VanEck Semiconductor ETF
0
Funds holding %
of 7,407 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
131% more first-time investments, than exits
New positions opened: 180 | Existing positions closed: 78
41% more repeat investments, than reductions
Existing positions increased: 366 | Existing positions reduced: 260
9% more funds holding
Funds holding: 868 [Q3] → 946 (+78) [Q4]
1.98% more ownership
Funds ownership: 48.64% [Q3] → 50.62% (+1.98%) [Q4]
2% more capital invested
Capital invested by funds: $11.6B [Q3] → $11.8B (+$234M) [Q4]
16% less funds holding in top 10
Funds holding in top 10: 50 [Q3] → 42 (-8) [Q4]
28% less call options, than puts
Call options by funds: $4.77B | Put options by funds: $6.66B
Research analyst outlook
We haven’t received any recent analyst ratings for SMH.
Financial journalist opinion
Based on 24 articles about SMH published over the past 30 days
Neutral
CNBC Television
20 hours ago
Chip stocks are in oversold conditions, says KKM Financial's Jeff Kilburg
Jeff Kilburg, KKM Financial CEO and CIO, joins 'The Exchange' to discuss the week's market action.
Neutral
ETF Trends
1 day ago
Are These ETFs Cheap Yet? Crypto, Cannabis, Chips
When markets move, we can learn a lot from the outperformers. But we can also learn a lot from the underperformers — and maybe even find opportunities.
Negative
Bloomberg Technology
2 days ago
Chipmakers Could Be in Trump Crosshairs
As President Trump gets set to probe semiconductor and electronic imports, Stephanie Aliaga of JP Morgan Asset Management says it's difficult for tech companies and chipmakers to decouple quickly from their current manufacturing and supply chain methods. She joins Ed Ludlow on "Bloomberg Technology" to discuss.
Neutral
Market Watch
2 days ago
Were you interested in semiconductor stocks three months ago? Check them out now.
Semiconductor stocks were tech darlings over the past two years. And now, with prices driven lower by President Donald Trump's ever-changing trade policies, long-term investors may have opportunities to scoop up some bargains.
Neutral
CNBC Television
3 days ago
Bernstein's Stacy Rasgon on potential impact of tariffs on semiconductors
Stacy Rasgon, Bernstein Research, joins 'Closing Bell' to discuss the setup for the semis trade amid a possible tariff.
Negative
Benzinga
3 days ago
Chip Shock: 3 Hot Semiconductor ETFs To Watch As Trump's Tariff Bomb Ticks
Semiconductor ETFs are attracting investor attention this week as the industry finds itself at the focal point of global trade tensions. U.S. President Donald Trump is poised to announce new tariff levels on foreign semiconductors within days, a move that could remake supply chains and spook markets already nervous following recent trade volatility.
Positive
Zacks Investment Research
4 days ago
3 Best Sector ETFs of Last Week
Wall Street logged the best week since 2023 despite tariff turmoil and wild market swings. Technology, industrials and financials sectors topped the chart.
Negative
Invezz
4 days ago
SMH, SOXX, FTXL, SOXL ETFs crash as chip stocks dive
Semiconductor stocks have pulled back this year, hurting top exchange-traded funds that have long provided growth and stability. This crash is attributed to the ongoing trade war between the US and China, and the lingering fear that the artificial intelligence (AI) bubble may have bursted.
Positive
CNBC Television
6 days ago
The chips sector will be treated well by the Trump Administration, says Light Street's Glen Kacher
Glen Kacher, Light Street Capital founder, joins 'Closing Bell' to discuss the tech trade and Trump's tariffs.
Negative
Zacks Investment Research
6 days ago
US-Sino Trade War Escalates: ETF Areas Under Pressure
China hit back with 125% tariff on the U.S. after the latter imposed 145% duty on Chinese goods.
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