Latest Institutional Transactions on Invesco Currency Shares Swiss Franc Trust (FXF)
This table provides information on the latest institutional transactions involving Invesco Currency Shares Swiss Franc Trust (FXF) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.55K+ 35.53% |
$168K - $174K
|
5.91K
$658K
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
360+ 19.63% |
$39.2K - $40.6K
|
2.19K
$245K
|
|
|
Oct 27, 2025
Q3 2025
|
Cooper Capital Advisors LLC
Encinitas, CA |
BUY
|
- |
2.68K+ 99.22% |
$292K - $302K
|
5.38K
$599K
|
|
|
Oct 22, 2025
Q3 2025
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-146- 0.93% |
$15.9K - $16.5K
|
15.5K
$1.73M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
450+ 24.59% |
$49K - $50.7K
|
2.28K
$254K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
264+ 4.03% |
$28.7K - $29.8K
|
6.81K
$759K
|
|
|
Oct 21, 2025
Q3 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3.09K+ 100.0% |
$336K - $348K
|
6.17K
$688K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
45New |
$4.9K - $5.07K
|
45
$5.02K
|
|
|
Oct 16, 2025
Q3 2025
|
Nvwm, LLC
|
BUY
|
- |
125+ 10.67% |
$13.6K - $14.1K
|
1.3K
$144K
|
|
|
Oct 16, 2025
Q3 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
1.75K+ 1.76% |
$191K - $197K
|
101K
$11.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
80+ 160.0% |
$8.71K - $9.02K
|
130
$14.5K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1.35KNew |
$147K - $152K
|
1.35K
$150K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.82K+ 489.86% |
$383K - $427K
|
4.6K
$512K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.4KNew |
$241K - $269K
|
2.4K
$268K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-9.1K- 49.4% |
$914K - $1.02M
|
9.32K
$1.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
392KNew |
$39.4M - $43.8M
|
392K
$43.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
342KNew |
$34.4M - $38.3M
|
342K
$38.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
952+ 3.52% |
$95.6K - $106K
|
28K
$3.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
8.8KNew |
$884K - $984K
|
8.8K
$981K
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
2.28KNew |
$229K - $255K
|
2.28K
$254K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.2KNew |
$322K - $358K
|
3.2K
$357K
|
|
|
Aug 07, 2025
Q2 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
3.76KNew |
$378K - $421K
|
3.76K
$419K
|
|
|
Aug 07, 2025
Q2 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
8.51KNew |
$855K - $952K
|
8.51K
$949K
|
|
|
Aug 06, 2025
Q2 2025
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
37New |
$3.72K - $4.14K
|
37
$4.12K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.86K- 33.94% |
$186K - $207K
|
3.61K
$402K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.94KNew |
$496K - $552K
|
4.94K
$551K
|
|
|
Aug 04, 2025
Q2 2025
|
Carret Asset Management, LLC
|
BUY
|
- |
4.63KNew |
$465K - $518K
|
4.63K
$516K
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-6.89K- 22.09% |
$692K - $770K
|
24.3K
$2.71M
|
|
|
Jul 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
2.3KNew |
$231K - $257K
|
2.3K
$256K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
13.5KNew |
$1.36M - $1.51M
|
13.5K
$1.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
381New |
$38.3K - $42.6K
|
381
$42.5K
|
|
|
Jul 08, 2025
Q2 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
1.4K+ 45.16% |
$141K - $157K
|
4.5K
$502K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
138New |
$13.9K - $15.4K
|
138
$15.4K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
185New |
$18.6K - $20.7K
|
185
$20.6K
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
143KNew |
$14.4M - $16M
|
143K
$16M
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
2.56KNew |
$248K - $259K
|
2.56K
$285K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
9.97K+ 98.72% |
$964K - $1.01M
|
20.1K
$2.24M
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
9New |
$871 - $912
|
9
$1K
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
3.67KNew |
$355K - $372K
|
3.67K
$409K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.49KNew |
$240K - $252K
|
2.49K
$277K
|
|
| Q4 2024 | |||||||
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
72+ 7200.0% |
$7.04K - $7.55K
|
73
$8.14K
|
|
|
Feb 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-3.49K- 56.13% |
$341K - $366K
|
2.73K
$304K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.4KNew |
$235K - $252K
|
2.4K
$267K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2- 1.02% |
$196 - $210
|
194
$21.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.29K+ 51.84% |
$126K - $135K
|
3.76K
$419K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
743New |
$73.1K - $78.6K
|
743
$82.8K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2025
Q2 2024
|
Stone X Group Inc.
|
BUY
|
- |
9.9KNew |
$958K - $996K
|
9.9K
$1.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-422- 72.01% |
$40.8K - $42.5K
|
164
$18.3K
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-155- 55.36% |
$15K - $15.6K
|
125
$13.9K
|
|