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Ideal Power
IPWR

Overview Fund Activity

24 hedge funds and large institutions have $12.4M invested in Ideal Power in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
24
Holders Change
+5
Holders Change %
+26.32%
% of All Funds
0.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
4
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Baird Financial Group
Baird Financial Group
Wisconsin
$2.24M
2
NA
NewEdge Advisors
Louisiana
$136K
3
Vanguard Group
Vanguard Group
Pennsylvania
$2.44M
4
UBS Group
UBS Group
Switzerland
$547K
5
Geode Capital Management
Geode Capital Management
Massachusetts
$510K

Top Sellers

1
PF
Phoenix Financial
Israel
$0
2
AIC
AWM Investment Company
New York
$2.18M
3
BlackRock
BlackRock
New York
$1.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.44M +$69.5K +6,716 +3%
Baird Financial Group
2
Baird Financial Group
Wisconsin
$2.24M +$219K +21,127 +11%
ACM
3
AIGH Capital Management
Maryland
$2.21M – – –
AIC
4
AWM Investment Company
New York
$2.18M -$251K -24,290 -10%
BlackRock
5
BlackRock
New York
$1.04M -$7.51K -725 -0.7%
WVP
6
Worth Venture Partners
New Jersey
$547K – – –
UBS Group
7
UBS Group
Switzerland
$547K +$13.9K +1,340 +3%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$510K +$3.19K +308 +0.6%
AWM
9
AE Wealth Management
Kansas
$196K – – –
State Street
10
State Street
Massachusetts
$187K – – –
NA
11
NewEdge Advisors
Louisiana
$136K +$136K +13,166 New
SPFA
12
Summit Place Financial Advisors
New Jersey
$104K – – –
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$13K – – –
CAL
14
Capital Analysts LLC
Pennsylvania
$10K – – –
US Bancorp
15
US Bancorp
Minnesota
$5K – – –
PO
16
Private Ocean
California
$3K +$3K +296 New
Fifth Third Bancorp
17
Fifth Third Bancorp
Ohio
$3K +$3K +300 New
GWM
18
Geneos Wealth Management
Colorado
$2K +$2K +210 New
CFB
19
Cullen/Frost Bankers
Texas
$1K – – –
Morgan Stanley
20
Morgan Stanley
New York
$1K – – –
Fidelity Investments
21
Fidelity Investments
Massachusetts
$1K – – –
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$1K +$1K +73 New
TRCT
23
Tower Research Capital (TRC)
New York
$1K +$1K +143 New
PF
24
Phoenix Financial
Israel
– -$1.1M -89,734 Closed