$FXF

$106.50 +$0.22 (0.21%) Close

$FXF Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 4.0M shares outstanding

Who owns FXF?

By type of holder

Institutions 19.6% Everyone else 80.4%

No insider has reported a holding in the last two years, so insiders are counted in "Everyone else".

Concentration Top 10 holders own 9.9%

Morgan Stanley 2.5% · Envestnet Asset Management Inc 0.5%

Institutional ownership

19.6%

-12.2 pts vs last qtr

Institutional holders

-10 vs last qtr

Net shares bought

−481.2K

by institutions in Q2 2026

New / sold out

8 / 18

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Flow Traders U.S. LLC +29.5K
Qube Research & Technologies Ltd NEW +8.0K

Biggest sellers in Q2 2026

Hengehold Capital Management LLC −99.8K
Envestnet Asset Management Inc −78.7K

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for Invesco CurrencyShares Swiss Franc Trust in the last 12 months.

Is your stake being diluted?

Diluted share count, FY2024–FY2025

+109.8%

+109.83% a year

Each share's claim on the business

−52.3%

shrank without buying or selling a share

Diluted shares, split-adjusted

How patient are the owners?

Institutional shares by how long they've been held

5+ years30% 3–5 years15% 1–3 years33% Under 1 year22%

Quarterly turnover

24.8%

of institutional shares changed hands

Top 10 managers, median time held

2 years

Super Investors

Investment managers reporting FXF on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
MS Morgan Stanley	98.3K	2.49%	−5.2K (−5.0%)	≤2021	0.0%
Shares held by quarter Peak holding127.9K (Q2'25) Change over 8 quarters+35.1K Share of the company2.490% Morgan Stanley's full portfolio →
EA Envestnet Asset Management Inc	18.9K	0.48%	−78.7K (−80.6%)	2023	0.0%
Shares held by quarter Peak holding97.7K (Q1'26) Change over 8 quarters+13.7K Share of the company0.480% Envestnet Asset Management Inc's full portfolio →

Morgan Stanley

98.3K

% of company

2.49%

Change vs last qtr

−5.2K (−5.0%)

Held since

≤2021

Envestnet Asset Management Inc

18.9K

% of company

0.48%

Change vs last qtr

−78.7K (−80.6%)

Held since

2023

28 more super investors behind a free account

See every manager holding Invesco CurrencyShares Swiss Franc Trust, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting FXF on Form N-PORT; together they hold -0.2% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
FT First Trust Multi-Strategy Alternative ETF First Trust Exchange-Traded Fund VIII	$48.8K	516	0.01%	4.94%	February 28, 2023
UH Unlimited Hfnd Multi-strategy Return Tracker ETF Tidal ETF Trust	$-928K	—	-0.23%	-2.37%	August 31, 2023

First Trust Multi-Strategy Alternative ETF

First Trust Exchange-Traded Fund VIII

Position value

$48.8K

% of company

0.01%

% of the fund

4.94%

As of

February 28, 2023

Unlimited Hfnd Multi-strategy Return Tracker ETF

Tidal ETF Trust

Position value

$-928K

% of company

-0.23%

% of the fund

-2.37%

As of

August 31, 2023

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