Invesco CurrencyShares Swiss Franc Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 05/15/2026 | 103.47 K | $11.42 M | -6.95% | 2.97% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 04/15/2026 | 102.18 K | $11.28 M | 0.58% | 2.94% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 97.66 K | $10.78 M | 325.02% | 2.81% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/08/2026 | 69.13 K | $7.63 M | 100.00% | 1.99% |
| CIBC WORLD MARKET INC. | 05/14/2026 | 64.54 K | $7.13 M | 10.45% | 1.85% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 54.89 K | $6.06 M | 61.83% | 1.58% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 48.40 K | $5.34 M | 52.68% | 1.39% |
| MONECO ADVISORS, LLC | 05/08/2026 | 45.97 K | $5.08 M | 0.35% | 1.32% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 42.85 K | $4.73 M | 0.72% | 1.23% |
| JANE STREET GROUP, LLC | 05/12/2026 | 40.55 K | $4.48 M | 23.64% | 1.17% |
| OPPENHEIMER & CO INC | 04/24/2026 | 31.42 K | $3.47 M | 92.34% | 0.90% |
| NATIONAL BANK OF CANADA /FI/ | 05/15/2026 | 29.17 K | $3.22 M | 2,551.45% | 0.84% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 27.74 K | $3.06 M | 82.07% | 0.80% |
| UBS GROUP AG | 05/05/2026 | 26.08 K | $2.88 M | 66.65% | 0.75% |
| ASHTON THOMAS PRIVATE WEALTH, LLC | 05/11/2026 | 24.30 K | $2.68 M | 0.00% | 0.70% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 23.59 K | $2.60 M | 100.00% | 0.68% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 23.08 K | $2.55 M | -66.35% | 0.66% |
| CITADEL ADVISORS LLC | 05/15/2026 | 22.03 K | $2.43 M | 100.00% | 0.63% |
| FIDUCIARY FAMILY OFFICE, LLC | 05/14/2026 | 21.96 K | $2.42 M | 100.00% | 0.63% |
| 05/13/2026 | 21.48 K | $2.37 M | -0.32% | 0.62% | |
| AMERITAS ADVISORY SERVICES, LLC | 05/12/2026 | 21.10 K | $2.33 M | 100.00% | 0.61% |
| LPL FINANCIAL LLC | 05/06/2026 | 20.71 K | $2.29 M | 44.85% | 0.59% |
| CAPTRUST FINANCIAL ADVISORS | 05/15/2026 | 19.86 K | $2.19 M | 7.41% | 0.57% |
| TRANSAMERICA FINANCIAL ADVISORS, INC. | 05/15/2026 | 18.93 K | $2.09 M | 0.65% | 0.54% |
| NEWSQUARE CAPITAL LLC | 05/08/2026 | 18.53 K | $2.05 M | 4.56% | 0.53% |
| BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS | 05/05/2026 | 17.39 K | $1.92 M | 100.00% | 0.50% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 16.74 K | $1.85 M | 242.76% | 0.48% |
| CITADEL ADVISORS LLC | 05/15/2026 | 15.90 K | $1.76 M | -37.15% | 0.46% |
| SONOMA PRIVATE WEALTH LLC | 05/15/2026 | 15.52 K | $1.71 M | -4.52% | 0.45% |
| PURE FINANCIAL ADVISORS, LLC | 04/10/2026 | 13.50 K | $1.49 M | 0.00% | 0.39% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 12.53 K | $1.38 M | 83.98% | 0.36% |
| CORNERSTONE WEALTH MANAGEMENT, LLC | 04/24/2026 | 11.34 K | $1.25 M | 353.06% | 0.33% |
| BEACON POINTE ADVISORS, LLC | 05/15/2026 | 11.03 K | $1.22 M | 224.26% | 0.32% |
| FLOW TRADERS U.S. LLC | 05/15/2026 | 10.56 K | $1.17 M | -53.85% | 0.30% |
| MARINER, LLC | 05/13/2026 | 10.26 K | $1.13 M | 100.00% | 0.29% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 9.65 K | $1.07 M | 5.32% | 0.28% |
| NOMURA ASSET MANAGEMENT CO LTD | 05/11/2026 | 8.90 K | $982.65 K | 229.63% | 0.26% |
| PEKIN HARDY STRAUSS, INC. | 05/07/2026 | 8.74 K | $964.98 K | -14.65% | 0.25% |
| ROYAL BANK OF CANADA | 05/15/2026 | 7.79 K | $860.00 K | 33.06% | 0.22% |
| PFG INVESTMENTS, LLC | 04/27/2026 | 7.79 K | $860.09 K | 38.24% | 0.22% |
| HAVEN PRIVATE, LLC | 05/05/2026 | 6.78 K | $748.36 K | -10.11% | 0.19% |
| JAMES INVESTMENT RESEARCH INC | 04/24/2026 | 6.41 K | $707.84 K | -2.73% | 0.18% |
| GFS ADVISORS, LLC | 04/30/2026 | 6.39 K | $2.75 M | 100.00% | 0.18% |
| HRT FINANCIAL LP | 05/14/2026 | 5.89 K | $649.00 K | 100.00% | 0.17% |
| STRATOS WEALTH PARTNERS, LTD. | 04/28/2026 | 5.36 K | $591.69 K | 1.29% | 0.15% |
| RFG ADVISORY, LLC | 04/20/2026 | 5.13 K | $566.40 K | 0.00% | 0.15% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 5.10 K | $563.09 K | 100.00% | 0.15% |
| CARRET ASSET MANAGEMENT, LLC | 05/15/2026 | 4.63 K | $511.20 K | 0.00% | 0.13% |
| MAI CAPITAL MANAGEMENT | 05/15/2026 | 4.56 K | $503.47 K | 0.00% | 0.13% |
| BAKER ELLIS ASSET MANAGEMENT LLC | 04/17/2026 | 4.50 K | $496.85 K | 0.00% | 0.13% |
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Invesco CurrencyShares Swiss Franc Trust institutional Ownership - FAQ's
During the previous two years, 116 institutional investors and hedge funds held shares of Invesco CurrencyShares Swiss Franc Trust. The most heavily invested institutionals were:
MORGAN STANLEY: 103,465
HENGEHOLD CAPITAL MANAGEMENT LLC: 102,183
ENVESTNET ASSET MANAGEMENT INC: 97,660
Steward Partners Investment Advisory, LLC: 69,126
CIBC WORLD MARKET INC.: 64,544
WELLS FARGO & COMPANY/MN: 54,886
36.05% of Invesco CurrencyShares Swiss Franc Trust stock is owned by institutional investors.
Institutional investors have bought a total of 1.34 M shares in the last 24 months. This purchase volume represents approximately $151.68 M in transactions.