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Invesco PHLX Semiconductor ETF

109 hedge funds and large institutions have $190M invested in Invesco PHLX Semiconductor ETF in 2025 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 33 increasing their positions, 35 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,154% more call options, than puts

Call options by funds: $1.75M | Put options by funds: $28K

130% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 10

45% more capital invested

Capital invested by funds: $130M → $190M (+$59.2M)

14% more funds holding

Funds holding: 96109 (+13)

1.4% more ownership

Funds ownership: 23.07%24.47% (+1.4%)

6% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 35

Holders
109
Holders Change
+13
Holders Change %
+13.54%
% of All Funds
1.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
33
Reduced
35
Closed
10
Calls
$1.75M
Puts
$28K
Net Calls
+$1.72M
Net Calls Change
+$1.12M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$24.8M +$19M +347,506 +359%
EGA
2
Eagle Global Advisors
Texas
$18.5M -$19.2K -350 -0.1%
LPL Financial
3
LPL Financial
California
$17M +$573K +10,471 +4%
Two Sigma Investments
4
Two Sigma Investments
New York
$15.5M +$15.2M +277,300 New
CCM
5
Condor Capital Management
New Jersey
$10.8M +$3.87M +70,746 +58%
Bank of America
6
Bank of America
North Carolina
$9.19M -$159K -2,897 -2%
NP
7
NorthRock Partners
Minnesota
$9.03M +$1.65M +30,226 +23%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$7.19M +$1.14M +20,800 +19%
MIH
9
Meitav Investment House
Israel
$5.19M -$754K -13,780 -13%
JP Morgan Chase
10
JP Morgan Chase
New York
$4.52M -$6.9K -126 -0.2%
VA
11
VestGen Advisors
Illinois
$4.25M +$3.3M +60,334 +379%
Ameriprise
12
Ameriprise
Minnesota
$3.56M -$1.64M -29,961 -32%
Citigroup
13
Citigroup
New York
$3.56M -$302K -5,509 -8%
Mirae Asset Global Investments
14
Mirae Asset Global Investments
South Korea
$3.37M +$575K +10,510 +21%
BBP
15
Banco BTG Pactual
Brazil
$3.03M
Corient Private Wealth
16
Corient Private Wealth
Florida
$2.98M +$1.48M +27,091 +103%
WI
17
WBI Investments
New Jersey
$2.84M +$249K +4,541 +10%
MIM
18
Marshall Investment Management
Colorado
$2.61M -$558K -10,198 -18%
Osaic Holdings
19
Osaic Holdings
Arizona
$2.54M +$75.5K +1,379 +3%
HR
20
Hardy Reed
Mississippi
$2.51M
CIA
21
Capital Investment Advisors
Georgia
$2.31M +$33.9K +619 +2%
MWM
22
Meridian Wealth Management
Kentucky
$1.85M +$1.81M +33,152 New
JF
23
Jump Financial
Illinois
$1.65M +$1.62M +29,628 New
KA
24
Kovack Advisors
Florida
$1.53M -$36.7K -670 -2%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$1.44M +$639K +11,668 +83%

SOXQ Hedge Fund Activity: Q4 2025 in Review

109 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Invesco PHLX Semiconductor ETF (SOXQ) for Q4 2025, worth a combined $190M — up 45% from $130M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new SOXQ positions and 10 closed out — a net gain of 13 holders — while 33 added to existing stakes and 35 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $19M. The largest seller was Retirement Guys Formula, cutting an estimated $3.87M.

  • 109 institutional investors held Invesco PHLX Semiconductor ETF (SOXQ) as of Q4 2025, up from 96 in Q3 2025.
  • Funds reported $190M of Invesco PHLX Semiconductor ETF stock for Q4 2025, up 45% quarter-over-quarter.
  • 23 funds opened new Invesco PHLX Semiconductor ETF positions in Q4 2025 and 10 closed out, a net change of +13 holders.
  • The largest Invesco PHLX Semiconductor ETF buyer in Q4 2025 was Morgan Stanley, an estimated $19M added.
  • The largest Invesco PHLX Semiconductor ETF seller in Q4 2025 was Retirement Guys Formula, an estimated $3.87M sold.

Based on aggregated 13F filings for Q4 2025.