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 2025 vs. Q4 2024
How the institutions holding Invesco CurrencyShares Swiss Franc Trust changed between Q4 2024 and Q1 2025.
All holders in Q1 2025All holders in Q4 2024
| Measure | Q4 2024 | Of which not filed for Q1 2025 | Q1 2025 | Change |
|---|---|---|---|---|
| Holders | 43 | 1 | 40 | −2 |
| Shares | 428.4K | 73 | 419.5K | −8.81K (−2.1%) |
| Value | $41.9M | $7.14K | $42.2M | +$236.5K (+0.6%) |
1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so the changes leave them out.
New holders (7)
Institutions that held Invesco CurrencyShares Swiss Franc Trust at the end of Q1 2025 but not at the end of Q4 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Sonoma Private Wealth LLC | 14,351 | $1.44M | 2.00% |
| Bank of Montreal | 5,465 | $548.6K | 0.00% |
| SWMG, LLC | 3,667 | $393.1K | 0.16% |
| Mutual Advisors, LLC | 2,485 | $266.4K | 0.01% |
| DF Dent & Co Inc | 2,560 | $257.0K | 0.00% |
| Nalls Sherbakoff Group, LLC | 300 | $30.1K | 0.02% |
| Creekmur Asset Management LLC | 9 | $903 | 0.00% |
Sold out (9)
Institutions that held Invesco CurrencyShares Swiss Franc Trust at the end of Q4 2024 and filed for Q1 2025 without it.
| Institution | Shares, Q4 2024 | Value, Q4 2024 |
|---|---|---|
| Citadel Advisors LLC | 8,350 | $817.1K |
| SeaCrest Wealth Management, LLC | 3,764 | $368.3K |
| Simplex Trading, LLC | 3,215 | $314.0K |
| Oxford Financial Group Ltd | 2,950 | $288.7K |
| Napa Wealth Management | 2,726 | $266.8K |
| Resources Investment Advisors, LLC. | 2,398 | $234.7K |
| Federation des caisses Desjardins du Quebec | 306 | $29.9K |
| PSI Advisors, LLC | 21 | $1.96K |
| Proequities, Inc. | 10 | $979 |
Not filed for Q1 2025 yet (1)
Institutions that held Invesco CurrencyShares Swiss Franc Trust at the end of Q4 2024 and haven't filed a 13F for Q1 2025. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2024 | Value, Q4 2024 |
|---|---|---|
| Oliver Lagore Vanvalin Investment Group | 73 | $7.14K |