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Invesco PHLX Semiconductor ETF

83 hedge funds and large institutions have $77.7M invested in Invesco PHLX Semiconductor ETF in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 24 increasing their positions, 28 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more call options, than puts

Call options by funds: $340K | Put options by funds: $141K

2.24% less ownership

Funds ownership: 22.5%20.26% (-2.2%)

8% less funds holding

Funds holding: 9083 (-7)

14% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 28

27% less capital invested

Capital invested by funds: $107M → $77.7M (-$28.9M)

31% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 16

Holders
83
Holders Change
-7
Holders Change %
-7.78%
% of All Funds
1.11%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
24
Reduced
28
Closed
16
Calls
$340K
Puts
$141K
Net Calls
+$199K
Net Calls Change
-$287K
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$12.1M -$2.05M -53,128 -13%
EGA
2
Eagle Global Advisors
Texas
$11.4M -$50K -1,296 -0.4%
SG Americas Securities
3
SG Americas Securities
New York
$5.42M
Bank of America
4
Bank of America
North Carolina
$5.32M +$860K +22,277 +16%
MIM
5
Marshall Investment Management
Colorado
$3.74M -$615K -15,935 -13%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$3.62M +$228K +5,894 +6%
GXJ
7
Global X Japan
Japan
$3.03M +$1.03M +26,802 +42%
JP Morgan Chase
8
JP Morgan Chase
New York
$2.73M +$3.01K +78 +0.1%
Ameriprise
9
Ameriprise
Minnesota
$2.62M -$5.84M -151,278 -66%
BBP
10
Banco BTG Pactual
Brazil
$2.49M -$1.07M -27,800 -27%
CCM
11
Condor Capital Management
New Jersey
$2.28M +$76K +1,968 +3%
Citigroup
12
Citigroup
New York
$2.11M +$125K +3,241 +5%
Mirae Asset Global Investments
13
Mirae Asset Global Investments
South Korea
$1.69M -$405K -10,500 -17%
HR
14
Hardy Reed
Mississippi
$1.51M
Osaic Holdings
15
Osaic Holdings
Arizona
$1.44M -$70K -1,812 -4%
Jane Street
16
Jane Street
New York
$1.3M +$526K +13,624 +55%
Sumitomo Mitsui Trust Group
17
Sumitomo Mitsui Trust Group
Japan
$1.26M +$985K +25,500 +213%
Raymond James Financial
18
Raymond James Financial
Florida
$985K -$26.8K -695 -2%
KA
19
Kovack Advisors
Florida
$931K +$138K +3,580 +15%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$812K +$374K +9,673 +67%
OC
21
Oppenheimer & Co
New York
$778K +$48.3K +1,252 +6%
Corient Private Wealth
22
Corient Private Wealth
Florida
$640K -$41.8K -1,083 -5%
QC
23
Quadrature Capital
United Kingdom
$626K +$719K +18,627 New
WI
24
WBI Investments
New Jersey
$613K +$704K +18,226 New
BFWM
25
Bright Futures Wealth Management
New York
$556K -$23.4K -607 -3%

SOXQ Hedge Fund Activity: Q1 2025 in Review

83 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Invesco PHLX Semiconductor ETF (SOXQ) for Q1 2025, worth a combined $77.7M — down 27% from $107M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of SOXQ and 11 opened new positions — a net loss of 5 holders — while 28 trimmed existing stakes and 24 added.

The largest buyer was Global X Japan, adding an estimated $1.03M. The largest seller was Ameriprise, cutting an estimated $5.84M.

  • 83 institutional investors held Invesco PHLX Semiconductor ETF (SOXQ) as of Q1 2025, down from 90 in Q4 2024.
  • Funds reported $77.7M of Invesco PHLX Semiconductor ETF stock for Q1 2025, down 27% quarter-over-quarter.
  • 11 funds opened new Invesco PHLX Semiconductor ETF positions in Q1 2025 and 16 closed out, a net change of -5 holders.
  • The largest Invesco PHLX Semiconductor ETF buyer in Q1 2025 was Global X Japan, an estimated $1.03M added.
  • The largest Invesco PHLX Semiconductor ETF seller in Q1 2025 was Ameriprise, an estimated $5.84M sold.

Based on aggregated 13F filings for Q1 2025.