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POWR

iShares U.S. Power Infrastructure ETF

43 hedge funds and large institutions have $53.1M invested in iShares U.S. Power Infrastructure ETF in 2022 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 16 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 5

60% more capital invested

Capital invested by funds: $33.1M → $53.1M (+$19.9M)

45% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 11

16% more funds holding

Funds holding: 3743 (+6)

12.18% more ownership

Funds ownership: 29.84%42.02% (+12%)

Holders
43
Holders Change
+6
Holders Change %
+16.22%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
16
Reduced
11
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$113K +$19.4K +791 +20%
GRP
27
Global Retirement Partners
California
$95.8K -$12.3K -500 -11%
Fifth Third Bancorp
28
Fifth Third Bancorp
Ohio
$93.3K +$94.5K +3,847 New
RIA
29
Realta Investment Advisors
Delaware
$79K +$442 +18 +0.6%
MPCL
30
My Personal CFO LLC
Washington
$75.3K +$74 +3 New
Wells Fargo
31
Wells Fargo
California
$61.3K
MCC
32
Money Concepts Capital
Florida
$50.3K +$51K +2,075 New
BAM
33
Belpointe Asset Management
Nevada
$35.2K +$35.6K +1,450 New
SSC
34
Syverson Strege & Co
Iowa
$31.9K +$1.06K +43 +3%
SPIA
35
Steward Partners Investment Advisory
New York
$17.9K +$3.42K +139 +23%
FDCDDQ
36
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.6K +$11.8K +480 New
AIC
37
Archer Investment Corporation
Indiana
$10.9K
National Bank of Canada
38
National Bank of Canada
Quebec, Canada
$9.68K
IA
39
IFP Advisors
Florida
$8K +$295 +12 +12%
MAWA
40
Moss Adams Wealth Advisors
Washington
$4.85K +$4.91K +200 New
NA
41
NewEdge Advisors
Louisiana
$6 +$6.14K +250 New
PPW
42
Parcion Private Wealth
Washington
-$1.44M -67,288 Closed
TFS
43
Thoroughbred Financial Services
Tennessee
-$220K -10,315 Closed
Fidelity Investments
44
Fidelity Investments
Massachusetts
-$28K -1,300 Closed
PA
45
Parallel Advisors
California
-$6K -265 Closed
Simplex Trading
46
Simplex Trading
Illinois
-$2K -140 Closed
CIR
47
Clear Investment Research
Georgia
+$25 +1 +9%
JP Morgan Chase
48
JP Morgan Chase
New York
+$147 +6 New

POWR Hedge Fund Activity: Q4 2022 in Review

43 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in iShares U.S. Power Infrastructure ETF (POWR) for Q4 2022, worth a combined $53.1M — up 60% from $33.1M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new POWR positions and 5 closed out — a net gain of 7 holders — while 16 added to existing stakes and 11 trimmed.

The largest buyer was Jane Street, adding an estimated $13.3M. The largest seller was Parcion Private Wealth, exiting entirely with an estimated $1.44M sold.

  • 43 institutional investors held iShares U.S. Power Infrastructure ETF (POWR) as of Q4 2022, up from 37 in Q3 2022.
  • Funds reported $53.1M of iShares U.S. Power Infrastructure ETF stock for Q4 2022, up 60% quarter-over-quarter.
  • 12 funds opened new iShares U.S. Power Infrastructure ETF positions in Q4 2022 and 5 closed out, a net change of +7 holders.
  • The largest iShares U.S. Power Infrastructure ETF buyer in Q4 2022 was Jane Street, an estimated $13.3M added.
  • The largest iShares U.S. Power Infrastructure ETF seller in Q4 2022 was Parcion Private Wealth, an estimated $1.44M sold.

Based on aggregated 13F filings for Q4 2022.