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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.

Q2 2025 vs. Q1 2025

How the institutions holding Invesco CurrencyShares Swiss Franc Trust changed between Q1 2025 and Q2 2025.

All holders in Q2 2025All holders in Q1 2025

13F holders of FXF: Q1 2025 compared with Q2 2025
MeasureQ1 2025Q2 2025Change
Holders4079+39
Shares419.5K1.86M+1.44M (+343.7%)
Value$42.2M$208.1M+$165.9M (+393.5%)

New holders (44)

Institutions that held Invesco CurrencyShares Swiss Franc Trust at the end of Q2 2025 but not at the end of Q1 2025.

Institutions new to FXF in Q2 2025
InstitutionSharesValue% of portfolio
Stifel Financial Corp391,893$43.8M0.04%
Benjamin Edwards Inc342,214$38.3M0.49%
Confluence Investment Management LLC143,339$16.0M0.23%
Hengehold Capital Management LLC99,594$11.1M1.01%
Raymond James Financial Inc65,526$7.33M0.00%
Hamilton Wealth, LLC61,780$6.91M1.54%
MONECO Advisors, LLC27,396$3.06M0.28%
David R. Rahn & Associates Inc.15,637$1.75M0.47%
Pure Financial Advisors, Inc.13,499$1.51M0.03%
Renaissance Technologies LLC8,800$983.8K0.00%
Oppenheimer & Co Inc8,704$973.1K0.01%
Encompass More Asset Management8,513$951.8K0.22%
Haven Private, LLC8,258$923.2K0.41%
Citadel Advisors LLC8,138$909.8K0.00%
James Investment Research Inc7,316$817.9K0.10%
Pekin Hardy Strauss, Inc.5,590$625.0K0.07%
Creative Planning5,187$579.9K0.00%
Atria Investments LLC4,941$552.4K0.01%
CI Private Wealth, LLC4,908$548.7K0.00%
Carret Asset Management, LLC4,630$517.6K0.06%
Cambridge Investment Research Advisors, Inc.4,364$488.0K0.00%
PFG Investments, LLC4,357$487.1K0.03%
Efficient Advisors, LLC3,762$420.6K0.03%
Kingsview Wealth Management, LLC3,201$357.9K0.01%
Synergy Financial Management, LLC3,086$345.0K0.04%
Cooper Capital Advisors LLC2,700$301.9K0.29%
Wolverine Trading, LLC2,690$298.2K0.01%
Two Sigma Securities, LLC2,402$268.5K0.03%
West Paces Advisors Inc.2,295$256.6K0.05%
Waterloo Capital, L.P.2,278$254.7K0.02%
Bank of New York Mellon Corp1,985$221.9K0.00%
The PNC Financial Services Group, Inc.1,855$207.4K0.00%
Evergreen Capital Management LLC1,834$205.0K0.01%
Cerity Partners LLC1,830$204.6K0.00%
Federation des caisses Desjardins du Quebec1,688$188.7K0.00%
Simplex Trading, LLC1,328$148.0K0.00%
NVWM, LLC1,171$130.9K0.03%
Clearstead Advisors, LLC1,038$116.0K0.00%
National Bank of Canada941$105.2K0.00%
Armstrong Advisory Group, Inc381$42.6K0.00%
Parallel Advisors, LLC185$20.7K0.00%
Roxbury Financial LLC138$15.4K0.02%
Bradley & Co. Private Wealth Management, LLC37$4.14K0.00%
Aventura Private Wealth, LLC25$2.79K0.00%

Sold out (5)

Institutions that held Invesco CurrencyShares Swiss Franc Trust at the end of Q1 2025 and filed for Q2 2025 without it.

Institutions that sold out of FXF in Q2 2025
InstitutionShares, Q1 2025Value, Q1 2025
Cresset Asset Management, LLC20,063$2.01M
Peapack Gladstone Financial Corp3,922$394.0K
SWMG, LLC3,667$393.1K
Mutual Advisors, LLC2,485$266.4K
Creekmur Asset Management LLC9$903