Invesco PHLX SemiconductorSOXQETF
13F holders, Q2 2026 (June 30)At the end of Q2 2026, 162 institutions reported holding Invesco PHLX Semiconductor (SOXQ) in their 13F filings, up 47 from Q1 2026. 65 opened new positions and 16 sold out. The largest holders were Morgan Stanley ($103.1M), LPL Financial LLC ($44.5M) and Eagle Global Advisors LLC ($37.6M). 3 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Invesco PHLX Semiconductor
- CUSIP
- 46138G615
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 65 | $51.2M |
| Exits | 16 | $5.1M |
All 13F filers, Q1 2026 → Q2 2026: 1,418,120 shares bought and 285,732 shares sold, net +1,132,388 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 162 holders
| Morgan Stanley | 0.01% | Add +73.3% | 919,311 | $103.1M |
| LPL Financial LLC | 0.01% | Add +26.0% | 396,580 | $44.5M |
| Eagle Global Advisors LLC | 1.25% | Add +0.9% | 335,503 | $37.6M |
| Citigroup Inc. | 0.01% | Reduce -6.0% | 233,959 | $26.2M |
| Condor Capital Management | 1.56% | Reduce -2.5% | 185,688 | $20.8M |
| Bank of America Corp. | 0.00% | Add +19.8% | 171,333 | $19.2M |
| D. E. Shaw & Co. | 0.01% | Add +345.8% | 157,360 | $17.6M |
| NorthRock Partners, LLC | 0.25% | Reduce -2.9% | 154,414 | $17.3M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +6.2% | 148,525 | $16.6M |
| Meitav Investment House Ltd. | 0.10% | Add +44.5% | 137,840 | $15.5M |
| Exchange Traded Concepts, LLC | 0.08% | New | 136,248 | $15.3M |
| National Bank of Canada | 0.01% | Reduce -9.7% | 135,395 | $15.2M |
| Raymond James Financial Inc. | 0.00% | Add +140.4% | 106,113 | $11.9M |
| VestGen Advisors, LLC | 0.26% | Reduce -0.2% | 80,306 | $9.0M |
| Ameriprise Financial Inc. | 0.00% | Add +108.6% | 72,024 | $8.1M |
| Absolute Capital Management, LLC | 1.90% | No change | 67,900 | $7.6M |
| SG Americas Securities, LLC | 0.00% | Add +2867.4% | 58,488 | $6.6M |
| Meridian Wealth Management, LLC | 0.19% | Add +3.3% | 55,677 | $6.2M |
| Capital Investment Advisors, LLC | 0.08% | Add +21.2% | 50,982 | $5.7M |
| Corient Private Wealth LP | 0.01% | Add +6.3% | 50,796 | $5.7M |
| Royal Bank of Canada | 0.00% | Add +36.7% | 50,709 | $5.7M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Reduce -17.4% | 50,000 | $5.6M |
| Marshall Investment Management, LLC | 2.21% | Add +12.3% | 47,555 | $5.3M |
| Osaic Holdings, Inc. | 0.01% | Add +39.4% | 46,235 | $5.2M |
| Hardy Reed LLC | 0.32% | No change | 45,000 | $5.0M |
| Capstone Wealth Management Group, LLC | 1.73% | New | 43,547 | $4.9M |
| Tudor Investment Corporation | 0.02% | New | 35,894 | $4.0M |
| Quadrature Capital Ltd | 0.03% | Add +245.3% | 32,665 | $3.7M |
| Susquehanna International Group, LLP | 0.00% | Add +87.5% | 32,520 | $3.6M |
| TD Waterhouse Canada Inc. | 0.01% | Add +7252.9% | 32,794 | $3.4M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Add +2.1% | 29,600 | $3.3M |
| Global Retirement Partners, LLC | 0.04% | — | 25,606 | $2.9M |
| Coppell Advisory Solutions LLC | 0.23% | New | 111 | $2.7M |
| Burling Wealth Partners, LLC | 0.40% | New | 24,126 | $2.7M |
| Commonwealth Equity Services, LLC | 0.00% | Add +3.5% | 23,575 | $2.6M |
| Flow Traders U.S. LLC | 0.11% | New | 22,730 | $2.5M |
| Farther Finance Advisors, LLC | 0.02% | Add +51.2% | 20,927 | $2.3M |
| HighPoint Advisor Group LLC | 0.08% | Add +0.1% | 20,248 | $2.3M |
| Quantinno Capital Management LP | 0.00% | New | 18,851 | $2.1M |
| Focus Partners Wealth | 0.00% | New | 17,991 | $2.0M |
| Equitable Holdings, Inc. | 0.01% | Add +14.4% | 16,182 | $1.8M |
| Two Sigma Investments, LP | 0.00% | Reduce -72.5% | 15,500 | $1.7M |
| Kovack Advisors, Inc. | 0.08% | Reduce -21.3% | 15,956 | $1.7M |
| Retirement Guys Formula LLC | 0.62% | New | 14,792 | $1.7M |
| Jump Financial, LLC | 0.02% | Add +12.5% | 14,431 | $1.6M |
