VanEck Semiconductor ETF
0
Funds holding %
of 7,433 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
146% more first-time investments, than exits
New positions opened: 199 | Existing positions closed: 81
74% more funds holding in top 10
Funds holding in top 10: 27 [Q1] → 47 (+20) [Q2]
36% more capital invested
Capital invested by funds: $10B [Q1] → $13.6B (+$3.61B) [Q2]
16% more repeat investments, than reductions
Existing positions increased: 349 | Existing positions reduced: 301
10% more funds holding
Funds holding: 905 [Q1] → 993 (+88) [Q2]
2.33% less ownership
Funds ownership: 54.39% [Q1] → 52.06% (-2.33%) [Q2]
52% less call options, than puts
Call options by funds: $5.4B | Put options by funds: $11.3B
Research analyst outlook
We haven’t received any recent analyst ratings for SMH.
Financial journalist opinion
Based on 13 articles about SMH published over the past 30 days
Neutral
Seeking Alpha
1 week ago
The Semiconductor Investment Landscape: Demand Will Grow, But Cycles Define The Game
Semiconductors are essential to modern tech, but investing requires understanding their cyclical, capital-intensive, and segmented industry structure. Long-term outperformance comes from picking top-quartile companies with high ROE, proprietary tech, and supply chain control—most others underperform. Industry cycles are inevitable, but secular demand from AI, data centers, EVs, and automation keeps raising the baseline for growth.
Negative
Bloomberg Technology
1 week ago
Trump Suggests 300% Tariff on Chips
Marta Norton, Empower Chief Investment Strategist, says there has been a benign neglect of tariffs by the market, which has emboldened President Donald Trump to push rates even higher. Norton joins Caroline Hyde and Ed Ludlow on “Bloomberg Tech.
Neutral
Market Watch
1 week ago
Trump hints at higher semiconductor tariffs. Companies could dodge them by doing this.
Trump suggested steep chip-industry tariffs are coming, but there could be breaks for companies that invest in the U.S. Specifics are still sparse.
Positive
24/7 Wall Street
1 week ago
2 AI ETFs Set to Crush the NASDDAQ This Year
Everywhere you turn right now, someone is talking about artificial intelligence, and the stock market is delivering stellar returns.
Positive
24/7 Wall Street
2 weeks ago
Trump's $12-$15 Trillion of New Capital Makes These 4 AI Stocks (and 1 ETF) a Buy
The passage of the Big Beautiful Bill (BBB) gave economic stability, assuring of tax cuts that stimulate investment, job creation, and GDP growth.
Positive
Kiplinger
2 weeks ago
The Best Tech ETFs to Buy
Tech ETFs can deliver superb tax efficiency and growth potential, but investors must be aware of high volatility, concentration risk and stretched valuations.
Neutral
Seeking Alpha
3 weeks ago
SMH: Tariffs, Taiwan, And All-American Semiconductors
I'm bullish on American-made semiconductors due to rising geopolitical risks and government incentives driving a manufacturing renaissance in the U.S. VanEck Semiconductor ETF offers the best exposure to leading U.S. and foreign semiconductor companies investing heavily in domestic production. CHIPS Act incentives and tariffs are accelerating the reshoring of semiconductor manufacturing, acting as carrot and stick, respectively, and positioning the U.S. for long-term industry leadership.
Neutral
CNBC Television
3 weeks ago
Inside the Joe Terranova ETF rebalance
Joe Terranova, senior managing director at Virtus Investment Partners, joins CNBC's "Halftime Report" to detail his latest rebalance in his JOET ETF.
Neutral
ETF Trends
3 weeks ago
Semiconductor Industry Updates: Hyperscalers Go Vertical and Policy Clouds Linger
Hyperscalers double down on AI chips, memory surges on HBM demand, and M&A talk rises amid labor and export policy clouds in a fast-evolving semiconductor landscape. 3 Key Takeaways This Month AI Buildout Accelerates Across Sectors: From hyperscalers to automakers, AI infrastructure spend continues to ramp.
Positive
Zacks Investment Research
3 weeks ago
Semiconductor ETF (SMH) Hits a New 52-Week High
SMH hit a fresh 52-week high, surging nearly 75% from its low as AI-fueled chip demand powers semiconductor stocks.
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