Institutional Ownership
Invesco Currencyshares Swiss
CUSIP 46138R108SWISS FRANCFXFQ1 2026
Institutional Holders
94
13F filers
Shares Held
1.25M
Aggregate institutional
Institutional Value
$134.95M
Q1 2026
Net New Holders
+16
25 new · 9 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions25
Increased32
Decreased14
Sold out9
Institutional Holders
94 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 103.5K | $11.42M | −7.7K | Reduced |
| 2 | Hengehold Capital Management LLC | 102.2K | $11.28M | +590 | Added |
| 3 | Envestnet Asset Management Inc | 97.7K | $10.78M | +74.7K | Added |
| 4 | Steward Partners Investment Advisory, LLC | 69.1K | $7.63M | +69.1K | New |
| 5 | Cibc World Market Inc. | 64.5K | $7.13M | +6.1K | Added |
| 6 | Wells Fargo & Company/Mn | 54.9K | $6.06M | +21.0K | Added |
| 7 | Moneco Advisors, LLC | 46.0K | $5.08M | +161 | Added |
| 8 | Hightower Advisors, LLC | 42.9K | $4.73M | +306 | Added |
| 9 | Jane Street Group, LLC | 40.6K | $4.48M | +7.8K | Added |
| 10 | Oppenheimer & Co Inc | 31.4K | $3.47M | +15.1K | Added |
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