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VanEck Semiconductor ETF

388 hedge funds and large institutions have $4.65B invested in VanEck Semiconductor ETF in 2021 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 160 increasing their positions, 100 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 100

37% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 41

14% more funds holding in top 10

Funds holding in top 10: 1416 (+2)

7% more capital invested

Capital invested by funds: $4.34B → $4.65B (+$307M)

3% more funds holding

Funds holding: 377388 (+11)

1.9% more ownership

Funds ownership: 157.14%159.04% (+1.9%)

21% less call options, than puts

Call options by funds: $1.99B | Put options by funds: $2.51B

Holders
388
Holders Change
+11
Holders Change %
+2.92%
% of All Funds
6.79%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.28%
New
56
Increased
160
Reduced
100
Closed
41
Calls
$1.99B
Puts
$2.51B
Net Calls
-$524M
Net Calls Change
+$5.74M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$557M -$151M -1,144,138 -21%
Goldman Sachs
2
Goldman Sachs
New York
$481M +$192M +1,459,722 +64%
Morgan Stanley
3
Morgan Stanley
New York
$413M +$172M +1,303,730 +68%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$313M +$177M +1,340,000 +122%
Citigroup
5
Citigroup
New York
$304M -$106M -802,402 -25%
JP Morgan Chase
6
JP Morgan Chase
New York
$204M +$91M +691,064 +76%
UBS Group
7
UBS Group
Switzerland
$194M +$48.8M +370,140 +32%
Barclays
8
Barclays
United Kingdom
$174M +$56.7M +430,732 +46%
BNP Paribas Financial Markets
9
BNP Paribas Financial Markets
France
$120M -$13.4M -102,062 -10%
MIFH
10
Migdal Insurance & Financial Holdings
Israel
$85.8M
Wells Fargo
11
Wells Fargo
California
$80.4M +$13.5M +102,692 +20%
LPL Financial
12
LPL Financial
California
$76M +$6.47M +49,128 +9%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$74.6M +$39.7M +301,048 +107%
SG Americas Securities
14
SG Americas Securities
New York
$72.6M +$74.4M +564,738 +36,911%
Canada Pension Plan Investment Board
15
Canada Pension Plan Investment Board
Ontario, Canada
$71.8M +$21.1M +160,000 +40%
Qube Research & Technologies (QRT)
16
Qube Research & Technologies (QRT)
United Kingdom
$54.5M +$51.6M +392,116 +1,184%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$51.6M +$6.84M +51,964 +15%
MIH
18
Meitav Investment House
Israel
$51.2M +$1.79M +13,618 +4%
Jane Street
19
Jane Street
New York
$50.4M -$74.2M -563,638 -59%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$47.7M -$3.35M -25,432 -6%
PS
21
Portfolio Strategies
New York
$41.7M -$1.4M -10,614 -3%
Temasek Holdings
22
Temasek Holdings
Singapore
$35M -$13.8M -104,748 -28%
MMEA
23
Main Management ETF Advisors
California
$34.3M +$1.6M +12,180 +5%
Legal & General Group
24
Legal & General Group
United Kingdom
$33.2M
Citadel Advisors
25
Citadel Advisors
Florida
$33.1M +$23.4M +177,930 +221%

SMH Hedge Fund Activity: Q3 2021 in Review

388 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in VanEck Semiconductor ETF (SMH) for Q3 2021, worth a combined $4.65B — up 7.1% from $4.34B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new SMH positions and 41 closed out — a net gain of 15 holders — while 160 added to existing stakes and 100 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $192M. The largest seller was Bank of America, cutting an estimated $151M.

  • 388 institutional investors held VanEck Semiconductor ETF (SMH) as of Q3 2021, up from 377 in Q2 2021.
  • Funds reported $4.65B of VanEck Semiconductor ETF stock for Q3 2021, up 7.1% quarter-over-quarter.
  • 56 funds opened new VanEck Semiconductor ETF positions in Q3 2021 and 41 closed out, a net change of +15 holders.
  • The largest VanEck Semiconductor ETF buyer in Q3 2021 was Goldman Sachs, an estimated $192M added.
  • The largest VanEck Semiconductor ETF seller in Q3 2021 was Bank of America, an estimated $151M sold.

Based on aggregated 13F filings for Q3 2021.