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Invesco PHLX Semiconductor ETF
SOXQ

109 hedge funds and large institutions have $190M invested in Invesco PHLX Semiconductor ETF in 2025 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 33 increasing their positions, 35 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,154% more call options, than puts

Call options by funds: $1.75M | Put options by funds: $28K

130% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 10

45% more capital invested

Capital invested by funds: $130M → $190M (+$59.2M)

14% more funds holding

Funds holding: 96 → 109 (+13)

1.4% more ownership

Funds ownership: 23.07% → 24.47% (+1.4%)

6% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 35

Holders
109
Holders Change
+13
Holders Change %
+13.54%
% of All Funds
1.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
33
Reduced
35
Closed
10
Calls
$1.75M
Puts
$28K
Net Calls
+$1.72M
Net Calls Change
+$1.12M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$19M
2
Two Sigma Investments
Two Sigma Investments
New York
+$15.2M
3
CCM
Condor Capital Management
New Jersey
+$3.87M
4
VA
VestGen Advisors
Illinois
+$3.3M
5
MWM
Meridian Wealth Management
Kentucky
+$1.81M

Top Sellers

Rank Fund Capital Flow
1
RGF
Retirement Guys Formula
Ohio
-$3.87M
2
GXJ
Global X Japan
Japan
-$2.23M
3
Ameriprise
Ameriprise
Minnesota
-$1.64M
4
HA
Huntleigh Advisors
Missouri
-$1.06M
5
MIH
Meitav Investment House
Israel
-$754K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of Montreal
76
Bank of Montreal
Ontario, Canada
$118K -$219 -4 -0.2%
AWM
77
AE Wealth Management
Kansas
$117K -$11.4K -209 -9%
Fifth Third Bancorp
78
Fifth Third Bancorp
Ohio
$112K – – –
SG Americas Securities
79
SG Americas Securities
New York
$110K -$4.21K -77 -4%
Royal Bank of Canada
80
Royal Bank of Canada
Ontario, Canada
$72K +$38.2K +698 +119%
BBPWM
81
Blue Bell Private Wealth Management
Pennsylvania
$70.3K – – –
Northwestern Mutual Wealth Management
82
Northwestern Mutual Wealth Management
Wisconsin
$53.3K +$55 +1 +0.1%
FDCDDQ
83
Federation des caisses Desjardins du Quebec
Quebec, Canada
$46.6K – – –
WP
84
WealthShield Partners
North Carolina
$41.8K – – –
HI
85
Harbour Investments
Wisconsin
$38.3K – – –
CAL
86
Capital Advisors Ltd
Ohio
$34K – – –
TWC
87
TD Waterhouse Canada
Ontario, Canada
$24.9K – – –
KFP
88
Kerr Financial Planning
California
$22.6K +$10.9K +199 +100%
KAS
89
Kestra Advisory Services
Texas
$22K +$21.6K +394 New
CI
90
CX Institutional
Indiana
$15K +$55 +1 +0.4%
EWM
91
Evermay Wealth Management
Virginia
$14.8K – – –
CIAS
92
Capital Investment Advisory Services
North Carolina
$13.9K – – –
IA
93
IFP Advisors
Florida
$12.5K – – –
US Bancorp
94
US Bancorp
Minnesota
$11.2K – – –
RFP
95
Root Financial Partners
California
$9.48K +$9.3K +170 New
CFD
96
Creative Financial Designs
Indiana
$7.36K -$3.34K -61 -32%
VNA
97
Valley National Advisers
Pennsylvania
$7K +$7.83K +143 New
MCA
98
McGuire Capital Advisors
Oklahoma
$5.62K +$5.53K +101 New
Deutsche Bank
99
Deutsche Bank
Germany
$5.58K -$21.9K -400 -80%
DWM
100
Darwin Wealth Management
Florida
$5.19K +$5.09K +93 New
1 2 3
4
5

SOXQ Hedge Fund Activity: Q4 2025 in Review

109 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Invesco PHLX Semiconductor ETF (SOXQ) for Q4 2025, worth a combined $190M — up 45% from $130M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new SOXQ positions and 10 closed out — a net gain of 13 holders — while 33 added to existing stakes and 35 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $19M. The largest seller was Retirement Guys Formula, cutting an estimated $3.87M.

  • 109 institutional investors held Invesco PHLX Semiconductor ETF (SOXQ) as of Q4 2025, up from 96 in Q3 2025.
  • Funds reported $190M of Invesco PHLX Semiconductor ETF stock for Q4 2025, up 45% quarter-over-quarter.
  • 23 funds opened new Invesco PHLX Semiconductor ETF positions in Q4 2025 and 10 closed out, a net change of +13 holders.
  • The largest Invesco PHLX Semiconductor ETF buyer in Q4 2025 was Morgan Stanley, an estimated $19M added.
  • The largest Invesco PHLX Semiconductor ETF seller in Q4 2025 was Retirement Guys Formula, an estimated $3.87M sold.

Based on aggregated 13F filings for Q4 2025.