Latest Institutional Purchases of Invesco Currency Shares Swiss Franc Trust (FXF)
This list provides information on the latest institutional transactions involving Invesco Currency Shares Swiss Franc Trust (FXF) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.29K+ 51.84% |
$126K - $135K
|
3.76K
$368K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
30.8K+ 95.0% |
$3.03M - $3.26M
|
63.2K
$6.18M
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
10.3KNew |
$1.01M - $1.09M
|
10.3K
$1.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.74KNew |
$958K - $1.03M
|
9.74K
$953K
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
BUY
|
- |
8.29KNew |
$816K - $877K
|
8.29K
$811K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
PUT |
5.2KNew |
$512K - $550K
|
5.2K
$509K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
4.7K+ 41.23% |
$462K - $497K
|
16.1K
$1.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.52KNew |
$248K - $266K
|
2.52K
$247K
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
1.52K+ 16.66% |
$149K - $161K
|
10.6K
$1.04M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.18K+ 29.23% |
$116K - $125K
|
5.23K
$511K
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1.17K+ 13.97% |
$115K - $123K
|
9.51K
$931K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.11K+ 26.44% |
$109K - $118K
|
5.32K
$520K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
775+ 19375.0% |
$76.2K - $82K
|
779
$76.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
743New |
$73.1K - $78.6K
|
743
$72.7K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
415+ 1.66% |
$40.8K - $43.9K
|
25.4K
$2.48M
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
BUY
|
- |
178+ 1.02% |
$17.5K - $18.8K
|
17.6K
$1.72M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
10New |
$984 - $1.06K
|
10
$978
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
2+ 0.07% |
$197 - $212
|
2.83K
$277K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1New |
$98.4 - $106
|
1
$97.8
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
6.11KNew |
$592K - $615K
|
6.11K
$598K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
105New |
$10.2K - $10.6K
|
105
$10.3K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
37New |
$3.58K - $3.72K
|
37
$3.62K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 5.0% |
$96.8 - $101
|
21
$2.05K
|
|
| Q1 2024 | |||||||
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
91New |
$8.95K - $9.55K
|
91
$8.9K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
89+ 136.92% |
$8.75K - $9.34K
|
154
$15.1K
|
|
|
May 01, 2024
Q1 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.03% |
$98.3 - $105
|
3.5K
$342K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
41.3KNew |
$3.99M - $4.36M
|
41.3K
$4.04M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
809+ 80.9% |
$78.2K - $85.6K
|
1.81K
$177K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
25New |
$2.42K - $2.64K
|
25
$2.45K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
25New |
$2.42K - $2.64K
|
25
$2.45K
|
|
|
Jan 30, 2024
Q4 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
13+ 0.59% |
$1.26K - $1.38K
|
2.2K
$215K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3New |
$290 - $317
|
3
$294
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
12.1KNew |
$1.17M - $1.26M
|
12.1K
$1.18M
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
BUY
|
- |
200+ 66.67% |
$19.3K - $20.8K
|
500
$48.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
146New |
$14.1K - $15.2K
|
146
$14.3K
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
100New |
$9.66K - $10.4K
|
100
$9.78K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
60New |
$5.8K - $6.23K
|
60
$5.87K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.17K+ 64.58% |
$205K - $213K
|
5.53K
$541K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
498New |
$47.1K - $48.9K
|
498
$48.7K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
400New |
$37.8K - $39.3K
|
400
$39.1K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
128+ 1.58% |
$12.1K - $12.6K
|
8.24K
$806K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
37New |
$3.5K - $3.63K
|
37
$3.62K
|
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
27New |
$2.55K - $2.65K
|
27
$2.64K
|
|
| Q4 2022 | |||||||
|
Jan 26, 2023
Q4 2022
|
Empowered Funds, LLC
|
BUY
|
- |
8.18KNew |
$721K - $791K
|
8.18K
$801K
|
|
|
Feb 14, 2023
Q4 2022
|
Belvedere Trading LLC
|
BUY
|
- |
6.4KNew |
$564K - $619K
|
6.4K
$626K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.48KNew |
$306K - $336K
|
3.48K
$340K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
300New |
$26.4K - $29K
|
300
$29.4K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
146New |
$12.9K - $14.1K
|
146
$14.3K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
18+ 138.46% |
$1.59K - $1.74K
|
31
$3.03K
|
|
| Q3 2022 | |||||||
|
Nov 08, 2022
Q3 2022
|
Imc Chicago, LLC
|
BUY
|
- |
12.7KNew |
$1.14M - $1.2M
|
12.7K
$1.24M
|
|