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Invesco PHLX Semiconductor ETF (SOXQ) Institutional Ownership

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$37.85
+0.36 (+0.96%)
(As of 05/10/2024 ET)
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Institutional Ownership Changes (13F Filings) for Invesco PHLX Semiconductor ETF (NASDAQ:SOXQ)

Number of
Institutional Buyers
(last 12 months)
19
Total
Institutional Inflows
(last 12 months)
$18.73M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$9.65M
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SOXQ Institutional Buying and Selling by Quarter

Invesco PHLX Semiconductor ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/10/2024 Banco BTG Pactual S.A.79,645$3.07M0.5%+167.8%0.821%
5/8/2024 Avantax Advisory Services Inc.32,442$1.25M0.0%N/A0.334%
5/7/2024 Oppenheimer & Co. Inc.37,961$1.47M0.0%+15.4%0.391%
5/6/2024 Envestnet Portfolio Solutions Inc.6,517$251K0.0%N/A0.067%
5/1/2024 Janney Montgomery Scott LLC7,703$297K0.0%N/A0.079%
5/1/2024 Mirae Asset Global Investments Co. Ltd.50,000$1.93M0.0%-44.1%0.515%
4/25/2024 Cambridge Investment Research Advisors Inc.106,678$4.12M0.0%-2.3%1.102%
4/23/2024 Global Retirement Partners LLC6,381$246K0.0%+40.4%0.066%
4/19/2024 Kovack Advisors Inc.16,850$650K0.1%+28.6%0.174%
4/18/2024 InTrack Investment Management Inc12,158$469K0.3%-29.4%0.128%
4/15/2024 Future Financial Wealth Managment LLC1,391$54K0.0%N/A0.015%
2/12/2024 Banco BTG Pactual S.A.29,745$987K0.1%+57.0%0.471%
2/9/2024Eagle Global Advisors LLC340,474$11.19M0.7%-2.4%5.387%
2/9/2024 Cambridge Investment Research Advisors Inc.109,192$3.59M0.0%+32.9%1.728%
2/7/2024Jump Financial LLC16,052$527K0.0%-71.9%0.254%
2/6/2024 Wealthcare Advisory Partners LLC6,300$207K0.0%N/A0.100%
2/6/2024U.S. Capital Wealth Advisors LLC9,151$301K0.0%-10.6%0.145%
2/2/2024 Kovack Advisors Inc.13,100$430K0.1%N/A0.207%
2/2/2024Atria Wealth Solutions Inc.16,940$557K0.0%N/A0.268%
1/29/2024 Meitav Investment House Ltd.33,940$1.13M0.0%N/A0.558%
1/24/2024 Mirae Asset Global Investments Co. Ltd.89,400$2.94M0.0%-48.3%1.541%
1/24/2024 Stratos Wealth Partners LTD.75,353$2.48M0.0%+192.8%1.299%
1/18/2024 Global Retirement Partners LLC4,545$147K0.0%+51.1%0.078%
1/16/2024 Raymond James Financial Services Advisors Inc.9,799$322K0.0%N/A0.168%
1/4/2024 InTrack Investment Management Inc17,229$566K0.4%-5.6%0.313%
12/6/2023Citigroup Inc.17,031$461K0.0%N/A0.310%
11/9/2023Citigroup Inc.17,031$461K0.0%N/A0.310%
11/8/2023 Oppenheimer & Co. Inc.29,635$802K0.0%+22.1%0.539%
11/7/2023Jump Financial LLC57,125$1.55M0.1%+27.1%1.039%
11/6/2023 L.M. Kohn & Company10,675$289K0.1%+23.1%0.194%
10/26/2023 Mirae Asset Global Investments Co. Ltd.173,000$4.68M0.0%+248.1%3.204%
10/24/2023 Cambridge Investment Research Advisors Inc.82,186$2.22M0.0%+70.2%1.522%
10/20/2023 InTrack Investment Management Inc18,258$494K0.4%+10.8%0.342%
10/13/2023 Global Retirement Partners LLC3,008$81K0.0%-24.1%0.058%
8/10/2023 Mirae Asset Global Investments Co. Ltd.49,700$1.44M0.0%N/A1.031%
8/10/2023 Meitav Investment House Ltd.4,500$128K0.0%N/A0.093%
8/8/2023 L.M. Kohn & Company8,675$251K0.1%N/A0.180%
8/3/2023 Oppenheimer & Co. Inc.24,281$702K0.0%+71.1%0.504%
7/31/2023LPL Financial LLC66,781$1.93M0.0%-62.4%1.403%
7/21/2023Eagle Global Advisors LLC348,753$10.09M0.7%-0.4%7.582%
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7/20/2023 Global Retirement Partners LLC3,965$115K0.0%N/A0.086%
7/17/2023 Wealthcare Advisory Partners LLC9,000$260K0.0%-28.3%0.196%
