Invesco PHLX Semiconductor ETF (SOXQ) Institutional Ownership

$40.18

+0.75 (+1.90%)

(As of 07/26/2024 ET)

Stock Analysis Chart Dividend Headlines Holdings Options Chain Ownership Ratings Short Interest Trends

Number of Institutional Buyers (last 12 months): 24
Total Institutional Inflows (last 12 months): $26.59M

Number of Institutional Sellers (last 12 months): 10
Total Institutional Outflows (last 12 months): $10.08M

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SOXQ Institutional Buying and Selling by Quarter

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Invesco PHLX Semiconductor ETF Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Cambridge Investment Research Advisors Inc.	99,000	$4.27M	0.0%	-7.2%	0.829%
7/25/2024	Beacon Capital Management LLC	1,275	$55K	0.0%	N/A	0.011%
7/23/2024	Traphagen Investment Advisors LLC	5,724	$247K	0.0%	-10.2%	0.048%
7/22/2024	Atria Wealth Solutions Inc.	19,942	$859K	0.0%	-5.8%	0.167%
7/19/2024	Sumitomo Mitsui Trust Holdings Inc.	19,600	$845K	0.0%	N/A	0.171%
7/16/2024	WASHINGTON TRUST Co	640	$28K	0.0%	N/A	0.006%
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7/15/2024	InTrack Investment Management Inc	8,606	$371K	0.3%	-29.2%	0.078%
7/11/2024	U.S. Capital Wealth Advisors LLC	7,316	$315K	0.0%	-9.8%	0.067%
6/28/2024	Bright Futures Wealth Management LLC.	22,397	$957K	0.5%	N/A	0.231%
5/16/2024	Jane Street Group LLC	186,329	$7.19M	0.0%	N/A	1.921%
5/10/2024	Banco BTG Pactual S.A.	79,645	$3.07M	0.5%	+167.8%	0.821%
5/8/2024	Avantax Advisory Services Inc.	32,442	$1.25M	0.0%	N/A	0.334%
5/7/2024	Oppenheimer & Co. Inc.	37,961	$1.47M	0.0%	+15.4%	0.391%
5/6/2024	Envestnet Portfolio Solutions Inc.	6,517	$251K	0.0%	N/A	0.067%
5/1/2024	Janney Montgomery Scott LLC	7,703	$297K	0.0%	N/A	0.079%
5/1/2024	Mirae Asset Global Investments Co. Ltd.	50,000	$1.93M	0.0%	-44.1%	0.515%
4/25/2024	Cambridge Investment Research Advisors Inc.	106,678	$4.12M	0.0%	-2.3%	1.102%
4/23/2024	Global Retirement Partners LLC	6,381	$246K	0.0%	+40.4%	0.066%
4/19/2024	Kovack Advisors Inc.	16,850	$650K	0.1%	+28.6%	0.174%
4/18/2024	InTrack Investment Management Inc	12,158	$469K	0.3%	-29.4%	0.128%
4/15/2024	Future Financial Wealth Managment LLC	1,391	$54K	0.0%	N/A	0.015%
2/12/2024	Banco BTG Pactual S.A.	29,745	$987K	0.1%	+57.0%	0.471%
2/9/2024	Eagle Global Advisors LLC	340,474	$11.19M	0.7%	-2.4%	5.387%
2/9/2024	Cambridge Investment Research Advisors Inc.	109,192	$3.59M	0.0%	+32.9%	1.728%
2/7/2024	Jump Financial LLC	16,052	$527K	0.0%	-71.9%	0.254%
2/6/2024	Wealthcare Advisory Partners LLC	6,300	$207K	0.0%	N/A	0.100%
2/6/2024	U.S. Capital Wealth Advisors LLC	9,151	$301K	0.0%	-10.6%	0.145%
2/2/2024	Kovack Advisors Inc.	13,100	$430K	0.1%	N/A	0.207%
2/2/2024	Atria Wealth Solutions Inc.	16,940	$557K	0.0%	N/A	0.268%
1/29/2024	Meitav Investment House Ltd.	33,940	$1.13M	0.0%	N/A	0.558%
1/24/2024	Mirae Asset Global Investments Co. Ltd.	89,400	$2.94M	0.0%	-48.3%	1.541%
1/24/2024	Stratos Wealth Partners LTD.	75,353	$2.48M	0.0%	+192.8%	1.299%
1/18/2024	Global Retirement Partners LLC	4,545	$147K	0.0%	+51.1%	0.078%
1/16/2024	Raymond James Financial Services Advisors Inc.	9,799	$322K	0.0%	N/A	0.168%
1/4/2024	InTrack Investment Management Inc	17,229	$566K	0.4%	-5.6%	0.313%
