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Ideal Power
IPWR

Overview Fund Activity

15 hedge funds and large institutions have $15.5M invested in Ideal Power in 2021 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 6 closing their positions.

Holders
15
Holders Change
-2
Holders Change %
-11.76%
% of All Funds
0.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
5
Reduced
1
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.03M
2
ACM
2
AIGH Capital Management
Maryland
$1.84M
3
PF
3
Phoenix Financial
Israel
$3.95M
4
UBS Group
4
UBS Group
Switzerland
$525K
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$430K

Top Sellers

1
IA
1
Insight Advisors
Pennsylvania
$0
2
Marshall Wace
2
Marshall Wace
United Kingdom
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$0
4
BlackRock
4
BlackRock
New York
$1.31M
5
TRCT
5
Tower Research Capital (TRC)
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PF
1
Phoenix Financial
Israel
$3.95M 310,955 +113,955 +58%
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.03M 238,218 +189,592 +390%
AIC
3
AWM Investment Company
New York
$2.99M 235,271 – –
ACM
4
AIGH Capital Management
Maryland
$1.84M 144,347 +144,347 New
BlackRock
5
BlackRock
New York
$1.31M 102,606 -5,364 -5%
UBS Group
6
UBS Group
Switzerland
$525K 41,371 +34,071 +467%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$491K 38,662 +10,958 +40%
Baird Financial Group
8
Baird Financial Group
Wisconsin
$430K 33,850 +33,850 New
WVP
9
Worth Venture Partners
New Jersey
$427K 33,572 +33,572 New
State Street
10
State Street
Massachusetts
$356K 28,028 +28,028 New
SPFA
11
Summit Place Financial Advisors
New Jersey
$127K 10,000 – –
Wells Fargo
12
Wells Fargo
California
$10K 782 +351 +81%
US Bancorp
13
US Bancorp
Minnesota
$6K 500 – –
CFB
14
Cullen/Frost Bankers
Texas
$1K 50 – –
Morgan Stanley
15
Morgan Stanley
New York
$1K 50 – –
IA
16
Insight Advisors
Pennsylvania
– – -92,350 Closed
Marshall Wace
17
Marshall Wace
United Kingdom
– – -58,187 Closed
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
– – -9,500 Closed
TRCT
19
Tower Research Capital (TRC)
New York
– – -2,396 Closed
VFA
20
Valeo Financial Advisors
Indiana
– – -1,800 Closed
GWM
21
Geneos Wealth Management
Colorado
– – -300 Closed
CFGS
22
Concourse Financial Group Securities
Alabama
– – – –