Y Intercept Hong Kong Ltd purchased a new position in shares of VanEck Semiconductor ETF (NASDAQ:SMH – Free Report) during the first quarter, Holdings Channel reports. The firm purchased 3,500 shares of the company’s stock, valued at approximately $1,342,000.
Other hedge funds have also recently added to or reduced their stakes in the company. Trademark Financial Management LLC grew its holdings in shares of VanEck Semiconductor ETF by 220.1% during the 1st quarter. Trademark Financial Management LLC now owns 5,678 shares of the company’s stock worth $2,177,000 after purchasing an additional 3,904 shares in the last quarter. Elevation Point Wealth Partners LLC acquired a new position in VanEck Semiconductor ETF in the first quarter valued at about $931,000. Axis Wealth Partners LLC bought a new stake in VanEck Semiconductor ETF during the first quarter worth about $203,000. Keybank National Association OH lifted its position in VanEck Semiconductor ETF by 37.5% during the first quarter. Keybank National Association OH now owns 954 shares of the company’s stock worth $366,000 after purchasing an additional 260 shares during the period. Finally, Heritage Oak Wealth Advisors LLC increased its holdings in VanEck Semiconductor ETF by 16.3% in the 1st quarter. Heritage Oak Wealth Advisors LLC now owns 6,643 shares of the company’s stock valued at $2,547,000 after buying an additional 930 shares during the period.
Trending Headlines about VanEck Semiconductor ETF
Here are the key news stories impacting VanEck Semiconductor ETF this week:
- Positive Sentiment: Multiple pieces argue that semiconductors remain one of the strongest themes in tech, with AI build-out and chip demand supporting the sector’s outlook. Best 3 Tech ETF Picks for the 2nd Half of 2026
- Positive Sentiment: Commentary notes that NVIDIA’s valuation has fallen to multi-year lows even as AI growth remains strong, which can be read as supportive for semiconductor exposure overall, including SMH. The Zacks Analyst Blog Highlights NVDA, AMD, INTC, SMHX, GXPT, SMH and SHOC
- Positive Sentiment: Coverage comparing SMH with other chip ETFs underscores that SMH is tilted toward the largest AI chip companies, which may help it benefit if mega-cap semiconductors keep leading the market. XSD vs. SMH: Should Your Semiconductor ETF Be Equal-Weight or Cap-Weight?
- Neutral Sentiment: Another article says an “overlooked” chip ETF has been beating the biggest AI names, which is more of a competitive comparison than a direct negative for SMH. Overlooked chip ETF is beating biggest AI names
- Neutral Sentiment: Short-interest data showed essentially no meaningful short activity, which does not suggest a strong bearish signal for the ETF.
VanEck Semiconductor ETF Stock Up 0.5%
VanEck Semiconductor ETF Profile
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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Want to see what other hedge funds are holding SMH? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for VanEck Semiconductor ETF (NASDAQ:SMH – Free Report).
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