SOXQ Hedge Fund Ownership (Q1 2026)

Q: Is it too late to buy Invesco Exch Traded Fd Tr II (SOXQ) following the 2026 Q2 hedge fund 13F filings?

As of today, SOXQ has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), SOXQ gained -13.6% vs +4.0% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Invesco Exch Traded Fd Tr II (SOXQ)

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

Smart Money Signals — SOXQ

Based on 113 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q

For 4 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

113 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 — +38% more funds vs a year ago

fund count last 6Q

+31 new funds entered over the past year (+38% 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.

🟡

Slight buying edge — 54% buying

58 buying49 selling

Last quarter: 58 funds bought or added vs 49 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

➡️

Steady new buyers — ~18 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 21 → 18 → 22 → 18. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

📌

Mixed — 34% long-term, 29% new

■ 34% conviction (2yr+) ■ 37% medium ■ 29% new

Of the 113 current holders: 38 (34%) held >2 years, 42 held 1–2 years, and 33 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.

➡️

Steady discovery — ~18 new funds/quarter

10 → 21 → 18 → 22 → 18 new funds/Q

New funds entering each quarter: 21 → 18 → 22 → 18. Consistent flow of new institutional buyers without clear acceleration or slowdown.

📊

Mixed cohorts — 34% veterans, 35% new entrants

■ 34% veterans ■ 30% 1-2yr ■ 35% new

Of 119 current holders: 41 (34%) held 2+ years, 36 held 1–2 years, 42 (35%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

🏆

Elite ownership — 44% AUM from top-100 funds

44% from top-100 AUM funds

19 of 113 holders are among the 100 largest funds by AUM, controlling 44% 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.

4.2

out of 10

Moderate Exit Risk

Exit risk score 4.2/10 — 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 Q1)	Prior (2025 Q4)	Change
Funds Holding	113	109	3.67%
13F Shares	4M	3M	6.06%
Total Value	$206M	$187M	10.34%
New Positions	18	22	-4
Increased Positions	39	32	+7
Closed Positions	14	9	+5
Reduced Positions	32	37	-5
Total Calls	3	2	50.0%
Total Puts	3	1	200.0%
PUT/CALL Ratio	1.0	0.5	Neutral

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

113

109

3.67%

13F Shares

6.06%

Total Value

$206M

$187M

10.34%

New Positions

-4

Increased Positions

Closed Positions

Reduced Positions

-5

Total Calls

50.0%

Total Puts

200.0%

PUT/CALL Ratio

1.0

0.5

Neutral

Institutional Holders (2026 Q2)

113 + 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:

2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

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

Top 25 SOXQ holders by conviction (% of portfolio weight) — 2026 Q1 · 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	Kropog Financial Group, LLC	0.21%	2,618	$293K
20	Meridian Wealth Management, LLC	0.19%	55,677	$6.2M
21	Cannon Advisors, Inc.	0.17%	2,845	$284K
22	Huntleigh Advisors, Inc.	0.16%	10,505	$1.2M
23	Millington Securities, LLC	0.16%	9,905	$591K
24	Berkeley Capital Partners, LLC	0.13%	5,744	$644K
25	Flagstar Securities, Inc	0.13%	3,859	$433K

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 — 4 quarters in a row: For 4 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?

Slight buying edge — 54% buying: Last quarter: 58 funds bought or added vs 49 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for SOXQ holders?

Elite ownership — 44% AUM from top-100 funds: 19 of 113 holders are among the 100 largest funds by AUM, controlling 44% 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 — 34% long-term, 29% new: Of the 113 current holders: 38 (34%) held >2 years, 42 held 1–2 years, and 33 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.

Is it too late to buy Invesco Exch Traded Fd Tr II (SOXQ) following the 2026 Q2 hedge fund 13F filings?

As of today, SOXQ has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), SOXQ has gained -13.6% vs +4.0% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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 — 4 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +38% more funds vs a year ago

Slight buying edge — 54% buying

Steady new buyers — ~18 new funds per quarter

Mixed — 34% long-term, 29% new

Steady discovery — ~18 new funds/quarter

Mixed cohorts — 34% veterans, 35% new entrants

Elite ownership — 44% 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

Is It Too Late to Buy Invesco Exch Traded Fd Tr II (SOXQ) Based on Hedge Fund 13F Filings?

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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