SG Americas Securities LLC increased its holdings in shares of VanEck Semiconductor ETF (NASDAQ:SMH – Free Report) by 687.4% in the 1st quarter, Holdings Channel.com reports. The firm owned 70,788 shares of the company’s stock after acquiring an additional 61,798 shares during the quarter. SG Americas Securities LLC’s holdings in VanEck Semiconductor ETF were worth $27,140,000 as of its most recent filing with the SEC.
Several other hedge funds have also recently added to or reduced their stakes in SMH. Tactive Advisors LLC increased its position in VanEck Semiconductor ETF by 6.0% in the 1st quarter. Tactive Advisors LLC now owns 7,145 shares of the company’s stock worth $2,739,000 after buying an additional 407 shares during the period. Smith Salley Wealth Management grew its stake in shares of VanEck Semiconductor ETF by 8.1% in the first quarter. Smith Salley Wealth Management now owns 817 shares of the company’s stock worth $313,000 after acquiring an additional 61 shares during the last quarter. Petredis Investment Advisors LLC grew its stake in shares of VanEck Semiconductor ETF by 2.6% in the first quarter. Petredis Investment Advisors LLC now owns 46,188 shares of the company’s stock worth $17,708,000 after acquiring an additional 1,161 shares during the last quarter. Center For Asset Management LLC increased its position in VanEck Semiconductor ETF by 21.3% during the first quarter. Center For Asset Management LLC now owns 756 shares of the company’s stock worth $290,000 after acquiring an additional 133 shares during the period. Finally, Balboa Wealth Partners acquired a new position in VanEck Semiconductor ETF during the 1st quarter valued at $250,000.
VanEck Semiconductor ETF Price Performance
NASDAQ:SMH opened at $617.00 on Thursday. VanEck Semiconductor ETF has a one year low of $272.16 and a one year high of $671.83. The company has a fifty day moving average price of $563.44 and a 200 day moving average price of $451.55. The stock has a market cap of $71.69 billion, a P/E ratio of 34.83 and a beta of 1.72.
More VanEck Semiconductor ETF News
- Positive Sentiment: Fundstrat’s Tom Lee said the recent sharp drop in SMH and related chip ETFs has historically been a strong buying opportunity, arguing these kinds of one-day declines often precede rebounds. Nvidia’s Upbeat Forecast Lifts SMH’s Earnings Outlook
- Positive Sentiment: Nvidia’s upbeat forecast is improving the earnings outlook for semiconductor companies held by SMH, reinforcing the view that AI demand is still supporting the industry. Nvidia’s Upbeat Forecast Lifts SMH’s Earnings Outlook
- Positive Sentiment: Analysts said a 2027 memory shortage could keep Micron and other memory-chip names strong through 2028, which would benefit semiconductor ETF exposure if the cycle tightens as expected. Cantor’s CJ Muse Says a 2027 Memory Squeeze Could Power Micron’s Earnings Through 2028
- Positive Sentiment: Broad market commentary also points to the AI trade expanding beyond the biggest tech names, supporting continued investor interest in semiconductor funds like SMH. Beyond Mag 7: MANGOS or Big-10 ETFs Will Likely Rule Ahead
- Neutral Sentiment: VanEck launched a new China semiconductor ETF, expanding its semiconductor lineup, but the launch is more of a product development story than a direct near-term driver for SMH. VanEck Launches SMHC, Offering Pure-Play Access to China’s Semiconductor Build-Out
- Negative Sentiment: SMH was hit hard in the prior session as chip stocks sold off across the sector, reflecting broad risk-off sentiment in AI and technology names. South Korea’s tech rout spills into US semiconductor ETFs ahead of Micron’s make-or-break report
- Negative Sentiment: South Korea’s tech rout, including weakness in memory-chip stocks, is spilling into U.S. semiconductor ETFs and adding pressure on SMH ahead of Micron’s upcoming report. South Korea’s tech rout spills into US semiconductor ETFs ahead of Micron’s make-or-break report
- Negative Sentiment: SK Hynix’s planned U.S. listing could make the stock easier to buy directly, potentially drawing some demand away from South Korea-focused funds and partially reshaping semiconductor fund flows. SK Hynix Stock Will List in the U.S. What That Means for South Korea and Chip Funds.
About VanEck Semiconductor ETF
The VanEck Semiconductor ETF (SMH) is an exchange-traded fund that is based on the MVIS US Listed Semiconductor 25 index, a market-cap-weighted index of 25 of the largest US-listed semiconductors companies. SMH was launched on May 5, 2000 and is managed by VanEck.
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