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POWR

iShares U.S. Power Infrastructure ETF
POWR

37 hedge funds and large institutions have $33.1M invested in iShares U.S. Power Infrastructure ETF in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 37 → 37 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

10.28% less ownership

Funds ownership: 40.13% → 29.84% (-10%)

21% less capital invested

Capital invested by funds: $41.9M → $33.1M (-$8.77M)

46% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 13

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
37
Holders Change
–
Holders Change %
0%
% of All Funds
0.64%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
4
Increased
7
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$1.61M
2
DADC
D.A. Davidson & Co
Montana
+$1.28M
3
Morgan Stanley
Morgan Stanley
New York
+$408K
4
AIP
ARS Investment Partners
New York
+$166K
5
CF
Centaurus Financial
California
+$146K

Top Sellers

Rank Fund Capital Flow
1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$6.02M
2
Jane Street
Jane Street
New York
-$1.87M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.59M
4
PCP
Proficio Capital Partners
Massachusetts
-$1.16M
5
PS
Planned Solutions
California
-$1.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
26
Realta Investment Advisors
Delaware
$69K +$71.9K +3,240 New
Wells Fargo
27
Wells Fargo
California
$54K – – –
Fidelity Investments
28
Fidelity Investments
Massachusetts
$28K +$28.8K +1,299 +129,900%
SSC
29
Syverson Strege & Co
Iowa
$27K – – –
APA
30
American Portfolios Advisors
New York
$25.1K – – –
SPIA
31
Steward Partners Investment Advisory
New York
$13K – – –
AIC
32
Archer Investment Corporation
Indiana
$9.56K – – –
National Bank of Canada
33
National Bank of Canada
Quebec, Canada
$9K – – –
PA
34
Parallel Advisors
California
$6K – – –
IA
35
IFP Advisors
Florida
$5K – – –
Simplex Trading
36
Simplex Trading
Illinois
$2K +$2.22K +100 +250%
PCP
37
Proficio Capital Partners
Massachusetts
– -$1.16M -346,509 Closed
Citadel Advisors
38
Citadel Advisors
Florida
– -$481K -22,674 Closed
VWA
39
V Wealth Advisors
Kansas
– -$224K -10,594 Closed
PFGIA
40
Patriot Financial Group Insurance Agency
Massachusetts
– -$9K -413 Closed
1
2

POWR Hedge Fund Activity: Q3 2022 in Review

37 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in iShares U.S. Power Infrastructure ETF (POWR) for Q3 2022, worth a combined $33.1M — down 21% from $41.9M a quarter earlier.

Fund positioning in POWR was balanced in Q3 2022: 4 funds opened new positions, 4 closed out, 7 added to existing stakes and 13 trimmed.

The largest buyer was Ameriprise, opening a new position worth an estimated $1.61M. The largest seller was Commonwealth Equity Services, cutting an estimated $6.02M.

  • 37 institutional investors held iShares U.S. Power Infrastructure ETF (POWR) as of Q3 2022, unchanged from Q2 2022.
  • Funds reported $33.1M of iShares U.S. Power Infrastructure ETF stock for Q3 2022, down 21% quarter-over-quarter.
  • 4 funds opened new iShares U.S. Power Infrastructure ETF positions in Q3 2022 and 4 closed out, a net change of 0 holders.
  • The largest iShares U.S. Power Infrastructure ETF buyer in Q3 2022 was Ameriprise, an estimated $1.61M added.
  • The largest iShares U.S. Power Infrastructure ETF seller in Q3 2022 was Commonwealth Equity Services, an estimated $6.02M sold.

Based on aggregated 13F filings for Q3 2022.