We are live on ! Find out more
SOXQ icon

Invesco PHLX Semiconductor ETF

80 hedge funds and large institutions have $111M invested in Invesco PHLX Semiconductor ETF in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 30 increasing their positions, 21 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 11

43% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 21

29% more capital invested

Capital invested by funds: $85.9M → $111M (+$25.3M)

5% more funds holding

Funds holding: 7680 (+4)

0.55% more ownership

Funds ownership: 23.42%23.97% (+0.55%)

37% less call options, than puts

Call options by funds: $181K | Put options by funds: $289K

Holders
80
Holders Change
+4
Holders Change %
+5.26%
% of All Funds
1.16%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
30
Reduced
21
Closed
11
Calls
$181K
Puts
$289K
Net Calls
-$108K
Net Calls Change
-$108K
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
51
Citadel Advisors
Florida
$183K -$665K -16,846 -80%
TRCT
52
Tower Research Capital (TRC)
New York
$116K +$106K +2,693 New
National Bank of Canada
53
National Bank of Canada
Quebec, Canada
$108K
Wells Fargo
54
Wells Fargo
California
$83.5K +$76.5K +1,936 +193,600%
FFA
55
Farther Finance Advisors
California
$81.4K +$74.5K +1,886 New
Fidelity Investments
56
Fidelity Investments
Massachusetts
$78K +$56.3K +1,425 +369%
BCMLT
57
Beacon Capital Management LLC (Tennessee)
Tennessee
$54.9K +$50.4K +1,275 New
BBPWM
58
Blue Bell Private Wealth Management
Pennsylvania
$54.3K +$632 +16 +1%
UBS Group
59
UBS Group
Switzerland
$40.6K +$37.2K +942 New
FDCDDQ
60
Federation des caisses Desjardins du Quebec
Quebec, Canada
$35.3K
WP
61
WealthShield Partners
North Carolina
$32.3K
Morgan Stanley
62
Morgan Stanley
New York
$28.5K +$16.2K +409 +163%
WT
63
Washington Trust
Rhode Island
$27.6K +$25.3K +640 New
MSG
64
Main Street Group
Virginia
$11.6K +$10.6K +269 New
EWM
65
Evermay Wealth Management
Virginia
$11.4K
US Bancorp
66
US Bancorp
Minnesota
$8.62K -$790 -20 -9%
HGERS
67
Householder Group Estate & Retirement Specialist
Arizona
$7K +$6.52K +165 New
VNA
68
Valley National Advisers
Pennsylvania
$6K
CFD
69
Creative Financial Designs
Indiana
$5.69K
IA
70
IFP Advisors
Florida
$5.12K +$2.57K +65 +120%
NECFA
71
New England Capital Financial Advisors
Connecticut
$4.4K
Deutsche Bank
72
Deutsche Bank
Germany
$4.31K -$198 -5 -5%
Comerica Bank
73
Comerica Bank
Texas
$4.05K
OWA
74
Opal Wealth Advisors
New York
$2.33K +$2.13K +54 New
AWM
75
Atticus Wealth Management
Florida
$1.98K +$1.82K +46 New

SOXQ Hedge Fund Activity: Q2 2024 in Review

80 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco PHLX Semiconductor ETF (SOXQ) for Q2 2024, worth a combined $111M — up 29% from $85.9M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new SOXQ positions and 11 closed out — a net gain of 6 holders — while 30 added to existing stakes and 21 trimmed.

The largest buyer was Global X Japan, adding an estimated $8.94M. The largest seller was Jane Street, cutting an estimated $4.1M.

  • 80 institutional investors held Invesco PHLX Semiconductor ETF (SOXQ) as of Q2 2024, up from 76 in Q1 2024.
  • Funds reported $111M of Invesco PHLX Semiconductor ETF stock for Q2 2024, up 29% quarter-over-quarter.
  • 17 funds opened new Invesco PHLX Semiconductor ETF positions in Q2 2024 and 11 closed out, a net change of +6 holders.
  • The largest Invesco PHLX Semiconductor ETF buyer in Q2 2024 was Global X Japan, an estimated $8.94M added.
  • The largest Invesco PHLX Semiconductor ETF seller in Q2 2024 was Jane Street, an estimated $4.1M sold.

Based on aggregated 13F filings for Q2 2024.