| Cetera Investment Advisers | 0.00% | Add +17.5% | 14,026 | $1.6M |
| Oppenheimer & Co. Inc. | 0.02% | Reduce -5.1% | 12,889 | $1.4M |
| HighTower Advisors, LLC | 0.00% | Add +185.9% | 12,229 | $1.4M |
| Pacific Sun Financial Corp | 0.52% | Reduce -1.8% | 11,262 | $1.3M |
| Huntleigh Advisors, Inc. | 0.16% | Add +10.1% | 10,505 | $1.2M |
| Wbi Investments, LLC | 0.28% | Add +2.9% | 10,195 | $1.1M |
| Prospera Financial Services Inc | 0.02% | Reduce -1.4% | 9,926 | $1.1M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -5.7% | 9,423 | $1.1M |
| Bright Futures Wealth Management, LLC. | 0.66% | Reduce -30.5% | 9,090 | $1.0M |
| IHT Wealth Management, LLC | 0.02% | Reduce -0.1% | 8,841 | $991K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -0.2% | 8,746 | $980K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.02% | Reduce -1.7% | 8,583 | $962K |
| Arax Advisory Partners | 0.01% | New | 8,308 | $931K |
| FFG Partners, LLC | 0.25% | New | 7,760 | $870K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -0.6% | 7,688 | $862K |
| PFG Investments, LLC | 0.03% | Reduce -15.3% | 7,114 | $798K |
| Topsail Wealth Management, LLC | 0.10% | Reduce -0.4% | 6,905 | $774K |
| Icon Wealth Advisors, LLC | 0.04% | New | 6,380 | $715K |
| Kohmann Bosshard Financial Services, LLC | 0.06% | New | 5,985 | $671K |
| Berkeley Capital Partners, LLC | 0.13% | New | 5,744 | $644K |
| Silver Oak Securities, Incorporated | 0.04% | Reduce -1.7% | 5,658 | $634K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +53.9% | 5,542 | $621K |
| Westco Advisory Services Inc. | 0.37% | Reduce -0.3% | 5,453 | $611K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -28.9% | 5,229 | $586K |
| MML Investors Services, LLC | 0.00% | Add +39.7% | 4,926 | $552K |
| Sigma Planning Corp | 0.01% | Reduce -2.3% | 4,424 | $496K |
| Truist Financial Corp. | 0.00% | Reduce -40.7% | 4,345 | $487K |
| XTX Topco Ltd | 0.01% | New | 4,234 | $475K |
| Retirement Planning Group, LLC / NY | 0.25% | Add +0.1% | 4,064 | $456K |
| Janney Montgomery Scott LLC | 0.00% | New | 4,055 | $455K |
| Flagstar Securities, Inc. | 0.13% | New | 3,859 | $433K |
| KPP Advisory Services LLC | 0.05% | No change | 3,840 | $430K |
| Advisory Services Network, LLC | 0.00% | No change | 3,547 | $398K |
| Cibc World Market Inc. | 0.00% | New | 3,285 | $368K |
| StoneX Group Inc. | 0.01% | New | 4,289 | $367K |
| PKS Advisory Services, LLC | 0.06% | New | 3,216 | $361K |
| Capital Investment Advisory Services, LLC | 0.02% | Add +18.1% | 3,209 | $360K |
| FMR LLC | 0.00% | Add +8.9% | 3,134 | $351K |
| Belvedere Trading LLC | 0.03% | Add +1742.9% | 3,096 | $347K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -26.0% | 3,506 | $341K |
| Bolthouse Investments, LLC | 0.27% | New | 3,000 | $336K |
| SIH Partners, LLLP | 0.01% | New | 2,907 | $326K |
| AE Wealth Management LLC | 0.00% | Add +12.6% | 2,883 | $323K |
| Stifel Financial Corp. | 0.00% | New | 2,835 | $318K |
| AQR Capital Management | 0.00% | New | 2,817 | $316K |
| Choreo, LLC | 0.00% | New | 2,815 | $316K |
| Sankala Group LLC | 0.21% | Add +29.5% | 3,335 | $313K |
| Qube Research & Technologies Ltd | 0.00% | Add +328.5% | 2,768 | $310K |
| Insigneo Advisory Services, LLC | 0.01% | New | 2,650 | $297K |
| Kropog Financial Group, LLC | 0.21% | New | 2,618 | $293K |
| Curtis Advisory Group, LLC | 0.06% | New | 2,604 | $292K |
| Scientech Research LLC | 0.24% | New | 2,597 | $291K |
| Betterment LLC | 0.00% | New | 2,553 | $286K |
| Cannon Advisors, Inc. | 0.17% | New | 2,845 | $284K |
| J.W. Cole Advisors, Inc. | 0.00% | New | 2,497 | $280K |
| Worth Asset Management, LLC | 0.09% | New | 2,488 | $279K |
| MAI Capital Management | 0.00% | No change | 2,400 | $269K |
| Signal Advisors Wealth, LLC | 0.01% | New | 2,351 | $264K |
