Invesco PHLX SemiconductorSOXQETF
13F holders, Q4 2025 (December 31)109holders +13
18new positions
9sold out
1famous investor
$55.81avg. 13F price*
At the end of Q4 2025, 109 institutions reported holding Invesco PHLX Semiconductor (SOXQ) in their 13F filings, up 13 from Q3 2025. 18 opened new positions and 9 sold out. The largest holders were Morgan Stanley ($24.8M), Eagle Global Advisors LLC ($18.5M) and LPL Financial LLC ($17.0M). One famous investor held it Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Invesco PHLX Semiconductor
- CUSIP
- 46138G615
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $23.0M |
| Exits | 9 | $2.9M |
All 13F filers, Q3 2025 → Q4 2025: 996,622 shares bought and 237,310 shares sold, net +759,312 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 109 holders
| Morgan Stanley | 0.00% | Add +358.7% | 444,392 | $24.8M |
| Eagle Global Advisors LLC | 0.68% | Reduce -0.1% | 331,749 | $18.5M |
| LPL Financial LLC | 0.00% | Add +3.5% | 305,196 | $17.0M |
| Two Sigma Investments, LP | 0.02% | New | 277,300 | $15.5M |
| Condor Capital Management | 0.87% | Add +58.0% | 192,807 | $10.8M |
| Bank of America Corp. | 0.00% | Reduce -1.7% | 164,837 | $9.2M |
| NorthRock Partners, LLC | 0.15% | Add +23.0% | 161,837 | $9.0M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +19.2% | 128,928 | $7.2M |
| Meitav Investment House Ltd. | 0.06% | Reduce -12.9% | 93,070 | $5.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.2% | 80,992 | $4.5M |
| VestGen Advisors, LLC | 0.18% | Add +379.3% | 76,239 | $4.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -32.0% | 63,646 | $3.6M |
| Citigroup Inc. | 0.00% | Reduce -8.0% | 63,810 | $3.6M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +21.0% | 60,510 | $3.4M |
| Banco BTG Pactual S.A. | 0.54% | No change | 54,345 | $3.0M |
| Wbi Investments, LLC | 0.74% | Add +9.8% | 50,847 | $2.8M |
| Marshall Investment Management, LLC | 1.31% | Reduce -17.9% | 46,781 | $2.6M |
| Osaic Holdings, Inc. | 0.00% | Add +3.1% | 45,519 | $2.5M |
| Hardy Reed LLC | 0.18% | No change | 45,000 | $2.5M |
| Capital Investment Advisors, LLC | 0.04% | Add +1.5% | 41,335 | $2.3M |
| Meridian Wealth Management, LLC | 0.07% | New | 33,152 | $1.8M |
| Jump Financial, LLC | 0.02% | New | 29,628 | $1.7M |
| Kovack Advisors, Inc. | 0.07% | Reduce -2.4% | 27,420 | $1.5M |
| Corient Private Wealth LP | 0.00% | Add +1.5% | 26,706 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | Add +82.7% | 25,777 | $1.4M |
| Oppenheimer & Co. Inc. | 0.02% | Reduce -20.5% | 25,095 | $1.4M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -21.2% | 24,319 | $1.4M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -5.8% | 24,300 | $1.4M |
| Global Retirement Partners, LLC | 0.02% | Add +0.8% | 23,318 | $1.3M |
| HighPoint Advisor Group LLC | 0.03% | New | 22,783 | $1.3M |
| Raymond James Financial Inc. | 0.00% | Add +23.7% | 18,161 | $1.0M |
| IHT Wealth Management, LLC | 0.02% | Reduce -17.9% | 17,221 | $960K |
| Retirement Guys Formula LLC | 0.42% | Reduce -81.2% | 16,352 | $912K |
| Almanack Investment Partners, LLC. | 0.15% | Add +2.2% | 15,437 | $861K |
| Cwm, LLC | 0.00% | Reduce -1.6% | 14,325 | $799K |
| Goldman Sachs Group Inc. | 0.00% | New | 13,567 | $757K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +28.1% | 12,993 | $725K |
| Bright Futures Wealth Management, LLC. | 0.54% | Reduce -12.4% | 12,896 | $719K |
| Farther Finance Advisors, LLC | 0.01% | No change | 12,600 | $703K |
| Equitable Holdings, Inc. | 0.00% | Add +21.5% | 12,228 | $682K |
| Pacific Sun Financial Corp | 0.29% | Add +0.8% | 10,942 | $610K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -13.1% | 9,952 | $555K |
| Prospera Financial Services Inc | 0.01% | Reduce -2.0% | 9,890 | $552K |
| Huntleigh Advisors, Inc. | 0.09% | Reduce -67.4% | 9,339 | $521K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -3.3% | 8,996 | $502K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Reduce -8.7% | 8,817 | $492K |
| Truist Financial Corp. | 0.00% | Reduce -1.4% | 8,544 | $476K |
