Horizon Wealth Management LLC Increases Stake in VanEck Semiconductor ETF $SMH

Horizon Wealth Management LLC lifted its stake in shares of VanEck Semiconductor ETF (NASDAQ:SMH) by 14.1% during the 4th quarter, Holdings Channel.com reports. The institutional investor owned 40,707 shares of the company’s stock after buying an additional 5,016 shares during the period. VanEck Semiconductor ETF comprises about 2.3% of Horizon Wealth Management LLC’s holdings, making the stock its 15th largest position. Horizon Wealth Management LLC’s holdings in VanEck Semiconductor ETF were worth $14,660,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also bought and sold shares of the company. WealthCollab LLC purchased a new stake in VanEck Semiconductor ETF in the fourth quarter worth about $28,000. Grey Fox Wealth Advisors LLC purchased a new stake in shares of VanEck Semiconductor ETF during the third quarter valued at approximately $31,000. CX Institutional grew its holdings in shares of VanEck Semiconductor ETF by 288.5% during the third quarter. CX Institutional now owns 101 shares of the company’s stock valued at $33,000 after buying an additional 75 shares during the last quarter. CENTRAL TRUST Co grew its holdings in shares of 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 buying an additional 48 shares during the last quarter. Finally, Root Financial Partners LLC purchased a new stake in shares of VanEck Semiconductor ETF during the third quarter valued at approximately $39,000.

Trending Headlines about VanEck Semiconductor ETF

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

• Positive Sentiment: Semiconductor and memory stocks are benefiting from the “AI memory supercycle” thesis, with Micron, SanDisk and Western Digital all surging on expectations that AI-driven demand will support chip pricing and volumes. Article Title
• Positive Sentiment: Broader market coverage says AI remains one of the main themes driving stocks, which supports semiconductor ETFs like SMH because chips are a core enabler of AI infrastructure and spending. Article Title
• Positive Sentiment: South Korea and the Netherlands discussed expanding cooperation in semiconductors, AI and other advanced technologies, a reminder that governments are still prioritizing chip supply chains and industry investment. Article Title
• Neutral Sentiment: One market note said the semiconductor index rally may be nearing exhaustion and could retrace, which suggests some traders are becoming cautious after the recent run-up. Article Title
• Neutral Sentiment: Commentary about semiconductor names being used in hedge trades reflects elevated volatility in the group, but not a clear change in the fundamental outlook for SMH. Article Title
• Negative Sentiment: A separate article warned that the AI arms race is being funded by heavy borrowing, which could eventually pressure valuations if growth in AI spending slows or becomes less profitable. Article Title

VanEck Semiconductor ETF Price Performance

NASDAQ:SMH opened at $566.54 on Monday. The company’s 50 day moving average price is $427.51 and its 200-day moving average price is $392.18. VanEck Semiconductor ETF has a 52 week low of $221.99 and a 52 week high of $566.79. The stock has a market cap of $65.83 billion, a price-to-earnings ratio of 34.83 and a beta of 1.70.

About VanEck Semiconductor ETF

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.