iShares U.S. Power Infrastructure ETF
POWR
37 hedge funds and large institutions have $41.9M invested in iShares U.S. Power Infrastructure ETF in 2022 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 11 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
23% more capital invested
Capital invested by funds: $34.1M → $41.9M (+$7.8M)
10.07% more ownership
Funds ownership: 30.06% → 40.13% (+10%)
6% more funds holding
Funds holding: 35 → 37 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCP
Proficio Capital Partners
Newton,
Massachusetts
|
+$8.13M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$5.98M |
| 3 |
Jane Street
New York
|
+$3.57M |
| 4 |
PPW
Parcion Private Wealth
Bellevue,
Washington
|
+$1.53M |
| 5 |
LPL Financial
San Diego,
California
|
+$558K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.18M |
| 2 |
SWM
Sculati Wealth Management
Bloomfield Hills,
Michigan
|
-$506K |
| 3 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$380K |
| 4 |
SIAM
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
|
-$365K |
| 5 |
VWA
V Wealth Advisors
Overland Park,
Kansas
|
-$285K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SSC
26
Syverson Strege & Co
West Des Moines,
Iowa
| $27K | +$469 | +20 | +2% |
|
|
APA
27
American Portfolios Advisors
Holbrook,
New York
| $25K | – | – | – |
|
|
SPIA
28
Steward Partners Investment Advisory
New York
| $13K | – | – | – |
|
|
AIC
29
Archer Investment Corporation
Carmel,
Indiana
| $9.51K | – | – | – |
|
|
PFGIA
30
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $9K | – | – | – |
|
31
National Bank of Canada
Montreal,
Quebec, Canada
| $8K | – | – | – |
|
|
PA
32
Parallel Advisors
San Francisco,
California
| $6K | – | – | – |
|
|
IA
33
IFP Advisors
Tampa,
Florida
| $5K | – | – | – |
|
34
UBS Group
Zurich,
Switzerland
| $4K | -$17.9K | -761 | -79% |
|
|
SIAM
35
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
| – | -$365K | -16,101 | Closed |
|
|
MCC
36
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$26K | -1,146 | Closed |
|
37
Fidelity Investments
Boston,
Massachusetts
| – | -$4.46K | -190 | -99% |
|
38
Simplex Trading
Chicago,
Illinois
| – | +$939 | +40 | New |
|
POWR Hedge Fund Activity: Q2 2022 in Review
37 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in iShares U.S. Power Infrastructure ETF (POWR) for Q2 2022, worth a combined $41.9M — up 23% from $34.1M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new POWR positions and 2 closed out — a net gain of 2 holders — while 11 added to existing stakes and 11 trimmed.
The largest buyer was Proficio Capital Partners, opening a new position worth an estimated $8.13M. The largest seller was Raymond James & Associates, cutting an estimated $1.18M.
- 37 institutional investors held iShares U.S. Power Infrastructure ETF (POWR) as of Q2 2022, up from 35 in Q1 2022.
- Funds reported $41.9M of iShares U.S. Power Infrastructure ETF stock for Q2 2022, up 23% quarter-over-quarter.
- 4 funds opened new iShares U.S. Power Infrastructure ETF positions in Q2 2022 and 2 closed out, a net change of +2 holders.
- The largest iShares U.S. Power Infrastructure ETF buyer in Q2 2022 was Proficio Capital Partners, an estimated $8.13M added.
- The largest iShares U.S. Power Infrastructure ETF seller in Q2 2022 was Raymond James & Associates, an estimated $1.18M sold.
Based on aggregated 13F filings for Q2 2022.