Invesco CurrencyShares Swiss Franc Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 08/13/2026 | 98.30 K | $10.72 M | -4.99% | 2.48% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 92.12 K | $10.05 M | 290.50% | 2.33% |
| CIBC WORLD MARKET INC. | 08/13/2026 | 64.86 K | $7.07 M | 0.49% | 1.64% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 43.25 K | $4.72 M | 0.94% | 1.09% |
| FLOW TRADERS U.S. LLC | 08/14/2026 | 40.08 K | $4.37 M | 279.47% | 1.01% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 35.60 K | $3.88 M | -35.13% | 0.90% |
| ASHTON THOMAS PRIVATE WEALTH, LLC | 07/29/2026 | 29.72 K | $3.24 M | 22.32% | 0.75% |
| CITADEL ADVISORS LLC | 09/02/2026 | 28.00 K | $3.05 M | 100.00% | 0.71% |
| JANE STREET GROUP, LLC | 08/14/2026 | 26.61 K | $2.90 M | -34.39% | 0.67% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 25.80 K | $2.81 M | -46.69% | 0.65% |
| UBS GROUP AG | 08/13/2026 | 23.84 K | $2.60 M | -8.59% | 0.60% |
| LPL FINANCIAL LLC | 08/07/2026 | 23.30 K | $2.54 M | 12.53% | 0.59% |
| FIDUCIARY FAMILY OFFICE, LLC | 08/05/2026 | 21.96 K | $2.39 M | 0.00% | 0.55% |
| RIDGE CREEK GLOBAL, INC | 08/11/2026 | 20.74 K | $2.26 M | -3.48% | 0.52% |
| CAPTRUST FINANCIAL ADVISORS | 08/13/2026 | 20.21 K | $2.20 M | 1.72% | 0.51% |
| NEWSQUARE CAPITAL LLC | 07/28/2026 | 19.59 K | $2.14 M | 5.68% | 0.49% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 18.92 K | $2.06 M | -80.62% | 0.48% |
| TRANSAMERICA FINANCIAL ADVISORS, INC. | 08/17/2026 | 18.14 K | $1.98 M | -4.13% | 0.46% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 16.27 K | $1.77 M | -2.84% | 0.41% |
| CITADEL ADVISORS LLC | 09/02/2026 | 15.51 K | $1.69 M | -29.59% | 0.39% |
| SONOMA PRIVATE WEALTH LLC | 08/14/2026 | 15.36 K | $1.67 M | -1.03% | 0.39% |
| JANE STREET GROUP, LLC | 08/14/2026 | 15.20 K | $1.66 M | 270.73% | 0.38% |
| CITADEL ADVISORS LLC | 09/02/2026 | 15.10 K | $1.65 M | -5.03% | 0.38% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 14.99 K | $1.63 M | 19.63% | 0.38% |
| PURE FINANCIAL ADVISORS, LLC | 08/17/2026 | 13.50 K | $1.47 M | 0.00% | 0.34% |
| CORNERSTONE WEALTH MANAGEMENT, LLC | 07/22/2026 | 13.29 K | $1.45 M | 17.23% | 0.34% |
| BEACON POINTE ADVISORS, LLC | 08/18/2026 | 12.01 K | $1.31 M | 8.93% | 0.30% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 11.58 K | $1.26 M | -58.25% | 0.29% |
| PEKIN HARDY STRAUSS, INC. | 07/30/2026 | 8.43 K | $918.77 K | -3.60% | 0.21% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 08/14/2026 | 7.99 K | $871.44 K | 100.00% | 0.20% |
| PFG INVESTMENTS, LLC | 07/23/2026 | 7.64 K | $833.16 K | -1.93% | 0.19% |
| WEALTHSPIRE ADVISORS, LLC | 08/11/2026 | 6.94 K | $757.04 K | 100.00% | 0.18% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 6.80 K | $741.54 K | 33.33% | 0.17% |
| HRT FINANCIAL LP | 08/14/2026 | 6.34 K | $691.00 K | 7.73% | 0.16% |
| STRATOS WEALTH PARTNERS, LTD. | 08/11/2026 | 5.49 K | $598.48 K | 2.41% | 0.14% |
| RFG ADVISORY, LLC | 07/15/2026 | 5.37 K | $585.61 K | 4.68% | 0.14% |
| CARRET ASSET MANAGEMENT, LLC | 08/04/2026 | 4.63 K | $504.91 K | 0.00% | 0.12% |
| MAI CAPITAL MANAGEMENT | 08/14/2026 | 4.56 K | $497.28 K | 0.00% | 0.12% |
| BAKER ELLIS ASSET MANAGEMENT LLC | 07/23/2026 | 4.50 K | $490.74 K | 0.00% | 0.11% |
| 3EDGE ASSET MANAGEMENT, LP | 07/27/2026 | 4.39 K | $478.31 K | 0.00% | 0.11% |
| ROYAL BANK OF CANADA | 08/14/2026 | 4.35 K | $474.00 K | -44.21% | 0.11% |
| COLONY GROUP, LLC | 08/12/2026 | 4.31 K | $470.24 K | 27.12% | 0.11% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 4.30 K | $469.25 K | 1.03% | 0.11% |
| CREATIVE PLANNING | 08/13/2026 | 4.08 K | $445.37 K | -3.61% | 0.10% |
| 17 CAPITAL PARTNERS, LLC | 08/06/2026 | 4.00 K | $436.21 K | 18.10% | 0.10% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 3.86 K | $421.16 K | -83.27% | 0.10% |
| BANK OF MONTREAL /CAN/ | 08/12/2026 | 3.61 K | $393.68 K | -2.70% | 0.09% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 3.55 K | $387.00 K | -63.25% | 0.09% |
| WELLSPRING FINANCIAL ADVISORS, LLC | 07/20/2026 | 3.50 K | $381.66 K | 0.00% | 0.09% |
| BLAIR WILLIAM & CO/IL | 08/11/2026 | 3.16 K | $344.50 K | 0.00% | 0.08% |
Explore Related Stocks for Market Trends
Explore our related stocks for the latest market trends and stock news to stay informed and make better decisions.
Invesco CurrencyShares Swiss Franc Trust institutional Ownership - FAQ's
During the previous two years, 120 institutional investors and hedge funds held shares of Invesco CurrencyShares Swiss Franc Trust. The most heavily invested institutionals were:
MORGAN STANLEY: 98,299
SUSQUEHANNA INTERNATIONAL GROUP, LLP: 92,123
CIBC WORLD MARKET INC.: 64,858
HighTower Advisors, LLC: 43,254
FLOW TRADERS U.S. LLC: 40,076
WELLS FARGO & COMPANY/MN: 35,602
21.84% of Invesco CurrencyShares Swiss Franc Trust stock is owned by institutional investors.
Institutional investors have bought a total of 967.53 K shares in the last 24 months. This purchase volume represents approximately $109.85 M in transactions.