SOXQ

Invesco Phlx Semiconductor

+$29.6M

Net Activity

Institutions Holding

114

Popularity Rank

#4184

Avg Weight

0.07%

Total Value

$219.4M

Ownership Trend

114 institutions currently hold SOXQ, with 57 net buyers and 45 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

45

Net Buying Institutions

57

Key Holders

Key Holders

Top 5 by Value

MS
Morgan Stanley
$31.7M
EG
Eagle Global Advisors LLC
$19.8M
LF
LPL Financial LLC
$18.8M
CI
Citigroup INC
$14.9M
CC
Condor Capital Management
$11.4M

Top 5 by Conviction

AC
Absolute Capital Management, LLC
1.35%
MI
Marshall Investment Management, LLC
1.21%
CC
Condor Capital Management
0.95%
EG
Eagle Global Advisors LLC
0.72%
BF
Bright Futures Wealth Management, LLC.
0.53%
View all 114 holding institutions

Quarterly Activity

Recent Activity

+$158.2M

Total Buy Value

$78.6M

Total Sell Value

New buy17
Trim34
Add40
Sold out11

57

Net Buyers

45

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding INVESCO PHLX SEMICONDUCTOR (SOXQ)?
Major stakeholders currently include Morgan Stanley ($31.7M), Eagle Global Advisors LLC ($19.8M), LPL Financial LLC ($18.8M). Based on the latest 13F filings, there are a total of 114 tracked investment funds and institutions maintaining positions in SOXQ.
What is the overall institutional sentiment toward SOXQ recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $29.6M, driven by 57 managers accumulating shares while 45 reduced their exposure.
Which institutions have been selling or reducing their SOXQ positions?
In the latest period, 34 funds trimmed their holdings, and 11 managers completely exited their positions. The aggregate reported sell value was $78.6M.
Are there any notable investors adding SOXQ to their portfolios?
Yes, buying activity remains notable. 17 institutions opened new positions in {ticker}, and 40 existing holders added to their shares. The total reported buy value for the quarter amounted to $158.2M.

Related Stocks

Trending Institutional Adds

The most-added stocks by 13F institutions this quarter

MSFT

Microsoft CORP

Institutions Holding

6,150

Total reported value

$2.1T

3245 13F institutions increased their position this quarter

View detail
AMZN

Amazon.com INC

Institutions Holding

5,957

Total reported value

$1.5T

3028 13F institutions increased their position this quarter

View detail
NVDA

Nvidia CORP

Institutions Holding

5,764

Total reported value

$3.0T

2743 13F institutions increased their position this quarter

View detail