Invesco Currencyshares SwissFXFETF
13F holders, Q1 2024 (March 31)35holders
1famous investor
$98.67avg. 13F price*
At the end of Q1 2024, 35 institutions reported holding Invesco Currencyshares Swiss (FXF) in their 13F filings. The largest holders were Susquehanna International Group, LLP ($12.1M), Citadel Advisors ($6.1M) and Cibc World Market Inc. ($3.9M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Invesco Currencyshares Swiss
- CUSIP
- 46138R108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $1.4M |
| Exits | 9 | $7.6M |
Ownership 35 holders
| Susquehanna International Group, LLP | 0.02% | Add +275.0% | 122,987 | $12.1M |
| Citadel Advisors | 0.01% | Add +457.6% | 62,057 | $6.1M |
| Cibc World Market Inc. | 0.01% | Add +13.6% | 39,211 | $3.9M |
| Morgan Stanley | 0.00% | Reduce -17.0% | 29,106 | $2.9M |
| HighTower Advisors, LLC | 0.00% | Reduce -0.3% | 26,163 | $2.6M |
| InterOcean Capital Group, LLC | 0.05% | No change | 20,598 | $2.0M |
| Wells Fargo & Company | 0.00% | Add +647.3% | 18,622 | $1.8M |
| Captrust Financial Advisors | 0.01% | Reduce -18.2% | 18,248 | $1.8M |
| NewSquare Capital LLC | 0.15% | Add +4.7% | 17,215 | $1.7M |
| Simplex Trading, LLC | 0.04% | New | 14,350 | $1.4M |
| Transamerica Financial Advisors, LLC | 0.08% | Add +2.1% | 8,347 | $824K |
| Bank of America Corp. | 0.00% | Reduce -30.6% | 5,091 | $502K |
| RFG Advisory, LLC | 0.02% | No change | 5,082 | $501K |
| Commonwealth Equity Services, LLC | 0.00% | Add +15.0% | 4,270 | $421K |
| Peapack Gladstone Financial Corp. | 0.01% | No change | 3,922 | $387K |
| Wellspring Financial Advisors, LLC | 0.05% | Add +0.0% | 3,500 | $345K |
| Envestnet Asset Management Inc. | 0.00% | Add +17.4% | 3,362 | $332K |
| Oxford Financial Group, LTD. LLC | 0.02% | No change | 2,950 | $291K |
| Baker Ellis Asset Management LLC | 0.04% | Reduce -15.6% | 2,700 | $266K |
| LPL Financial LLC | 0.00% | Reduce -72.9% | 2,624 | $259K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -99.2% | 1,870 | $185K |
| US Bancorp \de | 0.00% | No change | 1,809 | $178K |
| Comerica Bank | 0.00% | Reduce -2.3% | 1,641 | $162K |
| Fifth Third Bancorp | 0.00% | No change | 1,500 | $148K |
| Key Financial Inc | 0.03% | No change | 1,200 | $118K |
| Qube Research & Technologies Ltd | 0.00% | No change | 586 | $58K |
| North Star Investment Management Corp. | 0.00% | No change | 280 | $28K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +136.9% | 154 | $15K |
| Tyler-Stone Wealth Management | 0.01% | No change | 116 | $11K |
| Cwm, LLC | 0.00% | No change | 50 | $5K |
| Principal Securities, Inc. | 0.00% | No change | 25 | $2K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 25 | $2K |
| PSI Advisors, LLC | 0.00% | No change | 20 | $2K |
| FMR LLC | 0.00% | Reduce -35.7% | 18 | $2K |
| Royal Bank of Canada | 0.00% | Reduce -97.5% | 4 | $0 |
"% of holder's portfolio" is FXF's weight in each manager's 13F, not the share of Invesco Currencyshares Swiss the manager owns.