| FWL Investment Management, LLC | 0.05% | Reduce -1.6% | 2,342 | $263K |
| Creative Planning | 0.00% | New | 2,280 | $256K |
| Kestra Advisory Services, LLC | 0.00% | New | 2,254 | $253K |
| WealthShield Partners, LLC | 0.04% | Add +153.5% | 2,200 | $247K |
| Everstar Asset Management, LLC | 0.11% | New | 2,015 | $226K |
| Fifth Third Bancorp | 0.00% | No change | 2,010 | $225K |
| Tandem Capital Management Corp. | 0.09% | New | 2,000 | $224K |
| Twin Peaks Wealth Advisors, LLC | 0.05% | Reduce -68.1% | 1,955 | $219K |
| Concurrent Investment Advisors, LLC | 0.00% | New | 1,932 | $217K |
| Cadent Capital Advisors, LLC | 0.04% | New | 1,925 | $216K |
| Independent Financial Group, LLC | 0.00% | New | 1,866 | $209K |
| L. Roy Papp & Associates, LLP | 0.02% | New | 1,850 | $207K |
| Fiduciary Financial Advisors | 0.02% | New | 1,733 | $194K |
| Harbour Investments, Inc. | 0.00% | Add +10.1% | 1,633 | $183K |
| Bank of Montreal | 0.00% | Reduce -4.7% | 1,609 | $180K |
| Global X Japan Co., Ltd. | 0.01% | Reduce -80.7% | 1,423 | $160K |
| CoreCap Advisors, LLC | 0.00% | Add +740.6% | 1,387 | $155K |
| Blue Bell Private Wealth Management, LLC | 0.02% | No change | 1,261 | $141K |
| Optiver Holding B.V. | 0.00% | New | 939 | $105K |
| International Assets Investment Management, LLC | 0.01% | New | 920 | $97K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 835 | $94K |
| Cypress Capital Management LLC (WY) | 0.08% | New | 827 | $93K |
| Berbice Capital Management LLC | 0.04% | New | 720 | $81K |
| Deutsche Bank AG | 0.00% | Add +1100.0% | 600 | $67K |
| Capital Advisors, Ltd. LLC | 0.01% | No change | 602 | $67K |
| MidFirst Bank | 0.00% | No change | 584 | $65K |
| Private Trust Co. NA | 0.01% | New | 570 | $64K |
| Downshift Financial, LLC | 0.03% | New | 532 | $60K |
| Gen-Wealth Partners Inc | 0.02% | New | 498 | $56K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 468 | $52K |
| JPMorgan Chase & Co. | 0.00% | Reduce -99.6% | 360 | $39K |
| IFP Advisors, Inc | 0.00% | Add +0.9% | 346 | $39K |
| Ashton Thomas Private Wealth, LLC | 0.00% | No change | 325 | $36K |
| CX Institutional | 0.00% | No change | 271 | $30K |
| Evermay Wealth Management LLC | 0.00% | No change | 265 | $30K |
| Blair William & Co. | 0.00% | New | 250 | $28K |
| Heritage Wealth Advisors | 0.00% | New | 246 | $28K |
| Prestige Wealth Management Group LLC | 0.00% | New | 220 | $25K |
| Archer Investment Corp | 0.00% | New | 212 | $24K |
| US Bancorp \de | 0.00% | No change | 200 | $22K |
| Jones Financial Companies LLLP | 0.00% | New | 171 | $18K |
| Creative Financial Designs Inc. | 0.00% | No change | 132 | $15K |
| Lanark Financial, Inc. | 0.00% | New | 129 | $14K |
| McGuire Capital Advisors Inc. | 0.01% | No change | 101 | $11K |
| Keating Financial Advisory Services, Inc. | 0.00% | No change | 100 | $11K |
| Larson Financial Group LLC | 0.00% | Add +81.5% | 49 | $6K |
| Wells Fargo & Company | 0.00% | Add +4300.0% | 44 | $5K |
| Russell Investments Group, Ltd. | 0.00% | New | 40 | $4K |
| Aptus Capital Advisors, LLC | 0.00% | New | 31 | $3K |
| Valley National Advisers Inc. | 0.00% | Reduce -80.4% | 28 | $3K |
| Westfuller Advisors, LLC | 0.00% | New | 27 | $3K |
| Truvestments Capital LLC | 0.00% | No change | 25 | $3K |
| Darwin Wealth Management, LLC | 0.00% | No change | 21 | $2K |
| Medallion Wealth Advisors, LLC | 0.00% | New | 19 | $2K |
| Smallwood Wealth Investment Management, LLC | 0.00% | New | 10 | $1K |
| MCF Advisors LLC | 0.00% | New | 10 | $1K |
| Allied Private Wealth LLC | 0.00% | — | 9 | $890 |
| Westside Investment Management, Inc. | 0.00% | New | 7 | $785 |
| Contravisory Investment Management, Inc. | 0.00% | New | 6 | $673 |
"% of holder's portfolio" is SOXQ's weight in each manager's 13F, not the share of Invesco PHLX Semiconductor the manager owns.