Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Currencyshares Swiss (FXF)

89 + Investors. Track Smart Money conviction in FXF. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -7
Streak
1Q ▼
Buyers last Q
42%

Smart Money Signals — FXF

Based on 89 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their FXF positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 93% of 3.0Y peak

93% of all-time peak
89 funds currently hold this stock — 93% of the 3.0-year high of 96 funds (reached 2026 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +19% more funds vs a year ago

fund count last 6Q
+14 new funds entered over the past year (+19% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 42% buying

33 buying46 selling
Last quarter: 46 funds reduced or exited vs 33 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-13 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 14 → 18 → 23 → 10. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
📌

Mixed — 37% long-term, 31% new

■ 37% conviction (2yr+) ■ 31% medium ■ 31% new
Of the 89 current holders: 33 (37%) held >2 years, 28 held 1–2 years, and 28 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
➡️

Steady discovery — ~10 new funds/quarter

41 → 14 → 18 → 23 → 10 new funds/Q
New funds entering each quarter: 14 → 18 → 23 → 10. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 49% veterans vs 47% newcomers

■ 49% veterans ■ 4% 1-2yr ■ 47% new
Entry-cohort mix of 94 holders: 46 (49%) are 2+ year veterans, 4 entered 1–2 years ago, and 44 (47%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 29% AUM from major funds

29% from top-100 AUM funds
13 of 89 holders rank in the top 100 by AUM, accounting for 29% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — FXF

In 2026 Q2, 33 hedge funds were net buyers of FXF (10 opened a new position, 23 added to an existing one), while 46 reduced or exited (29 trimmed, 17 sold completely) — a 42% buyer ratio, indicating roughly balanced activity. 29% of total institutional value in FXF is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -7 funds (more exits than new entries). Total institutional holders: 89.

Hedge Fund Ownership: FXF

How many hedge funds hold FXF — quarterly history vs. share price
Quarterly hedge fund ownership of FXF vs. share price

Market Analysis: FXF

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FXF

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.8
/ 10
conviction
Hedge Fund Positioning: FXF
89 + Investors

Track Smart Money conviction in FXF. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 89 96 -7.29%
13F Shares 956K 1M -28.01%
Total Value $100M $146M -32.05%
New Positions 10 23 -13
Increased Positions 22 33 -11
Closed Positions 17 10 +7
Reduced Positions 27 15 +12
Total Calls 3 2 50.0%
Total Puts 2 2 -
PUT/CALL Ratio 0.67 1.0 Bullish

Statistics: FXF

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Financial Highlights

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Institutional Holders (2026 Q2)

89 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in FXF. Verified SEC 13F-HR filings.

QUARTER:
Top 25 FXF holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Sonoma Private Wealth LLC 1.80% 15,359 $1.7M
2 Ridge Creek Global, Inc 1.76% 20,736 $2.3M
3 Fiduciary Family Office, LLC 0.60% 21,960 $2.4M
4 North Capital, Inc. 0.22% 2,638 $288K
5 17 Capital Partners, LLC 0.20% 4,000 $436K
6 Transamerica Financial Advisors, LLC 0.17% 18,143 $2.0M
7 NewSquare Capital LLC 0.16% 19,585 $2.1M
8 Haven Private, LLC 0.11% 2,684 $293K
9 Pekin Hardy Strauss, Inc. 0.08% 8,425 $919K
10 Presidio Capital Management, LLC 0.07% 2,530 $276K
11 Ashton Thomas Private Wealth, LLC 0.07% 29,720 $3.2M
12 Cornerstone Wealth Management, LLC 0.06% 13,294 $1.4M
13 Baker Ellis Asset Management LLC 0.05% 4,500 $491K
14 Carr Financial Group Corp 0.05% 2,000 $218K
15 Fairman Group, LLC 0.04% 520 $57K
16 Carret Asset Management, LLC 0.04% 4,630 $505K
17 PFG Investments, LLC 0.03% 7,640 $833K
18 Two Sigma Securities, LLC 0.03% 3,037 $331K
19 LFA - Lugano Financial Advisors SA 0.03% 435 $47K
20 James Investment Research, INC. 0.03% 2,500 $273K
21 Wellspring Financial Advisors, LLC 0.03% 3,500 $382K
22 Nalls Sherbakoff Group, LLC 0.02% 300 $33K
23 Key FInancial Inc 0.02% 1,200 $131K
24 3EDGE Asset Management, LP 0.02% 4,386 $478K
25 Hengehold Capital Management LLC 0.02% 2,424 $264K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Invesco Currencyshares Swiss (FXF)

What does the Smart Money Trend signal show for FXF?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their FXF positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for FXF?

More sellers than buyers — 42% buying: Last quarter: 46 funds reduced or exited vs 33 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for FXF holders?

Strong quality — 29% AUM from major funds: 13 of 89 holders rank in the top 100 by AUM, accounting for 29% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held FXF?

Mixed — 37% long-term, 31% new: Of the 89 current holders: 33 (37%) held >2 years, 28 held 1–2 years, and 28 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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