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Invesco PHLX Semiconductor ETF

90 hedge funds and large institutions have $107M invested in Invesco PHLX Semiconductor ETF in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 32 increasing their positions, 24 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more call options, than puts

Call options by funds: $882K | Put options by funds: $396K

80% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 10

33% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 24

12% more capital invested

Capital invested by funds: $95.4M → $107M (+$11.1M)

8% more funds holding

Funds holding: 8390 (+7)

3.66% more ownership

Funds ownership: 18.84%22.5% (+3.7%)

Holders
90
Holders Change
+7
Holders Change %
+8.43%
% of All Funds
1.19%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
32
Reduced
24
Closed
10
Calls
$882K
Puts
$396K
Net Calls
+$486K
Net Calls Change
+$498K
Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
26
Corient Private Wealth
Florida
$789K +$29.5K +734 +4%
BFWM
27
Bright Futures Wealth Management
New York
$753K -$144K -3,576 -16%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$736K +$232K +5,774 +44%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$567K +$374K +9,314 +181%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$554K +$19.7K +490 +4%
HA
31
Huntleigh Advisors
Missouri
$551K +$564K +14,058 New
Truist Financial
32
Truist Financial
North Carolina
$490K +$84.2K +2,097 +20%
HighTower Advisors
33
HighTower Advisors
Illinois
$480K +$272K +6,789 +125%
Sumitomo Mitsui Trust Group
34
Sumitomo Mitsui Trust Group
Japan
$471K -$762K -19,000 -61%
EH
35
Equitable Holdings
New York
$420K -$9.75K -243 -2%
PI
36
PFG Investments
New York
$417K +$281 +7 +0.1%
SPIA
37
Steward Partners Investment Advisory
New York
$387K +$482 +12 +0.1%
IAA
38
Independent Advisor Alliance
North Carolina
$375K +$384K +9,557 New
MIH
39
Meitav Investment House
Israel
$361K -$476K -11,850 -56%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$335K -$135K -3,366 -28%
GRP
41
Global Retirement Partners
California
$313K -$17.3K -430 -5%
PSF
42
Pacific Sun Financial
California
$285K +$291K +7,257 New
EAM
43
Everstar Asset Management
North Carolina
$284K
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$282K -$254K -6,323 -47%
TWM
45
Topsail Wealth Management
North Carolina
$257K +$263K +6,545 New
ASN
46
Advisory Services Network
Georgia
$256K +$262K +6,540 New
IWA
47
Icon Wealth Advisors
Texas
$250K
USCWA
48
U.S. Capital Wealth Advisors
Texas
$230K +$281 +7 +0.1%
MCM
49
Manchester Capital Management
Vermont
$216K +$73.4K +1,828 +50%
TIA
50
Traphagen Investment Advisors
New Jersey
$215K -$10.4K -260 -5%

SOXQ Hedge Fund Activity: Q4 2024 in Review

90 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco PHLX Semiconductor ETF (SOXQ) for Q4 2024, worth a combined $107M — up 12% from $95.4M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new SOXQ positions and 10 closed out — a net gain of 8 holders — while 32 added to existing stakes and 24 trimmed.

The largest buyer was SG Americas Securities, opening a new position worth an estimated $6.47M. The largest seller was Jump Financial, exiting entirely with an estimated $5.18M sold.

  • 90 institutional investors held Invesco PHLX Semiconductor ETF (SOXQ) as of Q4 2024, up from 83 in Q3 2024.
  • Funds reported $107M of Invesco PHLX Semiconductor ETF stock for Q4 2024, up 12% quarter-over-quarter.
  • 18 funds opened new Invesco PHLX Semiconductor ETF positions in Q4 2024 and 10 closed out, a net change of +8 holders.
  • The largest Invesco PHLX Semiconductor ETF buyer in Q4 2024 was SG Americas Securities, an estimated $6.47M added.
  • The largest Invesco PHLX Semiconductor ETF seller in Q4 2024 was Jump Financial, an estimated $5.18M sold.

Based on aggregated 13F filings for Q4 2024.