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Invesco PHLX Semiconductor ETF (SOXQ) Institutional Ownership

Invesco PHLX Semiconductor ETF logo
$98.93 -0.49 (-0.49%)
Closing price 10/9/2026 04:00 PM Eastern
Extended Trading
$99.06 +0.13 (+0.13%)
As of 10/9/2026 07:59 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for Invesco PHLX Semiconductor ETF (NASDAQ:SOXQ)

Number of
Institutional Buyers
(last 12 months)
67
Total
Institutional Inflows
(last 12 months)
$61.92M
Number of
Institutional Sellers
(last 12 months)
32
Total
Institutional Outflows
(last 12 months)
$24.81M
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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
10/9/2026GK Wealth Management LLC681$68K0.0%N/A0.002%
10/8/2026Farther Finance Advisors LLC22,952$2.28M0.0%+7.9%0.072%
10/8/2026CoreCap Advisors LLC1,632$162K0.0%+17.7%0.005%
9/23/2026Envestnet Asset Management Inc.24,012$2.69M0.0%+226.3%0.073%
9/9/2026Sequoia Financial Advisors LLC5,573$625K0.0%N/A0.020%
9/9/2026NorthRock Partners LLC154,414$17.31M0.3%-2.9%0.544%
9/9/2026Integrated Wealth Concepts LLC4,568$512K0.0%N/A0.016%
9/9/2026NewEdge Advisors LLC26,769$3.00M0.0%N/A0.094%
9/9/2026Cypress Capital Management LLC WY827$93K0.1%N/A0.003%
9/9/2026Pointe Capital Management LLC9,384$1.05M0.5%N/A0.033%
9/9/2026IFP Advisors Inc1,467$164K0.0%+327.7%0.005%
9/9/2026Roble Belko & Company Inc626$70K0.0%N/A0.002%
9/9/2026Baird Financial Group Inc.19,547$2.19M0.0%N/A0.069%
9/8/2026Allworth Financial LP1,033$116K0.0%N/A0.004%
8/27/2026Corient Private Wealth LP50,796$5.69M0.0%+6.3%0.179%
8/22/2026TD Waterhouse Canada Inc.41,350$4.64M0.0%+9,171.3%0.146%
8/22/2026Concurrent Investment Advisors LLC1,932$217K0.0%N/A0.007%
8/21/2026Continuum Advisory LLC302$34K0.0%N/A0.001%
8/20/2026Nwam LLC91,217$10.23M0.5%N/A0.321%
8/20/2026Gill Capital Partners LLC7,643$857K0.2%N/A0.027%
7/10/2026Wealthcare Advisory Partners LLC5,542$621K0.0%+53.9%0.022%
7/9/2026Worth Asset Management LLC2,488$279K0.1%N/A0.010%
7/7/2026CoreCap Advisors LLC1,387$155K0.0%+740.6%0.005%
6/3/2026DV Trading LLC4,046$242K0.0%N/A0.021%
5/19/2026Western Wealth Management LLC735$44K0.0%N/A0.004%
5/19/2026Bank of America Corp DE142,986$8.54M0.0%-13.3%0.742%
5/18/2026Royal Bank of Canada37,099$2.22M0.0%+2,784.8%0.192%
5/13/2026Cetera Investment Advisers11,940$713K0.0%+78.8%0.062%
5/8/2026Pacific Sun Financial Corp11,472$685K0.3%+4.8%0.060%
5/5/2026Sigma Planning Corp4,530$270K0.0%-9.9%0.023%
5/2/2026Global Assets Advisory LLC650$39K0.0%N/A0.003%
4/30/2026Sumitomo Mitsui Trust Group Inc.29,000$1.73M0.0%+19.3%0.151%
4/29/2026Meitav Investment House Ltd.95,370$5.69M0.1%+2.5%0.498%
4/27/2026PFG Investments LLC8,395$501K0.0%-1.5%0.044%
4/21/2026Retirement Planning Group LLC NY4,062$242K0.2%-7.3%0.022%
3/9/2026Corient Private Wealth LLC26,706$1.49M0.0%+1.5%0.170%
3/2/2026Sankala Group LLC2,072$116K0.1%N/A0.013%
2/19/2026Corient Private Wealth LLC26,706$1.49M0.0%+1.5%0.170%
2/18/2026VestGen Advisors LLC76,239$4.25M0.2%+379.3%0.486%
2/18/2026IHT Wealth Management LLC17,221$960K0.0%-17.9%0.110%
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2/17/2026Cetera Investment Advisers6,678$372K0.0%+2.8%0.043%
2/17/2026Equitable Holdings Inc.12,228$682K0.0%+21.5%0.078%
2/17/2026Kovack Advisors Inc.27,420$1.53M0.1%-2.4%0.175%
2/17/2026Trexquant Investment LP4,557$254K0.0%-6.4%0.029%
2/17/2026Jump Financial LLC29,628$1.65M0.0%N/A0.189%
2/17/2026Osaic Holdings Inc.45,519$2.54M0.0%+3.1%0.290%
