SOXQ Hedge Fund Ownership (Q2 2026)

Invesco Exch Traded Fd Tr II (SOXQ)

164 + Investors. Track Smart Money conviction in SOXQ. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — SOXQ

Based on 166 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q

For 5 consecutive quarters, more hedge funds added SOXQ than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

166 hedge funds hold SOXQ right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🚀

Fast accumulation — +87% more funds vs a year ago

fund count last 6Q

+77 new funds entered over the past year (+87% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟢

More buyers than sellers — 70% buying

117 buying51 selling

Last quarter: 117 funds were net buyers (72 opened a brand new position + 45 added to an existing one). Only 51 were sellers (32 trimmed + 19 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+54 vs last Q)

new funds entering per quarter

Funds opening a new SOXQ position: 18 → 22 → 18 → 72. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

📌

Mixed — 29% long-term, 46% new

■ 29% conviction (2yr+) ■ 25% medium ■ 46% new

Of the 166 current holders: 48 (29%) held >2 years, 41 held 1–2 years, and 77 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

💰

Value +152% but shares only +37% — price-driven

Value

+151%

+36%

Last quarter: the total dollar value of institutional holdings rose +152%, but actual share count only changed +37%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.

🚀

Acceleration phase — new buyers rushing in

21 → 18 → 22 → 18 → 72 new funds/Q

New funds entering each quarter: 18 → 22 → 18 → 72. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.

📊

Mixed cohorts — 31% veterans, 48% new entrants

■ 31% veterans ■ 21% 1-2yr ■ 48% new

Of 170 current holders: 52 (31%) held 2+ years, 36 held 1–2 years, 82 (48%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

🏆

Elite ownership — 47% AUM from top-100 funds

47% from top-100 AUM funds

22 of 164 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in SOXQ. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

5.0

out of 10

Moderate Exit Risk

Exit risk score 5.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	164	113	45.13%
13F Shares	5M	4M	36.62%
Total Value	$519M	$206M	151.65%
New Positions	72	18	+54
Increased Positions	44	39	+5
Closed Positions	19	15	+4
Reduced Positions	31	32	-1
Total Calls	3	3	-
Total Puts	3	3	-
PUT/CALL Ratio	1.0	1.0	Neutral

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

164

113

45.13%

13F Shares

36.62%

Total Value

$519M

$206M

151.65%

New Positions

+54

Increased Positions

Closed Positions

Reduced Positions

-1

Total Calls

Total Puts

PUT/CALL Ratio

1.0

Neutral

Institutional Holders (2026 Q2)

164 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SOXQ. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 SOXQ holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Marshall Investment Management, LLC	2.21%	47,555	$5.3M
2	Absolute Capital Management, LLC	1.90%	67,900	$7.6M
3	Capstone Wealth Management Group, LLC	1.72%	43,547	$4.9M
4	Condor Capital Management	1.56%	185,688	$20.8M
5	Eagle Global Advisors LLC	1.25%	335,503	$37.6M
6	Bright Futures Wealth Management, LLC.	0.66%	9,090	$1.0M
7	Retirement Guys Formula LLC	0.62%	14,792	$1.7M
8	Pacific Sun Financial Corp	0.52%	11,262	$1.3M
9	Burling Wealth Partners, LLC	0.40%	24,126	$2.7M
10	Westco Advisory Services Inc /Adv	0.37%	5,453	$611K
11	Hardy Reed LLC	0.32%	45,000	$5.0M
12	Wbi Investments, LLC	0.28%	10,195	$1.1M
13	Bolthouse Investments, LLC	0.27%	3,000	$336K
14	VestGen Advisors, LLC	0.26%	80,306	$9.0M
15	NorthRock Partners, LLC	0.25%	154,414	$17.3M
16	Retirement Planning Group, LLC / Ny	0.25%	4,064	$456K
17	FFG Partners, LLC	0.25%	7,760	$870K
18	Scientech Research LLC	0.24%	2,597	$291K
19	Sankala Group LLC	0.21%	3,335	$313K
20	Kropog Financial Group, LLC	0.21%	2,618	$293K
21	Meridian Wealth Management, LLC	0.19%	55,677	$6.2M
22	Cannon Advisors, Inc.	0.17%	2,845	$284K
23	Huntleigh Advisors, Inc.	0.16%	10,505	$1.2M
24	Millington Securities, LLC	0.16%	9,905	$591K
25	Berkeley Capital Partners, LLC	0.13%	5,744	$644K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Invesco Exch Traded Fd Tr II (SOXQ)

What does the Smart Money Trend signal show for SOXQ?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added SOXQ than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for SOXQ?

More buyers than sellers — 70% buying: Last quarter: 117 funds were net buyers (72 opened a brand new position + 45 added to an existing one). Only 51 were sellers (32 trimmed + 19 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SOXQ holders?

Elite ownership — 47% AUM from top-100 funds: 22 of 164 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in SOXQ. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held SOXQ?

Mixed — 29% long-term, 46% new: Of the 166 current holders: 48 (29%) held >2 years, 41 held 1–2 years, and 77 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Invesco Exch Traded Fd Tr II (SOXQ)

Smart Money Signals — SOXQ

Buying streak — 5 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +87% more funds vs a year ago

More buyers than sellers — 70% buying

More new buyers each quarter (+54 vs last Q)

Mixed — 29% long-term, 46% new

Value +152% but shares only +37% — price-driven

Acceleration phase — new buyers rushing in

Mixed cohorts — 31% veterans, 48% new entrants

Elite ownership — 47% AUM from top-100 funds

Institutional Sentiment Summary — SOXQ

Hedge Fund Ownership: SOXQ

Market Analysis: SOXQ

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: SOXQ

Hedge Fund Positioning: SOXQ

Statistics: SOXQ

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Invesco Exch Traded Fd Tr II (SOXQ)

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