Invesco Currencyshares SwissFXFETF
13F holders, Q2 2025 (June 30)78holders +39
44new positions
5sold out
2famous investors
$111.80avg. 13F price*
At the end of Q2 2025, 78 institutions reported holding Invesco Currencyshares Swiss (FXF) in their 13F filings, up 39 from Q1 2025. 44 opened new positions and 5 sold out. The largest holders were Stifel Financial Corp. ($43.8M), Benjamin Edwards Inc. ($38.3M) and Confluence Investment Management LLC ($16.0M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 44 | $143.3M |
| Exits | 5 | $3.1M |
All 13F filers, Q1 2025 → Q2 2025: 1,492,720 shares bought and 51,152 shares sold, net +1,441,568 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 78 holders
| Stifel Financial Corp. | 0.04% | New | 391,893 | $43.8M |
| Benjamin Edwards Inc. | 0.49% | New | 342,214 | $38.3M |
| Confluence Investment Management LLC | 0.23% | New | 143,339 | $16.0M |
| Morgan Stanley | 0.00% | Add +112.8% | 127,895 | $14.3M |
| Hengehold Capital Management LLC | 1.01% | New | 99,594 | $11.1M |
| Cibc World Market Inc. | 0.02% | Add +42.6% | 77,963 | $8.7M |
| Wells Fargo & Company | 0.00% | Add +503.9% | 73,000 | $8.2M |
| Raymond James Financial Inc. | 0.00% | New | 65,526 | $7.3M |
| Hamilton Wealth, LLC | 1.54% | New | 61,780 | $6.9M |
| HighTower Advisors, LLC | 0.01% | Add +1.8% | 41,805 | $4.7M |
| Jane Street Group, LLC | 0.01% | Add +3.5% | 27,997 | $3.1M |
| Moneco Advisors, LLC | 0.28% | New | 27,396 | $3.1M |
| LPL Financial LLC | 0.00% | Add +126.6% | 25,053 | $2.8M |
| Ashton Thomas Private Wealth, LLC | 0.10% | Reduce -22.1% | 24,297 | $2.7M |
| Focus Partners Wealth | 0.00% | Reduce -5.3% | 18,391 | $2.1M |
| NewSquare Capital LLC | 0.15% | Add +0.6% | 18,123 | $2.0M |
| Captrust Financial Advisors | 0.00% | Add +9.0% | 17,671 | $2.0M |
| Transamerica Financial Advisors, LLC | 0.18% | Add +54.3% | 17,409 | $1.9M |
| Sonoma Private Wealth LLC | 2.25% | Add +14.3% | 16,402 | $1.8M |
| Avalon Capital Management | 0.47% | New | 15,637 | $1.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +82.9% | 14,913 | $1.7M |
| Pure Financial Advisors, LLC | 0.03% | New | 13,499 | $1.5M |
| UBS Group AG | 0.00% | Add +226.1% | 9,626 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Reduce -49.4% | 9,320 | $1.0M |
| Renaissance Technologies | 0.00% | New | 8,800 | $984K |
| Oppenheimer & Co. Inc. | 0.01% | New | 8,704 | $973K |
| Encompass More Asset Management | 0.22% | New | 8,513 | $952K |
| Haven Private, LLC | 0.41% | New | 8,258 | $923K |
| Citadel Advisors | 0.00% | New | 8,138 | $910K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +61.6% | 7,870 | $880K |
| James Investment Research, Inc. | 0.10% | New | 7,316 | $818K |
| Commonwealth Equity Services, LLC | 0.00% | Add +14.7% | 6,545 | $732K |
| Pekin Hardy Strauss, Inc. | 0.07% | New | 5,590 | $625K |
| Creative Planning | 0.00% | New | 5,187 | $580K |
| RFG Advisory, LLC | 0.01% | Reduce -1.0% | 5,082 | $568K |
| Atria Investments, Inc | 0.01% | New | 4,941 | $552K |
| Corient Private Wealth LP | 0.00% | New | 4,908 | $549K |
| Carret Asset Management, LLC | 0.06% | New | 4,630 | $518K |
| Royal Bank of Canada | 0.00% | Add +489.9% | 4,595 | $514K |
| Osaic Holdings, Inc. | 0.00% | Add +10769.0% | 4,565 | $510K |
| Flow Traders U.S. LLC | 0.02% | Reduce -31.4% | 4,531 | $507K |
| Baker Ellis Asset Management LLC | 0.07% | Add +45.2% | 4,500 | $503K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 4,364 | $488K |
| PFG Investments, LLC | 0.03% | New | 4,357 | $487K |
| Efficient Advisors, LLC | 0.03% | New | 3,762 | $421K |
| Bank of Montreal | 0.00% | Reduce -33.9% | 3,610 | $404K |
| Wellspring Financial Advisors, LLC | 0.03% | No change | 3,500 | $391K |
| Comerica Bank | 0.00% | Add +1036.3% | 3,409 | $381K |
| Bank of America Corp. | 0.00% | Add +32730.0% | 3,283 | $367K |
| Kingsview Wealth Management, LLC | 0.01% | New | 3,201 | $358K |
| Synergy Asset Management, LLC | 0.04% | New | 3,086 | $345K |
| Cooper Capital Advisors LLC | 0.29% | New | 2,700 | $302K |
| Wolverine Trading, LLC | 0.01% | New | 2,690 | $298K |
| DF Dent & Co. Inc. | 0.00% | No change | 2,560 | $286K |
| US Bancorp \de | 0.00% | Add +22.0% | 2,520 | $282K |
| Two Sigma Securities, LLC | 0.03% | New | 2,402 | $269K |
| West Paces Advisors Inc. | 0.05% | New | 2,295 | $257K |
| Waterloo Capital, L.P. | 0.02% | New | 2,278 | $255K |
| Bank of New York Mellon Corp | 0.00% | New | 1,985 | $222K |
| PNC Financial Services Group, Inc. | 0.00% | New | 1,855 | $207K |
| Evergreen Capital Management LLC | 0.01% | New | 1,834 | $205K |
| Cerity Partners LLC | 0.00% | New | 1,830 | $205K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 1,688 | $189K |
| Fifth Third Bancorp | 0.00% | No change | 1,500 | $168K |
| Simplex Trading, LLC | 0.00% | New | 1,328 | $148K |
| Key Financial Inc | 0.03% | No change | 1,200 | $134K |
| Nvwm, LLC | 0.03% | New | 1,171 | $131K |
| Clearstead Advisors, LLC | 0.00% | New | 1,038 | $116K |
| National Bank of Canada | 0.00% | New | 941 | $105K |
| Armstrong Advisory Group, Inc. | 0.00% | New | 381 | $43K |
| Nalls Sherbakoff Group, LLC | 0.02% | No change | 300 | $34K |
| Parallel Advisors, LLC | 0.00% | New | 185 | $21K |
| Roxbury Financial LLC | 0.01% | New | 138 | $15K |
| North Star Investment Management Corp. | 0.00% | No change | 125 | $14K |
| Cwm, LLC | 0.00% | No change | 50 | $6K |
| Bradley & Co. Private Wealth Management, LLC | 0.00% | New | 37 | $4K |
| Aventura Private Wealth, LLC | 0.00% | New | 25 | $3K |
| MAI Capital Management | 0.00% | No change | 4 | $448 |
"% of holder's portfolio" is FXF's weight in each manager's 13F, not the share of Invesco Currencyshares Swiss the manager owns.