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Invesco Semiconductors ETF

125 hedge funds and large institutions have $351M invested in Invesco Semiconductors ETF in 2021 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 40 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more call options, than puts

Call options by funds: $5K | Put options by funds: $1K

267% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 9

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

111% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 19

51% more capital invested

Capital invested by funds: $233M → $351M (+$119M)

23% more funds holding

Funds holding: 102125 (+23)

9.51% more ownership

Funds ownership: 103.75%113.27% (+9.5%)

Holders
125
Holders Change
+23
Holders Change %
+22.55%
% of All Funds
1.92%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
33
Increased
40
Reduced
19
Closed
9
Calls
$5K
Puts
$1K
Net Calls
+$4K
Net Calls Change
+$5K
Name Holding Trade Value Shares
Change
Change in
Stake
MIH
1
Meitav Investment House
Israel
$67.4M +$2.18M +45,951 +4%
KHLMVGHM
2
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$29.6M
LPL Financial
3
LPL Financial
California
$27.2M +$3.81M +80,385 +18%
Morgan Stanley
4
Morgan Stanley
New York
$18.1M +$3.04M +64,068 +22%
Bank of America
5
Bank of America
North Carolina
$15.7M +$3.91M +82,443 +37%
HighTower Advisors
6
HighTower Advisors
Illinois
$14.4M +$13.3M +280,350 New
CCC
7
Crescent Capital Consulting
Louisiana
$13.8M +$1.61M +33,948 +14%
UBS Group
8
UBS Group
Switzerland
$10.7M +$2.08M +43,896 +27%
MML Investors Services
9
MML Investors Services
Massachusetts
$9.78M +$475K +10,026 +6%
WP
10
WealthShield Partners
North Carolina
$9.72M -$769K -16,224 -8%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$7.62M -$166K -3,507 -2%
Osaic Holdings
12
Osaic Holdings
Arizona
$6.99M +$703K +14,829 +12%
SA
13
SFI Advisors
New Jersey
$6.94M +$7.33M +154,497 New
IPW
14
IronBridge Private Wealth
Texas
$6.92M +$6.41M +135,225 New
Mercer Global Advisors
15
Mercer Global Advisors
Colorado
$6.29M -$428K -9,018 -7%
WAM
16
WNY Asset Management
New York
$6.18M +$337K +7,107 +6%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$5.96M -$3.39M -71,526 -38%
KHLMTHM
18
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$5.63M
National Bank of Canada
19
National Bank of Canada
Quebec, Canada
$5M +$4.63M +97,722 New
MFS
20
Madrona Financial Services
Washington
$4.96M +$71K +1,497 +2%
UIA
21
Ulland Investment Advisors
Minnesota
$4.13M +$3.82M +80,610 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$3.68M -$19.3K -408 -0.6%
RJA
23
Raymond James & Associates
Florida
$3.68M +$1.59M +33,549 +88%
Stifel Financial
24
Stifel Financial
Missouri
$3.38M +$3.13M +66,060 New
PAG
25
Private Advisor Group
New Jersey
$3.35M +$1M +21,189 +48%

PSI Hedge Fund Activity: Q4 2021 in Review

125 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco Semiconductors ETF (PSI) for Q4 2021, worth a combined $351M — up 51% from $233M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new PSI positions and 9 closed out — a net gain of 24 holders — while 40 added to existing stakes and 19 trimmed.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $13.3M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $3.39M.

  • 125 institutional investors held Invesco Semiconductors ETF (PSI) as of Q4 2021, up from 102 in Q3 2021.
  • Funds reported $351M of Invesco Semiconductors ETF stock for Q4 2021, up 51% quarter-over-quarter.
  • 33 funds opened new Invesco Semiconductors ETF positions in Q4 2021 and 9 closed out, a net change of +24 holders.
  • The largest Invesco Semiconductors ETF buyer in Q4 2021 was HighTower Advisors, an estimated $13.3M added.
  • The largest Invesco Semiconductors ETF seller in Q4 2021 was Raymond James Financial Services Advisors, an estimated $3.39M sold.

Based on aggregated 13F filings for Q4 2021.