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Invesco PHLX Semiconductor ETF
SOXQ

41 hedge funds and large institutions have $49.3M invested in Invesco PHLX Semiconductor ETF in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

37% more capital invested

Capital invested by funds: $36.1M → $49.3M (+$13.2M)

20% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 10

8% more funds holding

Funds holding: 38 → 41 (+3)

1.81% more ownership

Funds ownership: 25.29% → 27.09% (+1.8%)

Holders
41
Holders Change
+3
Holders Change %
+7.89%
% of All Funds
0.6%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
12
Reduced
10
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$1.62M
2
SWP
Stratos Wealth Partners
Ohio
+$1.43M
3
MIH
Meitav Investment House
Israel
+$976K
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$777K
5
AWS
Atria Wealth Solutions
New York
+$487K

Top Sellers

Rank Fund Capital Flow
1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$2.4M
2
JF
Jump Financial
Illinois
-$1.18M
3
Goldman Sachs
Goldman Sachs
New York
-$1.12M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$282K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$259K
Name Holding Trade Value Shares
Change 		Change in
Stake
WAP
26
Wealthcare Advisory Partners
Pennsylvania
$207K +$181K +6,300 New
EH
27
Equitable Holdings
New York
$202K +$177K +6,139 New
Bank of Montreal
28
Bank of Montreal
Ontario, Canada
$160K -$7.54K -262 -5%
GRP
29
Global Retirement Partners
California
$147K +$44.2K +1,537 +51%
Osaic Holdings
30
Osaic Holdings
Arizona
$145K -$16K -556 -11%
National Bank of Canada
31
National Bank of Canada
Quebec, Canada
$79.1K – – –
BBPWM
32
Blue Bell Private Wealth Management
Pennsylvania
$40K – – –
FDCDDQ
33
Federation des caisses Desjardins du Quebec
Quebec, Canada
$26.9K – – –
WP
34
WealthShield Partners
North Carolina
$24.6K – – –
RG
35
Retirement Group
California
$16.5K – – –
CFD
36
Creative Financial Designs
Indiana
$4.34K -$3.11K -108 -45%
NECFA
37
New England Capital Financial Advisors
Connecticut
$3.34K +$29 +1 +1%
Deutsche Bank
38
Deutsche Bank
Germany
$1.15K -$2.88K -100 -74%
IA
39
IFP Advisors
Florida
$516 – – –
Morgan Stanley
40
Morgan Stanley
New York
$128 +$29 +1 +100%
HI
41
Harbour Investments
Wisconsin
$33 – – –
Goldman Sachs
42
Goldman Sachs
New York
– -$1.12M -41,552 Closed
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
– -$282K -10,428 Closed
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
– -$259K -9,566 Closed
UBS Group
45
UBS Group
Switzerland
– -$86.7K -3,206 Closed
ACA
46
Aptus Capital Advisors
Alabama
– -$13.4K -494 Closed
TWM
47
Tradition Wealth Management
Minnesota
– -$9K -329 Closed
Fidelity Investments
48
Fidelity Investments
Massachusetts
– -$27 -1 Closed
1
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SOXQ Hedge Fund Activity: Q4 2023 in Review

41 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco PHLX Semiconductor ETF (SOXQ) for Q4 2023, worth a combined $49.3M — up 37% from $36.1M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new SOXQ positions and 7 closed out — a net gain of 4 holders — while 12 added to existing stakes and 10 trimmed.

The largest buyer was Ameriprise, adding an estimated $1.62M. The largest seller was Mirae Asset Global Investments, cutting an estimated $2.4M.

  • 41 institutional investors held Invesco PHLX Semiconductor ETF (SOXQ) as of Q4 2023, up from 38 in Q3 2023.
  • Funds reported $49.3M of Invesco PHLX Semiconductor ETF stock for Q4 2023, up 37% quarter-over-quarter.
  • 11 funds opened new Invesco PHLX Semiconductor ETF positions in Q4 2023 and 7 closed out, a net change of +4 holders.
  • The largest Invesco PHLX Semiconductor ETF buyer in Q4 2023 was Ameriprise, an estimated $1.62M added.
  • The largest Invesco PHLX Semiconductor ETF seller in Q4 2023 was Mirae Asset Global Investments, an estimated $2.4M sold.

Based on aggregated 13F filings for Q4 2023.