Invesco PHLX Semiconductor ETF
SOXQ
23 hedge funds and large institutions have $23M invested in Invesco PHLX Semiconductor ETF in 2022 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 4 increasing their positions, 5 reducing their positions, and 4 closing their positions.
365% more capital invested
Capital invested by funds: $4.96M → $23M (+$18.1M)
150% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 4
35% more funds holding
Funds holding: 17 → 23 (+6)
20.58% more ownership
Funds ownership: 9.17% → 29.75% (+21%)
20% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$7.81M |
| 2 |
EGA
Eagle Global Advisors
Houston,
Texas
|
+$7.02M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.63M |
| 4 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$734K |
| 5 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$516K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JF
Jump Financial
Chicago,
Illinois
|
-$988K |
| 2 |
FFWM
Future Financial Wealth Management
Cincinnati,
Ohio
|
-$851K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$656K |
| 4 |
BBP
Banco BTG Pactual
Rio De Janeiro,
Brazil
|
-$63.9K |
| 5 |
JP Morgan Chase
New York
|
-$29K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
JP Morgan Chase
New York
| – | -$29K | -1,596 | Closed |
|
27
UBS Group
Zurich,
Switzerland
| – | -$1K | -69 | Closed |
|
SOXQ Hedge Fund Activity: Q4 2022 in Review
23 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco PHLX Semiconductor ETF (SOXQ) for Q4 2022, worth a combined $23M — up 365% from $4.96M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new SOXQ positions and 4 closed out — a net gain of 6 holders — while 4 added to existing stakes and 5 trimmed.
The largest buyer was LPL Financial, adding an estimated $7.81M. The largest seller was Jump Financial, exiting entirely with an estimated $988K sold.
- 23 institutional investors held Invesco PHLX Semiconductor ETF (SOXQ) as of Q4 2022, up from 17 in Q3 2022.
- Funds reported $23M of Invesco PHLX Semiconductor ETF stock for Q4 2022, up 365% quarter-over-quarter.
- 10 funds opened new Invesco PHLX Semiconductor ETF positions in Q4 2022 and 4 closed out, a net change of +6 holders.
- The largest Invesco PHLX Semiconductor ETF buyer in Q4 2022 was LPL Financial, an estimated $7.81M added.
- The largest Invesco PHLX Semiconductor ETF seller in Q4 2022 was Jump Financial, an estimated $988K sold.
Based on aggregated 13F filings for Q4 2022.