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Invesco PHLX Semiconductor ETF (SOXQ) Institutional Ownership

Invesco PHLX Semiconductor ETF logo
$31.52 +0.11 (+0.35%)
As of 04:00 PM Eastern

Institutional Ownership Changes (13F Filings) for Invesco PHLX Semiconductor ETF (NASDAQ:SOXQ)

Number of
Institutional Buyers
(last 12 months)
44
Total
Institutional Inflows
(last 12 months)
$52.65M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$28.89M
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SOXQ Institutional Buying and Selling by Quarter

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Invesco PHLX Semiconductor ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/17/2025FWL Investment Management LLC2,593$102K0.0%+51,760.0%0.022%
2/17/2025D. E. Shaw & Co. Inc.64,567$2.53M0.0%N/A0.546%
2/17/2025Eagle Global Advisors LLC338,832$13.29M0.5%+0.3%2.867%
2/17/2025Cetera Investment Advisers8,538$335K0.0%-28.3%0.072%
2/17/2025Ameriprise Financial Inc.228,991$8.98M0.0%-14.0%1.937%
2/14/2025Jane Street Group LLC24,867$975K0.0%-9.7%0.210%
2/14/2025Topsail Wealth Management LLC6,545$257K0.1%N/A0.055%
2/14/2025TD Waterhouse Canada Inc.3,086$121K0.0%-82.3%0.026%
2/14/2025Tower Research Capital LLC TRC 24,528$962K0.0%+415.1%0.208%
2/13/2025Raymond James Financial Inc.29,973$1.18M0.0%N/A0.254%
2/13/2025Advisory Services Network LLC6,540$256K0.0%N/A0.055%
2/13/2025Bank of Montreal Can3,671$144K0.0%-33.3%0.031%
2/13/2025Envestnet Asset Management Inc.14,124$554K0.0%+3.6%0.119%
2/12/2025Banco BTG Pactual S.A.101,745$4.02M0.9%-1.3%0.861%
2/11/2025LPL Financial LLC412,352$16.17M0.0%+9.1%3.489%
2/11/2025Condor Capital Management65,876$2.58M0.2%N/A0.557%
2/10/2025Creative Financial Designs Inc. ADV1,799$71K0.0%+1,262.9%0.015%
2/10/2025Harbour Investments Inc.968$38K0.0%+221.6%0.008%
2/10/2025Corient Private Wealth LLC20,114$789K0.0%+3.8%0.170%
2/10/2025Commonwealth Equity Services LLC14,459$567K0.0%+181.0%0.122%
2/10/2025Avantax Advisory Services Inc.36,493$1.43M0.0%+8.8%0.309%
2/10/2025Farther Finance Advisors LLC770$30K0.0%-64.4%0.007%
2/7/2025HighTower Advisors LLC12,229$480K0.0%+124.8%0.103%
2/7/2025Independent Advisor Alliance9,557$375K0.0%N/A0.081%
2/6/2025Raymond James Financial Inc.29,973$1.18M0.0%N/A0.254%
2/5/2025Oppenheimer & Co. Inc.21,872$858K0.0%-37.2%0.187%
2/5/2025Kovack Advisors Inc.24,080$944K0.1%-3.7%0.205%
2/4/2025WealthShield Partners LLC750$29K0.0%-50.0%0.006%
2/4/2025Marshall Investment Management LLC127,110$5.18M3.0%N/A1.085%
2/3/2025Sigma Planning Corp5,311$208K0.0%N/A0.045%
2/3/2025Pacific Sun Financial Corp7,257$285K0.2%N/A0.062%
2/3/2025Meitav Investment House Ltd.9,200$361K0.0%-56.3%0.078%
1/31/2025Global Retirement Partners LLC7,973$313K0.0%-5.1%0.068%
1/31/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors14,901$584K0.0%N/A0.127%
1/31/2025Truist Financial Corp12,484$490K0.0%+20.2%0.107%
1/30/2025Manchester Capital Management LLC5,518$216K0.0%+49.5%0.047%
1/30/2025Bright Futures Wealth Management LLC.19,446$753K0.7%-15.5%0.166%
1/29/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors14,901$584K0.0%N/A0.127%
1/28/2025Global X Japan Co. Ltd.63,097$2.48M0.3%+91.8%0.530%
1/28/2025Sumitomo Mitsui Trust Group Inc.12,000$471K0.0%-61.3%0.101%
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1/27/2025Silver Oak Securities Incorporated5,212$206K0.0%N/A0.044%
1/27/2025Mirae Asset Global Investments Co. Ltd.60,500$2.43M0.0%-29.2%0.508%
1/17/2025SG Americas Securities LLC161,130$6.32M0.0%N/A1.345%
1/17/2025Traphagen Investment Advisors LLC5,473$215K0.0%-4.5%0.046%
12/26/2024JPMorgan Chase & Co.80,893$3.30M0.0%+10.7%0.648%
