We are live on ! Find out more
SOXQ icon

Invesco PHLX Semiconductor ETF

163 hedge funds and large institutions have $531M invested in Invesco PHLX Semiconductor ETF in 2026 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 45 increasing their positions, 31 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

325% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 16

145% more capital invested

Capital invested by funds: $216M → $531M (+$314M)

45% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 31

42% more funds holding

Funds holding: 115163 (+48)

3% more call options, than puts

Call options by funds: $7.96M | Put options by funds: $7.71M

3.96% less ownership

Funds ownership: 22.3%18.34% (-4%)

Holders
163
Holders Change
+48
Holders Change %
+41.74%
% of All Funds
1.97%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
68
Increased
45
Reduced
31
Closed
16
Calls
$7.96M
Puts
$7.71M
Net Calls
+$247K
Net Calls Change
-$481K
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
101
Worth Asset Management
Texas
$279K +$225K +2,488 New
MCM
102
MAI Capital Management
Ohio
$269K
SAW
103
Signal Advisors Wealth
Michigan
$264K +$213K +2,351 New
FIM
104
FWL Investment Management
Texas
$263K -$3.35K -37 -2%
Creative Planning
105
Creative Planning
Kansas
$256K +$207K +2,280 New
KAS
106
Kestra Advisory Services
Texas
$253K +$204K +2,254 New
WP
107
WealthShield Partners
North Carolina
$247K +$121K +1,332 +153%
EAM
108
Everstar Asset Management
North Carolina
$226K +$183K +2,015 New
Fifth Third Bancorp
109
Fifth Third Bancorp
Ohio
$225K
TCM
110
Tandem Capital Management
New Jersey
$224K +$181K +2,000 New
TPWA
111
Twin Peaks Wealth Advisors
California
$219K -$378K -4,168 -68%
CIA
112
Concurrent Investment Advisors
Florida
$217K +$175K +1,932 New
CCA
113
Cadent Capital Advisors
Oklahoma
$216K +$174K +1,925 New
IFG
114
Independent Financial Group
California
$209K +$169K +1,866 New
LRPA
115
L. Roy Papp & Associates
Arizona
$207K +$168K +1,850 New
APFP
116
Action Point Financial Planning
Michigan
$194K +$157K +1,733 New
HI
117
Harbour Investments
Wisconsin
$183K +$13.6K +150 +10%
Bank of Montreal
118
Bank of Montreal
Ontario, Canada
$180K -$7.16K -79 -5%
GXJ
119
Global X Japan
Japan
$160K -$540K -5,964 -81%
CA
120
CoreCap Advisors
Michigan
$155K +$111K +1,222 +741%
BBPWM
121
Blue Bell Private Wealth Management
Pennsylvania
$141K
Optiver Holding
122
Optiver Holding
Netherlands
$105K +$85K +939 New
IAIM
123
International Assets Investment Management
Florida
$96.7K +$83.3K +920 New
FDCDDQ
124
Federation des caisses Desjardins du Quebec
Quebec, Canada
$93.6K
CCMW
125
Cypress Capital Management (Wyoming)
Wyoming
$92.7K +$74.9K +827 New

SOXQ Hedge Fund Activity: Q2 2026 in Review

163 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Invesco PHLX Semiconductor ETF (SOXQ) for Q2 2026, worth a combined $531M — up 145% from $216M a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new SOXQ positions and 16 closed out — a net gain of 52 holders — while 45 added to existing stakes and 31 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $35.2M. The largest seller was JP Morgan Chase, cutting an estimated $7.33M.

  • 163 institutional investors held Invesco PHLX Semiconductor ETF (SOXQ) as of Q2 2026, up from 115 in Q1 2026.
  • Funds reported $531M of Invesco PHLX Semiconductor ETF stock for Q2 2026, up 145% quarter-over-quarter.
  • 68 funds opened new Invesco PHLX Semiconductor ETF positions in Q2 2026 and 16 closed out, a net change of +52 holders.
  • The largest Invesco PHLX Semiconductor ETF buyer in Q2 2026 was Morgan Stanley, an estimated $35.2M added.
  • The largest Invesco PHLX Semiconductor ETF seller in Q2 2026 was JP Morgan Chase, an estimated $7.33M sold.

Based on aggregated 13F filings for Q2 2026.