Invesco PHLX SemiconductorSOXQETF
13F holders, Q4 2024 (December 31)90holders +7
14new positions
10sold out
2famous investors
$39.32avg. 13F price*
At the end of Q4 2024, 90 institutions reported holding Invesco PHLX Semiconductor (SOXQ) in their 13F filings, up 7 from Q3 2024. 14 opened new positions and 10 sold out. The largest holders were LPL Financial LLC ($16.2M), Eagle Global Advisors LLC ($13.3M) and Ameriprise Financial Inc. ($9.0M). 2 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Invesco PHLX Semiconductor
- CUSIP
- 46138G615
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $13.0M |
| Exits | 10 | $9.5M |
All 13F filers, Q3 2024 → Q4 2024: 601,879 shares bought and 385,090 shares sold, net +216,789 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 90 holders
| LPL Financial LLC | 0.01% | Add +9.1% | 412,352 | $16.2M |
| Eagle Global Advisors LLC | 0.54% | Add +0.3% | 338,832 | $13.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -14.0% | 228,991 | $9.0M |
| SG Americas Securities, LLC | 0.03% | New | 161,130 | $6.3M |
| Bank of America Corp. | 0.00% | Reduce -0.0% | 135,839 | $5.3M |
| Marshall Investment Management, LLC | 3.05% | — | 127,110 | $5.2M |
| Banco BTG Pactual S.A. | 0.94% | Reduce -1.3% | 101,745 | $4.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +1.5% | 101,780 | $4.0M |
| UBS Group AG | 0.00% | Add +2092.6% | 97,021 | $3.8M |
| JPMorgan Chase & Co. | 0.00% | Add +0.0% | 80,921 | $3.2M |
| Condor Capital Management | 0.23% | New | 65,876 | $2.6M |
| D. E. Shaw & Co. | 0.00% | New | 64,567 | $2.5M |
| Global X Japan Co., Ltd. | 0.31% | Add +91.8% | 63,097 | $2.5M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Reduce -29.2% | 60,500 | $2.4M |
| Citigroup Inc. | 0.00% | Add +70.4% | 59,507 | $2.3M |
| Hardy Reed LLC | 0.16% | No change | 45,000 | $1.8M |
| Osaic Holdings, Inc. | 0.00% | Add +75.9% | 44,638 | $1.8M |
| Avantax Advisory Services, Inc. | 0.01% | Add +8.8% | 36,493 | $1.4M |
| Raymond James Financial Inc. | 0.00% | — | 29,973 | $1.2M |
| Citadel Advisors | 0.00% | Add +56.3% | 29,279 | $1.1M |
| Jane Street Group, LLC | 0.00% | Reduce -9.7% | 24,867 | $975K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +415.1% | 24,528 | $962K |
| Kovack Advisors, Inc. | 0.09% | Reduce -3.7% | 24,080 | $944K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -37.2% | 21,872 | $858K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -0.4% | 20,710 | $812K |
| Corient Private Wealth LP | 0.00% | Add +3.8% | 20,114 | $789K |
| Bright Futures Wealth Management, LLC. | 0.68% | Reduce -15.5% | 19,446 | $753K |
| Susquehanna International Group, LLP | 0.00% | Add +44.5% | 18,757 | $736K |
| Commonwealth Equity Services, LLC | 0.00% | Add +181.0% | 14,459 | $567K |
| Envestnet Asset Management Inc. | 0.00% | Add +3.6% | 14,124 | $554K |
| Huntleigh Advisors, Inc. | 0.12% | — | 14,058 | $551K |
| Truist Financial Corp. | 0.00% | Add +20.2% | 12,484 | $490K |
| HighTower Advisors, LLC | 0.00% | Add +124.8% | 12,229 | $480K |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -61.3% | 12,000 | $471K |
| Equitable Holdings, Inc. | 0.00% | Reduce -2.2% | 10,709 | $420K |
| PFG Investments, LLC | 0.03% | Add +0.1% | 10,628 | $417K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.1% | 9,864 | $387K |
| Independent Advisor Alliance | 0.01% | New | 9,557 | $375K |
| Meitav Investment House Ltd. | 0.01% | Reduce -56.3% | 9,200 | $361K |
