SMH — VanEck Semiconductor ETF
In 2026 Q2, 8 of the 140 tracked hedge funds reported a position in VanEck Semiconductor ETF (SMH), worth $270.65M combined. Over the quarter 1 opened or added, 8 trimmed or exited.
Hedge fund holders, 2026 Q2
| Fund | Value | Portfolio % | Change |
|---|---|---|---|
| Quadrature | $228.03M | 2.00% | NEW |
| VanEck | $15.76M | 0.00% | -0% |
| ARS | $9.21M | 0.40% | -1.3% |
| Westwood | $8.81M | 2.60% | -4.3% |
| Schear | $4.61M | 1.50% | NO CHANGE |
| Carmel | $3.24M | 0.71% | NO CHANGE |
| Sharpepoint | $630.79K | 0.32% | -4.6% |
| Dale Q Rice | $357.46K | 0.19% | NO CHANGE |
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Source: SEC EDGAR 13F filings, reported as of quarter end and filed up to 45 days later. Not investment advice.