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Invesco CurrencyShares Swiss Franc Trust (FXF) Institutional Ownership

$99.46 +0.56 (+0.57%)
(As of 12/20/2024 04:33 PM ET)

Institutional Ownership Changes (13F Filings) for Invesco CurrencyShares Swiss Franc Trust (NYSEARCA:FXF)

Number of
Institutional Buyers
(last 12 months)
7
Total
Institutional Inflows
(last 12 months)
$2.36M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$1.11M
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FXF Institutional Buying and Selling by Quarter

Invesco CurrencyShares Swiss Franc Trust Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/15/2024 HighTower Advisors LLC25,386$2.67M0.0%+1.7%1.638%
11/14/2024 Flow Traders U.S. LLC10,629$1.12M0.1%+16.7%0.686%
11/14/2024 Captrust Financial Advisors16,023$1.68M0.0%-1.7%1.034%
11/13/2024 Transamerica Financial Advisors Inc.9,513$1M0.1%+14.0%0.614%
11/7/2024 Napa Wealth Management6,214$653K0.3%-24.8%0.401%
10/29/2024 Nvwm LLC8,291$871K0.2%N/A0.535%
10/16/2024 SeaCrest Wealth Management LLC2,479$260K0.0%N/A0.160%
7/23/2024 NewSquare Capital LLC17,411$1.72M0.1%+1.1%1.123%
4/17/2024 Baker Ellis Asset Management LLC2,700$266K0.0%-15.6%0.169%
2/9/2024InterOcean Capital Group LLC20,598$2.18M0.1%-26.5%1.287%
2/1/2024 NewSquare Capital LLC16,444$1.74M0.2%+3.5%1.028%
1/25/2024 International Assets Investment Management LLC3,915$414K0.0%N/A0.245%
1/24/2024 International Assets Investment Management LLC3,915$414K0.0%N/A0.245%
1/23/2024 Baker Ellis Asset Management LLC3,200$338K0.1%-8.6%0.200%
11/8/2023 HighTower Advisors LLC25,878$2.51M0.0%+5.5%1.617%
11/3/2023 NewSquare Capital LLC15,885$1.54M0.2%+2.6%0.993%
10/23/2023Commonwealth Equity Services LLC2,752$267K0.0%-4.0%0.172%
10/16/2023 Naples Global Advisors LLC5,075$493K0.1%-3.8%0.317%
8/11/2023 Cibc World Market Inc.37,961$3.78M0.0%+7.8%2.373%
8/9/2023 Flow Traders U.S. LLC13,127$1.31M0.1%-19.1%0.796%
8/4/2023 Simplex Trading LLC810$80K0.0%+1,025.0%0.049%
8/3/2023 NewSquare Capital LLC15,483$1.54M0.2%+4.9%0.938%
8/3/2023RFG Advisory LLC5,082$505K0.0%-4.7%0.308%
7/31/2023 LPL Financial LLC9,009$896K0.0%-3.4%0.546%
7/25/2023 UMB Bank n.a.300$30K0.0%N/A0.018%
7/10/2023Telemus Capital LLC2,685$267K0.0%-19.2%0.163%
5/2/2023 Venturi Wealth Management LLC498$49K0.0%N/A0.024%
4/28/2023 Ameritas Advisory Services LLC400$40K0.0%N/A0.020%
4/17/2023 Naples Global Advisors LLC5,335$520K0.1%+23.1%0.260%
4/14/2023 AE Wealth Management LLC8,243$803K0.0%+1.6%0.402%
4/11/2023Telemus Capital LLC3,325$324K0.0%+3.9%0.162%
4/4/2023 Authentikos Wealth Advisory LLC7,725$746K0.8%N/A0.336%
2/14/2023Quantitative Advantage LLC33,738$3.26M0.5%-4.6%1.467%
2/13/2023 Atria Wealth Solutions Inc.3,475$335K0.0%-21.8%0.151%
2/8/2023InterOcean Capital Group LLC30,581$2.95M0.1%-8.7%1.330%
2/7/2023 LPL Financial LLC17,241$1.66M0.0%+117.7%0.750%
2/7/2023IFP Advisors Inc1,218$119K0.0%+133.3%0.053%
2/7/2023 Envestnet Asset Management Inc.3,383$326K0.0%-3.1%0.147%
2/7/2023 NewSquare Capital LLC14,815$1.43M0.2%N/A0.644%
1/31/2023 AE Wealth Management LLC8,115$783K0.0%N/A0.353%
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1/23/2023 Jmac Enterprises LLC11,732$1.13M0.3%-33.2%0.510%
11/15/2022 Nvwm LLC4,546$411K0.2%N/A0.207%
11/15/2022 Evergreen Capital Management LLC97,921$8.86M0.5%-2.0%3.997%
11/15/2022 Flow Traders U.S. LLC23,678$2.14M0.1%N/A0.966%
11/15/2022 Baker Ellis Asset Management LLC3,500$317K0.1%+16.7%0.143%
11/14/2022 Transamerica Financial Advisors Inc.10,538$954K0.1%-11.7%0.430%
