1,038
shares
|
$114,221
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
941
shares
|
$103,547
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
381
shares
|
$41,925
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
300
shares
|
$33,012
0.03% of portfolio
|
Q1 2023
Reduced 40.59%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
194
shares
|
$21,347
0.0% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
185
shares
|
$20,357
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
138
shares
|
$15,185
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
125
shares
|
$13,755
0.0% of portfolio
|
Q2 2024
Reduced 55.36%
|