How many institutions held FXF - Invesco CurrencyShares Swiss Franc Trust - SWISS FRANC in Q4 2022?

54 institutional investors reported FXF - Invesco CurrencyShares Swiss Franc Trust - SWISS FRANC for Q4 2022. Use the holders table for investor-level position and value details.

Invesco CurrencyShares Swiss Franc Trust - SWISS FRANC (FXF)

Q: What does CUSIP 46138R108 represent in this 13F holders report?

CUSIP 46138R108 is the security identifier for FXF - Invesco CurrencyShares Swiss Franc Trust - SWISS FRANC used to aggregate holder disclosures.

CUSIP: 46138R108

Q4 2022 13F Holders as of 31 Dec 2022

Type / Class: Equity / SWISS FRANC
Total 13F shares: 703,482
Share change: +171,651
Total reported value: $67,881,668
Put/Call ratio: 7.8%
Price per share: $96.51
Number of holders: 54
Value change: +$16,646,695
Number of buys: 15
Number of sells: 19

Security key

46138R108

Report period

Q4 2022

Institutions

Top holders

FXF full security history Ownership snapshot Full 13F holder table Newer quarter: Q1 2023 Previous quarter: Q3 2022 Invesco CurrencyShares Swiss Franc Trust SEC filings Invesco CurrencyShares Swiss Franc Trust company facts

Broader feeds

Latest 13F filings Latest 13D/G filings Investors directory

Reporting periods

Holder history for CUSIP 46138R108

Newer quarter: Q1 2023 Previous quarter: Q3 2022

Recent filing periods:

Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024

Ownership snapshot

Top shareholders of FXF - Invesco CurrencyShares Swiss Franc Trust - SWISS FRANC (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Lead holder

EVERGREEN CAPITAL MANAGEM...

13D/G signal

—

Evidence rows

Latest as of

30 Sep 2022

13F Highest disclosed value: $8,858,000 Showing first 8 of 50 holder rows. Open remaining rows

Holder	Evidence	Ownership %	Position	12M Net Δ	As of
EVERGREEN CAPITAL MANAGEMENT LLC	13F Company 13F	— class O/S missing	$8,858,000 97,921 shares	—	30 Sep 2022
GOLDMAN SACHS GROUP INC	13F Company 13F	— class O/S missing	$4,523,000 50,000 shares	—	30 Sep 2022
Quantitative Advantage, LLC	13F Company 13F	— class O/S missing	$3,200,000 35,377 shares	—	30 Sep 2022
InterOcean Capital Group, LLC	13F Company 13F	— class O/S missing	$3,031,000 33,511 shares	—	30 Sep 2022
MORGAN STANLEY	13F Company 13F	— class O/S missing	$2,984,000 32,991 shares	—	30 Sep 2022
CIBC WORLD MARKET INC.	13F Company 13F	— class O/S missing	$2,923,000 32,308 shares	—	30 Sep 2022
SUSQUEHANNA INTERNATIONAL GROUP, LLP	13F Company 13F	— class O/S missing	$2,827,000 31,246 shares	—	30 Sep 2022
HighTower Advisors, LLC	13F Company 13F	— class O/S missing	$2,201,000 24,369 shares	—	30 Sep 2022

