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 |
|---|---|---|---|---|---|---|---|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
143KNew |
$14.4M - $16M
|
143K
$16M
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
99.6KNew |
$10M - $11.1M
|
99.6K
$11.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
13.5KNew |
$1.36M - $1.51M
|
13.5K
$1.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
4.36KNew |
$438K - $487K
|
4.36K
$486K
|
|
|
Jul 21, 2025
Q2 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3.09KNew |
$310K - $345K
|
3.09K
$344K
|
|
|
Jul 08, 2025
Q2 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
1.4K+ 45.16% |
$141K - $157K
|
4.5K
$502K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
381New |
$38.3K - $42.6K
|
381
$42.5K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
185New |
$18.6K - $20.7K
|
185
$20.6K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
138New |
$13.9K - $15.4K
|
138
$15.4K
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
20.8K+ 334.32% |
$2.01M - $2.11M
|
27K
$3.01M
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
19.2K+ 54.19% |
$1.86M - $1.95M
|
54.7K
$6.09M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
15.3K+ 59.69% |
$1.48M - $1.56M
|
41K
$4.58M
|
|
|
May 15, 2025
Q1 2025
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
14.4KNew |
$1.39M - $1.45M
|
14.4K
$1.6M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
9.97K+ 98.72% |
$964K - $1.01M
|
20.1K
$2.24M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.46K+ 325.72% |
$818K - $857K
|
11.1K
$1.23M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
5.47KNew |
$529K - $554K
|
5.47K
$609K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
4.8K+ 282.35% |
$464K - $487K
|
6.5K
$725K
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
3.67KNew |
$355K - $372K
|
3.67K
$409K
|
|
|
May 15, 2025
Q1 2025
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
2.56KNew |
$248K - $259K
|
2.56K
$285K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.49KNew |
$240K - $252K
|
2.49K
$277K
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1.49K+ 15.21% |
$144K - $151K
|
11.3K
$1.26M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.48K+ 13.99% |
$143K - $150K
|
12.1K
$1.35M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
836+ 11.43% |
$80.9K - $84.7K
|
8.15K
$909K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
394+ 7.42% |
$38.1K - $39.9K
|
5.71K
$636K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
337+ 2.12% |
$32.6K - $34.2K
|
16.2K
$1.81M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
275+ 5.98% |
$26.6K - $27.9K
|
4.87K
$543K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
256+ 14.15% |
$24.8K - $25.9K
|
2.07K
$230K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
119+ 4.2% |
$11.5K - $12.1K
|
2.95K
$329K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
50+ 0.98% |
$4.84K - $5.07K
|
5.13K
$572K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
9New |
$871 - $912
|
9
$1K
|
|
| Q4 2024 | |||||||
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.4KNew |
$235K - $252K
|
2.4K
$267K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.29K+ 51.84% |
$126K - $135K
|
3.76K
$420K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
267+ 684.62% |
$26.1K - $28K
|
306
$34.1K
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
72+ 7200.0% |
$7.04K - $7.55K
|
73
$8.14K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
63+ 150.0% |
$6.16K - $6.61K
|
105
$11.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
4New |
$391 - $420
|
4
$446
|
|
| Q3 2024 | |||||||
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
BUY
|
- |
8.29KNew |
$816K - $877K
|
8.29K
$924K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
PUT |
5.2KNew |
$512K - $550K
|
5.2K
$580K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
775+ 19375.0% |
$76.2K - $82K
|
779
$86.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
743New |
$73.1K - $78.6K
|
743
$82.8K
|
|
| Q2 2024 | |||||||
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
37New |
$3.58K - $3.72K
|
37
$4.12K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 5.0% |
$96.8 - $101
|
21
$2.34K
|
|
| Q1 2024 | |||||||
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
91New |
$8.95K - $9.55K
|
91
$10.1K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
89+ 136.92% |
$8.75K - $9.34K
|
154
$17.2K
|
|
|
May 01, 2024
Q1 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.03% |
$98.3 - $105
|
3.5K
$390K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
41.3KNew |
$3.99M - $4.36M
|
41.3K
$4.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
25New |
$2.42K - $2.64K
|
25
$2.79K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
25New |
$2.42K - $2.64K
|
25
$2.79K
|
|
|
Jan 30, 2024
Q4 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
13+ 0.59% |
$1.26K - $1.38K
|
2.2K
$245K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3New |
$290 - $317
|
3
$334
|
|