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Invesco PHLX Semiconductor ETF (SOXQ) Institutional Ownership

Invesco PHLX Semiconductor ETF logo
$52.39 -0.93 (-1.74%)
As of 12:27 PM Eastern
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Institutional Ownership Changes (13F Filings) for Invesco PHLX Semiconductor ETF (NASDAQ:SOXQ)

Number of
Institutional Buyers
(last 12 months)
56
Total
Institutional Inflows
(last 12 months)
$62.18M
Number of
Institutional Sellers
(last 12 months)
27
Total
Institutional Outflows
(last 12 months)
$35.80M
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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
9/26/2025Corient Private Wealth LLC25,802$1.13M0.0%+35.6%0.229%
8/15/2025Tower Research Capital LLC TRC 15,405$673K0.0%+203.7%0.137%
8/15/2025Corient Private Wealth LLC25,802$1.13M0.0%+35.6%0.229%
8/15/2025IHT Wealth Management LLC22,380$977K0.0%+52.4%0.199%
8/15/2025Bank of America Corp DE173,182$7.56M0.0%+9.5%1.538%
8/15/2025Ameriprise Financial Inc.245,267$10.70M0.0%+215.6%2.178%
8/14/2025Jane Street Group LLC9,972$435K0.0%-74.1%0.089%
8/14/2025Raymond James Financial Inc.14,158$618K0.0%-51.6%0.126%
8/14/2025Banco BTG Pactual S.A.68,945$3.01M0.6%-6.8%0.612%
8/14/2025FWL Investment Management LLC3,086$135K0.0%+8.1%0.027%
8/14/2025Marshall Investment Management LLC10,174$444K2.1%-90.8%0.090%
8/13/2025Flow Traders U.S. LLC7,910$345K0.0%N/A0.070%
8/13/2025Twin Peaks Wealth Advisors LLC3,248$149K0.0%N/A0.029%
8/13/2025Northwestern Mutual Wealth Management Co.954$42K0.0%+112.5%0.008%
8/12/2025Steward Partners Investment Advisory LLC11,452$500K0.0%+16.2%0.102%
8/12/2025Global Retirement Partners LLC22,550$985K0.0%N/A0.200%
8/11/2025WBI Investments LLC31,074$1.36M0.4%+70.5%0.276%
8/8/2025Cetera Investment Advisers6,344$277K0.0%+5.1%0.056%
8/6/2025Prospera Financial Services Inc9,097$397K0.0%N/A0.081%
8/5/2025Bank of Montreal Can2,128$93K0.0%-21.0%0.019%
8/4/2025Creative Financial Designs Inc. ADV1,894$83K0.0%-15.5%0.017%
8/1/2025Envestnet Asset Management Inc.15,819$691K0.0%+6.2%0.140%
7/31/2025Sumitomo Mitsui Trust Group Inc.9,500$415K0.0%-74.7%0.084%
7/30/2025D.A. Davidson & CO.6,600$288K0.0%N/A0.058%
7/30/2025Pacific Sun Financial Corp10,672$466K0.2%+6.2%0.094%
7/29/2025Activest Wealth Management4,061$177K0.0%N/A0.036%
7/25/2025CWM LLC14,325$625K0.0%+119,275.0%0.126%
7/23/2025Meitav Investment House Ltd.110,220$4.81M0.1%N/A0.975%
7/22/2025Grimes & Company Inc.10,814$472K0.0%N/A0.096%
7/22/2025Wealthcare Advisory Partners LLC4,650$203K0.0%N/A0.041%
7/18/2025Truist Financial Corp15,314$669K0.0%+6.7%0.136%
7/17/2025Capital Investment Advisors LLC38,195$1.67M0.0%N/A0.338%
7/16/2025Eagle Global Advisors LLC335,416$14.64M0.6%-0.6%2.968%
7/15/2025Retirement Guys Formula LLC125,067$5.46M2.1%N/A1.107%
7/14/2025U.S. Capital Wealth Advisors LLC5,873$256K0.0%N/A0.052%
7/14/2025Sowell Financial Services LLC34,376$1.50M0.1%N/A0.304%
7/11/2025Farther Finance Advisors LLC12,600$550K0.0%+7,141.4%0.112%
7/11/2025Silver Oak Securities Incorporated5,623$246K0.0%N/A0.050%
7/11/2025Global X Japan Co. Ltd.121,054$5.29M0.5%+34.7%1.071%
5/22/2025WBI Investments LLC18,226$613K0.2%N/A0.159%
5/19/2025Jane Street Group LLC38,491$1.30M0.0%+54.8%0.336%
5/14/2025Banco BTG Pactual S.A.73,945$2.49M0.6%-27.3%0.645%
