Invesco Currencyshares SwissFXFETF
13F holders, Q3 2025 (September 30)77holders −1
14new positions
15sold out
1famous investor
$111.23avg. 13F price*
At the end of Q3 2025, 77 institutions reported holding Invesco Currencyshares Swiss (FXF) in their 13F filings, down 1 from Q2 2025. 14 opened new positions and 15 sold out. The largest holders were Hengehold Capital Management LLC ($11.3M), Morgan Stanley ($11.1M) and Cibc World Market Inc. ($8.7M). 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 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $2.8M |
| Exits | 15 | $113.4M |
All 13F filers, Q2 2025 → Q3 2025: 118,715 shares bought and 1,080,991 shares sold, net −962,276 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 77 holders
| Hengehold Capital Management LLC | 0.96% | Add +1.8% | 101,345 | $11.3M |
| Morgan Stanley | 0.00% | Reduce -21.6% | 100,207 | $11.1M |
| Cibc World Market Inc. | 0.02% | Add +0.6% | 78,463 | $8.7M |
| Wells Fargo & Company | 0.00% | Reduce -2.2% | 71,380 | $7.9M |
| Raymond James Financial Inc. | 0.00% | Add +4.4% | 68,385 | $7.6M |
| Citadel Advisors | 0.00% | Add +507.4% | 49,431 | $5.5M |
| HighTower Advisors, LLC | 0.01% | Add +0.6% | 42,043 | $4.7M |
| Moneco Advisors, LLC | 0.26% | Add +0.5% | 27,526 | $3.1M |
| Ashton Thomas Private Wealth, LLC | 0.07% | No change | 24,297 | $2.7M |
| NewSquare Capital LLC | 0.15% | Add +7.9% | 19,557 | $2.2M |
| Transamerica Financial Advisors, LLC | 0.18% | Add +9.4% | 19,039 | $2.1M |
| Captrust Financial Advisors | 0.00% | Add +5.1% | 18,576 | $2.1M |
| Wolverine Trading, LLC | 0.04% | Add +502.2% | 16,200 | $1.8M |
| Sonoma Private Wealth LLC | 2.09% | Reduce -4.3% | 15,705 | $1.7M |
| Avalon Capital Management | 0.42% | Reduce -0.9% | 15,491 | $1.7M |
| LPL Financial LLC | 0.00% | Reduce -43.8% | 14,071 | $1.6M |
| Pure Financial Advisors, LLC | 0.02% | No change | 13,499 | $1.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -18.2% | 12,196 | $1.4M |
| UBS Group AG | 0.00% | Add +20.1% | 11,563 | $1.3M |
| GTS Securities LLC | 0.04% | New | 9,541 | $1.1M |
| Oppenheimer & Co. Inc. | 0.01% | Add +1.6% | 8,841 | $983K |
| Haven Private, LLC | 0.41% | Add +0.1% | 8,265 | $919K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +88.3% | 8,219 | $914K |
| James Investment Research, Inc. | 0.08% | Reduce -5.2% | 6,937 | $772K |
| Commonwealth Equity Services, LLC | 0.00% | Add +4.0% | 6,809 | $757K |
| Synergy Asset Management, LLC | 0.03% | Add +100.0% | 6,172 | $690K |
| Pekin Hardy Strauss, Inc. | 0.07% | Add +8.9% | 6,090 | $677K |
| Flow Traders U.S. LLC | 0.03% | Add +34.2% | 6,079 | $676K |
| PFG Investments, LLC | 0.03% | Add +35.5% | 5,905 | $657K |
| Creative Planning | 0.00% | Add +9.7% | 5,691 | $633K |
| Clearstead Advisors, LLC | 0.01% | Add +428.7% | 5,488 | $610K |
| Cooper Capital Advisors LLC | 0.39% | Add +99.2% | 5,379 | $598K |
| Focus Partners Wealth | 0.00% | Reduce -72.2% | 5,107 | $568K |
| RFG Advisory, LLC | 0.01% | Add +0.3% | 5,097 | $567K |
| Carret Asset Management, LLC | 0.05% | No change | 4,630 | $515K |
| Royal Bank of Canada | 0.00% | Add +0.2% | 4,606 | $512K |
| MAI Capital Management | 0.00% | Add +114000.0% | 4,564 | $508K |
| Baker Ellis Asset Management LLC | 0.06% | No change | 4,500 | $501K |
| Bank of America Corp. | 0.00% | Add +35.7% | 4,454 | $495K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -43.8% | 4,420 | $492K |
| Corient Private Wealth LP | 0.00% | Reduce -16.3% | 4,108 | $457K |
| Osaic Holdings, Inc. | 0.00% | Reduce -12.3% | 4,003 | $444K |
| Bank of Montreal | 0.00% | No change | 3,610 | $402K |
| Wellspring Financial Advisors, LLC | 0.04% | No change | 3,500 | $389K |
| Simplex Trading, LLC | 0.01% | Add +109.7% | 2,785 | $309K |
| HRT Financial LP | 0.00% | New | 2,784 | $309K |
| MML Investors Services, LLC | 0.00% | New | 2,631 | $293K |
| DF Dent & Co. Inc. | 0.00% | No change | 2,560 | $285K |
| Cetera Investment Advisers | 0.00% | New | 2,558 | $285K |
| Cerity Partners LLC | 0.00% | Add +24.6% | 2,280 | $254K |
| Rockefeller Capital Management L.P. | 0.00% | New | 2,211 | $246K |
| Evergreen Capital Management LLC | 0.01% | Add +19.6% | 2,194 | $244K |
| US Bancorp \de | 0.00% | Reduce -18.1% | 2,065 | $230K |
| Evercore Wealth Management, LLC | 0.00% | New | 2,055 | $229K |
| Fifth Third Bancorp | 0.00% | No change | 1,500 | $167K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -24.1% | 1,407 | $157K |
| North Capital, Inc. | 0.12% | New | 1,349 | $150K |
| Nvwm, LLC | 0.03% | Add +10.7% | 1,296 | $144K |
| Key Financial Inc | 0.02% | No change | 1,200 | $133K |
| National Bank of Canada | 0.00% | Add +16.9% | 1,100 | $122K |
| Comerica Bank | 0.00% | Reduce -69.1% | 1,054 | $117K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -40.8% | 1,000 | $111K |
| Wealthspire Advisors, LLC | 0.00% | New | 993 | $110K |
| FMR LLC | 0.00% | New | 931 | $104K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 381 | $42K |
| Scarborough Advisors, LLC | 0.01% | New | 315 | $35K |
| Nalls Sherbakoff Group, LLC | 0.02% | No change | 300 | $33K |
| Parallel Advisors, LLC | 0.00% | No change | 185 | $21K |
| Roxbury Financial LLC | 0.01% | No change | 138 | $15K |
| Cwm, LLC | 0.00% | Add +160.0% | 130 | $14K |
| North Star Investment Management Corp. | 0.00% | No change | 125 | $14K |
| IFP Advisors, Inc | 0.00% | New | 100 | $11K |
| Sunbelt Securities, Inc. | 0.00% | New | 47 | $5K |
| Blue Trust, Inc. | 0.00% | New | 45 | $5K |
| Bradley & Co. Private Wealth Management, LLC | 0.00% | No change | 37 | $4K |
| Aventura Private Wealth, LLC | 0.00% | No change | 25 | $3K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 2 | $222 |
"% of holder's portfolio" is FXF's weight in each manager's 13F, not the share of Invesco Currencyshares Swiss the manager owns.