Statistik Asas
| Pemilik Institusi | 75 total, 71 long only, 0 short only, 4 long/short - change of 7.69% MRQ |
| Purata Peruntukan Portfolio | 0.1665 % - change of -28.41% MRQ |
| Saham Institusi (Panjang) | 1,798,943 (ex 13D/G) - change of 0.04MM shares 6.27% MRQ |
| Nilai Institusi (Panjang) | $ 199,205 USD ($1000) |
Pemilikan Institusi dan Pemegang Saham
Invesco CurrencyShares Swiss Franc Trust (MX:FXF) telah 75 pemilik institusi dan pemegang saham yang telah memfailkan borang 13D/G atau 13F dengan Suruhanjaya Bursa Sekuriti (SEC). Institusi ini memegang sejumlah 1,798,943 saham. Pemegang saham terbesar termasuk Stifel Financial Corp, Benjamin Edwards Inc, Confluence Investment Management Llc, Morgan Stanley, Citadel Advisors Llc, Hengehold Capital Management Llc, CIBC World Markets Inc., Wells Fargo & Company/mn, Raymond James Financial Inc, and Susquehanna International Group, Llp .
Invesco CurrencyShares Swiss Franc Trust (BMV:FXF) struktur pemilikan institusi menunjukkan kedudukan semasa dalam syarikat mengikut institusi dan dana serta perubahan terkini dalam saiz kedudukan. Pemegang saham utama boleh termasuk pelabur individu, dana amanah, dana lindung nilai atau institusi. Jadual 13D menunjukkan bahawa pelabur memegang (atau menahan) lebih daripada 5% syarikat dan berhasrat (atau berniat) untuk secara aktif meneruskan perubahan dalam strategi perniagaan. Jadual 13G menunjukkan pelaburan pasif melebihi 5%.
Skor Sentimen Dana
Skor Sentimen Dana (Skor Pengumpulan Pemilikan fka) mencari saham yang paling banyak dibeli oleh dana. Ia adalah hasil daripada model kuantitatif pelbagai faktor yang canggih yang mengenal pasti syarikat dengan tahap pengumpulan institusi tertinggi. Model pemarkahan ini menggunakan gabungan jumlah kenaikan dalam pemilik yang didedahkan, perubahan dalam peruntukan portfolio dalam pemilik tersebut dan metrik lain. Nombornya berjulat dari 0 hingga 100, dengan nombor yang lebih tinggi menunjukkan tahap pengumpulan yang lebih tinggi kepada rakannya, dan 50 adalah nombor purata.
Kekerapan Kemas Kini: Harian
Lihat Peneroka Pemilikan yang menyediakan senarai syarikat yang mempunyai kedudukan tertinggi.
Pemfailan 13F dan NPORT
Butiran mengenai pemfailan 13F adalah percuma. Perincian mengenai pemfailan NP memerlukan keahlian premium. Baris hijau menunjukkan kedudukan baharu. Baris merah menunjukkan kedudukan tertutup. Klik pautan ikon untuk melihat sejarah transaksi penuh.
Naik Taraf
untuk membuka data premium dan mengeksport ke Excel 
.
| Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 99,594 | 11,135 | ||||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 1,688 | 189 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 9,626 | 226.08 | 1,076 | 263.51 | ||||
| 2025-08-07 | 13F | David R. Rahn & Associates Inc. | 15,637 | 1,748 | ||||||
| 2025-08-07 | 13F | Encompass More Asset Management | 8,513 | 952 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 8,800 | 984 | ||||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 4,908 | 549 | ||||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 13,499 | 1,509 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 4,531 | -31.41 | 1 | |||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 3,610 | -33.94 | 404 | -26.46 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 25,053 | 126.60 | 2,801 | 152.48 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 127,895 | 112.79 | 14,299 | 137.00 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 391,893 | 43,814 | ||||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Key FInancial Inc | 1,200 | 0.00 | 134 | 11.67 | ||||
| 2025-08-06 | 13F | Nvwm, Llc | 1,171 | 131 | ||||||
| 2025-07-08 | 13F | Baker Ellis Asset Management LLC | 4,500 | 45.16 | 503 | 61.74 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 1,830 | 205 | ||||||
| 2025-04-29 | 13F | Resources Investment Advisors, LLC. | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 8,704 | 973 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 185 | 21 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 65,526 | 7,326 | ||||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 381 | 43 | ||||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 17,409 | 54.25 | 1,946 | 194,500.00 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 2,278 | 255 | ||||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | 2,690 | 298 | ||||||
| 2025-07-18 | 13F | PFG Investments, LLC | 4,357 | 487 | ||||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 1,038 | 116 | ||||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Call | 10,900 | 1,208 | |||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Put | 2,800 | 310 | |||||
| 2025-04-11 | 13F | Seacrest Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Carret Asset Management, Llc | 4,630 | 518 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 4,565 | 10,769.05 | 510 | 12,650.00 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 1,985 | -49.76 | 222 | -45.70 | ||||
| 2025-08-04 | 13F | Haven Private, LLC | 8,258 | 923 | ||||||
| 2025-08-13 | 13F | Sonoma Private Wealth LLC | 16,402 | 14.29 | 1,834 | 27.29 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 4,941 | 107.78 | 552 | 143.17 | ||||
| 2025-04-21 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 50 | 0.00 | 0 | |||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 5,082 | -0.97 | 568 | 10.29 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 14,400 | 121.54 | 1,610 | 146.78 | |||
| 2025-07-15 | 13F | Fifth Third Bancorp | 1,500 | 0.00 | 168 | 11.33 | ||||
| 2025-08-07 | 13F | Bradley & Co. Private Wealth Management, LLC | 37 | 4 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1,855 | 207 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 9,320 | -49.40 | 1,042 | -43.70 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 51,300 | 1,610.00 | 5,735 | 1,805.32 | |||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 116,500 | 529.73 | 13,025 | 601.35 | |||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 14,500 | 40.78 | 1,621 | 56.92 | |||
| 2025-08-14 | 13F | Citadel Advisors Llc | 8,138 | 910 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 342,214 | 38,260 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 4 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 1,834 | 205 | ||||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 138 | 15 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 4,364 | 0 | ||||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 3,762 | 421 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 7,870 | 61.60 | 880 | 80.12 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 24,297 | -22.09 | 2,716 | -13.23 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 27,396 | 3,063 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 14,913 | 82.91 | 1,667 | 103.79 | ||||
| 2025-08-06 | 13F | Pekin Hardy Strauss, Inc. | 5,590 | 625 | ||||||
| 2025-07-23 | 13F | West Paces Advisors Inc. | 2,295 | 257 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 3,409 | 1,036.33 | 381 | 1,170.00 | ||||
| 2025-07-01 | 13F | Confluence Investment Management Llc | 143,339 | 16,025 | ||||||
| 2025-08-08 | 13F | Creative Planning | 5,187 | 580 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 17,671 | 8.99 | 1,976 | 21.39 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 941 | 105 | ||||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 77,963 | 42.61 | 8,716 | 58.85 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 2,402 | 269 | ||||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 125 | 0.00 | 14 | 8.33 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 6,545 | 14.72 | 1 | |||||
| 2025-05-14 | 13F | Napa Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Huntington National Bank | 22 | 10.53 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 4,595 | 489.86 | 514 | 558.97 | ||||
| 2025-08-13 | 13F | Wellspring Financial Advisors, LLC | 3,500 | 0.00 | 391 | 11.40 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 3,283 | 32,730.00 | 367 | 36,600.00 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | Put | 200 | 0 | |||||
| 2025-07-29 | 13F | Swmg, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 1,328 | 0 | ||||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 18,123 | 0.57 | 2,026 | 12.06 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 2,520 | 22.03 | 282 | 35.75 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 73,000 | 503.95 | 8,161 | 572.79 | ||||
| 2025-08-14 | 13F | Df Dent & Co Inc | 2,560 | 0.00 | 286 | 11.72 | ||||
| 2025-07-21 | 13F | Synergy Financial Management, LLC | 3,086 | 345 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 41,805 | 1.84 | 4,674 | 13.42 | ||||
| 2025-05-15 | 13F | Oxford Financial Group Ltd | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Cooper Capital Advisors LLC | 2,700 | 302 | ||||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 3,201 | 358 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 18,200 | 2,035 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 27,997 | 3.52 | 3,130 | 15.33 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 18,391 | -5.34 | 2,056 | 5.44 | ||||
| 2025-08-01 | 13F | James Investment Research Inc | 7,316 | 818 |
Other Listings
| US:FXF | USD110.94 |
