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Invesco PHLX Semiconductor ETF

115 hedge funds and large institutions have $216M invested in Invesco PHLX Semiconductor ETF in 2026 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 38 increasing their positions, 34 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 11

52% more call options, than puts

Call options by funds: $2.14M | Put options by funds: $1.41M

14% more capital invested

Capital invested by funds: $190M → $216M (+$27M)

12% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 34

6% more funds holding

Funds holding: 109115 (+6)

2.17% less ownership

Funds ownership: 24.47%22.3% (-2.2%)

Holders
115
Holders Change
+6
Holders Change %
+5.5%
% of All Funds
1.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
38
Reduced
34
Closed
11
Calls
$2.14M
Puts
$1.41M
Net Calls
+$728K
Net Calls Change
-$995K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$31.7M +$5.35M +86,227 +19%
EGA
2
Eagle Global Advisors
Texas
$19.8M +$45.6K +734 +0.2%
LPL Financial
3
LPL Financial
California
$18.8M +$591K +9,515 +3%
Citigroup
4
Citigroup
New York
$14.9M +$11.5M +185,080 +290%
CCM
5
Condor Capital Management
New Jersey
$11.4M -$143K -2,299 -1%
NP
6
NorthRock Partners
Minnesota
$9.5M -$173K -2,791 -2%
National Bank of Canada
7
National Bank of Canada
Quebec, Canada
$8.96M +$9.32M +150,000 +3,750,000%
Bank of America
8
Bank of America
North Carolina
$8.54M -$1.36M -21,851 -13%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$8.35M +$680K +10,944 +8%
VA
10
VestGen Advisors
Illinois
$7.42M +$261K +4,207 +6%
MIH
11
Meitav Investment House
Israel
$5.69M +$143K +2,300 +2%
JP Morgan Chase
12
JP Morgan Chase
New York
$4.57M +$17.8K +286 +0.4%
ACM
13
Absolute Capital Management
Pennsylvania
$4.05M +$4.22M +67,900 New
Mirae Asset Global Investments
14
Mirae Asset Global Investments
South Korea
$3.61M
Two Sigma Investments
15
Two Sigma Investments
New York
$3.37M -$13.7M -220,900 -80%
MWM
16
Meridian Wealth Management
Kentucky
$3.22M +$1.29M +20,729 +63%
Corient Private Wealth
17
Corient Private Wealth
Florida
$2.85M -$349K -5,616 -11%
HR
18
Hardy Reed
Mississippi
$2.69M
Raymond James Financial
19
Raymond James Financial
Florida
$2.64M +$1.61M +25,982 +143%
MIM
20
Marshall Investment Management
Colorado
$2.53M -$277K -4,454 -10%
CIA
21
Capital Investment Advisors
Georgia
$2.51M +$44.9K +723 +2%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$2.21M +$2.22M +35,813 +2,785%
D.E. Shaw & Co
23
D.E. Shaw & Co
New York
$2.11M +$2.19M +35,296 New
Ameriprise
24
Ameriprise
Minnesota
$2.06M -$1.81M -29,116 -46%
Osaic Holdings
25
Osaic Holdings
Arizona
$1.98M -$767K -12,349 -27%

SOXQ Hedge Fund Activity: Q1 2026 in Review

115 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Invesco PHLX Semiconductor ETF (SOXQ) for Q1 2026, worth a combined $216M — up 14% from $190M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new SOXQ positions and 11 closed out — a net gain of 8 holders — while 38 added to existing stakes and 34 trimmed.

The largest buyer was Citigroup, adding an estimated $11.5M. The largest seller was Two Sigma Investments, cutting an estimated $13.7M.

  • 115 institutional investors held Invesco PHLX Semiconductor ETF (SOXQ) as of Q1 2026, up from 109 in Q4 2025.
  • Funds reported $216M of Invesco PHLX Semiconductor ETF stock for Q1 2026, up 14% quarter-over-quarter.
  • 19 funds opened new Invesco PHLX Semiconductor ETF positions in Q1 2026 and 11 closed out, a net change of +8 holders.
  • The largest Invesco PHLX Semiconductor ETF buyer in Q1 2026 was Citigroup, an estimated $11.5M added.
  • The largest Invesco PHLX Semiconductor ETF seller in Q1 2026 was Two Sigma Investments, an estimated $13.7M sold.

Based on aggregated 13F filings for Q1 2026.