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Ideal Power
IPWR

Overview Fund Activity

26 hedge funds and large institutions have $12.5M invested in Ideal Power in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 5 closing their positions.

Holders
26
Holders Change
-2
Holders Change %
-7.14%
% of All Funds
0.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
6
Reduced
3
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$224K
2
Northern Trust
2
Northern Trust
Illinois
$106K
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$2.51M
4
TRCT
4
Tower Research Capital (TRC)
New York
$10K
5
UBS Group
5
UBS Group
Switzerland
$532K

Top Sellers

1
NA
1
NewEdge Advisors
Louisiana
$1.82K
2
AIC
2
AWM Investment Company
New York
$1.71M
3
CAL
3
Capital Analysts LLC
Pennsylvania
$0
4
Bank of America
4
Bank of America
North Carolina
$0
5
AWM
5
AE Wealth Management
Kansas
$194K
Name Market Value Shares Shares
Change 		Shares
Change %
Baird Financial Group
1
Baird Financial Group
Wisconsin
$2.51M 240,459 +1,131 +0.5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.47M 235,975 – –
ACM
3
AIGH Capital Management
Maryland
$2.23M 213,068 – –
AIC
4
AWM Investment Company
New York
$1.71M 163,281 -5,239 -3%
BlackRock
5
BlackRock
New York
$1.06M 100,976 +444 +0.4%
WVP
6
Worth Venture Partners
New Jersey
$550K 52,588 – –
UBS Group
7
UBS Group
Switzerland
$532K 50,898 +559 +1%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$522K 49,999 – –
Citadel Advisors
9
Citadel Advisors
Florida
$224K 21,428 +21,428 New
AWM
10
AE Wealth Management
Kansas
$194K 18,530 -370 -2%
State Street
11
State Street
Massachusetts
$189K 18,047 – –
B
12
Bailard
California
$188K 17,946 – –
Northern Trust
13
Northern Trust
Illinois
$106K 10,155 +10,155 New
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$14K 1,307 +7 +0.5%
TRCT
15
Tower Research Capital (TRC)
New York
$10K 936 +578 +161%
US Bancorp
16
US Bancorp
Minnesota
$5.23K 500 – –
Fifth Third Bancorp
17
Fifth Third Bancorp
Ohio
$3.14K 300 – –
Osaic Holdings
18
Osaic Holdings
Arizona
$3.14K 300 – –
PO
19
Private Ocean
California
$3.09K 296 – –
GWM
20
Geneos Wealth Management
Colorado
$2.2K 210 – –
NA
21
NewEdge Advisors
Louisiana
$1.82K 174 -13,049 -99%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$1.16K 111 – –
CFB
23
Cullen/Frost Bankers
Texas
$523 50 – –
Morgan Stanley
24
Morgan Stanley
New York
$523 50 – –
Wells Fargo
25
Wells Fargo
California
$397 38 +1 +3%
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