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.
Q4 2023 vs. Q3 2023
How the institutions holding Invesco CurrencyShares Swiss Franc Trust changed between Q3 2023 and Q4 2023.
All holders in Q4 2023All holders in Q3 2023
| Measure | Q3 2023 | Q4 2023 | Change |
|---|---|---|---|
| Holders | 48 | 46 | −2 |
| Shares | 753.7K | 601.9K | −151.8K (−20.1%) |
| Value | $73.3M | $63.7M | −$9.58M (−13.1%) |
New holders (4)
Institutions that held Invesco CurrencyShares Swiss Franc Trust at the end of Q4 2023 but not at the end of Q3 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Cetera Advisors LLC | 41,254 | $4.36M | 0.06% |
| Envestnet Asset Management Inc | 2,865 | $303.1K | 0.00% |
| Principal Securities, Inc. | 25 | $2.65K | 0.00% |
| Steward Partners Investment Advisory, LLC | 25 | $2.65K | 0.00% |
Sold out (6)
Institutions that held Invesco CurrencyShares Swiss Franc Trust at the end of Q3 2023 and filed for Q4 2023 without it.
| Institution | Shares, Q3 2023 | Value, Q3 2023 |
|---|---|---|
| United Community Bank | 12,110 | $1.18M |
| Naples Global Advisors, LLC | 5,075 | $493.3K |
| Umb Bank N A | 500 | $48.6K |
| Coppell Advisory Solutions LLC | 146 | $14.1K |
| Authentikos Wealth Advisory, LLC | 60 | $5.83K |
| IFP Advisors, Inc | 48 | $4.67K |