11/15/2024Jane Street Group LLC27,537$1.12M0.0%-66.6%0.221%
11/15/2024HighTower Advisors LLC5,440$221K0.0%N/A0.044%
11/14/2024Flow Traders U.S. LLC21,913$893K0.0%N/A0.176%
11/13/2024FMR LLC1,458$59K0.0%-19.5%0.012%
11/6/2024Kovack Advisors Inc.25,000$1.02M0.1%+50.2%0.200%
11/6/2024Oppenheimer & Co. Inc.34,824$1.42M0.0%-1.1%0.279%
11/5/2024Sumitomo Mitsui Trust Group Inc.31,000$1.26M0.0%+58.2%0.248%
10/29/2024Farther Finance Advisors LLC2,161$88K0.0%+14.6%0.018%
10/28/2024Gladstone Institutional Advisory LLC24,186$985K0.0%-74.7%0.197%
10/28/2024Meitav Investment House Ltd.21,050$835K0.0%-60.4%0.171%
10/24/2024PFG Investments LLC10,621$433K0.0%-4.0%0.087%
10/23/2024Mirae Asset Global Investments Co. Ltd.85,400$3.51M0.0%+32.0%0.678%
10/22/2024Global X Japan Co. Ltd.32,900$1.34M0.2%-89.9%0.261%
10/8/2024 Future Financial Wealth Managment LLC1,434$58K0.0%N/A0.012%
8/21/2024Truist Financial Corp12,087$521K0.0%+20.1%0.102%
8/8/2024Oppenheimer & Co. Inc.35,208$1.52M0.0%-7.3%0.297%
8/7/2024Bright Futures Wealth Management LLC.19,903$858K0.4%-11.1%0.168%
8/7/2024Global X Japan Co. Ltd.326,780$14.08M2.0%+224.9%2.760%
8/7/2024PFG Investments LLC11,059$477K0.0%N/A0.093%
7/29/2024Meitav Investment House Ltd.53,120$2.27M0.0%-51.4%0.449%
7/26/2024Cambridge Investment Research Advisors Inc.99,000$4.27M0.0%-7.2%0.829%
7/25/2024Beacon Capital Management LLC1,275$55K0.0%N/A0.011%
7/23/2024Traphagen Investment Advisors LLC5,724$247K0.0%-10.2%0.048%
7/22/2024Atria Wealth Solutions Inc.19,942$859K0.0%-5.8%0.167%
7/19/2024Sumitomo Mitsui Trust Holdings Inc.19,600$845K0.0%N/A0.171%
7/16/2024WASHINGTON TRUST Co640$28K0.0%N/A0.006%
7/15/2024InTrack Investment Management Inc8,606$371K0.3%-29.2%0.078%
7/11/2024U.S. Capital Wealth Advisors LLC7,316$315K0.0%-9.8%0.067%
6/28/2024Bright Futures Wealth Management LLC.22,397$957K0.5%N/A0.231%
5/16/2024Jane Street Group LLC186,329$7.19M0.0%N/A1.921%
5/10/2024Banco BTG Pactual S.A.79,645$3.07M0.5%+167.8%0.821%
5/8/2024Avantax Advisory Services Inc.32,442$1.25M0.0%N/A0.334%
5/7/2024Oppenheimer & Co. Inc.37,961$1.47M0.0%+15.4%0.391%
5/6/2024Envestnet Portfolio Solutions Inc.6,517$251K0.0%N/A0.067%
5/1/2024Janney Montgomery Scott LLC7,703$297K0.0%N/A0.079%
5/1/2024Mirae Asset Global Investments Co. Ltd.50,000$1.93M0.0%-44.1%0.515%
4/25/2024Cambridge Investment Research Advisors Inc.106,678$4.12M0.0%-2.3%1.102%
4/23/2024Global Retirement Partners LLC6,381$246K0.0%+40.4%0.066%
4/19/2024Kovack Advisors Inc.16,850$650K0.1%+28.6%0.174%
4/18/2024InTrack Investment Management Inc12,158$469K0.3%-29.4%0.128%
4/15/2024 Future Financial Wealth Managment LLC1,391$54K0.0%N/A0.015%
2/12/2024Banco BTG Pactual S.A.29,745$987K0.1%+57.0%0.471%
2/9/2024Eagle Global Advisors LLC340,474$11.19M0.7%-2.4%5.387%
2/9/2024Cambridge Investment Research Advisors Inc.109,192$3.59M0.0%+32.9%1.728%
2/7/2024Jump Financial LLC16,052$527K0.0%-71.9%0.254%
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2/6/2024Wealthcare Advisory Partners LLC6,300$207K0.0%N/A0.100%
2/6/2024U.S. Capital Wealth Advisors LLC9,151$301K0.0%-10.6%0.145%
2/2/2024Kovack Advisors Inc.13,100$430K0.1%N/A0.207%
2/2/2024Atria Wealth Solutions Inc.16,940$557K0.0%N/A0.268%
1/29/2024Meitav Investment House Ltd.33,940$1.13M0.0%N/A0.558%
1/24/2024Mirae Asset Global Investments Co. Ltd.89,400$2.94M0.0%-48.3%1.541%
1/24/2024Stratos Wealth Partners LTD.75,353$2.48M0.0%+192.8%1.299%
1/18/2024Global Retirement Partners LLC4,545$147K0.0%+51.1%0.078%
1/16/2024Raymond James Financial Services Advisors Inc.9,799$322K0.0%N/A0.168%
1/4/2024InTrack Investment Management Inc17,229$566K0.4%-5.6%0.313%
(Data available from 1/1/2016 forward)