12/6/2023	Citigroup Inc.	17,031	$461K	0.0%	N/A	0.310%
11/9/2023	Citigroup Inc.	17,031	$461K	0.0%	N/A	0.310%
11/8/2023	Oppenheimer & Co. Inc.	29,635	$802K	0.0%	+22.1%	0.539%
11/7/2023	Jump Financial LLC	57,125	$1.55M	0.1%	+27.1%	1.039%
11/6/2023	L.M. Kohn & Company	10,675	$289K	0.1%	+23.1%	0.194%
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10/26/2023	Mirae Asset Global Investments Co. Ltd.	173,000	$4.68M	0.0%	+248.1%	3.204%
10/24/2023	Cambridge Investment Research Advisors Inc.	82,186	$2.22M	0.0%	+70.2%	1.522%
10/20/2023	InTrack Investment Management Inc	18,258	$494K	0.4%	+10.8%	0.342%
10/13/2023	Global Retirement Partners LLC	3,008	$81K	0.0%	-24.1%	0.058%
8/10/2023	Mirae Asset Global Investments Co. Ltd.	49,700	$1.44M	0.0%	N/A	1.031%
8/10/2023	Meitav Investment House Ltd.	4,500	$128K	0.0%	N/A	0.093%
8/8/2023	L.M. Kohn & Company	8,675	$251K	0.1%	N/A	0.180%
8/3/2023	Oppenheimer & Co. Inc.	24,281	$702K	0.0%	+71.1%	0.504%
7/31/2023	LPL Financial LLC	66,781	$1.93M	0.0%	-62.4%	1.403%
7/21/2023	Eagle Global Advisors LLC	348,753	$10.09M	0.7%	-0.4%	7.582%
7/20/2023	Global Retirement Partners LLC	3,965	$115K	0.0%	N/A	0.086%
7/17/2023	Wealthcare Advisory Partners LLC	9,000	$260K	0.0%	-28.3%	0.196%
7/13/2023	Cambridge Investment Research Advisors Inc.	48,295	$1.40M	0.0%	+262.1%	1.050%
7/6/2023	InTrack Investment Management Inc	16,476	$477K	0.4%	-4.7%	0.394%
5/10/2023	Banco BTG Pactual S.A.	11,445	$265K	0.1%	-74.0%	0.267%
5/10/2023	Oppenheimer & Co. Inc.	14,193	$361K	0.0%	N/A	0.332%
5/10/2023	LPL Financial LLC	177,505	$4.52M	0.0%	-58.9%	4.147%
5/8/2023	Eagle Global Advisors LLC	350,181	$8.91M	0.6%	-0.3%	8.182%
5/4/2023	Wealthcare Advisory Partners LLC	12,550	$319K	0.0%	N/A	0.293%
4/27/2023	Stratos Wealth Partners LTD.	25,223	$642K	0.0%	-2.4%	0.589%
4/5/2023	InTrack Investment Management Inc	17,297	$428K	0.4%	+66.2%	0.410%
2/8/2023	Banco BTG Pactual S.A.	43,945	$875K	0.5%	-6.8%	1.051%
2/8/2023	Cambridge Investment Research Advisors Inc.	12,069	$240K	0.0%	N/A	0.289%
2/7/2023	Eagle Global Advisors LLC	351,233	$6.99M	0.5%	N/A	8.403%
2/7/2023	LPL Financial LLC	431,596	$8.59M	0.0%	+960.1%	10.325%
1/24/2023	Pallas Capital Advisors LLC	18,822	$414K	0.0%	N/A	0.450%
1/24/2023	National Bank of Canada FI	2,500	$50K	0.0%	N/A	0.060%
1/17/2023	InTrack Investment Management Inc	10,409	$207K	0.2%	N/A	0.249%
11/15/2022	Banco BTG Pactual S.A.	47,145	$858K	0.5%	-4.5%	1.412%
11/7/2022	Jump Financial LLC	54,314	$988K	0.0%	N/A	1.626%
11/1/2022	U.S. Capital Wealth Advisors LLC	10,101	$184K	0.0%	N/A	0.302%
10/13/2022	Future Financial Wealth Managment LLC	42,240	$851K	1.0%	+8.7%	1.447%
5/9/2022	Meitav Dash Investments Ltd.	11,510	$311K	0.0%	-48.6%	0.423%
5/3/2022	Future Financial Wealth Managment LLC	38,874	$1.05M	0.9%	N/A	1.440%
2/8/2022	Meitav Dash Investments Ltd.	22,400	$698K	0.0%	+107.4%	1.109%
11/15/2021	Flow Traders U.S. LLC	8,350	$215K	0.0%	N/A	0.354%
11/3/2021	Meitav Dash Investments Ltd.	10,800	$278K	0.0%	N/A	0.462%
8/16/2021	Bank of America Corp DE	380,000	$10.04M	0.0%	N/A	17.117%
8/16/2021	Morgan Stanley	400,000	$10.57M	0.0%	N/A	18.018%
8/16/2021	Credit Suisse AG	400,000	$10.57M	0.0%	N/A	18.018%
8/12/2021	JPMorgan Chase & Co.	345,460	$9.13M	0.0%	N/A	14.394%

