Invesco Currencyshares SwissFXFETF
13F holders, Q4 2025 (December 31)81holders +4
13new positions
11sold out
$111.60avg. 13F price*
At the end of Q4 2025, 81 institutions reported holding Invesco Currencyshares Swiss (FXF) in their 13F filings, up 4 from Q3 2025. 13 opened new positions and 11 sold out. The largest holders were Morgan Stanley ($12.4M), Hengehold Capital Management LLC ($11.3M) and Avalon Capital Management ($9.4M).
- Company
- Invesco Currencyshares Swiss
- CUSIP
- 46138R108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $6.4M |
| Exits | 11 | $9.0M |
All 13F filers, Q3 2025 → Q4 2025: 219,122 shares bought and 151,076 shares sold, net +68,046 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 81 holders
| Morgan Stanley | 0.00% | Add +11.0% | 111,198 | $12.4M |
| Hengehold Capital Management LLC | 0.95% | Add +0.2% | 101,593 | $11.3M |
| Avalon Capital Management | 2.24% | Add +440.9% | 83,796 | $9.4M |
| Raymond James Financial Inc. | 0.00% | Add +0.3% | 68,586 | $7.7M |
| Cibc World Market Inc. | 0.01% | Reduce -25.5% | 58,439 | $6.5M |
| Moneco Advisors, LLC | 0.41% | Add +66.4% | 45,813 | $5.1M |
| HighTower Advisors, LLC | 0.01% | Add +1.2% | 42,546 | $4.7M |
| Wells Fargo & Company | 0.00% | Reduce -52.5% | 33,916 | $3.8M |
| Jane Street Group, LLC | 0.00% | New | 32,798 | $3.7M |
| Ashton Thomas Private Wealth, LLC | 0.07% | No change | 24,297 | $2.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +88.4% | 22,978 | $2.6M |
| Flow Traders U.S. LLC | 0.08% | Add +276.4% | 22,884 | $2.6M |
| Ridge Creek Global, Inc | 2.02% | — | 21,553 | $2.4M |
| Transamerica Financial Advisors, LLC | 0.18% | Reduce -1.2% | 18,802 | $2.1M |
| Captrust Financial Advisors | 0.00% | Reduce -0.5% | 18,493 | $2.1M |
| NewSquare Capital LLC | 0.17% | Reduce -9.4% | 17,725 | $2.0M |
| Oppenheimer & Co. Inc. | 0.03% | Add +84.7% | 16,333 | $1.8M |
| Sonoma Private Wealth LLC | 2.19% | Add +3.5% | 16,254 | $1.8M |
| UBS Group AG | 0.00% | Add +35.3% | 15,649 | $1.7M |
| Bank of America Corp. | 0.00% | Add +242.1% | 15,235 | $1.7M |
| LPL Financial LLC | 0.00% | Add +1.6% | 14,295 | $1.6M |
| Pure Financial Advisors, LLC | 0.02% | No change | 13,499 | $1.5M |
| Pekin Hardy Strauss, Inc. | 0.11% | Add +68.1% | 10,240 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +11.4% | 9,158 | $1.0M |
| Haven Private, LLC | 0.37% | Reduce -8.8% | 7,540 | $841K |
| Commonwealth Equity Services, LLC | 0.00% | No change | 6,809 | $760K |
| James Investment Research, Inc. | 0.08% | Reduce -5.0% | 6,591 | $736K |
| Royal Bank of Canada | 0.00% | Add +27.1% | 5,856 | $654K |
| PFG Investments, LLC | 0.03% | Reduce -4.6% | 5,635 | $629K |
| Rockefeller Capital Management L.P. | 0.00% | Add +145.3% | 5,423 | $605K |
| Stratos Wealth Partners, LTD. | 0.01% | New | 5,291 | $590K |
| RFG Advisory, LLC | 0.01% | Add +0.7% | 5,130 | $573K |
| Osaic Holdings, Inc. | 0.00% | Add +22.0% | 4,885 | $545K |
| Carret Asset Management, LLC | 0.05% | No change | 4,630 | $517K |
| MAI Capital Management | 0.00% | Reduce -0.1% | 4,560 | $509K |