2/17/2026Royal Bank of Canada1,286$72K0.0%+118.7%0.008%
2/16/2026Icon Wealth Advisors LLC6,380$363K0.0%+104.2%0.041%
2/12/2026Jane Street Group LLC7,404$413K0.0%N/A0.047%
2/12/2026Commonwealth Equity Services LLC24,319$1.36M0.0%-21.2%0.155%
2/12/2026Renaissance Technologies LLC5,900$329K0.0%N/A0.038%
2/12/2026Steward Partners Investment Advisory LLC9,952$555K0.0%-13.1%0.063%
2/12/2026Kovack Advisors Inc.27,420$1.55M0.1%-2.4%0.175%
2/11/2026LPL Financial LLC305,196$17.02M0.0%+3.6%1.944%
2/10/2026Goldman Sachs Group Inc.13,567$757K0.0%N/A0.086%
2/9/2026Marshall Investment Management LLC46,781$2.61M1.3%-17.9%0.298%
2/9/2026Prospera Financial Services Inc9,890$552K0.0%-2.0%0.063%
2/6/2026Condor Capital Management192,807$10.75M0.9%+58.0%1.228%
2/6/2026Global Retirement Partners LLC23,318$1.30M0.0%+0.8%0.149%
2/6/2026HighTower Advisors LLC4,101$229K0.0%N/A0.026%
2/4/2026Meridian Wealth Management LLC33,152$1.85M0.1%N/A0.214%
2/3/2026GRIMES & Co WEALTH MANAGEMENT LLC8,817$492K0.0%-8.7%0.057%
2/2/2026KPP Advisory Services LLC3,840$214K0.0%-22.4%0.025%
2/2/2026Oppenheimer & Co. Inc.25,095$1.40M0.0%-20.5%0.162%
1/29/2026Huntleigh Advisors Inc.9,339$521K0.1%-67.4%0.062%
1/29/2026Almanack Investment Partners LLC.15,437$861K0.1%+2.2%0.102%
1/28/2026Eagle Global Advisors LLC331,749$18.50M0.7%-0.1%2.188%
1/26/2026Mirae Asset Global Investments Co. Ltd.60,510$3.38M0.0%+21.0%0.401%
1/26/2026CWM LLC14,325$799K0.0%-1.6%0.095%
1/26/2026PFG Investments LLC8,524$475K0.0%-6.5%0.057%
1/23/2026Retirement Guys Formula LLC16,352$912K0.4%-81.2%0.109%
1/23/2026U.S. Capital Wealth Advisors LLC5,357$299K0.0%-6.5%0.036%
1/23/2026Sumitomo Mitsui Trust Group Inc.24,300$1.36M0.0%-5.8%0.163%
1/20/2026Sugar Maple Asset Management LLC7,070$394K0.3%N/A0.048%
1/13/2026Capital Investment Advisors LLC41,335$2.31M0.0%+1.5%0.284%
1/1/2026JPMorgan Chase & Co.81,118$4.07M0.0%+0.3%0.685%
11/20/2025WBI Investments LLC46,306$2.32M0.6%+49.0%0.391%
11/19/2025Sunbelt Securities Inc.4,400$221K0.0%N/A0.037%
11/18/2025Advisory Services Network LLC3,585$180K0.0%N/A0.030%
11/17/2025FWL Investment Management LLC1,983$99K0.0%-35.7%0.017%
11/17/2025Susquehanna International Group LLP14,109$707K0.0%-8.3%0.119%
11/17/2025Qube Research & Technologies Ltd691$35K0.0%N/A0.006%
11/17/2025Marshall Investment Management LLC56,979$2.86M1.5%+460.0%0.481%
11/17/2025Bank of America Corp DE167,734$8.41M0.0%-3.1%1.417%
11/17/2025Ameriprise Financial Inc.93,607$4.70M0.0%-61.8%0.791%
11/14/2025Raymond James Financial Inc.14,677$736K0.0%+3.7%0.124%
11/14/2025Equitable Holdings Inc.10,064$504K0.0%+4.5%0.085%
11/14/2025Tower Research Capital LLC TRC 10,140$508K0.0%-34.2%0.086%
11/14/2025NorthRock Partners LLC131,611$6.60M0.1%N/A1.112%
11/13/2025Banco BTG Pactual S.A.54,345$2.72M0.4%-21.2%0.459%
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11/12/2025Bright Futures Wealth Management LLC.14,714$737K0.6%N/A0.124%
11/10/2025MAI Capital Management4,300$216K0.0%+87.0%0.036%
11/10/2025Citigroup Inc.69,319$3.47M0.0%-0.6%0.585%
11/10/2025Kovack Advisors Inc.28,090$1.41M0.1%+1.8%0.237%
11/7/2025Condor Capital Management122,061$6.12M0.5%+79.9%1.031%
11/7/2025Fifth Third Bancorp2,010$101K0.0%N/A0.017%
11/7/2025JPMorgan Chase & Co.81,118$4.07M0.0%+0.3%0.685%
11/6/2025Prospera Financial Services Inc10,096$506K0.0%+11.0%0.085%
11/6/2025Oppenheimer & Co. Inc.31,558$1.58M0.0%-5.1%0.267%
11/5/2025Envestnet Asset Management Inc.9,305$466K0.0%-41.2%0.079%


