iShares U.S. Power Infrastructure ETF
POWR
31 hedge funds and large institutions have $23.9M invested in iShares U.S. Power Infrastructure ETF in 2021 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 6 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
167% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 6
31% more capital invested
Capital invested by funds: $18.2M → $23.9M (+$5.7M)
11% more funds holding
Funds holding: 28 → 31 (+3)
4.17% more ownership
Funds ownership: 26.01% → 30.18% (+4.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$1.13M |
| 2 |
LPL Financial
San Diego,
California
|
+$867K |
| 3 |
Morgan Stanley
New York
|
+$605K |
| 4 |
AIP
ARS Investment Partners
New York
|
+$522K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$430K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fisher Asset Management
Camas,
Washington
|
-$254K |
| 2 |
GCA
Gradient Capital Advisors
San Diego,
California
|
-$48.6K |
| 3 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$5K |
| 4 |
VWA
V Wealth Advisors
Overland Park,
Kansas
|
-$2.79K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$1.49K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SPIA
26
Steward Partners Investment Advisory
New York
| $10K | +$7.25K | +439 | +274% |
|
|
PFGIA
27
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $7K | – | – | – |
|
|
PA
28
Parallel Advisors
San Francisco,
California
| $5K | – | – | – |
|
|
CIAS
29
CBIZ Investment Advisory Services
Independence,
Ohio
| $1K | – | – | – |
|
|
IA
30
IFP Advisors
Tampa,
Florida
| $1K | – | – | – |
|
|
SFS
31
Sowell Financial Services
North Little Rock,
Arkansas
| – | -$5K | -305 | Closed |
|
32
Fidelity Investments
Boston,
Massachusetts
| – | +$17 | +1 | New |
|
POWR Hedge Fund Activity: Q2 2021 in Review
31 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in iShares U.S. Power Infrastructure ETF (POWR) for Q2 2021, worth a combined $23.9M — up 31% from $18.2M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new POWR positions and 1 closed out — a net gain of 3 holders — while 16 added to existing stakes and 6 trimmed.
The largest buyer was Cetera Advisor Networks, opening a new position worth an estimated $1.13M. The largest seller was Fisher Asset Management, cutting an estimated $254K.
- 31 institutional investors held iShares U.S. Power Infrastructure ETF (POWR) as of Q2 2021, up from 28 in Q1 2021.
- Funds reported $23.9M of iShares U.S. Power Infrastructure ETF stock for Q2 2021, up 31% quarter-over-quarter.
- 4 funds opened new iShares U.S. Power Infrastructure ETF positions in Q2 2021 and 1 closed out, a net change of +3 holders.
- The largest iShares U.S. Power Infrastructure ETF buyer in Q2 2021 was Cetera Advisor Networks, an estimated $1.13M added.
- The largest iShares U.S. Power Infrastructure ETF seller in Q2 2021 was Fisher Asset Management, an estimated $254K sold.
Based on aggregated 13F filings for Q2 2021.