| Baker Ellis Asset Management LLC | 0.06% | No change | 4,500 | $502K |
| Qube Research & Technologies Ltd | 0.00% | New | 4,440 | $496K |
| Clearstead Advisors, LLC | 0.01% | Reduce -23.8% | 4,182 | $467K |
| Creative Planning | 0.00% | Reduce -28.1% | 4,093 | $457K |
| Corient Private Wealth LP | 0.00% | Reduce -3.0% | 3,983 | $444K |
| Bank of Montreal | 0.00% | No change | 3,610 | $403K |
| Wellspring Financial Advisors, LLC | 0.03% | No change | 3,500 | $391K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -23.1% | 3,400 | $379K |
| Focus Partners Wealth | 0.00% | Reduce -33.6% | 3,392 | $379K |
| 17 Capital Partners, LLC | 0.17% | New | 2,903 | $324K |
| Cetera Investment Advisers | 0.00% | Add +9.4% | 2,798 | $312K |
| Nomura Asset Management Co. Ltd. | 0.00% | New | 2,700 | $301K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +163.0% | 2,630 | $294K |
| Cornerstone Wealth Management, LLC | 0.01% | New | 2,503 | $279K |
| Evercore Wealth Management, LLC | 0.00% | Add +19.2% | 2,450 | $273K |
| MML Investors Services, LLC | 0.00% | Reduce -7.9% | 2,422 | $270K |
| Evergreen Capital Management LLC | 0.01% | No change | 2,194 | $245K |
| Markin Asset Management, LP | 0.26% | — | 2,149 | $240K |
| US Bancorp \de | 0.00% | No change | 2,065 | $230K |
| Carr Financial Group Corp | 0.06% | New | 2,000 | $223K |
| Dakota Wealth Management | 0.00% | New | 1,850 | $206K |
| Cerity Partners LLC | 0.00% | Reduce -19.7% | 1,830 | $204K |
| Compound Planning, Inc. | 0.01% | New | 1,810 | $202K |
| Fifth Third Bancorp | 0.00% | No change | 1,500 | $167K |
| Nvwm, LLC | 0.03% | Add +6.8% | 1,384 | $154K |
| Key Financial Inc | 0.02% | No change | 1,200 | $134K |
| National Bank of Canada | 0.00% | No change | 1,100 | $123K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -64.5% | 500 | $56K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 381 | $43K |
| Comerica Bank | 0.00% | Reduce -66.3% | 355 | $40K |
| Kestra Advisory Services, LLC | 0.00% | New | 333 | $37K |
| Scarborough Advisors, LLC | 0.01% | No change | 315 | $35K |
| Nalls Sherbakoff Group, LLC | 0.02% | No change | 300 | $33K |
| NBT Bank, N.A. | 0.00% | New | 250 | $28K |
| Parallel Advisors, LLC | 0.00% | No change | 185 | $21K |
| Roxbury Financial LLC | 0.01% | No change | 138 | $15K |
| Cwm, LLC | 0.00% | No change | 130 | $15K |
| Farther Finance Advisors, LLC | 0.00% | New | 120 | $13K |
| IFP Advisors, Inc | 0.00% | No change | 100 | $11K |
| Quattro Advisors LLC | 0.01% | — | 90 | $10K |
| FMR LLC | 0.00% | Reduce -94.5% | 51 | $6K |
| Sunbelt Securities, Inc. | 0.00% | No change | 47 | $5K |
| Allworth Financial LP | 0.00% | New | 37 | $4K |
| Aventura Private Wealth, LLC | 0.00% | No change | 25 | $3K |
| Bradley & Co. Private Wealth Management, LLC | 0.00% | Reduce -48.6% | 19 | $2K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +700.0% | 16 | $2K |
"% of holder's portfolio" is FXF's weight in each manager's 13F, not the share of Invesco Currencyshares Swiss the manager owns.