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POWR

iShares U.S. Power Infrastructure ETF
POWR

40 hedge funds and large institutions have $36.4M invested in iShares U.S. Power Infrastructure ETF in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 7 increasing their positions, 15 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 1

25% more funds holding

Funds holding: 32 → 40 (+8)

17% more capital invested

Capital invested by funds: $31.1M → $36.4M (+$5.33M)

6.21% more ownership

Funds ownership: 29% → 35.21% (+6.2%)

53% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 15

Holders
40
Holders Change
+8
Holders Change %
+25%
% of All Funds
0.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
7
Reduced
15
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$1.34M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$1.04M
3
Jane Street
Jane Street
New York
+$1.03M
4
Citadel Advisors
Citadel Advisors
Florida
+$770K
5
IC
Inscription Capital
Texas
+$377K

Top Sellers

Rank Fund Capital Flow
1
EE
EWG Elevate
California
-$917K
2
Morgan Stanley
Morgan Stanley
New York
-$900K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$882K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$103K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$83.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
26
Bank of America
North Carolina
$143K -$28.4K -1,158 -18%
GRP
27
Global Retirement Partners
California
$107K – – –
RIA
28
Realta Investment Advisors
Delaware
$80.2K +$74.1K +3,025 New
SPIA
29
Steward Partners Investment Advisory
New York
$15.9K – – –
CJ
30
Caitlin John
Michigan
$14.5K +$13.4K +545 New
FDCDDQ
31
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.7K – – –
SNB
32
Security National Bank
Nebraska
$11.9K – – –
AIC
33
Archer Investment Corporation
Indiana
$11.9K – – –
UBS Group
34
UBS Group
Switzerland
$4.24K -$40.1K -1,634 -91%
PS
35
Principal Securities
Iowa
$3.53K +$441 +18 +16%
CIAS
36
CBIZ Investment Advisory Services
Ohio
$3.46K +$3.21K +131 New
HWP
37
Highline Wealth Partners
California
$2.15K – – –
IA
38
IFP Advisors
Florida
$1.56K – – –
Comerica Bank
39
Comerica Bank
Texas
$1.38K +$1.27K +52 New
Fidelity Investments
40
Fidelity Investments
Massachusetts
$1.33K +$1.23K +50 New
Wells Fargo
41
Wells Fargo
California
$11 – – –
EE
42
EWG Elevate
California
– -$917K -38,053 Closed
1
2

POWR Hedge Fund Activity: Q1 2024 in Review

40 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in iShares U.S. Power Infrastructure ETF (POWR) for Q1 2024, worth a combined $36.4M — up 17% from $31.1M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new POWR positions and 1 closed out — a net gain of 8 holders — while 7 added to existing stakes and 15 trimmed.

The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $1.34M. The largest seller was EWG Elevate, exiting entirely with an estimated $917K sold.

  • 40 institutional investors held iShares U.S. Power Infrastructure ETF (POWR) as of Q1 2024, up from 32 in Q4 2023.
  • Funds reported $36.4M of iShares U.S. Power Infrastructure ETF stock for Q1 2024, up 17% quarter-over-quarter.
  • 9 funds opened new iShares U.S. Power Infrastructure ETF positions in Q1 2024 and 1 closed out, a net change of +8 holders.
  • The largest iShares U.S. Power Infrastructure ETF buyer in Q1 2024 was Cetera Investment Advisers, an estimated $1.34M added.
  • The largest iShares U.S. Power Infrastructure ETF seller in Q1 2024 was EWG Elevate, an estimated $917K sold.

Based on aggregated 13F filings for Q1 2024.