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Invesco PHLX Semiconductor ETF

96 hedge funds and large institutions have $130M invested in Invesco PHLX Semiconductor ETF in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 25 increasing their positions, 34 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 12

9% more capital invested

Capital invested by funds: $120M → $130M (+$10.9M)

5% more funds holding

Funds holding: 9196 (+5)

0.21% less ownership

Funds ownership: 23.28%23.07% (-0.21%)

26% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 34

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
96
Holders Change
+5
Holders Change %
+5.49%
% of All Funds
1.26%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
17
Increased
25
Reduced
34
Closed
12
Calls
$606K
Puts
Net Calls
+$606K
Net Calls Change
-$127K
Name Holding Trade Value Shares
Change
Change in
Stake
EGA
1
Eagle Global Advisors
Texas
$16.6M -$152K -3,317 -1%
LPL Financial
2
LPL Financial
California
$14.8M -$1.11M -24,232 -8%
Bank of America
3
Bank of America
North Carolina
$8.41M -$249K -5,448 -3%
NP
4
NorthRock Partners
Minnesota
$6.6M +$6.02M +131,611 New
CCM
5
Condor Capital Management
New Jersey
$6.12M +$2.48M +54,217 +80%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$5.42M -$6.41K -140 -0.1%
MIH
7
Meitav Investment House
Israel
$5.36M -$154K -3,370 -3%
Morgan Stanley
8
Morgan Stanley
New York
$4.86M +$4.24M +92,678 +2,202%
Ameriprise
9
Ameriprise
Minnesota
$4.69M -$6.94M -151,660 -62%
RGF
10
Retirement Guys Formula
Ohio
$4.37M -$1.74M -37,972 -30%
JP Morgan Chase
11
JP Morgan Chase
New York
$4.07M +$10.8K +235 +0.3%
Citigroup
12
Citigroup
New York
$3.47M -$20.1K -439 -0.6%
MIM
13
Marshall Investment Management
Colorado
$2.86M +$2.14M +46,805 +460%
BBP
14
Banco BTG Pactual
Brazil
$2.72M -$668K -14,600 -21%
Mirae Asset Global Investments
15
Mirae Asset Global Investments
South Korea
$2.51M
WI
16
WBI Investments
New Jersey
$2.32M +$697K +15,232 +49%
HR
17
Hardy Reed
Mississippi
$2.26M
GXJ
18
Global X Japan
Japan
$2.23M -$3.5M -76,594 -63%
Osaic Holdings
19
Osaic Holdings
Arizona
$2.15M -$913K -19,961 -31%
CIA
20
Capital Investment Advisors
Georgia
$2.04M +$115K +2,521 +7%
OC
21
Oppenheimer & Co
New York
$1.58M -$77.7K -1,698 -5%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$1.55M -$4.59M -100,290 -76%
HA
23
Huntleigh Advisors
Missouri
$1.44M +$682K +14,912 +109%
KA
24
Kovack Advisors
Florida
$1.41M +$22.9K +500 +2%
Corient Private Wealth
25
Corient Private Wealth
Florida
$1.32M +$23.7K +519 +2%

SOXQ Hedge Fund Activity: Q3 2025 in Review

96 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Invesco PHLX Semiconductor ETF (SOXQ) for Q3 2025, worth a combined $130M — up 9.1% from $120M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new SOXQ positions and 12 closed out — a net gain of 5 holders — while 25 added to existing stakes and 34 trimmed.

The largest buyer was NorthRock Partners, opening a new position worth an estimated $6.02M. The largest seller was Ameriprise, cutting an estimated $6.94M.

  • 96 institutional investors held Invesco PHLX Semiconductor ETF (SOXQ) as of Q3 2025, up from 91 in Q2 2025.
  • Funds reported $130M of Invesco PHLX Semiconductor ETF stock for Q3 2025, up 9.1% quarter-over-quarter.
  • 17 funds opened new Invesco PHLX Semiconductor ETF positions in Q3 2025 and 12 closed out, a net change of +5 holders.
  • The largest Invesco PHLX Semiconductor ETF buyer in Q3 2025 was NorthRock Partners, an estimated $6.02M added.
  • The largest Invesco PHLX Semiconductor ETF seller in Q3 2025 was Ameriprise, an estimated $6.94M sold.

Based on aggregated 13F filings for Q3 2025.