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Invesco CurrencyShares Swiss Franc Trust (FXF) Institutional Ownership

Invesco CurrencyShares Swiss Franc Trust logo
$100.25 -0.48 (-0.48%)
(As of 11/13/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
5
Total
Institutional Inflows
(last 12 months)
$2.16M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$1.08M
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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
11/13/2024Transamerica 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%
11/8/2023HighTower 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%
8/9/2023Flow 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%
4/14/2023AE 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%
1/31/2023AE Wealth Management LLC8,115$783K0.0%N/A0.353%
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%
11/15/2022Evergreen Capital Management LLC97,921$8.86M0.5%-2.0%3.997%
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11/15/2022Flow 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%
11/14/2022Transamerica 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%
8/11/2022Beacon Pointe Advisors LLC5,620$528K0.0%+15.4%0.239%
8/11/2022Quantitative Advantage LLC35,314$3.31M0.6%+4.9%1.503%
8/11/2022UBS 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%
8/5/2022Scotia 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%
5/17/2022Evergreen 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%
2/14/2022Rockefeller Capital Management L.P.380$37K0.0%-56.2%0.016%
2/10/2022HighTower 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%
2/9/2022Geneos 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%
2/3/2022Advisor 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%
11/15/2021Flow Traders U.S. LLC4,303$417K0.0%N/A0.166%
11/15/2021HighTower 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%
11/5/2021Advisory Services Network LLC3,605$349K0.0%-5.0%0.136%
11/5/2021Advisor 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%
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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%
8/16/2021Royal Bank of Canada2,969$291K0.0%+97.4%0.116%
8/13/2021 LPL Financial LLC10,168$995K0.0%+11.9%0.399%
8/13/2021Stifel Financial Corp5,268$516K0.0%+115.7%0.207%
8/13/2021 First City Capital Management Inc.23,000$2.25M1.2%-49.0%0.902%
8/13/2021Quantitative Advantage LLC26,580$2.60M0.4%+5.0%1.042%
(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 Evergreen Capital Management LLC ($8.86M), Cibc World Market Inc. ($3.78M), Quantitative Advantage LLC ($3.26M), HighTower Advisors LLC ($2.51M), InterOcean Capital Group LLC ($2.18M), NewSquare Capital LLC ($1.72M), and Flow Traders U.S. LLC ($1.31M).Learn more on FXF's institutional investors.

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

Of the 19 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: Flow Traders U.S. LLC ($23.68K), NewSquare Capital LLC ($16.70K), Nvwm LLC ($12.84K), LPL Financial LLC ($9.32K), AE Wealth Management LLC ($8.24K), International Assets Investment Management LLC ($7.83K), and Authentikos Wealth Advisory LLC ($7.73K).

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

Institutional investors have bought a total of 98,332 shares in the last 24 months. This purchase volume represents approximately $9.52M in transactions.

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

Of the 15 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), Evergreen Capital Management LLC ($1.99K), Quantitative Advantage LLC ($1.64K), and Transamerica Financial Advisors Inc. ($1.40K).

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

Institutional investors have sold a total of 29,753 shares in the last 24 months. This volume of shares sold represents approximately $2.95M in transactions.



This page (NYSEARCA:FXF) was last updated on 11/14/2024 by MarketBeat.com Staff
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