Invesco Currencyshares SwissFXFETF
13F holders, Q3 2024 (September 30)40holders +2
7new positions
6sold out
1famous investor
$105.05avg. 13F price*
At the end of Q3 2024, 40 institutions reported holding Invesco Currencyshares Swiss (FXF) in their 13F filings, up 2 from Q2 2024. 7 opened new positions and 6 sold out. The largest holders were Morgan Stanley ($6.6M), Susquehanna International Group, LLP ($6.6M) and Cibc World Market Inc. ($4.1M). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $3.6M |
| Exits | 6 | $1.6M |
All 13F filers, Q2 2024 → Q3 2024: 71,225 shares bought and 63,682 shares sold, net +7,543 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 40 holders
| Morgan Stanley | 0.00% | Add +95.0% | 63,193 | $6.6M |
| Susquehanna International Group, LLP | 0.01% | Reduce -37.3% | 63,105 | $6.6M |
| Cibc World Market Inc. | 0.01% | Reduce -0.9% | 38,566 | $4.1M |
| HighTower Advisors, LLC | 0.00% | Add +1.7% | 25,386 | $2.7M |
| Wells Fargo & Company | 0.00% | Reduce -16.1% | 22,841 | $2.4M |
| Focus Partners Wealth | 0.01% | Reduce -1.0% | 19,850 | $2.1M |
| NewSquare Capital LLC | 0.15% | Add +1.0% | 17,589 | $1.8M |
| Captrust Financial Advisors | 0.01% | Reduce -1.7% | 16,023 | $1.7M |
| Flow Traders U.S. LLC | 0.06% | Add +16.7% | 10,629 | $1.1M |
| Simplex Trading, LLC | 0.04% | New | 10,306 | $1.1M |
| Citadel Advisors | 0.00% | New | 9,740 | $1.0M |
| Transamerica Financial Advisors, LLC | 0.10% | Add +14.0% | 9,513 | $1.0M |
| Nvwm, LLC | 0.22% | New | 8,291 | $871K |
| Napa Wealth Management | 0.31% | Reduce -24.8% | 6,214 | $653K |
| Commonwealth Equity Services, LLC | 0.00% | Add +26.4% | 5,317 | $559K |
| Envestnet Asset Management Inc. | 0.00% | Add +29.2% | 5,226 | $549K |
| RFG Advisory, LLC | 0.02% | No change | 5,082 | $534K |
| Bank of America Corp. | 0.00% | No change | 4,910 | $516K |
| Peapack Gladstone Financial Corp. | 0.01% | No change | 3,922 | $412K |
| Wellspring Financial Advisors, LLC | 0.04% | No change | 3,500 | $368K |
| Wolverine Trading, LLC | 0.01% | Reduce -20.5% | 3,334 | $353K |
| Oxford Financial Group, LTD. LLC | 0.02% | No change | 2,950 | $310K |
| UBS Group AG | 0.00% | Add +0.1% | 2,834 | $298K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 2,520 | $265K |
| SeaCrest Wealth Management, LLC | 0.03% | New | 2,479 | $260K |
| Baker Ellis Asset Management LLC | 0.03% | Reduce -22.2% | 2,100 | $221K |
| US Bancorp \de | 0.00% | No change | 1,809 | $190K |
| Fifth Third Bancorp | 0.00% | No change | 1,500 | $158K |
| Key Financial Inc | 0.03% | No change | 1,200 | $126K |
| Royal Bank of Canada | 0.00% | Add +19375.0% | 779 | $82K |
| GeoWealth Management, LLC | 0.00% | New | 743 | $78K |
| Comerica Bank | 0.00% | No change | 461 | $48K |
| North Star Investment Management Corp. | 0.00% | No change | 125 | $13K |
| Osaic Holdings, Inc. | 0.00% | No change | 105 | $11K |
| Cwm, LLC | 0.00% | No change | 50 | $5K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -96.5% | 39 | $4K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 25 | $3K |
| PSI Advisors, LLC | 0.00% | No change | 21 | $2K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +0.0% | 10 | $1K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | New | 1 | $105 |
"% of holder's portfolio" is FXF's weight in each manager's 13F, not the share of Invesco Currencyshares Swiss the manager owns.