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Invesco PHLX Semiconductor ETF (SOXQ) Institutional Ownership

Invesco PHLX Semiconductor ETF logo
$112.10 +4.28 (+3.97%)
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)
66
Total
Institutional Inflows
(last 12 months)
$64.74M
Number of
Institutional Sellers
(last 12 months)
35
Total
Institutional Outflows
(last 12 months)
$32.18M
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Skip Chart & View Institutional Buying and Selling Data

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
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%
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%
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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%
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%
11/3/2025AE Wealth Management LLC2,303$115K0.0%-19.4%0.020%
11/3/2025Truist Financial Corp8,665$434K0.0%-43.4%0.074%
11/3/2025KPP Advisory Services LLC4,951$248K0.0%N/A0.042%
10/31/2025PFG Investments LLC9,119$457K0.0%-4.6%0.077%
10/30/2025Twin Peaks Wealth Advisors LLC6,006$301K0.1%+84.9%0.050%
10/30/2025Huntleigh Advisors Inc.28,642$1.44M0.2%+108.6%0.247%
10/29/2025Meitav Investment House Ltd.106,850$5.36M0.1%-3.1%0.921%
10/28/2025Eagle Global Advisors LLC332,099$16.65M0.6%-1.0%2.863%
10/28/2025Retirement Planning Group LLC NY4,412$221K0.2%N/A0.038%
10/27/2025GRIMES & Co WEALTH MANAGEMENT LLC9,653$484K0.0%-10.7%0.083%
10/27/2025Sumitomo Mitsui Trust Group Inc.25,800$1.29M0.0%+171.6%0.222%
10/23/2025Capital Investment Advisors LLC40,716$2.04M0.0%+6.6%0.357%
10/23/2025SG Americas Securities LLC2,048$103K0.0%N/A0.018%
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10/22/2025Almanack Investment Partners LLC.15,104$757K0.1%N/A0.132%
10/21/2025Global Retirement Partners LLC23,129$1.16M0.0%+2.6%0.203%
10/21/2025Retirement Guys Formula LLC87,095$4.37M1.5%-30.4%0.764%
10/15/2025CWM LLC14,560$730K0.0%+1.6%0.129%
10/15/2025Global 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%
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%


SOXQ Institutional Ownership - Frequently Asked Questions

During the previous two years, 98 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 84 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), 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), and Retirement Guys Formula LLC ($125.07K).

Institutional investors have bought a total of 1,338,945 shares in the last 24 months. This purchase volume represents approximately $64.74M in transactions.

Of the 35 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), Sumitomo Mitsui Trust Group Inc. ($29.50K), Jane Street Group LLC ($28.52K), and Bank of America Corp DE ($27.30K).

Institutional investors have sold a total of 646,881 shares in the last 24 months. This volume of shares sold represents approximately $32.18M in transactions.


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This page (NASDAQ:SOXQ) was last updated on 6/30/2026 by MarketBeat.com Staff.
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