7/13/2023 Cambridge Investment Research Advisors Inc.48,295$1.40M0.0%+262.1%1.050%
7/6/2023 InTrack Investment Management Inc16,476$477K0.4%-4.7%0.394%
5/10/2023 Banco BTG Pactual S.A.11,445$265K0.1%-74.0%0.267%
5/10/2023 Oppenheimer & Co. Inc.14,193$361K0.0%N/A0.332%
5/10/2023LPL Financial LLC177,505$4.52M0.0%-58.9%4.147%
5/8/2023Eagle Global Advisors LLC350,181$8.91M0.6%-0.3%8.182%
5/4/2023 Wealthcare Advisory Partners LLC12,550$319K0.0%N/A0.293%
4/27/2023 Stratos Wealth Partners LTD.25,223$642K0.0%-2.4%0.589%
4/5/2023 InTrack Investment Management Inc17,297$428K0.4%+66.2%0.410%
2/8/2023 Banco BTG Pactual S.A.43,945$875K0.5%-6.8%1.051%
2/8/2023 Cambridge Investment Research Advisors Inc.12,069$240K0.0%N/A0.289%
2/7/2023Eagle Global Advisors LLC351,233$6.99M0.5%N/A8.403%
2/7/2023LPL Financial LLC431,596$8.59M0.0%+960.1%10.325%
1/24/2023 Pallas Capital Advisors LLC18,822$414K0.0%N/A0.450%
1/24/2023National Bank of Canada FI2,500$50K0.0%N/A0.060%
1/17/2023 InTrack Investment Management Inc10,409$207K0.2%N/A0.249%
11/15/2022 Banco BTG Pactual S.A.47,145$858K0.5%-4.5%1.412%
11/7/2022Jump Financial LLC54,314$988K0.0%N/A1.626%
11/1/2022U.S. Capital Wealth Advisors LLC10,101$184K0.0%N/A0.302%
10/13/2022 Future Financial Wealth Managment LLC42,240$851K1.0%+8.7%1.447%
5/9/2022 Meitav Dash Investments Ltd.11,510$311K0.0%-48.6%0.423%
5/3/2022 Future Financial Wealth Managment LLC38,874$1.05M0.9%N/A1.440%
2/8/2022 Meitav Dash Investments Ltd.22,400$698K0.0%+107.4%1.109%
11/15/2021Flow Traders U.S. LLC8,350$215K0.0%N/A0.354%
11/3/2021 Meitav Dash Investments Ltd.10,800$278K0.0%N/A0.462%
8/16/2021Bank of America Corp DE380,000$10.04M0.0%N/A17.117%
8/16/2021Morgan Stanley400,000$10.57M0.0%N/A18.018%
8/16/2021Credit Suisse AG400,000$10.57M0.0%N/A18.018%
8/12/2021JPMorgan Chase & Co.345,460$9.13M0.0%N/A14.394%
(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, 24 institutional investors and hedge funds held shares of Invesco PHLX Semiconductor ETF. The most heavily invested institutionals were Eagle Global Advisors LLC ($11.19M), Cambridge Investment Research Advisors Inc. ($4.12M), Banco BTG Pactual S.A. ($3.07M), Stratos Wealth Partners LTD. ($2.48M), LPL Financial LLC ($1.93M), Mirae Asset Global Investments Co. Ltd. ($1.93M), and Oppenheimer & Co. Inc. ($1.47M).Learn more on SOXQ's institutional investors.

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

Of the 24 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), Mirae Asset Global Investments Co. Ltd. ($173K), Cambridge Investment Research Advisors Inc. ($107.92K), Jump Financial LLC ($66.49K), Banco BTG Pactual S.A. ($60.70K), and Stratos Wealth Partners LTD. ($49.61K).

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

Institutional investors have bought a total of 1,489,411 shares in the last 24 months. This purchase volume represents approximately $36.47M in transactions.

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

Of the 11 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 ($6.92K), and Wealthcare Advisory Partners LLC ($3.55K).

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

Institutional investors have sold a total of 593,131 shares in the last 24 months. This volume of shares sold represents approximately $17.09M in transactions.


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This page (NASDAQ:SOXQ) was last updated on 5/12/2024 by MarketBeat.com Staff

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