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Invesco PHLX Semiconductor ETF
SOXQ

96 hedge funds and large institutions have $130M invested in Invesco PHLX Semiconductor ETF in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 25 increasing their positions, 34 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 12

9% more capital invested

Capital invested by funds: $120M → $130M (+$10.9M)

5% more funds holding

Funds holding: 91 → 96 (+5)

0.21% less ownership

Funds ownership: 23.28% → 23.07% (-0.21%)

26% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 34

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
96
Holders Change
+5
Holders Change %
+5.49%
% of All Funds
1.26%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
17
Increased
25
Reduced
34
Closed
12
Calls
$606K
Puts
–
Net Calls
+$606K
Net Calls Change
-$127K

Top Buyers

Rank Fund Capital Flow
1
NP
NorthRock Partners
Minnesota
+$6.02M
2
Morgan Stanley
Morgan Stanley
New York
+$4.24M
3
CCM
Condor Capital Management
New Jersey
+$2.48M
4
MIM
Marshall Investment Management
Colorado
+$2.14M
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$746K

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$6.94M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$4.59M
3
GXJ
Global X Japan
Japan
-$3.5M
4
RGF
Retirement Guys Formula
Ohio
-$1.74M
5
UBS Group
UBS Group
Switzerland
-$1.67M
Name Holding Trade Value Shares
Change 		Change in
Stake
USCWA
51
U.S. Capital Wealth Advisors
Texas
$287K -$6.68K -146 -2%
SOS
52
Silver Oak Securities
Tennessee
$283K +$961 +21 +0.4%
SPC
53
Sigma Planning Corp
Michigan
$249K -$22.6K -495 -9%
KAS
54
KPP Advisory Services
Kentucky
$248K +$227K +4,951 New
TI
55
Trexquant Investment
Connecticut
$244K +$2.84K +62 +1%
HF
56
HRT Financial
New York
$229K -$292K -6,387 -58%
MML Investors Services
57
MML Investors Services
Massachusetts
$225K +$205K +4,491 New
RPGNY
58
Retirement Planning Group (New York)
New York
$221K +$202K +4,412 New
SS
59
Sunbelt Securities
Texas
$221K +$201K +4,400 New
MCM
60
MAI Capital Management
Ohio
$216K +$91.5K +2,000 +87%
ASN
61
Advisory Services Network
Georgia
$180K +$164K +3,585 New
IWA
62
Icon Wealth Advisors
Texas
$157K -$149K -3,255 -51%
PA
63
Parallel Advisors
California
$129K +$6.82K +149 +6%
AWM
64
AE Wealth Management
Kansas
$115K -$25.3K -554 -19%
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
$107K – – –
SG Americas Securities
66
SG Americas Securities
New York
$103K +$93.7K +2,048 New
Fifth Third Bancorp
67
Fifth Third Bancorp
Ohio
$101K +$92K +2,010 New
FIM
68
FWL Investment Management
Texas
$99.4K -$50.5K -1,103 -36%
Fidelity Investments
69
Fidelity Investments
Massachusetts
$96.5K +$5.12K +112 +6%
MCM
70
Manchester Capital Management
Vermont
$91.6K -$169K -3,690 -67%
FFWM
71
Future Financial Wealth Management
Ohio
$78.3K -$4.58K -100 -6%
BBPWM
72
Blue Bell Private Wealth Management
Pennsylvania
$63.2K – – –
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$47.8K – – –
FDCDDQ
74
Federation des caisses Desjardins du Quebec
Quebec, Canada
$41.9K – – –
WP
75
WealthShield Partners
North Carolina
$37.6K – – –
1 2
3
4 5

SOXQ Hedge Fund Activity: Q3 2025 in Review

96 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Invesco PHLX Semiconductor ETF (SOXQ) for Q3 2025, worth a combined $130M — up 9.1% from $120M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new SOXQ positions and 12 closed out — a net gain of 5 holders — while 25 added to existing stakes and 34 trimmed.

The largest buyer was NorthRock Partners, opening a new position worth an estimated $6.02M. The largest seller was Ameriprise, cutting an estimated $6.94M.

  • 96 institutional investors held Invesco PHLX Semiconductor ETF (SOXQ) as of Q3 2025, up from 91 in Q2 2025.
  • Funds reported $130M of Invesco PHLX Semiconductor ETF stock for Q3 2025, up 9.1% quarter-over-quarter.
  • 17 funds opened new Invesco PHLX Semiconductor ETF positions in Q3 2025 and 12 closed out, a net change of +5 holders.
  • The largest Invesco PHLX Semiconductor ETF buyer in Q3 2025 was NorthRock Partners, an estimated $6.02M added.
  • The largest Invesco PHLX Semiconductor ETF seller in Q3 2025 was Ameriprise, an estimated $6.94M sold.

Based on aggregated 13F filings for Q3 2025.