5/12/2025Eagle Global Advisors LLC337,536$11.36M0.5%-0.4%2.945%
5/12/2025Condor Capital Management67,844$2.28M0.2%+3.0%0.592%
5/9/2025Atria Wealth Solutions Inc.12,489$420K0.0%-39.7%0.109%
5/8/2025Marshall Investment Management LLC111,175$3.74M2.3%-12.5%0.970%
5/7/2025LPL Financial LLC359,224$12.09M0.0%-12.9%3.135%
5/6/2025Cetera Investment Advisers6,039$203K0.0%-29.3%0.053%
5/6/2025Kovack Advisors Inc.27,660$931K0.1%+14.9%0.241%
4/29/2025Envestnet Asset Management Inc.14,896$501K0.0%+5.5%0.133%
4/29/2025Huntleigh Advisors Inc.13,699$461K0.1%-2.6%0.122%
4/25/2025Sumitomo Mitsui Trust Group Inc.37,500$1.26M0.0%+212.5%0.332%
4/24/2025Mirae Asset Global Investments Co. Ltd.50,000$1.69M0.0%-17.4%0.443%
4/23/2025Creative Financial Designs Inc. ADV2,241$75K0.0%+24.6%0.020%
4/23/2025Oppenheimer & Co. Inc.23,124$778K0.0%+5.7%0.205%
4/22/2025Cambridge Investment Research Advisors Inc.107,674$3.62M0.0%+5.8%0.955%
4/22/2025Bright Futures Wealth Management LLC.18,839$634K0.7%-3.1%0.167%
4/22/2025PFG Investments LLC9,742$328K0.0%-8.3%0.086%
4/21/2025Global X Japan Co. Ltd.89,899$3.03M0.3%+42.5%0.797%
4/17/2025Pacific Sun Financial Corp10,052$338K0.2%+38.5%0.090%
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 TRC24,528$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%
(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, 78 institutional investors and hedge funds held shares of Invesco PHLX Semiconductor ETF. The most heavily invested institutionals were Eagle Global Advisors LLC ($14.64M), LPL Financial LLC ($12.09M), Ameriprise Financial Inc. ($10.70M), Bank of America Corp DE ($7.56M), SG Americas Securities LLC ($6.32M), Retirement Guys Formula LLC ($5.46M), and Global X Japan Co. Ltd. ($5.29M).Learn more on Invesco PHLX Semiconductor ETF's institutional investors.

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

Of the 71 institutional investors that purchased Invesco PHLX Semiconductor ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Global X Japan Co. Ltd. ($314.36K), Jane Street Group LLC ($199.95K), Ameriprise Financial Inc. ($167.55K), SG Americas Securities LLC ($161.13K), Meitav Investment House Ltd. ($144.16K), Mirae Asset Global Investments Co. Ltd. ($144K), and Marshall Investment Management LLC ($127.11K).

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

Institutional investors have bought a total of 1,519,958 shares in the last 24 months. This purchase volume represents approximately $62.18M in transactions.

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

Of the 27 institutional investors that sold Invesco PHLX Semiconductor ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Global X Japan Co. Ltd. ($293.88K), Marshall Investment Management LLC ($116.94K), Jane Street Group LLC ($86.17K), Gladstone Institutional Advisory LLC ($71.28K), LPL Financial LLC ($53.13K), Sumitomo Mitsui Trust Group Inc. ($47K), and Meitav Investment House Ltd. ($43.92K).

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

Institutional investors have sold a total of 892,082 shares in the last 24 months. This volume of shares sold represents approximately $35.80M in transactions.


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This page (NASDAQ:SOXQ) was last updated on 10/7/2025 by MarketBeat.com Staff
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