INVESCO PHLX SEMICONDUCTOR (SOXQ) Institutional Ownership Changes & 13F Activity
INVESCO PHLX SEMICONDUCTOR (SOXQ). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include D. E. Shaw & Co., Inc., Ameriprise Financial Inc, Raymond James Financial Inc, Two Sigma Investments, Lp, and Tudor Investment Corp Et Al.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Corient Private Wealth Llc | Buy | +3,000 | +6.3% | 50,796 | $5.69M | Q2 2026 | Aug 27, 2026 |
| Archer Investment Corp | Buy | +212 | — | 212 | $23.77K | Q2 2026 | Aug 19, 2026 |
| Equitable Holdings, Inc. | Buy | +2,036 | +14.4% | 16,182 | $1.81M | Q2 2026 | Aug 17, 2026 |
| D. E. Shaw & Co., Inc. | Buy | +122,064 | +345.8% | 157,360 | $17.64M | Q2 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Buy | +72,024 | — | 72,024 | $8.07M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +61,970 | +140.4% | 106,113 | $11.90M | Q2 2026 | Aug 14, 2026 |
| Two Sigma Investments, Lp | Sell | -40,900 | -72.5% | 15,500 | $1.74M | Q2 2026 | Aug 14, 2026 |
| Tudor Investment Corp Et Al | Buy | +35,894 | — | 35,894 | $4.02M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +28,347 | +19.8% | 171,333 | $19.21M | Q2 2026 | Aug 14, 2026 |
| Flow Traders U.S. Llc | Buy | +22,730 | — | 22,730 | $2.55M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +15,175 | +87.5% | 32,520 | $3.65M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +13,610 | +36.7% | 50,709 | $5.68M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +13,065 | +39.4% | 46,235 | $5.19M | Q2 2026 | Aug 14, 2026 |
| Marshall Investment Management, Llc | Buy | +5,228 | +12.4% | 47,555 | $5.33M | Q2 2026 | Aug 14, 2026 |
| Xtx Topco Ltd | Buy | +4,234 | — | 4,234 | $474.63K | Q2 2026 | Aug 14, 2026 |
| Sih Partners, Lllp | Buy | +2,907 | — | 2,907 | $325.88K | Q2 2026 | Aug 14, 2026 |
| Aqr Capital Management Llc | Buy | +2,817 | — | 2,817 | $315.79K | Q2 2026 | Aug 14, 2026 |
| Insigneo Advisory Services, Llc | Buy | +2,650 | — | 2,650 | $297.06K | Q2 2026 | Aug 14, 2026 |
| Scientech Research Llc | Buy | +2,597 | — | 2,597 | $291.12K | Q2 2026 | Aug 14, 2026 |
| Betterment Llc | Buy | +2,553 | — | 2,553 | $286.00K | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | Buy | +2,122 | +328.5% | 2,768 | $310.29K | Q2 2026 | Aug 14, 2026 |
| Action Point Financial Planning, Llc | Buy | +1,724 | — | 1,724 | $193.12K | Q2 2026 | Aug 14, 2026 |
| Heritage Wealth Advisors | Buy | +246 | — | 246 | $27.58K | Q2 2026 | Aug 14, 2026 |
| Prestige Wealth Management Group Llc | Buy | +220 | — | 220 | $24.66K | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +171 | — | 171 | $17.73K | Q2 2026 | Aug 14, 2026 |
| Coppell Advisory Solutions Llc | Buy | +111 | — | 111 | $2.73M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +43 | +4300.0% | 44 | $4.90K | Q2 2026 | Aug 14, 2026 |
| Fwl Investment Management, Llc | Sell | -37 | -1.6% | 2,342 | $262.57K | Q2 2026 | Aug 14, 2026 |
| Larson Financial Group Llc | Buy | +22 | +81.5% | 49 | $5.52K | Q2 2026 | Aug 14, 2026 |
| Medallion Wealth Advisors, Llc | Buy | +19 | — | 19 | $2.13K | Q2 2026 | Aug 14, 2026 |
Frequently asked questions about SOXQ activity
Which institutional owners are buying SOXQ?
Institutional owners buying SOXQ 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 SOXQ activity?
"Buy" means an investor increased their reported position in SOXQ compared to the prior reporting period. This reflects growing exposure to INVESCO PHLX SEMICONDUCTOR (SOXQ) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in SOXQ increasing?
Institutional interest in SOXQ 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.