Invesco PHLX Semiconductor ETF
SOXQ
28 hedge funds and large institutions have $24.2M invested in Invesco PHLX Semiconductor ETF in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 6 increasing their positions, 9 reducing their positions, and 2 closing their positions.
250% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 2
22% more funds holding
Funds holding: 23 → 28 (+5)
5% more capital invested
Capital invested by funds: $23M → $24.2M (+$1.14M)
4.73% less ownership
Funds ownership: 29.75% → 25.03% (-4.7%)
33% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$1.51M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$700K |
| 3 |
OC
Oppenheimer & Co
New York
|
+$331K |
| 4 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
+$293K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$240K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$5.92M |
| 2 |
BBP
Banco BTG Pactual
Rio De Janeiro,
Brazil
|
-$758K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$520K |
| 4 |
PCA
Pallas Capital Advisors
Braintree,
Massachusetts
|
-$414K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$259K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IA
26
IFP Advisors
Tampa,
Florida
| $92 | -$93 | -4 | -50% |
|
27
Morgan Stanley
New York
| $51 | – | – | – |
|
|
HI
28
Harbour Investments
Madison,
Wisconsin
| $25 | -$5.88K | -252 | -100% |
|
|
PCA
29
Pallas Capital Advisors
Braintree,
Massachusetts
| – | -$414K | -18,822 | Closed |
|
|
WAM
30
Worth Asset Management
Dallas,
Texas
| – | -$3.5K | -150 | Closed |
|
SOXQ Hedge Fund Activity: Q1 2023 in Review
28 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Invesco PHLX Semiconductor ETF (SOXQ) for Q1 2023, worth a combined $24.2M — up 4.9% from $23M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new SOXQ positions and 2 closed out — a net gain of 5 holders — while 6 added to existing stakes and 9 trimmed.
The largest buyer was Bank of America, adding an estimated $1.51M. The largest seller was LPL Financial, cutting an estimated $5.92M.
- 28 institutional investors held Invesco PHLX Semiconductor ETF (SOXQ) as of Q1 2023, up from 23 in Q4 2022.
- Funds reported $24.2M of Invesco PHLX Semiconductor ETF stock for Q1 2023, up 4.9% quarter-over-quarter.
- 7 funds opened new Invesco PHLX Semiconductor ETF positions in Q1 2023 and 2 closed out, a net change of +5 holders.
- The largest Invesco PHLX Semiconductor ETF buyer in Q1 2023 was Bank of America, an estimated $1.51M added.
- The largest Invesco PHLX Semiconductor ETF seller in Q1 2023 was LPL Financial, an estimated $5.92M sold.
Based on aggregated 13F filings for Q1 2023.