Avantax Planning Partners Inc. acquired a new stake in shares of VanEck Semiconductor ETF (NASDAQ:SMH – Free Report) in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund acquired 989 shares of the company’s stock, valued at approximately $379,000.
Other hedge funds have also added to or reduced their stakes in the company. Milestones Private Investment Advisors LLC grew its stake in shares of VanEck Semiconductor ETF by 3.4% in the first quarter. Milestones Private Investment Advisors LLC now owns 15,569 shares of the company’s stock worth $5,969,000 after acquiring an additional 514 shares during the last quarter. Calamos Wealth Management LLC raised its position in shares of VanEck Semiconductor ETF by 8.6% in the 1st quarter. Calamos Wealth Management LLC now owns 5,799 shares of the company’s stock worth $2,223,000 after purchasing an additional 461 shares during the last quarter. Retirement Planning Group LLC purchased a new position in shares of VanEck Semiconductor ETF in the 1st quarter worth about $210,000. Empirical Financial Services LLC d.b.a. Empirical Wealth Management purchased a new position in shares of VanEck Semiconductor ETF in the 1st quarter worth about $349,000. Finally, Bryn Mawr Trust Advisors LLC boosted its stake in VanEck Semiconductor ETF by 10.5% in the 1st quarter. Bryn Mawr Trust Advisors LLC now owns 1,323 shares of the company’s stock worth $507,000 after purchasing an additional 126 shares in the last quarter.
Key Headlines Impacting VanEck Semiconductor ETF
Here are the key news stories impacting VanEck Semiconductor ETF this week:
- Positive Sentiment: ASML’s stronger-than-expected outlook is helping lift semiconductor names, reinforcing demand expectations across the chip supply chain and supporting SMH. Chip stocks rise on ASML earnings despite U.S. strikes on Iran
- Positive Sentiment: Ongoing AI infrastructure spending is still favoring chipmakers, with investors viewing semiconductor ETFs like SMH as a direct way to play the buildout. Is Massive AI Spending Favoring Chip ETFs More Than Big Tech?
- Positive Sentiment: Reports that the Trump administration is pushing for more memory-chip manufacturing in the U.S. could benefit semiconductor supply-chain names held in SMH. The Trump Administration Presses for More Memory Plants in America: These 3 Stocks Could Be Winners
- Neutral Sentiment: Tech stocks are broadly supportive of the market open, which is helping semiconductor sentiment but does not specifically change the ETF’s fundamentals. Tech Shares Lift Wall Street Pre-Bell; Asia Up, Europe Lower
- Neutral Sentiment: Several articles frame SMH as a strong thematic ETF, but these are mostly commentary and product explainers rather than new catalysts. Should You Invest in the VanEck Semiconductor ETF (SMH)?
- Negative Sentiment: Bank of America calling long semiconductors the “most crowded trade ever” suggests the sector may be vulnerable to a pullback if momentum cools or positioning unwinds. Bank of America Says Long Semiconductors is the “Most Crowded Trade Ever”
- Negative Sentiment: Headlines warning about the end of the AI trade and pressure points in leveraged semiconductor ETFs point to rising risk appetite concerns for the broader chip rally. How to Profit from the End of the AI Trade
VanEck Semiconductor ETF Stock Performance
VanEck Semiconductor ETF Company 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.
See Also
- Five stocks we like better than VanEck Semiconductor ETF
- Why Johnson & Johnson’s Earnings Dip Looks Like a Buying Opportunity
- CPI Comes In Cool: Why It Could Revive These 3 Rate-Sensitive Stocks
- Why ASML’s AI Monopoly Is Still Getting Stronger
- Apple’s AI Toll Booth Thesis Faces Its Biggest Test Yet Before Earnings
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).
Receive News & Ratings for VanEck Semiconductor ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for VanEck Semiconductor ETF and related companies with MarketBeat.com's FREE daily email newsletter.
