Invesco Currencyshares SwissFXFETF
13F holders, Q4 2024 (December 31)42holders +2
6new positions
4sold out
1famous investor
$97.86avg. 13F price*
At the end of Q4 2024, 42 institutions reported holding Invesco Currencyshares Swiss (FXF) in their 13F filings, up 2 from Q3 2024. 6 opened new positions and 4 sold out. The largest holders were Ashton Thomas Private Wealth, LLC ($6.5M), Morgan Stanley ($6.2M) and Susquehanna International Group, LLP ($5.2M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $8.6M |
| Exits | 4 | $1.3M |
All 13F filers, Q3 2024 → Q4 2024: 110,573 shares bought and 54,493 shares sold, net +56,080 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 42 holders
| Ashton Thomas Private Wealth, LLC | 0.25% | New | 66,759 | $6.5M |
| Morgan Stanley | 0.00% | Add +0.1% | 63,289 | $6.2M |
| Susquehanna International Group, LLP | 0.01% | Reduce -15.4% | 53,375 | $5.2M |
| Cibc World Market Inc. | 0.01% | Reduce -8.1% | 35,456 | $3.5M |
| Flow Traders U.S. LLC | 0.10% | Add +142.3% | 25,757 | $2.5M |
| HighTower Advisors, LLC | 0.00% | Add +1.3% | 25,705 | $2.5M |
| Focus Partners Wealth | 0.01% | No change | 19,850 | $1.9M |
| NewSquare Capital LLC | 0.14% | Add +5.0% | 18,465 | $1.8M |
| Captrust Financial Advisors | 0.00% | Reduce -0.9% | 15,876 | $1.6M |
| Wells Fargo & Company | 0.00% | Reduce -53.6% | 10,604 | $1.0M |
| Cresset Asset Management, LLC | 0.00% | New | 10,096 | $988K |
| Transamerica Financial Advisors, LLC | 0.09% | Add +3.0% | 9,796 | $959K |
| Citadel Advisors | 0.00% | Reduce -14.3% | 8,350 | $817K |
| Envestnet Asset Management Inc. | 0.00% | Add +40.0% | 7,317 | $716K |
| Jane Street Group, LLC | 0.00% | New | 6,227 | $609K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.1% | 5,311 | $520K |
| RFG Advisory, LLC | 0.01% | No change | 5,082 | $497K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +82.3% | 4,595 | $450K |
| Peapack Gladstone Financial Corp. | 0.01% | No change | 3,922 | $384K |
| SeaCrest Wealth Management, LLC | 0.04% | Add +51.8% | 3,764 | $368K |
| Wellspring Financial Advisors, LLC | 0.04% | No change | 3,500 | $342K |
| Simplex Trading, LLC | 0.01% | Reduce -68.8% | 3,215 | $314K |
| Oxford Financial Group, LTD. LLC | 0.02% | No change | 2,950 | $289K |
| UBS Group AG | 0.00% | Reduce -0.0% | 2,833 | $277K |
| Napa Wealth Management | 0.12% | Reduce -56.1% | 2,726 | $267K |
| LPL Financial LLC | 0.00% | New | 2,597 | $254K |
| OneDigital Investment Advisors LLC | 0.00% | New | 2,398 | $235K |
| Baker Ellis Asset Management LLC | 0.03% | No change | 2,100 | $206K |
| US Bancorp \de | 0.00% | No change | 1,809 | $177K |
| Fifth Third Bancorp | 0.00% | No change | 1,500 | $147K |
| Key Financial Inc | 0.03% | No change | 1,200 | $117K |
| Royal Bank of Canada | 0.00% | No change | 779 | $76K |
| Comerica Bank | 0.00% | No change | 461 | $45K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +684.6% | 306 | $30K |
| North Star Investment Management Corp. | 0.00% | No change | 125 | $12K |
| Osaic Holdings, Inc. | 0.00% | No change | 105 | $10K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | Add +7200.0% | 73 | $7K |
| Cwm, LLC | 0.00% | No change | 50 | $5K |
| PSI Advisors, LLC | 0.00% | No change | 21 | $2K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 10 | $979 |
| Bank of America Corp. | 0.00% | Reduce -99.8% | 10 | $979 |
| MAI Capital Management | 0.00% | New | 4 | $392 |
"% of holder's portfolio" is FXF's weight in each manager's 13F, not the share of Invesco Currencyshares Swiss the manager owns.