11/10/2022RFG Advisory LLC5,332$483K0.0%+3.4%0.218%
11/8/2022IFP Advisors Inc522$51K0.0%+108.0%0.021%
10/24/2022 First City Capital Management Inc.2,500$226K0.1%-80.4%0.102%
10/20/2022 Jmac Enterprises LLC17,556$1.59M0.4%+2.3%0.702%
10/11/2022Telemus Capital LLC3,200$289K0.0%+4.1%0.145%
8/15/2022 Atria Wealth Solutions Inc.9,825$922K0.0%-41.0%0.418%
8/15/2022InterOcean Capital Group LLC33,541$3.15M0.1%+16.2%1.427%
8/11/2022 Beacon Pointe Advisors LLC5,620$528K0.0%+15.4%0.239%
8/11/2022Quantitative Advantage LLC35,314$3.31M0.6%+4.9%1.503%
8/11/2022 UBS Group AG109,428$10.26M0.0%+5,181.3%4.657%
8/10/2022 Cibc World Market Inc.33,348$3.13M0.0%-30.4%1.419%
8/8/2022 Oppenheimer & Co. Inc.2,156$202K0.0%-27.7%0.092%
8/5/2022 Scotia Capital Inc.5,510$517K0.0%N/A0.234%
8/4/2022 Cornerstone Wealth Management LLC3,314$311K0.0%N/A0.141%
7/25/2022 Jmac Enterprises LLC17,159$1.61M0.4%+17.3%0.673%
7/22/2022 Baker Ellis Asset Management LLC3,000$281K0.1%-14.3%0.113%
7/21/2022 First City Capital Management Inc.12,750$1.20M0.7%-23.9%0.472%
5/17/2022Quantitative Advantage LLC33,676$3.27M0.5%+17.0%1.375%
5/17/2022 Evergreen Capital Management LLC95,106$9.25M0.4%N/A3.882%
5/12/2022 Oppenheimer & Co. Inc.2,983$290K0.0%-44.1%0.117%
5/11/2022 Nvwm LLC8,676$843K0.3%N/A0.327%
5/11/2022InterOcean Capital Group LLC28,867$2.81M0.1%+9.9%1.089%
5/9/2022 Interactive Financial Advisors116,541$11.33M5.3%+10.6%4.398%
2/15/2022 CIBC World Markets Inc.36,622$3.62M0.0%+37.4%1.495%
2/14/2022Altavista Wealth Management Inc.4,600$454K0.1%+12.2%0.188%
2/14/2022 Rockefeller Capital Management L.P.380$37K0.0%-56.2%0.016%
2/10/2022 HighTower Advisors LLC23,674$2.35M0.0%-2.5%0.966%
2/9/2022 Sowell Financial Services LLC15,933$1.57M0.1%+6.0%0.650%
2/9/2022 Geneos Wealth Management Inc.300$29K0.0%N/A0.012%
2/8/2022InterOcean Capital Group LLC26,268$2.59M0.1%+30.0%1.072%
2/7/2022Quantitative Advantage LLC28,792$2.84M0.4%+4.2%1.175%
2/7/2022 First City Capital Management Inc.16,750$1.63M0.9%-19.3%0.684%
2/7/2022 North Star Investment Management Corp.480$47K0.0%-45.5%0.020%
2/4/2022 Naples Global Advisors LLC4,365$431K0.0%-5.4%0.178%
2/3/2022 Advisor Group Holdings Inc.1,633$162K0.0%+9.7%0.067%
2/2/2022 Oppenheimer & Co. Inc.5,337$527K0.0%-4.2%0.218%
2/1/2022Telemus Capital LLC3,000$296K0.0%+15.4%0.122%
1/24/2022 National Bank of Canada FI894$88K0.0%N/A0.036%
11/15/2021 Flow Traders U.S. LLC4,303$417K0.0%N/A0.166%
11/15/2021 HighTower Advisors LLC24,275$2.35M0.0%N/A0.916%
11/12/2021 Oppenheimer & Co. Inc.5,569$540K0.0%+116.9%0.210%
11/9/2021 Interactive Financial Advisors1,571$152K0.1%-98.3%0.059%
11/8/2021InterOcean Capital Group LLC20,205$1.96M0.1%+2.7%0.762%
11/5/2021 Advisory Services Network LLC3,605$349K0.0%-5.0%0.136%
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11/5/2021 Advisor Group Holdings Inc.1,489$144K0.0%-6.5%0.056%
11/4/2021 Sowell Financial Services LLC15,037$1.46M0.1%N/A0.567%
10/28/2021 First City Capital Management Inc.20,750$2.01M1.1%-9.8%0.783%
10/27/2021Telemus Capital LLC2,600$252K0.0%N/A0.098%
10/25/2021 Naples Global Advisors LLC4,615$447K0.1%+28.6%0.174%
10/19/2021RFG Advisory LLC5,057$490K0.0%+3.1%0.202%
10/15/2021 Baker Ellis Asset Management LLC3,500$340K0.1%-12.5%0.140%
10/7/2021First National Bank of South Miami11,125$1.08M0.7%+85.3%0.445%
8/16/2021 Royal Bank of Canada2,969$291K0.0%+97.4%0.116%
8/13/2021 LPL Financial LLC10,168$995K0.0%+11.9%0.399%
(Data available from 1/1/2016 forward)

