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Invesco PHLX Semiconductor ETF
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Overview Fund Activity

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.

Holders
90
Holders Change
+7
Holders Change %
+8.43%
% of All Funds
1.2%
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

Top Buyers

1
SG Americas Securities
1
SG Americas Securities
New York
$6.32M
2
MIM
2
Marshall Investment Management
Colorado
$5.18M
3
UBS Group
3
UBS Group
Switzerland
$3.81M
4
CCM
4
Condor Capital Management
New Jersey
$2.58M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$2.53M

Top Sellers

1
JF
1
Jump Financial
Illinois
$0
2
Ameriprise
2
Ameriprise
Minnesota
$8.98M
3
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$2.43M
4
GIA
4
Gladstone Institutional Advisory
Florida
$0
5
FTUS
5
Flow Traders U.S.
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SPC
51
Sigma Planning Corp
Michigan
$208K 5,311 +5,311 New
SOS
52
Silver Oak Securities
Tennessee
$206K 5,212 +5,212 New
Bank of Montreal
53
Bank of Montreal
Ontario, Canada
$144K 3,671 -1,834 -33%
TWC
54
TD Waterhouse Canada
Ontario, Canada
$121K 3,086 -14,397 -82%
FIM
55
FWL Investment Management
Texas
$102K 2,593 +2,588 +51,760%
AWM
56
AE Wealth Management
Kansas
$102K 2,592 +2,592 New
National Bank of Canada
57
National Bank of Canada
Quebec, Canada
$98.1K 2,500 – –
PA
58
Parallel Advisors
California
$96.3K 2,454 -75 -3%
MCM
59
MAI Capital Management
Ohio
$90.2K 2,300 +2,300 New
CFD
60
Creative Financial Designs
Indiana
$70.6K 1,799 +1,667 +1,263%
Fidelity Investments
61
Fidelity Investments
Massachusetts
$67.1K 1,711 +253 +17%
FFWM
62
Future Financial Wealth Management
Ohio
$64.9K 1,654 +220 +15%
Morgan Stanley
63
Morgan Stanley
New York
$62.8K 1,600 +938 +142%
BCMLT
64
Beacon Capital Management LLC (Tennessee)
Tennessee
$50.1K 1,277 +2 +0.2%
BBPWM
65
Blue Bell Private Wealth Management
Pennsylvania
$49.5K 1,261 – –
HI
66
Harbour Investments
Wisconsin
$38K 968 +667 +222%
FDCDDQ
67
Federation des caisses Desjardins du Quebec
Quebec, Canada
$32.7K 835 – –
FFA
68
Farther Finance Advisors
California
$30.2K 770 -1,391 -64%
WP
69
WealthShield Partners
North Carolina
$29.4K 750 -750 -50%
WT
70
Washington Trust
Rhode Island
$25.1K 640 – –
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$17.6K 448 +248 +124%
HT
72
Headlands Technologies
Illinois
$14.7K 375 +275 +275%
EWM
73
Evermay Wealth Management
Virginia
$10.4K 265 – –
CAL
74
Capital Advisors Ltd
Ohio
$10K 254 +254 New
CAS
75
Coppell Advisory Solutions
Texas
$9.89K 250 +250 New
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3
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