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Invesco PHLX Semiconductor ETF
SOXQ

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: 76 → 80 (+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

Top Buyers

Rank Fund Capital Flow
1
GXJ
Global X Japan
Japan
+$8.94M
2
LPL Financial
LPL Financial
California
+$4.84M
3
Ameriprise
Ameriprise
Minnesota
+$2.2M
4
BBP
Banco BTG Pactual
Brazil
+$2.07M
5
HR
Hardy Reed
Mississippi
+$1.78M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$4.1M
2
JF
Jump Financial
Illinois
-$2.41M
3
MIH
Meitav Investment House
Israel
-$2.22M
4
Citadel Advisors
Citadel Advisors
Florida
-$665K
5
SWP
Stratos Wealth Partners
Ohio
-$565K
Name Holding Trade Value Shares
Change 		Change in
Stake
PS
76
Principal Securities
Iowa
$1.9K +$316 +8 +22%
CIBC Private Wealth Group
77
CIBC Private Wealth Group
Georgia
$1.46K – – –
AssetMark Inc
78
AssetMark Inc
California
$1.42K – – –
KFI
79
Key Financial Inc
Pennsylvania
$1.38K +$1.26K +32 New
HI
80
Harbour Investments
Wisconsin
$43 – – –
SWP
81
Stratos Wealth Partners
Ohio
– -$565K -14,628 Closed
MML Investors Services
82
MML Investors Services
Massachusetts
– -$280K -7,243 Closed
Focus Partners Wealth
83
Focus Partners Wealth
Massachusetts
– -$247K -6,400 Closed
FFWM
84
Future Financial Wealth Management
Ohio
– -$53.7K -1,391 Closed
IGWM
85
ICA Group Wealth Management
Colorado
– -$9.65K -250 Closed
First Manhattan
86
First Manhattan
New York
– -$4.82K -125 Closed
Simplex Trading
87
Simplex Trading
Illinois
– -$3K -96 Closed
HWA
88
Heritage Wealth Advisors
Virginia
– -$1.31K -34 Closed
BFEC
89
Benjamin F. Edwards & Company
Missouri
– -$1K -33 Closed
Northwestern Mutual Wealth Management
90
Northwestern Mutual Wealth Management
Wisconsin
– -$810 -21 Closed
1 2 3
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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.