VanEck Semiconductor ETF
0
Funds holding %
of 6,809 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
46% more repeat investments, than reductions
Existing positions increased: 354 | Existing positions reduced: 242
22% more first-time investments, than exits
New positions opened: 120 | Existing positions closed: 98
3% more funds holding
Funds holding: 841 [Q2] → 863 (+22) [Q3]
2% more funds holding in top 10
Funds holding in top 10: 48 [Q2] → 49 (+1) [Q3]
6.7% less ownership
Funds ownership: 55.27% [Q2] → 48.56% (-6.7%) [Q3]
10% less capital invested
Capital invested by funds: $12.8B [Q2] → $11.6B (-$1.29B) [Q3]
43% less call options, than puts
Call options by funds: $5.46B | Put options by funds: $9.64B
Research analyst outlook
We haven’t received any recent analyst ratings for SMH.
Financial journalist opinion
Based on 8 articles about SMH published over the past 30 days
Neutral
Business Wire
1 day ago
VanEck Announces Year-End Distributions for VanEck Equity ETFs
NEW YORK--(BUSINESS WIRE)--VanEck has announced the 2024 annual distributions per share for its VanEck equity exchange-traded funds (ETFs).
Positive
The Motley Fool
3 days ago
Here's Where You'll Find the Best Stocks of 2025
Which five stocks are going to be the best performers over the year ahead? I'm afraid I don't know the answer to that question -- and, more importantly, no one else knows, either.
Positive
Seeking Alpha
4 days ago
SMH Is Now Consolidating (Technical Analysis, Upgrade)
VanEck Semiconductor ETF's valuation has become more reasonable since my last writing due to price correction and profitability improvement. The ETF's P/E ratio has contracted to 39.2x (vs. 45x at my last writing), aligning more favorably with the broader tech sector's valuation. Technical trading patterns indicate a consolidation phase, reducing the risk profile compared to the previous overbought status.
Negative
Zacks Investment Research
1 week ago
Can S&P 500 Fall in 2025? ETFs to Rescue You
The 2025 Wall Street outlook is marked by contrasting views. While investment house Stifel expects a bearish year due to economic and inflationary pressures, others remain optimistic.
Positive
Zacks Investment Research
1 week ago
The Semiconductor Supercycle: 5 Reasons to Stay Bullish
Semiconductor stocks are in the sweet spot between robust forward expectations, clean balance sheets, and fresh multi-month technical breakouts. Stock Strategist Andrew Rocco unpacks why the odds strongly favor higher prices in this leading industry.
Neutral
Zacks Investment Research
3 weeks ago
Cyber Week Sales Put These ETFs in Focus
Holiday sales growth slowed this year, but a record 183.4M people plan to shop in stores and online from Thanksgiving to Cyber Monday.
Positive
CNBC Television
3 weeks ago
Semis won't face much impact from Trump 2.0 tariffs, says Bernstein's Stacy Rasgon
Stacy Rasgon, Bernstein Research U.S. semiconductor senior analyst, joins CNBC's 'The Exchange' to discuss the impact of potential tariffs on the semiconductor sector.
Positive
See It Market
4 weeks ago
Semiconductors (SMH) Bullish Trend Nears Pivotal Crossroads
For much of the past two years, the Semiconductors sector has lead the Nasdaq and S&P 500 higher. Lead by Nvidia, the Semiconductors have been a market force displaying strong leadership for tech stocks.
Neutral
CNBC Television
1 month ago
Final Trade: Euro, IBB, SMH, NEM
The final trades of the day with CNBC's Melissa Lee and the Fast Money traders.
Positive
Zacks Investment Research
1 month ago
5 Reasons to Stay Bullish on Semiconductor Stocks
Semis are an integral part of the U.S. economy. Though chip stocks have stalled recently, forward growth remains strong, and several indicators suggest that higher prices are on the horizon.
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