Invesco Currencyshares SwissFXFETF
13F holders, Q1 2025 (March 31)39holders −3
6new positions
8sold out
$100.48avg. 13F price*
At the end of Q1 2025, 39 institutions reported holding Invesco Currencyshares Swiss (FXF) in their 13F filings, down 3 from Q4 2024. 6 opened new positions and 8 sold out. The largest holders were Morgan Stanley ($6.0M), Cibc World Market Inc. ($5.5M) and HighTower Advisors, LLC ($4.1M).
- Company
- Invesco Currencyshares Swiss
- CUSIP
- 46138R108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $2.9M |
| Exits | 8 | $2.3M |
All 13F filers, Q4 2024 → Q1 2025: 108,579 shares bought and 117,684 shares sold, net −9,105 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 39 holders
| Morgan Stanley | 0.00% | Reduce -5.0% | 60,105 | $6.0M |
| Cibc World Market Inc. | 0.01% | Add +54.2% | 54,670 | $5.5M |
| HighTower Advisors, LLC | 0.01% | Add +59.7% | 41,049 | $4.1M |
| Ashton Thomas Private Wealth, LLC | 0.12% | Reduce -53.3% | 31,185 | $3.1M |
| Jane Street Group, LLC | 0.00% | Add +334.3% | 27,045 | $2.7M |
| Cresset Asset Management, LLC | 0.01% | Add +98.7% | 20,063 | $2.0M |
| Focus Partners Wealth | 0.00% | Reduce -2.1% | 19,429 | $2.0M |
| Susquehanna International Group, LLP | 0.00% | Reduce -65.5% | 18,420 | $1.8M |
| NewSquare Capital LLC | 0.15% | Reduce -2.4% | 18,020 | $1.8M |
| Captrust Financial Advisors | 0.00% | Add +2.1% | 16,213 | $1.6M |
| Sonoma Private Wealth LLC | 2.00% | New | 14,351 | $1.4M |
| Wells Fargo & Company | 0.00% | Add +14.0% | 12,087 | $1.2M |
| Transamerica Financial Advisors, LLC | 0.12% | Add +15.2% | 11,286 | $1.1M |
| LPL Financial LLC | 0.00% | Add +325.7% | 11,056 | $1.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +11.4% | 8,153 | $818K |
| Flow Traders U.S. LLC | 0.03% | Reduce -74.3% | 6,606 | $663K |
| Commonwealth Equity Services, LLC | 0.00% | Add +7.4% | 5,705 | $573K |
| Bank of Montreal | 0.00% | New | 5,465 | $549K |
| RFG Advisory, LLC | 0.01% | Add +1.0% | 5,132 | $515K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +6.0% | 4,870 | $489K |
| Peapack Gladstone Financial Corp. | 0.01% | No change | 3,922 | $394K |
| Swmg, LLC | 0.16% | New | 3,667 | $393K |
| Wellspring Financial Advisors, LLC | 0.04% | No change | 3,500 | $351K |
| Baker Ellis Asset Management LLC | 0.04% | Add +47.6% | 3,100 | $311K |
| UBS Group AG | 0.00% | Add +4.2% | 2,952 | $296K |
| Mutual Advisors, LLC | 0.01% | New | 2,485 | $266K |
| DF Dent & Co. Inc. | 0.00% | New | 2,560 | $257K |
| US Bancorp \de | 0.00% | Add +14.2% | 2,065 | $207K |
| Fifth Third Bancorp | 0.00% | No change | 1,500 | $151K |
| Key Financial Inc | 0.03% | No change | 1,200 | $120K |
| Royal Bank of Canada | 0.00% | No change | 779 | $78K |
| Nalls Sherbakoff Group, LLC | 0.02% | — | 300 | $30K |
| Comerica Bank | 0.00% | Reduce -34.9% | 300 | $30K |
| North Star Investment Management Corp. | 0.00% | No change | 125 | $13K |
| Cwm, LLC | 0.00% | No change | 50 | $5K |
| Osaic Holdings, Inc. | 0.00% | Reduce -60.0% | 42 | $4K |
| Bank of America Corp. | 0.00% | No change | 10 | $1K |
| Creekmur Asset Management LLC | 0.00% | New | 9 | $903 |
| MAI Capital Management | 0.00% | No change | 4 | $402 |
"% of holder's portfolio" is FXF's weight in each manager's 13F, not the share of Invesco Currencyshares Swiss the manager owns.