| Cetera Investment Advisers | 0.00% | Reduce -28.3% | 8,538 | $335K |
| Global Retirement Partners, LLC | 0.01% | Reduce -5.1% | 7,973 | $313K |
| Pacific Sun Financial Corp | 0.16% | New | 7,257 | $285K |
| Everstar Asset Management, LLC | 0.20% | No change | 7,230 | $284K |
| Royal Bank of Canada | 0.00% | Reduce -46.8% | 7,194 | $282K |
| Topsail Wealth Management, LLC | 0.05% | — | 6,545 | $257K |
| Advisory Services Network, LLC | 0.00% | New | 6,540 | $256K |
| Icon Wealth Advisors, LLC | 0.02% | No change | 6,380 | $250K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +0.1% | 5,860 | $230K |
| Manchester Capital Management LLC | 0.03% | Add +49.5% | 5,518 | $216K |
| Traphagen Investment Advisors LLC | 0.02% | Reduce -4.5% | 5,473 | $215K |
| Sigma Planning Corp | 0.01% | New | 5,311 | $208K |
| Silver Oak Securities, Incorporated | 0.02% | New | 5,212 | $206K |
| Bank of Montreal | 0.00% | Reduce -33.3% | 3,671 | $144K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -82.3% | 3,086 | $121K |
| FWL Investment Management, LLC | 0.04% | Add +51760.0% | 2,593 | $102K |
| AE Wealth Management LLC | 0.00% | New | 2,592 | $102K |
| National Bank of Canada | 0.00% | No change | 2,500 | $98K |
| Parallel Advisors, LLC | 0.00% | Reduce -3.0% | 2,454 | $96K |
| MAI Capital Management | 0.00% | New | 2,300 | $90K |
| Creative Financial Designs Inc. | 0.01% | Add +1262.9% | 1,799 | $71K |
| FMR LLC | 0.00% | Add +17.4% | 1,711 | $67K |
| Future Financial Wealth Managment LLC | 0.05% | Add +15.3% | 1,654 | $65K |
| Morgan Stanley | 0.00% | Add +141.7% | 1,600 | $63K |
| Beacon Capital Management, LLC | 0.01% | Add +0.2% | 1,277 | $50K |
| Blue Bell Private Wealth Management, LLC | 0.01% | No change | 1,261 | $49K |
| Harbour Investments, Inc. | 0.00% | Add +221.6% | 968 | $38K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 835 | $33K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -64.4% | 770 | $30K |
| WealthShield Partners, LLC | 0.00% | Reduce -50.0% | 750 | $29K |
| WASHINGTON TRUST Co | 0.00% | No change | 640 | $25K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +124.0% | 448 | $18K |
| Headlands Technologies LLC | 0.00% | Add +275.0% | 375 | $15K |
| Evermay Wealth Management LLC | 0.00% | No change | 265 | $10K |
| Capital Advisors, Ltd. LLC | 0.00% | New | 254 | $10K |
| Coppell Advisory Solutions LLC | 0.00% | New | 250 | $10K |
| IFP Advisors, Inc | 0.00% | Add +97.5% | 235 | $9K |
| US Bancorp \de | 0.00% | No change | 200 | $8K |
| Deutsche Bank AG | 0.00% | Add +30.0% | 195 | $8K |
| Simplex Trading, LLC | 0.00% | Reduce -34.6% | 193 | $7K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | No change | 165 | $6K |
| Valley National Advisers Inc. | 0.00% | No change | 143 | $5K |
| New England Capital Financial Advisors LLC | 0.00% | No change | 102 | $4K |
| NewEdge Advisors, LLC | 0.00% | Reduce -98.9% | 70 | $3K |
| Atticus Wealth Management, LLC | 0.00% | No change | 46 | $2K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 32 | $1K |
| Key Financial Inc | 0.00% | No change | 32 | $1K |
| Larson Financial Group LLC | 0.00% | New | 25 | $981 |
| Assetmark, Inc. | 0.00% | No change | 7 | $275 |
| Wells Fargo & Company | 0.00% | Reduce -99.9% | 2 | $86 |
| Summit Securities Group LLC | 0.00% | New | 1 | $39 |
"% of holder's portfolio" is SOXQ's weight in each manager's 13F, not the share of Invesco PHLX Semiconductor the manager owns.