Show 42 additional holder rows in the full holder list

Holder	Evidence	Ownership %	Position	12M Net Δ	As of
FLOW TRADERS U.S. LLC	13F Company 13F	— class O/S missing	$2,142,000 23,678 shares	—	30 Sep 2022
JANE STREET GROUP, LLC	13F Company 13F	— class O/S missing	$1,844,000 20,391 shares	—	30 Sep 2022
JMAC ENTERPRISES LLC	13F Company 13F	— class O/S missing	$1,588,000 17,556 shares	—	30 Sep 2022
IMC-Chicago, LLC	13F Company 13F	— class O/S missing	$1,145,000 12,661 shares	—	30 Sep 2022
WELLS FARGO & COMPANY/MN	13F Company 13F	— class O/S missing	$1,071,000 11,833 shares	—	30 Sep 2022
First National Bank of South Miami	13F Company 13F	— class O/S missing	$1,006,000 11,125 shares	—	30 Sep 2022
Transamerica Financial Advisors, LLC	13F Company 13F	— class O/S missing	$954,000 10,538 shares	—	30 Sep 2022
LPL Financial LLC	13F Company 13F	— class O/S missing	$717,000 7,921 shares	—	30 Sep 2022
UBS Group AG	13F Company 13F	— class O/S missing	$667,000 7,382 shares	—	30 Sep 2022
American Portfolios Advisors	13F Company 13F	— class O/S missing	$588,964 6,511 shares	—	30 Sep 2022
BANK OF AMERICA CORP /DE/	13F Company 13F	— class O/S missing	$505,000 5,588 shares	—	30 Sep 2022
RFG Advisory, LLC	13F Company 13F	— class O/S missing	$483,000 5,332 shares	—	30 Sep 2022
Beacon Pointe Advisors, LLC	13F Company 13F	— class O/S missing	$481,000 5,320 shares	—	30 Sep 2022
NVWM, LLC	13F Company 13F	— class O/S missing	$411,000 4,546 shares	—	30 Sep 2022
Atria Wealth Solutions, Inc.	13F Company 13F	— class O/S missing	$402,080 4,445 shares	—	30 Sep 2022
NAPLES GLOBAL ADVISORS, LLC	13F Company 13F	— class O/S missing	$395,000 4,365 shares	—	30 Sep 2022
PEAPACK GLADSTONE FINANCIAL CORP	13F Company 13F	— class O/S missing	$355,000 3,922 shares	—	30 Sep 2022
ROYAL BANK OF CANADA	13F Company 13F	— class O/S missing	$321,000 3,539 shares	—	30 Sep 2022
Baker Ellis Asset Management LLC	13F Company 13F	— class O/S missing	$317,000 3,500 shares	—	30 Sep 2022
Wellspring Financial Advisors, LLC	13F Company 13F	— class O/S missing	$316,000 3,498 shares	—	30 Sep 2022
ENVESTNET ASSET MANAGEMENT INC	13F Company 13F	— class O/S missing	$316,000 3,491 shares	—	30 Sep 2022
Cornerstone Wealth Management, LLC	13F Company 13F	— class O/S missing	$299,000 3,310 shares	—	30 Sep 2022
TELEMUS CAPITAL, LLC	13F Company 13F	— class O/S missing	$289,000 3,200 shares	—	30 Sep 2022
OXFORD FINANCIAL GROUP, LTD. LLC	13F Company 13F	— class O/S missing	$267,000 2,950 shares	—	30 Sep 2022
STIFEL FINANCIAL CORP	13F Company 13F	— class O/S missing	$251,000 2,779 shares	—	30 Sep 2022
First City Capital Management, Inc.	13F Company 13F	— class O/S missing	$226,000 2,500 shares	—	30 Sep 2022
COMMONWEALTH EQUITY SERVICES, LLC	13F Company 13F	— class O/S missing	$208,000 2,304 shares	—	30 Sep 2022
OSAIC HOLDINGS, INC.	13F Company 13F	— class O/S missing	$154,000 1,695 shares	—	30 Sep 2022
FIFTH THIRD BANCORP	13F Company 13F	— class O/S missing	$136,000 1,500 shares	—	30 Sep 2022
INTERACTIVE FINANCIAL ADVISORS, INC.	13F Company 13F	— class O/S missing	$120,000 1,324 shares	—	30 Sep 2022
Key FInancial Inc	13F Company 13F	— class O/S missing	$109,000 1,200 shares	—	30 Sep 2022
US BANCORP \DE\	13F Company 13F	— class O/S missing	$90,000 1,000 shares	—	30 Sep 2022
Rockefeller Capital Management L.P.	13F Company 13F	— class O/S missing	$76,000 841 shares	—	30 Sep 2022
IFP Advisors, Inc	13F Company 13F	— class O/S missing	$51,000 522 shares	—	30 Sep 2022
North Star Investment Management Corp.	13F Company 13F	— class O/S missing	$43,000 480 shares	—	30 Sep 2022
SIMPLEX TRADING, LLC	13F Company 13F	— class O/S missing	$37,000 412 shares	—	30 Sep 2022
Geneos Wealth Management Inc.	13F Company 13F	— class O/S missing	$27,000 300 shares	—	30 Sep 2022
Tyler-Stone Wealth Management	13F Company 13F	— class O/S missing	$10,000 116 shares	—	30 Sep 2022
MassMutual Private Wealth & Trust, FSB	13F Company 13F	— class O/S missing	$6,000 65 shares	—	30 Sep 2022
Wagner Wealth Management, LLC	13F Company 13F	— class O/S missing	$6,000 63 shares	—	30 Sep 2022
HARBOUR INVESTMENTS, INC.	13F Company 13F	— class O/S missing	$1,000 13 shares	—	30 Sep 2022
JPMORGAN CHASE & CO	13F Company 13F	— class O/S missing	$1,000 9 shares	—	30 Sep 2022

How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q4 2022

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions

703,482

Rows loaded

Investor	Option	Weight %	Change %	Reported value	* Price	Shares	Share Change	Activity	Report Period

* Reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. An asterisk next to the price means the price is likely invalid.

Compare Q4 2022 vs Q3 2022 Across Filers

Q3 2022 holders

Q4 2022 holders

Holder diff

Investor	Q3 2022 Shares	Q4 2022 Shares	Share Diff	Share Chg %	Q3 2022 value	Q4 2022 value	Value change	Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend

Quarterly Value Trend

Quarterly Shares Trend