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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
SPC
51
Sigma Planning Corp
Michigan
$208K +$213K +5,311 New
SOS
52
Silver Oak Securities
Tennessee
$206K +$209K +5,212 New
Bank of Montreal
53
Bank of Montreal
Ontario, Canada
$144K -$73.6K -1,834 -33%
TWC
54
TD Waterhouse Canada
Ontario, Canada
$121K -$578K -14,397 -82%
FIM
55
FWL Investment Management
Texas
$102K +$104K +2,588 +51,760%
AWM
56
AE Wealth Management
Kansas
$102K +$104K +2,592 New
National Bank of Canada
57
National Bank of Canada
Quebec, Canada
$98K
PA
58
Parallel Advisors
California
$96.3K -$3.01K -75 -3%
MCM
59
MAI Capital Management
Ohio
$90.2K +$92.3K +2,300 New
CFD
60
Creative Financial Designs
Indiana
$70.6K +$66.9K +1,667 +1,263%
Fidelity Investments
61
Fidelity Investments
Massachusetts
$67.1K +$10.2K +253 +17%
FFWM
62
Future Financial Wealth Management
Ohio
$64.9K +$8.83K +220 +15%
Morgan Stanley
63
Morgan Stanley
New York
$62.8K +$37.6K +938 +142%
BCMLT
64
Beacon Capital Management LLC (Tennessee)
Tennessee
$50.1K +$80 +2 +0.2%
BBPWM
65
Blue Bell Private Wealth Management
Pennsylvania
$49.5K
HI
66
Harbour Investments
Wisconsin
$38K +$26.8K +667 +222%
FDCDDQ
67
Federation des caisses Desjardins du Quebec
Quebec, Canada
$32.7K
FFA
68
Farther Finance Advisors
California
$30.2K -$55.8K -1,391 -64%
WP
69
WealthShield Partners
North Carolina
$29.4K -$30.1K -750 -50%
WT
70
Washington Trust
Rhode Island
$25.1K
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$17.6K +$9.95K +248 +124%
HT
72
Headlands Technologies
Illinois
$14.7K +$11K +275 +275%
EWM
73
Evermay Wealth Management
Virginia
$10.4K
CAL
74
Capital Advisors Ltd
Ohio
$10K +$10.2K +254 New
CAS
75
Coppell Advisory Solutions
Texas
$9.89K +$10K +250 New

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.