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 85 institutions that hold shares in the stock, with a total of 963,711 shares, which have been reported (via 13F filing form) to have a value of $107 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
8,219
shares
|
$916,007
0.0% of portfolio
|
Q3 2025
Added 88.34%
|
|
|
James Investment Research Inc
|
Oct 31, 2025 Q3 2025 |
6,937
shares
|
$773,128
0.09% of portfolio
|
Q3 2025
Reduced 5.18%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
6,809
shares
|
$758,863
0.0% of portfolio
|
Q3 2025
Added 4.03%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
6,511
shares
|
$725,650
0.02% of portfolio
|
Q2 2020
Reduced 19.98%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Oct 21, 2025 Q3 2025 |
6,172
shares
|
$687,869
0.02% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
Pekin Hardy Strauss, Inc.
|
Nov 07, 2025 Q3 2025 |
6,090
shares
|
$678,730
0.07% of portfolio
|
Q3 2025
Added 8.94%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
6,079
shares
|
$677,504
0.03% of portfolio
|
Q3 2025
Added 34.16%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
5,905
shares
|
$658,112
0.03% of portfolio
|
Q3 2025
Added 35.53%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
5,691
shares
|
$634,261
0.0% of portfolio
|
Q3 2025
Added 9.72%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
5,488
shares
|
$611,637
0.01% of portfolio
|
Q3 2025
Added 428.71%
|
|
|
Cooper Capital Advisors LLC
Encinitas, CA |
Oct 27, 2025 Q3 2025 |
5,379
shares
|
$599,489
0.39% of portfolio
|
Q3 2025
Added 99.22%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
5,097
shares
|
$568,060
0.02% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Carret Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
4,630
shares
|
$516,013
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
4,606
shares
|
$513,338
0.0% of portfolio
|
Q2 2025
Added 489.86%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
4,564
shares
|
$508,657
0.0% of portfolio
|
Q3 2025
Added 114000.0%
|
|
|
Baker Ellis Asset Management LLC
|
Oct 23, 2025 Q3 2025 |
4,500
shares
|
$501,525
0.06% of portfolio
|
Q2 2025
Added 45.16%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
4,454
shares
|
$496,398
0.0% of portfolio
|
Q3 2025
Added 35.67%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
4,420
shares
|
$492,609
0.0% of portfolio
|
Q3 2025
Reduced 43.84%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
4,108
shares
|
$457,836
0.0% of portfolio
|
Q3 2025
Reduced 16.3%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
4,003
shares
|
$446,134
0.0% of portfolio
|
Q3 2025
Reduced 12.31%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
3,610
shares
|
$402,334
0.0% of portfolio
|
Q2 2025
Reduced 33.94%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Nov 13, 2025 Q3 2025 |
3,500
shares
|
$390,075
0.04% of portfolio
|
Q1 2024
Added 0.03%
|
|
|
Simplex Trading, LLC
|
Nov 12, 2025 Q3 2025 |
2,785
shares
|
$310,388
0.0% of portfolio
|
Q3 2025
Added 109.71%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
2,784
shares
|
$310,276
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
2,631
shares
|
$293,224
0.0% of portfolio
|
Q3 2025
New holding
|
|