| PFG Investments, LLC | 0.02% | Reduce -6.5% | 8,524 | $475K |
| UBS Group AG | 0.00% | Add +25.3% | 8,184 | $456K |
| Sanctuary Advisors, LLC | 0.00% | Add +0.2% | 7,778 | $434K |
| Jane Street Group, LLC | 0.00% | New | 7,404 | $413K |
| Sugar Maple Asset Management, LLC | 0.27% | New | 7,070 | $394K |
| Twin Peaks Wealth Advisors, LLC | 0.11% | Reduce -0.1% | 5,998 | $385K |
| Topsail Wealth Management, LLC | 0.06% | Add +2.2% | 6,905 | $385K |
| Cetera Investment Advisers | 0.00% | Add +2.8% | 6,678 | $372K |
| D.A. Davidson & Co. | 0.00% | No change | 6,600 | $368K |
| Icon Wealth Advisors, LLC | 0.02% | Add +104.2% | 6,380 | $363K |
| Renaissance Technologies | 0.00% | New | 5,900 | $329K |
| Silver Oak Securities, Incorporated | 0.02% | Add +2.4% | 5,779 | $326K |
| Westco Advisory Services Inc. | 0.19% | — | 5,487 | $306K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -6.5% | 5,357 | $299K |
| Chicago Partners Investment Group LLC | 0.01% | New | 4,738 | $297K |
| Sigma Planning Corp | 0.01% | Add +1.0% | 5,027 | $280K |
| Angeles Wealth Management, LLC | 0.01% | New | 4,775 | $266K |
| MML Investors Services, LLC | 0.00% | Add +2.2% | 4,591 | $256K |
| Trexquant Investment LP | 0.00% | Reduce -6.5% | 4,557 | $254K |
| Sunbelt Securities, Inc. | 0.02% | No change | 4,400 | $245K |
| MAI Capital Management | 0.00% | Add +2.3% | 4,400 | $245K |
| Retirement Planning Group, LLC / NY | 0.17% | Reduce -0.7% | 4,380 | $244K |
| HighTower Advisors, LLC | 0.00% | New | 4,101 | $229K |
| KPP Advisory Services LLC | 0.03% | Reduce -22.4% | 3,840 | $214K |
| Parallel Advisors, LLC | 0.00% | Reduce -5.8% | 2,427 | $135K |
| Sankala Group LLC | 0.11% | — | 2,072 | $132K |
| FMR LLC | 0.00% | Add +16.4% | 2,240 | $125K |
| FWL Investment Management, LLC | 0.03% | Add +9.0% | 2,161 | $121K |
| Bank of Montreal | 0.00% | Reduce -0.2% | 2,124 | $118K |
| AE Wealth Management LLC | 0.00% | Reduce -9.1% | 2,094 | $117K |
| Fifth Third Bancorp | 0.00% | No change | 2,010 | $112K |
| SG Americas Securities, LLC | 0.00% | Reduce -3.8% | 1,971 | $110K |
| Royal Bank of Canada | 0.00% | Add +118.7% | 1,286 | $72K |
| Blue Bell Private Wealth Management, LLC | 0.01% | No change | 1,261 | $70K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.1% | 955 | $53K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 835 | $47K |
| WealthShield Partners, LLC | 0.00% | No change | 750 | $42K |
| Harbour Investments, Inc. | 0.00% | No change | 687 | $38K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 602 | $34K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 446 | $25K |
| KERR FINANCIAL PLANNING Corp | 0.03% | Add +99.5% | 399 | $23K |
| Kestra Advisory Services, LLC | 0.00% | New | 394 | $22K |
| CX Institutional | 0.00% | Add +0.4% | 271 | $15K |
| Evermay Wealth Management LLC | 0.00% | No change | 265 | $15K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 250 | $14K |
| IFP Advisors, Inc | 0.00% | No change | 224 | $12K |
| US Bancorp \de | 0.00% | No change | 200 | $11K |
| Root Financial Partners, LLC | 0.00% | New | 170 | $9K |
| Creative Financial Designs Inc. | 0.00% | Reduce -31.6% | 132 | $7K |
| Valley National Advisers Inc. | 0.00% | New | 143 | $7K |
| McGuire Capital Advisors Inc. | 0.00% | — | 101 | $6K |
| Deutsche Bank AG | 0.00% | Reduce -80.0% | 100 | $6K |
| Darwin Wealth Management, LLC | 0.00% | New | 93 | $5K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 82 | $5K |
| Sound Income Strategies, LLC | 0.00% | New | 35 | $2K |
| Kingdom Financial Group LLC. | 0.00% | New | 35 | $2K |
| Larson Financial Group LLC | 0.00% | No change | 25 | $1K |
| Truvestments Capital LLC | 0.00% | No change | 25 | $1K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -25.0% | 24 | $1K |
| National Bank of Canada | 0.00% | New | 4 | $223 |
| Activest Wealth Management | 0.00% | Add +0.0% | 1 | $53 |
| New England Capital Financial Advisors LLC | 0.00% | Reduce -99.0% | 1 | $51 |
"% of holder's portfolio" is SOXQ's weight in each manager's 13F, not the share of Invesco PHLX Semiconductor the manager owns.