Invesco CurrencyShares Swiss Franc Trust
FXF- Exchange
- NYSE
- Industry
- Commodity Contracts Brokers & Dealers
- SEC CIK
- 0001353615
No open-market purchases or sales by Invesco CurrencyShares Swiss Franc Trust insiders were filed in the last 90 days; 87 institutions reported holding it in 13F filings for Q2 2026, worth $94.3M in total; no superinvestor holds it.
Q1 2022 vs. Q4 2021
How the institutions holding Invesco CurrencyShares Swiss Franc Trust changed between Q4 2021 and Q1 2022.
All holders in Q1 2022All holders in Q4 2021
| Measure | Q4 2021 | Of which not filed for Q1 2022 | Q1 2022 | Change |
|---|---|---|---|---|
| Holders | 52 | 1 | 53 | +2 |
| Shares | 599.1K | 4.60K | 725.9K | +131.4K (+22.1%) |
| Value | $59.2M | $454.0K | $70.6M | +$11.9M (+20.3%) |
1 institution that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so the changes leave them out.
New holders (8)
Institutions that held Invesco CurrencyShares Swiss Franc Trust at the end of Q1 2022 but not at the end of Q4 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Evergreen Capital Management LLC | 95,106 | $9.25M | 0.38% |
| Atria Wealth Solutions, Inc. | 16,645 | $1.62M | 0.03% |
| NVWM, LLC | 8,676 | $843.0K | 0.27% |
| Beacon Pointe Advisors, LLC | 4,870 | $473.0K | 0.01% |
| IFP Advisors, Inc | 251 | $24.0K | 0.00% |
| Prospera Financial Services Inc | 63 | $6.00K | 0.00% |
| Whittier Trust Co | 44 | $4.00K | 0.00% |
| Global Retirement Partners, LLC | 28 | $3.00K | 0.00% |
Sold out (6)
Institutions that held Invesco CurrencyShares Swiss Franc Trust at the end of Q4 2021 and filed for Q1 2022 without it.
| Institution | Shares, Q4 2021 | Value, Q4 2021 |
|---|---|---|
| Sowell Financial Services LLC | 15,933 | $1.57M |
| Veritable, L.P. | 2,950 | $291.0K |
| Investmark Advisory Group LLC | 150 | $14.0K |
| Transamerica Financial Advisors, Inc. | 71 | $7.00K |
| Wagner Wealth Management, LLC | 53 | $5.00K |
| Snowden Capital Advisors LLC | 17 | $1.00K |
Not filed for Q1 2022 yet (1)
Institutions that held Invesco CurrencyShares Swiss Franc Trust at the end of Q4 2021 and haven't filed a 13F for Q1 2022. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2021 | Value, Q4 2021 |
|---|---|---|
| Altavista Wealth Management, Inc. | 4,600 | $454.0K |