SOXQ Institutional Ownership - Frequently Asked Questions

During the previous two years, 110 institutional investors and hedge funds held shares of Invesco PHLX Semiconductor ETF. The most heavily invested institutionals were Eagle Global Advisors LLC ($18.50M), NorthRock Partners LLC ($17.31M), LPL Financial LLC ($17.02M), Condor Capital Management ($10.75M), Nwam LLC ($10.23M), Bank of America Corp DE ($8.54M), and Corient Private Wealth LP ($5.69M).Learn more on Invesco PHLX Semiconductor ETF's institutional investors.

Of the 97 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: Condor Capital Management ($192.81K), Marshall Investment Management LLC ($173.92K), Ameriprise Financial Inc. ($167.55K), SG Americas Securities LLC ($163.18K), NorthRock Partners LLC ($131.61K), Retirement Guys Formula LLC ($125.07K), and Meitav Investment House Ltd. ($112.52K).

Institutional investors have bought a total of 899,955 shares in the last 24 months. This purchase volume represents approximately $61.92M in transactions.

Of the 32 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: Ameriprise Financial Inc. ($151.66K), Retirement Guys Formula LLC ($108.72K), Global X Japan Co. Ltd. ($76.59K), Bank of America Corp DE ($27.30K), Huntleigh Advisors Inc. ($19.30K), Banco BTG Pactual S.A. ($14.60K), and Marshall Investment Management LLC ($10.20K).

Institutional investors have sold a total of 470,840 shares in the last 24 months. This volume of shares sold represents approximately $24.81M in transactions.


Related Companies

Institutional ownership data for NASDAQ:SOXQ is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/9/2026. New 13F filings are added each quarter as they're published.
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