Invesco CurrencyShares Swiss Franc Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| HENGEHOLD CAPITAL MANAGEMENT LLC | 10/16/2025 | 101.35 K | $11.27 M | 1.76% | 2.84% |
| MORGAN STANLEY | 11/14/2025 | 100.21 K | $11.15 M | -21.65% | 2.81% |
| CIBC WORLD MARKET INC. | 11/06/2025 | 78.46 K | $8.73 M | 0.64% | 2.20% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 71.38 K | $7.94 M | -2.22% | 2.00% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 68.39 K | $7.61 M | 4.36% | 1.92% |
| CITADEL ADVISORS LLC | 11/14/2025 | 56.30 K | $6.26 M | -51.67% | 1.58% |
| CITADEL ADVISORS LLC | 11/14/2025 | 49.43 K | $5.50 M | 507.41% | 1.38% |
| HIGHTOWER ADVISORS, LLC | 11/07/2025 | 42.04 K | $4.68 M | 0.57% | 1.18% |
| CITADEL ADVISORS LLC | 11/14/2025 | 27.90 K | $3.10 M | 93.75% | 0.78% |
| MONECO ADVISORS, LLC | 11/05/2025 | 27.53 K | $3.06 M | 0.47% | 0.77% |
| ASHTON THOMAS PRIVATE WEALTH, LLC | 11/04/2025 | 24.30 K | $2.70 M | 0.00% | 0.68% |
| WOLVERINE TRADING, LLC | 11/14/2025 | 21.60 K | $2.40 M | 98.17% | 0.61% |
| NEWSQUARE CAPITAL LLC | 11/12/2025 | 19.56 K | $2.18 M | 7.91% | 0.55% |
| TRANSAMERICA FINANCIAL ADVISORS, INC. | 11/14/2025 | 19.04 K | $2.12 M | 9.36% | 0.53% |
| CAPTRUST FINANCIAL ADVISORS | 11/19/2025 | 18.58 K | $2.07 M | 5.12% | 0.52% |
| WOLVERINE TRADING, LLC | 11/14/2025 | 16.20 K | $1.80 M | 502.23% | 0.45% |
| SONOMA PRIVATE WEALTH LLC | 11/14/2025 | 15.71 K | $1.75 M | -4.25% | 0.44% |
| DAVID R. RAHN & ASSOCIATES INC. | 10/22/2025 | 15.49 K | $1.72 M | -0.93% | 0.43% |
| LPL FINANCIAL LLC | 11/12/2025 | 14.07 K | $1.57 M | -43.84% | 0.39% |
| PURE FINANCIAL ADVISORS, LLC | 10/20/2025 | 13.50 K | $1.50 M | 0.00% | 0.38% |
| ENVESTNET ASSET MANAGEMENT INC | 11/05/2025 | 12.20 K | $1.36 M | -18.22% | 0.34% |
| UBS GROUP AG | 11/13/2025 | 11.56 K | $1.29 M | 20.12% | 0.32% |
| GTS SECURITIES LLC | 11/14/2025 | 9.54 K | $1.06 M | 100.00% | 0.27% |
| OPPENHEIMER & CO INC | 11/06/2025 | 8.84 K | $983.38 K | 1.57% | 0.25% |
| HAVEN PRIVATE, LLC | 11/06/2025 | 8.27 K | $919.32 K | 0.08% | 0.23% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 11/12/2025 | 8.22 K | $914.00 K | 88.34% | 0.23% |
| JAMES INVESTMENT RESEARCH INC | 10/31/2025 | 6.94 K | $771.60 K | -5.18% | 0.19% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/22/2025 | 6.81 K | $757.00 K | 4.03% | 0.19% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 6.70 K | $745.24 K | -53.79% | 0.19% |
| SYNERGY ASSET MANAGEMENT, LLC | 10/21/2025 | 6.17 K | $690.03 K | 100.00% | 0.17% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 6.10 K | $678.50 K | -88.11% | 0.17% |
| PEKIN HARDY STRAUSS, INC. | 11/10/2025 | 6.09 K | $677.39 K | 8.94% | 0.17% |
| FLOW TRADERS U.S. LLC | 11/14/2025 | 6.08 K | $676.00 K | 34.16% | 0.17% |
| PFG INVESTMENTS, LLC | 10/31/2025 | 5.91 K | $656.81 K | 35.53% | 0.17% |
| CREATIVE PLANNING | 11/14/2025 | 5.69 K | $633.01 K | 9.72% | 0.16% |
| CLEARSTEAD ADVISORS, LLC | 11/10/2025 | 5.49 K | $610.43 K | 428.71% | 0.15% |
| COOPER CAPITAL ADVISORS LLC | 10/27/2025 | 5.38 K | $598.31 K | 99.22% | 0.15% |
| COLONY GROUP, LLC | 11/14/2025 | 5.11 K | $568.05 K | -72.23% | 0.14% |
| RFG ADVISORY, LLC | 11/06/2025 | 5.10 K | $566.94 K | 0.30% | 0.14% |
| CARRET ASSET MANAGEMENT, LLC | 11/13/2025 | 4.63 K | $515.00 K | 0.00% | 0.13% |
| ROYAL BANK OF CANADA | 11/14/2025 | 4.61 K | $512.00 K | 0.24% | 0.13% |
| MAI CAPITAL MANAGEMENT | 11/10/2025 | 4.56 K | $507.65 K | 114,000.00% | 0.13% |
| BAKER ELLIS ASSET MANAGEMENT LLC | 10/23/2025 | 4.50 K | $500.54 K | 0.00% | 0.13% |
| BANK OF AMERICA CORP /DE/ | 02/03/2026 | 4.45 K | $495.42 K | 35.67% | 0.12% |
| BEACON POINTE ADVISORS, LLC | 11/14/2025 | 4.42 K | $491.64 K | -43.84% | 0.12% |
| CI PRIVATE WEALTH, LLC | 11/14/2025 | 4.11 K | $456.93 K | -16.30% | 0.12% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 4.00 K | $443.60 K | -12.31% | 0.11% |
| BANK OF MONTREAL /CAN/ | 11/13/2025 | 3.61 K | $401.54 K | 0.00% | 0.10% |
| WELLSPRING FINANCIAL ADVISORS, LLC | 11/13/2025 | 3.50 K | $389.28 K | 0.00% | 0.10% |
| JANE STREET GROUP, LLC | 11/14/2025 | 3.00 K | $333.69 K | -83.52% | 0.08% |
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Invesco CurrencyShares Swiss Franc Trust institutional Ownership - FAQ's
During the previous two years, 85 institutional investors and hedge funds held shares of Invesco CurrencyShares Swiss Franc Trust. The most heavily invested institutionals were:
HENGEHOLD CAPITAL MANAGEMENT LLC: 101,593
Pekin Hardy Strauss, Inc.: 10,240
JAMES INVESTMENT RESEARCH INC: 6,591
Stratos Wealth Partners, LTD.: 5,291
RFG Advisory, LLC: 5,130
Baker Ellis Asset Management LLC: 4,500
25.16% of Invesco CurrencyShares Swiss Franc Trust stock is owned by institutional investors.
Institutional investors have bought a total of 843.31 K shares in the last 24 months. This purchase volume represents approximately $96.17 M in transactions.