Invesco PHLX Semiconductor ETF
SOXQ
9 hedge funds and large institutions have $2.1M invested in Invesco PHLX Semiconductor ETF in 2022 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 3 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
17% more capital invested
Capital invested by funds: $1.79M → $2.1M (+$311K)
13% more funds holding
Funds holding: 8 → 9 (+1)
0.09% less ownership
Funds ownership: 3.62% → 3.53% (-0.09%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FFWM
Future Financial Wealth Management
Cincinnati,
Ohio
|
+$1.07M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$86.5K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$28.6K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$13.7K |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
+$110 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$371K |
| 2 |
MIH
Meitav Investment House
Bene-Beraq,
Israel
|
-$299K |
| 3 |
Morgan Stanley
New York
|
-$19K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FFWM
1
Future Financial Wealth Management
Cincinnati,
Ohio
| $1.05M | +$1.07M | +38,874 | New |
|
|
2
Bank of America
Charlotte,
North Carolina
| $384K | +$28.6K | +1,041 | +8% |
|
|
MIH
3
Meitav Investment House
Bene-Beraq,
Israel
| $311K | -$299K | -10,890 | -49% |
|
|
FTUS
4
Flow Traders U.S.
New York
| $226K | – | – | – |
|
|
5
Osaic Holdings
Scottsdale,
Arizona
| $95K | +$86.5K | +3,148 | +960% |
|
|
6
Wells Fargo
San Francisco,
California
| $14K | +$13.7K | +500 | New |
|
|
WAM
7
Worth Asset Management
Dallas,
Texas
| $8K | +$9.62K | +350 | New |
|
|
TWC
8
TD Waterhouse Canada
Toronto,
Ontario, Canada
| $7.94K | – | – | – |
|
|
IA
9
IFP Advisors
Tampa,
Florida
| $1K | +$110 | +4 | New |
|
|
10
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$371K | -11,858 | Closed |
|
|
11
Morgan Stanley
New York
| – | -$19K | -600 | Closed |
|
|
12
UBS Group
Zurich,
Switzerland
| – | -$6K | -203 | Closed |
|
SOXQ Hedge Fund Activity: Q1 2022 in Review
9 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Invesco PHLX Semiconductor ETF (SOXQ) for Q1 2022, worth a combined $2.1M — up 17% from $1.79M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new SOXQ positions and 3 closed out — a net gain of 1 holder — while 2 added to existing stakes and 1 trimmed.
The largest buyer was Future Financial Wealth Management, opening a new position worth an estimated $1.07M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $371K sold.
- 9 institutional investors held Invesco PHLX Semiconductor ETF (SOXQ) as of Q1 2022, up from 8 in Q4 2021.
- Funds reported $2.1M of Invesco PHLX Semiconductor ETF stock for Q1 2022, up 17% quarter-over-quarter.
- 4 funds opened new Invesco PHLX Semiconductor ETF positions in Q1 2022 and 3 closed out, a net change of +1 holder.
- The largest Invesco PHLX Semiconductor ETF buyer in Q1 2022 was Future Financial Wealth Management, an estimated $1.07M added.
- The largest Invesco PHLX Semiconductor ETF seller in Q1 2022 was Susquehanna International Group, an estimated $371K sold.
Based on aggregated 13F filings for Q1 2022.