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Invesco PHLX Semiconductor ETF (SOXQ) Institutional Ownership

$41.81 +1.17 (+2.88%)
As of 01/17/2025 04:00 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
28
Total
Institutional Inflows
(last 12 months)
$38.13M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$27.94M
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SOXQ Institutional Buying and Selling by Quarter

Invesco PHLX Semiconductor ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025 SG Americas Securities LLC161,130$6.32M0.0%N/A1.345%
1/17/2025 Traphagen 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%
7/23/2024 Traphagen 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%
7/15/2024 InTrack 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%
5/1/2024 Janney 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%
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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%
4/18/2024 InTrack 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%
2/6/2024 Wealthcare 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%
1/4/2024 InTrack Investment Management Inc17,229$566K0.4%-5.6%0.313%
12/6/2023Citigroup Inc.17,031$461K0.0%N/A0.310%
11/9/2023Citigroup Inc.17,031$461K0.0%N/A0.310%
11/8/2023Oppenheimer & Co. Inc.29,635$802K0.0%+22.1%0.539%
11/7/2023Jump Financial LLC57,125$1.55M0.1%+27.1%1.039%
11/6/2023L.M. Kohn & Company10,675$289K0.1%+23.1%0.194%
10/26/2023Mirae Asset Global Investments Co. Ltd.173,000$4.68M0.0%+248.1%3.204%
10/24/2023Cambridge Investment Research Advisors Inc.82,186$2.22M0.0%+70.2%1.522%
10/20/2023 InTrack Investment Management Inc18,258$494K0.4%+10.8%0.342%
10/13/2023Global Retirement Partners LLC3,008$81K0.0%-24.1%0.058%
8/10/2023Mirae Asset Global Investments Co. Ltd.49,700$1.44M0.0%N/A1.031%
8/10/2023Meitav Investment House Ltd.4,500$128K0.0%N/A0.093%
8/8/2023L.M. Kohn & Company8,675$251K0.1%N/A0.180%
8/3/2023Oppenheimer & Co. Inc.24,281$702K0.0%+71.1%0.504%
7/31/2023LPL Financial LLC66,781$1.93M0.0%-62.4%1.403%
7/21/2023Eagle Global Advisors LLC348,753$10.09M0.7%-0.4%7.582%
7/20/2023Global Retirement Partners LLC3,965$115K0.0%N/A0.086%
7/17/2023 Wealthcare Advisory Partners LLC9,000$260K0.0%-28.3%0.196%
7/13/2023Cambridge Investment Research Advisors Inc.48,295$1.40M0.0%+262.1%1.050%
7/6/2023 InTrack Investment Management Inc16,476$477K0.4%-4.7%0.394%
5/10/2023Banco BTG Pactual S.A.11,445$265K0.1%-74.0%0.267%
5/10/2023Oppenheimer & Co. Inc.14,193$361K0.0%N/A0.332%
5/10/2023LPL Financial LLC177,505$4.52M0.0%-58.9%4.147%
5/8/2023Eagle Global Advisors LLC350,181$8.91M0.6%-0.3%8.182%
5/4/2023 Wealthcare Advisory Partners LLC12,550$319K0.0%N/A0.293%
4/27/2023Stratos Wealth Partners LTD.25,223$642K0.0%-2.4%0.589%
4/5/2023 InTrack Investment Management Inc17,297$428K0.4%+66.2%0.410%
2/8/2023Banco BTG Pactual S.A.43,945$875K0.5%-6.8%1.051%
2/8/2023Cambridge Investment Research Advisors Inc.12,069$240K0.0%N/A0.289%
2/7/2023Eagle Global Advisors LLC351,233$6.99M0.5%N/A8.403%
2/7/2023LPL Financial LLC431,596$8.59M0.0%+960.1%10.325%
1/24/2023 Pallas Capital Advisors LLC18,822$414K0.0%N/A0.450%
1/24/2023National Bank of Canada FI2,500$50K0.0%N/A0.060%
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1/17/2023 InTrack Investment Management Inc10,409$207K0.2%N/A0.249%
11/15/2022Banco BTG Pactual S.A.47,145$858K0.5%-4.5%1.412%
11/7/2022Jump Financial LLC54,314$988K0.0%N/A1.626%
11/1/2022U.S. Capital Wealth Advisors LLC10,101$184K0.0%N/A0.302%
10/13/2022 Future Financial Wealth Managment LLC42,240$851K1.0%+8.7%1.447%
5/9/2022Meitav Dash Investments Ltd.11,510$311K0.0%-48.6%0.423%
5/3/2022 Future Financial Wealth Managment LLC38,874$1.05M0.9%N/A1.440%
2/8/2022Meitav Dash Investments Ltd.22,400$698K0.0%+107.4%1.109%
11/15/2021Flow Traders U.S. LLC8,350$215K0.0%N/A0.354%
11/3/2021Meitav Dash Investments Ltd.10,800$278K0.0%N/A0.462%
(Data available from 1/1/2016 forward)

SOXQ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SOXQ shares?

During the previous two years, 41 institutional investors and hedge funds held shares of Invesco PHLX Semiconductor ETF. The most heavily invested institutionals were Eagle Global Advisors LLC ($11.19M), SG Americas Securities LLC ($6.32M), Cambridge Investment Research Advisors Inc. ($4.27M), Mirae Asset Global Investments Co. Ltd. ($3.51M), JPMorgan Chase & Co. ($3.30M), Banco BTG Pactual S.A. ($3.07M), and Stratos Wealth Partners LTD. ($2.48M).Learn more on SOXQ's institutional investors.

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

Of the 37 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: LPL Financial LLC ($390.88K), Eagle Global Advisors LLC ($351.23K), Global X Japan Co. Ltd. ($226.21K), Mirae Asset Global Investments Co. Ltd. ($193.70K), Jane Street Group LLC ($186.33K), SG Americas Securities LLC ($161.13K), and Cambridge Investment Research Advisors Inc. ($107.92K).

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

Institutional investors have bought a total of 2,119,189 shares in the last 24 months. This purchase volume represents approximately $63.79M in transactions.

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

Of the 21 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. ($123K), Meitav Investment House Ltd. ($88.20K), Gladstone Institutional Advisory LLC ($71.28K), Jane Street Group LLC ($54.98K), and Jump Financial LLC ($41.07K).

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

Institutional investors have sold a total of 1,119,858 shares in the last 24 months. This volume of shares sold represents approximately $38.77M in transactions.


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This page (NASDAQ:SOXQ) was last updated on 1/21/2025 by MarketBeat.com Staff
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