SG Americas Securities LLC Buys 61,798 Shares of VanEck Semiconductor ETF $SMH

SG Americas Securities LLC grew its stake in VanEck Semiconductor ETF (NASDAQ:SMH) by 687.4% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 70,788 shares of the company’s stock after buying an additional 61,798 shares during the period. SG Americas Securities LLC owned approximately 0.06% of VanEck Semiconductor ETF worth $27,140,000 as of its most recent SEC filing.

Several other large investors also recently made changes to their positions in the stock. WealthCollab LLC acquired a new position in shares of VanEck Semiconductor ETF during the 4th quarter valued at about $28,000. Investment Counsel Co. of Nevada bought a new stake in VanEck Semiconductor ETF during the fourth quarter worth approximately $35,000. Core Wealth Advisors LLC bought a new stake in VanEck Semiconductor ETF during the fourth quarter worth approximately $36,000. Jessup Wealth Management Inc acquired a new position in VanEck Semiconductor ETF during the fourth quarter valued at approximately $40,000. Finally, CENTRAL TRUST Co grew its holdings in VanEck Semiconductor ETF by 66.7% during the fourth quarter. CENTRAL TRUST Co now owns 120 shares of the company’s stock valued at $43,000 after purchasing an additional 48 shares during the last quarter.

VanEck Semiconductor ETF Stock Down 0.8%

NASDAQ:SMH opened at $617.00 on Thursday. The company’s 50 day moving average is $563.44 and its 200-day moving average is $451.55. VanEck Semiconductor ETF has a 12 month low of $272.16 and a 12 month high of $671.83. The firm has a market cap of $71.69 billion, a price-to-earnings ratio of 34.83 and a beta of 1.72.

VanEck Semiconductor ETF News Summary

Here are the key news stories impacting VanEck Semiconductor ETF this week:

• Positive Sentiment: Fundstrat’s Tom Lee said the recent sharp drop in SMH and related chip ETFs has historically been a strong buying opportunity, arguing these kinds of one-day declines often precede rebounds. Nvidia’s Upbeat Forecast Lifts SMH’s Earnings Outlook
• Positive Sentiment: Nvidia’s upbeat forecast is improving the earnings outlook for semiconductor companies held by SMH, reinforcing the view that AI demand is still supporting the industry. Nvidia’s Upbeat Forecast Lifts SMH’s Earnings Outlook
• Positive Sentiment: Analysts said a 2027 memory shortage could keep Micron and other memory-chip names strong through 2028, which would benefit semiconductor ETF exposure if the cycle tightens as expected. Cantor’s CJ Muse Says a 2027 Memory Squeeze Could Power Micron’s Earnings Through 2028
• Positive Sentiment: Broad market commentary also points to the AI trade expanding beyond the biggest tech names, supporting continued investor interest in semiconductor funds like SMH. Beyond Mag 7: MANGOS or Big-10 ETFs Will Likely Rule Ahead
• Neutral Sentiment: VanEck launched a new China semiconductor ETF, expanding its semiconductor lineup, but the launch is more of a product development story than a direct near-term driver for SMH. VanEck Launches SMHC, Offering Pure-Play Access to China’s Semiconductor Build-Out
• Negative Sentiment: SMH was hit hard in the prior session as chip stocks sold off across the sector, reflecting broad risk-off sentiment in AI and technology names. South Korea’s tech rout spills into US semiconductor ETFs ahead of Micron’s make-or-break report
• Negative Sentiment: South Korea’s tech rout, including weakness in memory-chip stocks, is spilling into U.S. semiconductor ETFs and adding pressure on SMH ahead of Micron’s upcoming report. South Korea’s tech rout spills into US semiconductor ETFs ahead of Micron’s make-or-break report
• Negative Sentiment: SK Hynix’s planned U.S. listing could make the stock easier to buy directly, potentially drawing some demand away from South Korea-focused funds and partially reshaping semiconductor fund flows. SK Hynix Stock Will List in the U.S. What That Means for South Korea and Chip Funds.

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.