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VanEck Semiconductor ETF

214 hedge funds and large institutions have $2.56B invested in VanEck Semiconductor ETF in 2020 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 73 increasing their positions, 50 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 33

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

46% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 50

18% more capital invested

Capital invested by funds: $2.18B → $2.56B (+$385M)

13% more funds holding

Funds holding: 189214 (+25)

3% more call options, than puts

Call options by funds: $1.42B | Put options by funds: $1.37B

4.46% less ownership

Funds ownership: 244.08%239.61% (-4.5%)

Holders
214
Holders Change
+25
Holders Change %
+13.23%
% of All Funds
4.39%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.18%
New
59
Increased
73
Reduced
50
Closed
33
Calls
$1.42B
Puts
$1.37B
Net Calls
+$40.8M
Net Calls Change
+$787M
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
176
Arkadios Wealth Advisors
Georgia
$49.1K +$15K +218 +56%
Franklin Resources
177
Franklin Resources
California
$49K +$41.2K +600 New
RDWM
178
Red Door Wealth Management
Tennessee
$48K
OIA
179
Optimum Investment Advisors
Illinois
$46K
PCFFS
180
Pacific Center for Financial Services
California
$46K
HR
181
Howe & Rusling
New York
$45K
HPC
182
HM Payson & Co
Maine
$40K
PCM
183
Penserra Capital Management
California
$34K +$30.8K +448 New
BC
184
Bartlett & Co
Ohio
$31K +$27.5K +400 New
BCWM
185
Bartlett & Co Wealth Management
Ohio
$30.6K +$27.5K +400 New
CWP
186
CFM Wealth Partners
Texas
$30K +$13.7K +200 +100%
CAPTRUST Financial Advisors
187
CAPTRUST Financial Advisors
North Carolina
$26K +$24K +350 New
CFGS
188
Concourse Financial Group Securities
Alabama
$25K -$2.75K -40 -11%
BFC
189
Bedel Financial Consulting
Indiana
$20K
AF
190
Allworth Financial
California
$19K -$2.34K -34 -12%
AIC
191
Archer Investment Corporation
Indiana
$17.4K -$13.9K -202 -47%
Fidelity Investments
192
Fidelity Investments
Massachusetts
$17K -$4.12K -60 -21%
FWM
193
FSA Wealth Management
Massachusetts
$15K
AAIM
194
Asset Advisors Investment Management
Georgia
$11K +$9.62K +140 New
BWA
195
BDO Wealth Advisors
Florida
$10K
BBPWM
196
Blue Bell Private Wealth Management
Pennsylvania
$10K
AP
197
Advisors Preferred
Maryland
$10K +$5.08K +74 +119%
Deutsche Bank
198
Deutsche Bank
Germany
$8K -$1.28M -18,700 -99%
PA
199
Procyon Advisors
Connecticut
$8K -$27.5K -400 -78%
Rockefeller Capital Management
200
Rockefeller Capital Management
New York
$8K -$11.8K -172 -61%

SMH Hedge Fund Activity: Q2 2020 in Review

214 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in VanEck Semiconductor ETF (SMH) for Q2 2020, worth a combined $2.56B — up 18% from $2.18B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new SMH positions and 33 closed out — a net gain of 26 holders — while 73 added to existing stakes and 50 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $124M. The largest seller was Alaska Permanent Fund, cutting an estimated $356M.

  • 214 institutional investors held VanEck Semiconductor ETF (SMH) as of Q2 2020, up from 189 in Q1 2020.
  • Funds reported $2.56B of VanEck Semiconductor ETF stock for Q2 2020, up 18% quarter-over-quarter.
  • 59 funds opened new VanEck Semiconductor ETF positions in Q2 2020 and 33 closed out, a net change of +26 holders.
  • The largest VanEck Semiconductor ETF buyer in Q2 2020 was Morgan Stanley, an estimated $124M added.
  • The largest VanEck Semiconductor ETF seller in Q2 2020 was Alaska Permanent Fund, an estimated $356M sold.

Based on aggregated 13F filings for Q2 2020.