Institutional Ownership Invesco Currency Shares Swiss Franc Trust (FXF)
This table provides information about the institutional ownership of Invesco Currency Shares Swiss Franc Trust (FXF). We have compiled data on the 50 institutions that hold shares in the stock, with a total of 476,976 shares, which have been reported (via 13F filing form) to have a value of $51.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Oxford Financial Group LTD
Indianapolis, IN |
Feb 11, 2025 Q4 2024 |
2,950
shares
|
$318,511
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
2,833
shares
|
$305,879
0.0% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Napa Wealth Management
Napa, CA |
Feb 14, 2025 Q4 2024 |
2,726
shares
|
$294,326
0.12% of portfolio
|
Q4 2024
Reduced 56.13%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
2,597
shares
|
$280,398
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
2,398
shares
|
$258,912
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
1,809
shares
|
$195,317
0.0% of portfolio
|
Q4 2023
Added 80.9%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
1,500
shares
|
$161,955
0.0% of portfolio
|
Q4 2020
Added 275.0%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
1,200
shares
|
$129,564
0.03% of portfolio
|
Q2 2021
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
779
shares
|
$84,108
0.0% of portfolio
|
Q3 2024
Added 19375.0%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
461
shares
|
$49,774
0.0% of portfolio
|
Q2 2024
Reduced 71.91%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
306
shares
|
$33,038
0.0% of portfolio
|
Q4 2024
Added 684.62%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
300
shares
|
$32,391
0.03% of portfolio
|
Q1 2023
Reduced 40.59%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
194
shares
|
$20,946
0.0% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
125
shares
|
$13,496
0.0% of portfolio
|
Q2 2024
Reduced 55.36%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
105
shares
|
$11,336
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Apr 01, 2025 Q4 2024 |
73
shares
|
$7,881
0.0% of portfolio
|
Q4 2024
Added 7200.0%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
50
shares
|
$5,398
0.0% of portfolio
|
Q3 2023
Reduced 62.96%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
21
shares
|
$2,267
0.0% of portfolio
|
Q2 2024
Added 5.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
10
shares
|
$1,079
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
10
shares
|
$1,079
0.0% of portfolio
|
Q4 2024
Reduced 99.8%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
4
shares
|
$431
0.0% of portfolio
|
Q4 2024
New holding
|