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Invesco PHLX Semiconductor ETF (SOXQ) Institutional Ownership

Invesco PHLX Semiconductor ETF logo
$94.44 -2.76 (-2.84%)
As of 04:00 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)
57
Total
Institutional Inflows
(last 12 months)
$47.24M
Number of
Institutional Sellers
(last 12 months)
33
Total
Institutional Outflows
(last 12 months)
$30.83M
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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
7/10/2026 Wealthcare Advisory Partners LLC5,542$621K0.0%+53.9%0.022%
7/9/2026 Worth Asset Management LLC2,488$279K0.1%N/A0.010%
7/7/2026 CoreCap 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%
5/5/2026 Sigma Planning Corp4,530$270K0.0%-9.9%0.023%
5/2/2026 Global Assets Advisory LLC650$39K0.0%N/A0.003%
4/30/2026 Sumitomo Mitsui Trust Group Inc.29,000$1.73M0.0%+19.3%0.151%
4/29/2026 Meitav Investment House Ltd.95,370$5.69M0.1%+2.5%0.498%
4/27/2026 PFG Investments LLC8,395$501K0.0%-1.5%0.044%
4/21/2026 Retirement 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%
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%
2/17/2026 Kovack 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%
2/16/2026 Icon Wealth Advisors LLC6,380$363K0.0%+104.2%0.041%
2/12/2026Jane Street Group LLC7,404$413K0.0%N/A0.047%
2/12/2026 Commonwealth 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%
2/12/2026 Kovack Advisors Inc.27,420$1.55M0.1%-2.4%0.175%
2/11/2026 LPL 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%
2/9/2026 Prospera Financial Services Inc9,890$552K0.0%-2.0%0.063%
2/6/2026Condor Capital Management192,807$10.75M0.9%+58.0%1.228%
2/6/2026 Global Retirement Partners LLC23,318$1.30M0.0%+0.8%0.149%
2/6/2026 HighTower Advisors LLC4,101$229K0.0%N/A0.026%
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2/4/2026 Meridian Wealth Management LLC33,152$1.85M0.1%N/A0.214%
2/3/2026 GRIMES & Co WEALTH MANAGEMENT LLC8,817$492K0.0%-8.7%0.057%
2/2/2026 KPP Advisory Services LLC3,840$214K0.0%-22.4%0.025%
2/2/2026 Oppenheimer & Co. Inc.25,095$1.40M0.0%-20.5%0.162%
1/29/2026 Huntleigh Advisors Inc.9,339$521K0.1%-67.4%0.062%
1/29/2026 Almanack Investment Partners LLC.15,437$861K0.1%+2.2%0.102%
1/28/2026 Eagle Global Advisors LLC331,749$18.50M0.7%-0.1%2.188%
1/26/2026 Mirae 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%
1/26/2026 PFG Investments LLC8,524$475K0.0%-6.5%0.057%
1/23/2026 Retirement 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%
1/23/2026 Sumitomo Mitsui Trust Group Inc.24,300$1.36M0.0%-5.8%0.163%
1/20/2026 Sugar Maple Asset Management LLC7,070$394K0.3%N/A0.048%
1/13/2026 Capital 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%
11/13/2025 Banco BTG Pactual S.A.54,345$2.72M0.4%-21.2%0.459%
11/12/2025 Bright Futures Wealth Management LLC.14,714$737K0.6%N/A0.124%
11/10/2025MAI Capital Management4,300$216K0.0%+87.0%0.036%
11/10/2025 Citigroup Inc.69,319$3.47M0.0%-0.6%0.585%
11/10/2025 Kovack Advisors Inc.28,090$1.41M0.1%+1.8%0.237%
11/7/2025Condor Capital Management122,061$6.12M0.5%+79.9%1.031%
11/7/2025 Fifth Third Bancorp2,010$101K0.0%N/A0.017%
11/7/2025JPMorgan Chase & Co.81,118$4.07M0.0%+0.3%0.685%
11/6/2025 Prospera Financial Services Inc10,096$506K0.0%+11.0%0.085%
11/6/2025 Oppenheimer & Co. Inc.31,558$1.58M0.0%-5.1%0.267%
11/5/2025 Envestnet Asset Management Inc.9,305$466K0.0%-41.2%0.079%
11/3/2025 AE Wealth Management LLC2,303$115K0.0%-19.4%0.020%
11/3/2025 Truist Financial Corp8,665$434K0.0%-43.4%0.074%
11/3/2025 KPP Advisory Services LLC4,951$248K0.0%N/A0.042%
10/31/2025 PFG Investments LLC9,119$457K0.0%-4.6%0.077%
10/30/2025Twin Peaks Wealth Advisors LLC6,006$301K0.1%+84.9%0.050%
10/30/2025 Huntleigh Advisors Inc.28,642$1.44M0.2%+108.6%0.247%
10/29/2025 Meitav Investment House Ltd.106,850$5.36M0.1%-3.1%0.921%
10/28/2025 Eagle Global Advisors LLC332,099$16.65M0.6%-1.0%2.863%
10/28/2025 Retirement Planning Group LLC NY4,412$221K0.2%N/A0.038%
10/27/2025 GRIMES & Co WEALTH MANAGEMENT LLC9,653$484K0.0%-10.7%0.083%
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10/27/2025 Sumitomo Mitsui Trust Group Inc.25,800$1.29M0.0%+171.6%0.222%
10/23/2025 Capital Investment Advisors LLC40,716$2.04M0.0%+6.6%0.357%
10/23/2025 SG Americas Securities LLC2,048$103K0.0%N/A0.018%
10/22/2025 Almanack Investment Partners LLC.15,104$757K0.1%N/A0.132%
10/21/2025 Global Retirement Partners LLC23,129$1.16M0.0%+2.6%0.203%
10/21/2025 Retirement Guys Formula LLC87,095$4.37M1.5%-30.4%0.764%
10/15/2025CWM LLC14,560$730K0.0%+1.6%0.129%
10/15/2025 Global X Japan Co. Ltd.44,460$2.23M0.2%-63.3%0.393%
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%


SOXQ Institutional Ownership - Frequently Asked Questions

During the previous two years, 96 institutional investors and hedge funds held shares of Invesco PHLX Semiconductor ETF. The most heavily invested institutionals were Eagle Global Advisors LLC ($18.50M), LPL Financial LLC ($17.02M), Condor Capital Management ($10.75M), Bank of America Corp DE ($8.54M), NorthRock Partners LLC ($6.60M), Meitav Investment House Ltd. ($5.69M), and Ameriprise Financial Inc. ($4.70M).Learn more on Invesco PHLX Semiconductor ETF's institutional investors.

Of the 82 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 929,318 shares in the last 24 months. This purchase volume represents approximately $47.24M in transactions.

Of the 33 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), Marshall Investment Management LLC ($111.20K), Retirement Guys Formula LLC ($108.72K), Global X Japan Co. Ltd. ($76.59K), Jane Street Group LLC ($28.52K), Bank of America Corp DE ($27.30K), and Banco BTG Pactual S.A. ($19.60K).

Institutional investors have sold a total of 615,848 shares in the last 24 months. This volume of shares sold represents approximately $30.83M 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 7/10/2026. New 13F filings are added each quarter as they're published.
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