Purchases and Sales Made in Q4 2024 in Invesco Currency Shares Swiss Franc Trust (FXF)
This table provides information about the institutional ownership of Invesco Currency Shares Swiss Franc Trust (FXF) during Q4 2024. The information is specifically focused on institutions that hold shares of Invesco CurrencyShares Swiss Franc Trust.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
66.8KNew |
$6.53M - $7M
|
66.8K
$6.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
15.1K+ 142.33% |
$1.48M - $1.59M
|
25.8K
$2.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
10.1KNew |
$988K - $1.06M
|
10.1K
$999K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
6.23KNew |
$609K - $653K
|
6.23K
$616K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.6KNew |
$254K - $272K
|
2.6K
$257K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.4KNew |
$235K - $252K
|
2.4K
$237K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.09K+ 40.01% |
$205K - $219K
|
7.32K
$724K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.08K+ 82.34% |
$203K - $218K
|
4.6K
$455K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.29K+ 51.84% |
$126K - $135K
|
3.76K
$372K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
876+ 4.98% |
$85.7K - $91.9K
|
18.5K
$1.83M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
319+ 1.26% |
$31.2K - $33.5K
|
25.7K
$2.54M
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
283+ 2.97% |
$27.7K - $29.7K
|
9.8K
$969K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
267+ 684.62% |
$26.1K - $28K
|
306
$30.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
96+ 0.15% |
$9.39K - $10.1K
|
63.3K
$6.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
4New |
$391 - $420
|
4
$396
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-1- 0.04% |
$97.8 - $105
|
2.83K
$280K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2- 1.02% |
$196 - $210
|
194
$19.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6- 0.11% |
$587 - $629
|
5.31K
$526K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-147- 0.92% |
$14.4K - $15.4K
|
15.9K
$1.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.39K- 14.27% |
$136K - $146K
|
8.35K
$826K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-3.11K- 8.06% |
$304K - $326K
|
35.5K
$3.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-3.49K- 56.13% |
$341K - $366K
|
2.73K
$270K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.9K- 99.8% |
$479K - $514K
|
10
$990
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-7.09K- 68.8% |
$694K - $744K
|
3.22K
$318K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-9.73K- 15.42% |
$952K - $1.02M
|
53.4K
$5.28M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-12.2K- 53.57% |
$1.2M - $1.28M
|
10.6K
$1.05M
|