(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, 30 institutional investors and hedge funds held shares of Invesco PHLX Semiconductor ETF. The most heavily invested institutionals were Eagle Global Advisors LLC ($11.19M), Jane Street Group LLC ($7.19M), Cambridge Investment Research Advisors Inc. ($4.27M), Banco BTG Pactual S.A. ($3.07M), Stratos Wealth Partners LTD. ($2.48M), LPL Financial LLC ($1.93M), and Mirae Asset Global Investments Co. Ltd. ($1.93M).Learn more on SOXQ's institutional investors.
Which institutional investors have been buying Invesco PHLX Semiconductor ETF stock?: Of the 29 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), Jane Street Group LLC ($186.33K), Mirae Asset Global Investments Co. Ltd. ($173K), Cambridge Investment Research Advisors Inc. ($107.92K), Jump Financial LLC ($66.49K), and Banco BTG Pactual S.A. ($60.70K).
How much institutional buying is happening at Invesco PHLX Semiconductor ETF?: Institutional investors have bought a total of 1,719,652 shares in the last 24 months. This purchase volume represents approximately $45.45M in transactions.

Which Invesco PHLX Semiconductor ETF major shareholders have been selling company stock?: Of the 13 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), Mirae Asset Global Investments Co. Ltd. ($123K), Jump Financial LLC ($41.07K), Banco BTG Pactual S.A. ($37.90K), Eagle Global Advisors LLC ($10.70K), InTrack Investment Management Inc ($10.47K), and Cambridge Investment Research Advisors Inc. ($10.19K).
How much institutional selling is happening at Invesco PHLX Semiconductor ETF?: Institutional investors have sold a total of 607,037 shares in the last 24 months. This volume of shares sold represents approximately $17.69M in transactions.