FXF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FXF shares?

During the previous two years, 28 institutional investors and hedge funds held shares of Invesco CurrencyShares Swiss Franc Trust. The most heavily invested institutionals were Cibc World Market Inc. ($3.78M), Quantitative Advantage LLC ($3.26M), HighTower Advisors LLC ($2.67M), InterOcean Capital Group LLC ($2.18M), NewSquare Capital LLC ($1.72M), Captrust Financial Advisors ($1.68M), and Jmac Enterprises LLC ($1.13M).Learn more on FXF's institutional investors.

Which institutional investors have been buying Invesco CurrencyShares Swiss Franc Trust stock?

Of the 18 institutional investors that purchased Invesco CurrencyShares Swiss Franc Trust stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: NewSquare Capital LLC ($16.70K), LPL Financial LLC ($9.32K), Nvwm LLC ($8.29K), AE Wealth Management LLC ($8.24K), International Assets Investment Management LLC ($7.83K), Authentikos Wealth Advisory LLC ($7.73K), and Cibc World Market Inc. ($2.75K).

How much institutional buying is happening at Invesco CurrencyShares Swiss Franc Trust?

Institutional investors have bought a total of 71,541 shares in the last 24 months. This purchase volume represents approximately $7.12M in transactions.

Which Invesco CurrencyShares Swiss Franc Trust major shareholders have been selling company stock?

Of the 14 institutional investors that sold Invesco CurrencyShares Swiss Franc Trust stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: InterOcean Capital Group LLC ($10.36K), Jmac Enterprises LLC ($5.82K), Flow Traders U.S. LLC ($3.10K), Napa Wealth Management ($2.04K), Quantitative Advantage LLC ($1.64K), Atria Wealth Solutions Inc. ($970.00), and Baker Ellis Asset Management LLC ($800.00).

How much institutional selling is happening at Invesco CurrencyShares Swiss Franc Trust?

Institutional investors have sold a total of 26,644 shares in the last 24 months. This volume of shares sold represents approximately $2.68M in transactions.



This page (NYSEARCA:FXF) was last updated on 12/22/2024 by MarketBeat.com Staff
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