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SOXQ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SOXQ shares?

During the previous two years, 63 institutional investors and hedge funds held shares of Invesco PHLX Semiconductor ETF. The most heavily invested institutionals were LPL Financial LLC ($16.17M), Eagle Global Advisors LLC ($13.29M), Ameriprise Financial Inc. ($8.98M), SG Americas Securities LLC ($6.32M), Marshall Investment Management LLC ($5.18M), Cambridge Investment Research Advisors Inc. ($4.27M), and Banco BTG Pactual S.A. ($4.02M).Learn more on SOXQ's institutional investors.

Which institutional investors have been buying Invesco PHLX Semiconductor ETF stock?

Of the 54 institutional investors that purchased Invesco PHLX Semiconductor ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Global X Japan Co. Ltd. ($256.41K), Mirae Asset Global Investments Co. Ltd. ($193.70K), Jane Street Group LLC ($186.33K), SG Americas Securities LLC ($161.13K), Marshall Investment Management LLC ($127.11K), Cambridge Investment Research Advisors Inc. ($95.85K), and Condor Capital Management ($65.88K).

How much institutional buying is happening at Invesco PHLX Semiconductor ETF?

Institutional investors have bought a total of 1,839,099 shares in the last 24 months. This purchase volume represents approximately $67.87M in transactions.

Which Invesco PHLX Semiconductor ETF major shareholders have been selling company stock?

Of the 29 institutional investors that sold Invesco PHLX Semiconductor ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: LPL Financial LLC ($364.82K), Global X Japan Co. Ltd. ($293.88K), Mirae Asset Global Investments Co. Ltd. ($147.90K), Meitav Investment House Ltd. ($100.05K), Gladstone Institutional Advisory LLC ($71.28K), Jane Street Group LLC ($57.65K), and Jump Financial LLC ($41.07K).

How much institutional selling is happening at Invesco PHLX Semiconductor ETF?

Institutional investors have sold a total of 1,253,192 shares in the last 24 months. This volume of shares sold represents approximately $44.06M in transactions.



This page (NASDAQ:SOXQ) was last updated on 4/14/2025 by MarketBeat.com Staff
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