iShares U.S. Power Infrastructure ETF
POWR
32 hedge funds and large institutions have $31.1M invested in iShares U.S. Power Infrastructure ETF in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 8 reducing their positions, and 3 closing their positions.
88% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 8
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
6% more capital invested
Capital invested by funds: $29.4M → $31.1M (+$1.71M)
4.73% more ownership
Funds ownership: 24.27% → 29% (+4.7%)
3% more funds holding
Funds holding: 31 → 32 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$1.6M |
| 2 |
Morgan Stanley
New York
|
+$1.11M |
| 3 |
EE
EWG Elevate
Roseville,
California
|
+$940K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$276K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$235K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AP
Advisors Preferred
Rockville,
Maryland
|
-$548K |
| 2 |
Fisher Asset Management
Camas,
Washington
|
-$212K |
| 3 |
LPL Financial
San Diego,
California
|
-$119K |
| 4 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
-$84.1K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$81.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SPIA
26
Steward Partners Investment Advisory
New York
| $14.4K | -$50.6K | -2,050 | -77% |
|
|
FDCDDQ
27
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| $11.6K | – | – | – |
|
|
SNB
28
Security National Bank
Omaha,
Nebraska
| $10.8K | +$11.1K | +450 | New |
|
|
AIC
29
Archer Investment Corporation
Carmel,
Indiana
| $10.8K | – | – | – |
|
|
PS
30
Principal Securities
Des Moines,
Iowa
| $2.77K | +$2.84K | +115 | New |
|
|
HWP
31
Highline Wealth Partners
Sherman Oaks,
California
| $1.95K | – | – | – |
|
|
IA
32
IFP Advisors
Tampa,
Florida
| $1.42K | – | – | – |
|
|
AP
33
Advisors Preferred
Rockville,
Maryland
| – | -$548K | -21,703 | Closed |
|
|
RIA
34
Realta Investment Advisors
Wilmington,
Delaware
| – | -$75.7K | -3,267 | Closed |
|
35
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$24 | -1 | Closed |
|
POWR Hedge Fund Activity: Q4 2023 in Review
32 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in iShares U.S. Power Infrastructure ETF (POWR) for Q4 2023, worth a combined $31.1M — up 5.8% from $29.4M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new POWR positions and 3 closed out — a net gain of 1 holder — while 15 added to existing stakes and 8 trimmed.
The largest buyer was Jane Street, adding an estimated $1.6M. The largest seller was Advisors Preferred, exiting entirely with an estimated $548K sold.
- 32 institutional investors held iShares U.S. Power Infrastructure ETF (POWR) as of Q4 2023, up from 31 in Q3 2023.
- Funds reported $31.1M of iShares U.S. Power Infrastructure ETF stock for Q4 2023, up 5.8% quarter-over-quarter.
- 4 funds opened new iShares U.S. Power Infrastructure ETF positions in Q4 2023 and 3 closed out, a net change of +1 holder.
- The largest iShares U.S. Power Infrastructure ETF buyer in Q4 2023 was Jane Street, an estimated $1.6M added.
- The largest iShares U.S. Power Infrastructure ETF seller in Q4 2023 was Advisors Preferred, an estimated $548K sold.
Based on aggregated 13F filings for Q4 2023.