VANECK SEMICONDUCTOR ETF (SMH) Institutional Ownership Changes & 13F Activity

VANECK SEMICONDUCTOR ETF (SMH). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings. This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Renaissance Technologies LLC, Third Point, Situational Awareness Partners, Sequoia Financial Advisors, and Eagle Capital Management.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q1 2026Renaissance Technologies LLCBuy80,120369,487$141,661,316
Q1 2026Third PointBuy40,00040,000$15,336,000
Q1 2026Situational Awareness PartnersBuy26,95026,950$10,332,630
Q1 2026Sequoia Financial AdvisorsSell-1,4496,336$2,429,248
Q1 2026Eagle Capital ManagementSell-663,324$1,274
Q4 2025Sequoia Financial AdvisorsBuy5,0387,785$2,803,637
Q4 2025Eagle Capital ManagementBuy503,390$1,221
Q3 2025Renaissance Technologies LLCBuy37,300289,367$94,437,814
Q3 2025Eagle Capital ManagementBuy3,3403,340$1,090
Q3 2025Sequoia Financial AdvisorsBuy3592,747$896,511
Q2 2025Sequoia Financial AdvisorsSell-4072,388$665,966
Q1 2025Renaissance Technologies LLCBuy168,100252,067$53,304,608
Q1 2025Sequoia Financial AdvisorsBuy7012,795$591,082
Q4 2024Renaissance Technologies LLCSell-21,18583,967$20,334,288
Q4 2024Sequoia Financial AdvisorsSell-9332,094$507,087
Q3 2024Sequoia Financial AdvisorsBuy5443,027$742,980
Q2 2024Sequoia Financial AdvisorsBuy6742,483$647,197
Q1 2024Sequoia Financial AdvisorsBuy2701,809$407,100
Q4 2023Renaissance Technologies LLCBuy98,435105,152$18,388
Q4 2023Sequoia Financial AdvisorsBuy971,539$269,164
Q3 2023Sequoia Financial AdvisorsBuy2021,442$209,062
Q4 2022Renaissance Technologies LLCSell-111,2006,717$1,363
Q3 2022Renaissance Technologies LLCSell-12,192117,917$21,829
Q2 2022Renaissance Technologies LLCBuy64,484130,109$26,507
Q2 2022Sequoia Financial AdvisorsBuy1,2401,240$253
Q1 2022Renaissance Technologies LLCBuy13,32565,625$17,705
Q4 2021Renaissance Technologies LLCBuy38,20052,300$16,150
Q3 2021Renaissance Technologies LLCSell-19,60014,100$3,613
Q2 2021Renaissance Technologies LLCSell-34,80033,700$8,837
Q1 2021Renaissance Technologies LLCBuy49,70068,500$16,683

Frequently asked questions about SMH activity

  • Which institutional owners are buying SMH?

    Institutional owners buying SMH include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in SMH activity?

    "Buy" means an investor increased their reported position in SMH compared to the prior reporting period. This reflects growing exposure to VANECK SEMICONDUCTOR ETF (SMH) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in SMH increasing?

    Institutional interest in SMH can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

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