Archvest Wealth Advisors Inc. Increases Position in VanEck Semiconductor ETF $SMH

Archvest Wealth Advisors Inc. boosted its holdings in VanEck Semiconductor ETF (NASDAQ:SMH) by 303.8% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 4,862 shares of the company’s stock after purchasing an additional 3,658 shares during the quarter. VanEck Semiconductor ETF comprises 0.5% of Archvest Wealth Advisors Inc.’s portfolio, making the stock its 20th largest position. Archvest Wealth Advisors Inc.’s holdings in VanEck Semiconductor ETF were worth $1,630,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also bought and sold shares of SMH. Bank of Nova Scotia grew its holdings in VanEck Semiconductor ETF by 24,986.6% in the third quarter. Bank of Nova Scotia now owns 755,107 shares of the company’s stock worth $246,437,000 after purchasing an additional 752,097 shares during the period. Harel Insurance Investments & Financial Services Ltd. grew its holdings in VanEck Semiconductor ETF by 158.7% in the fourth quarter. Harel Insurance Investments & Financial Services Ltd. now owns 1,198,897 shares of the company’s stock worth $431,759,000 after purchasing an additional 735,425 shares during the period. Capital Markets Trading UK LLP grew its holdings in VanEck Semiconductor ETF by 100.7% in the third quarter. Capital Markets Trading UK LLP now owns 4,319 shares of the company’s stock worth $1,410,000 after purchasing an additional 617,050 shares during the period. Baker Avenue Asset Management LP lifted its stake in shares of VanEck Semiconductor ETF by 100.3% in the fourth quarter. Baker Avenue Asset Management LP now owns 1,011 shares of the company’s stock worth $364,000 after buying an additional 349,979 shares in the last quarter. Finally, RiverFront Investment Group LLC lifted its stake in shares of VanEck Semiconductor ETF by 249.6% in the fourth quarter. RiverFront Investment Group LLC now owns 399,345 shares of the company’s stock worth $143,816,000 after buying an additional 285,117 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: Coverage highlighted that AI demand is shifting beyond just chips into broader infrastructure, with VanEck’s new RACK ETF aimed at data-center buildout reinforcing bullish sentiment for semiconductor and adjacent AI hardware exposure. AI gold rush moves beyond chips: VanEck’s new RACK ETF captures data center buildout
• Positive Sentiment: ETF flow data showed VanEck registering $1.4 billion in inflows, which suggests strong investor demand for the firm’s products and a favorable backdrop for SMH sentiment. ETF League Tables: VanEck Registers Inflows of $1.4B
• Positive Sentiment: Analysts and market commentators continued to point to SMH as a leading way to benefit from AI spending, with May performance and sector rotation keeping semiconductor ETFs in focus. Here’s Why the VanEck Semiconductor ETF Soared in May And Is a Great Way to Play AI Spending
• Positive Sentiment: NVIDIA’s push into the PC market with a new AI chip also lifted enthusiasm for tech ETFs with heavy semiconductor exposure, which can support SMH because of its concentration in chip leaders. Tech ETFs to Buy as NVIDIA Sets Foot Into PC Market via New AI Chip
• Neutral Sentiment: Reports that Europe is pushing “tech sovereignty” and boosting domestic chip and cloud capacity may affect the competitive landscape over time, but the immediate impact on SMH is unclear. EU targets Big Tech dependence with ‘made-in-Europe’ drive
• Neutral Sentiment: Other ETF commentary noted SMH as a possible buy based on historical patterns, but this was more of a general market observation than a new company-specific catalyst. Now Could Be the Time to Buy These 2 ETFS
• Negative Sentiment: There were no major clearly negative semiconductor-specific developments in the latest batch of articles; broader volatility themes, such as geopolitical risk, could weigh on markets generally, but the direct impact on SMH was limited. Will Iran Peace Talks Hit a Roadblock? ETFs to Play

VanEck Semiconductor ETF Stock Performance

Shares of NASDAQ SMH opened at $637.90 on Thursday. The firm’s 50 day moving average price is $497.42 and its 200-day moving average price is $422.49. The company has a market cap of $74.12 billion, a PE ratio of 34.83 and a beta of 1.70. VanEck Semiconductor ETF has a 52-week low of $248.36 and a 52-week high of $642.77.

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.