Swiss Franc: The Week’s Magnet for Capital

Share

Weekly Channel Summary

The Currency ETF channel currently consists of 15 ETFs managed by 4 brands, representing approximately $2.28 billion in total Assets Under Management (AUM). Over the past five trading days, the channel saw modest net inflows of $3 million. However, the year-to-date (YTD) flow activity remains in negative territory at -$22 million. Despite recent short-term outflows, the category has shown resilience over the longer term, attracting $188 million in net new money over the past year.

This Week’s Performance Leaders and Laggards

Currency performance was largely positive this week, led by the Long: AUD category, which posted a strong return of 2.89%. Other notable gainers included Short: USD (+1.91%) and Long: CHF (+1.76%). Conversely, Short: Yen was the primary lagging category, declining by -2.77% on the week. On a YTD basis, performance remains mixed, with Long | Short: Multi leading the group with a 3.49% gain.

Category Performance Snapshot

Category WTD 1 Month 3 Month 6 Month YTD 1 Year
Long: AUD 2.89% 2.78% 5.70% 4.84% 3.11% 10.79%
Short: USD 1.91% 0.47% 1.78% 0.40% 0.85% 12.41%
Long: CHF 1.76% 0.05% 0.66% 0.33% 0.37% 14.67%
Long: GBP 1.41% 0.77% 2.37% 1.16% 0.97% 12.73%
Long: Yen 1.39% -0.49% -4.54% -10.92% -0.06% -3.90%
Long: CAD 1.30% -0.17% 1.89% -0.72% -0.20% 5.16%
Long: Emerging 1.18% 1.90% 4.17% 5.70% 1.50% 13.73%
Long | Short: Multi 1.03% 1.72% 1.19% 11.51% 3.49% N/A
Long: EUR 0.52% 0.05% 0.79% 0.72% 0.11% 7.14%
Long: USD -1.64% -0.19% -0.35% 2.73% -0.57% -4.34%
Short: Yen -2.77% -0.01% 6.41% 17.50% -0.70% 7.30%

Top & Bottom 5 ETFs by Weekly Performance

The single best-performing ETF this week was the ULE (ProShares Ultra Euro), which jumped 3.81%. On the downside, the EUO (ProShares UltraShort Euro) and YCS (ProShares UltraShort Yen) were the worst performers, falling -3.66% and -2.77% respectively.

Ticker Fund Name WTD Performance
Top Performers
ULE ProShares Ultra Euro 3.81%
FXA Invesco CurrencyShares Australian Dollar Trust 2.89%
YCL ProShares Ultra Yen 2.81%
UDN Invesco DB US Dollar Index Bearish Fund 1.91%
FXF Invesco CurrencyShares Swiss Franc Trust 1.76%
Bottom Performers
EUO ProShares UltraShort Euro -3.66%
YCS ProShares UltraShort Yen -2.77%
UUP Invesco DB US Dollar Index Bullish Fund -1.76%
USDU WisdomTree Bloomberg US Dollar Bullish Fund -1.52%
FXY Invesco Currencyshares Japanese Yen Trust -0.03%

Analyzing the Weekly Flows

The channel generated $3 million in total net flows this week. The Long: CHF category was the clear leader in gathering assets, bringing in $17 million and ending the week with $419 million in AUM. Long: USD also saw healthy participation with $10 million in weekly inflows. On the other end of the spectrum, Long: EUR experienced the largest withdrawal of capital, with $11 million in net outflows.

Category Flows Summary

Category Fund Count AUM 5 Day 30 Day 90 Day YTD 1 Year
Long: CHF 1 $419M $17M $22M $22M $22M $255M
Long: USD 2 $418M $10M ($16M) $43M ($20M) ($569M)
Long | Short: Multi 1 $59M $0M $4M $33M $4M $58M
Short: USD 1 $126M $0M ($12M) ($25M) ($12M) $75M
Short: Yen 1 $42M $0M $3M ($2M) $3M $11M
Long: GBP 1 $71M ($6M) ($6M) ($19M) ($6M) $13M
Long: Yen 2 $503M ($6M) ($15M) ($25M) ($15M) $75M
Long: EUR 3 $463M ($11M) ($7M) ($45M) ($1M) $231M

Top & Bottom 5 ETFs by 5-Day Flow

The FXF (Invesco CurrencyShares Swiss Franc Trust) led all ETFs with $17 million in net inflows this week. In contrast, the largest outflows were seen in FXE (Invesco CurrencyShares Euro Trust) and FXB (Invesco CurrencyShares British Pound Sterling Trust), which lost $11 million and $6 million, respectively.

Ticker Fund Name 5-Day Flow
Inflows
FXF Invesco CurrencyShares Swiss Franc Trust $17M
UUP Invesco DB US Dollar Index Bullish Fund $10M
Outflows
FXE Invesco CurrencyShares Euro Trust ($11M)
FXB Invesco CurrencyShares British Pound Sterling Trust ($6M)
FXY Invesco Currencyshares Japanese Yen Trust ($6M)

Issuer League Table Update

Invesco remains the dominant player in the currency space with over 82% market share, followed by WisdomTree at 9.42%. During the past week, Invesco successfully gathered $3 million in net inflows across its product suite. Conversely, WisdomTree saw the largest outflows among top issuers, losing approximately $5 million from its currency ETFs.

Top 5 Issuers by AUM

Brand Fund Count AUM AUM Market Share
Invesco 8 $1.88B 82.32%
WisdomTree 2 $0.21B 9.42%
ProShares 4 $0.13B 5.68%
Simplify 1 $0.06B 2.58%

Top & Bottom 3 Issuers by 5-Day Flow

Brand 5-Day Flow
Inflows
Invesco $3M
Outflows
WisdomTree ($5M)

For a deeper dive into these trends, access our FREE, in-depth Currency ETF reports in the right side panel of this page.

Disclosures

This material is for informational purposes only and should not be considered investment advice. All investments, including ETFs, involve risk, including the possible loss of principal. Investors should consider their investment objectives, risks, charges, and expenses carefully before investing.

This analysis was developed by the team at ETF Action. We leverage advanced AI tools to assist in the drafting and refinement of our content, based on our expert prompts, direction, and final review.