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Invesco PHLX Semiconductor ETF

38 hedge funds and large institutions have $33.9M invested in Invesco PHLX Semiconductor ETF in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 2

67% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 6

40% more capital invested

Capital invested by funds: $24.2M → $33.9M (+$9.76M)

36% more funds holding

Funds holding: 2838 (+10)

0.47% more ownership

Funds ownership: 25.03%25.5% (+0.47%)

Holders
38
Holders Change
+10
Holders Change %
+35.71%
% of All Funds
0.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
10
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EGA
1
Eagle Global Advisors
Texas
$10.1M -$36.7K -1,428 -0.4%
Ameriprise
2
Ameriprise
Minnesota
$5.41M +$653K +25,427 +16%
Bank of America
3
Bank of America
North Carolina
$2.5M +$62.3K +2,425 +3%
JP Morgan Chase
4
JP Morgan Chase
New York
$2.11M +$1.87M +72,865 New
LPL Financial
5
LPL Financial
California
$1.93M -$2.84M -110,724 -62%
Mirae Asset Global Investments
6
Mirae Asset Global Investments
South Korea
$1.44M +$1.28M +49,700 New
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$1.4M +$898K +34,956 +262%
JF
8
Jump Financial
Illinois
$1.3M +$1.15M +44,945 New
Goldman Sachs
9
Goldman Sachs
New York
$1.2M +$1.07M +41,552 New
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$1M +$604K +23,522 +212%
JMPWA
11
JP Morgan Private Wealth Advisors
California
$819K
SWP
12
Stratos Wealth Partners
Ohio
$739K +$8.45K +329 +1%
OC
13
Oppenheimer & Co
New York
$702K +$259K +10,088 +71%
IIM
14
InTrack Investment Management
Vermont
$477K -$21.1K -821 -5%
GS
15
GTS Securities
New York
$427K +$379K +14,774 New
Citadel Advisors
16
Citadel Advisors
Florida
$329K +$28K +1,089 +11%
USCWA
17
U.S. Capital Wealth Advisors
Texas
$296K +$2.93K +114 +1%
WAP
18
Wealthcare Advisory Partners
Pennsylvania
$260K -$91.2K -3,550 -28%
LMKC
19
L.M. Kohn & Company
Ohio
$251K +$223K +8,675 New
Walleye Capital
20
Walleye Capital
New York
$212K +$188K +7,327 New
MML Investors Services
21
MML Investors Services
Massachusetts
$207K +$184K +7,145 New
MSFP
22
Mark Sheptoff Financial Planning
Connecticut
$197K +$175K +6,801 New
MIH
23
Meitav Investment House
Israel
$128K +$116K +4,500 New
Osaic Holdings
24
Osaic Holdings
Arizona
$119K +$35.9K +1,396 +51%
GRP
25
Global Retirement Partners
California
$115K +$102K +3,965 New

SOXQ Hedge Fund Activity: Q2 2023 in Review

38 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Invesco PHLX Semiconductor ETF (SOXQ) for Q2 2023, worth a combined $33.9M — up 40% from $24.2M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new SOXQ positions and 2 closed out — a net gain of 10 holders — while 10 added to existing stakes and 6 trimmed.

The largest buyer was JP Morgan Chase, opening a new position worth an estimated $1.87M. The largest seller was LPL Financial, cutting an estimated $2.84M.

  • 38 institutional investors held Invesco PHLX Semiconductor ETF (SOXQ) as of Q2 2023, up from 28 in Q1 2023.
  • Funds reported $33.9M of Invesco PHLX Semiconductor ETF stock for Q2 2023, up 40% quarter-over-quarter.
  • 12 funds opened new Invesco PHLX Semiconductor ETF positions in Q2 2023 and 2 closed out, a net change of +10 holders.
  • The largest Invesco PHLX Semiconductor ETF buyer in Q2 2023 was JP Morgan Chase, an estimated $1.87M added.
  • The largest Invesco PHLX Semiconductor ETF seller in Q2 2023 was LPL Financial, an estimated $2.84M sold.

Based on aggregated 13F filings for Q2 2023.