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POWR

iShares U.S. Power Infrastructure ETF
POWR

42 hedge funds and large institutions have $43.6M invested in iShares U.S. Power Infrastructure ETF in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 9

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

20% more capital invested

Capital invested by funds: $36.4M → $43.6M (+$7.15M)

5% more funds holding

Funds holding: 40 → 42 (+2)

3.79% more ownership

Funds ownership: 35.21% → 39% (+3.8%)

Holders
42
Holders Change
+2
Holders Change %
+5%
% of All Funds
0.61%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
16
Reduced
9
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BHWA
Beacon Harbor Wealth Advisors
Virginia
+$10.4M
2
MOS
MGO One Seven
Ohio
+$1.29M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1M
4
Morgan Stanley
Morgan Stanley
New York
+$604K
5
AIP
ARS Investment Partners
New York
+$174K

Top Sellers

Rank Fund Capital Flow
1
Fisher Asset Management
Fisher Asset Management
Washington
-$1.38M
2
DADC
D.A. Davidson & Co
Montana
-$1.32M
3
Jane Street
Jane Street
New York
-$1.3M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$1.12M
5
Citadel Advisors
Citadel Advisors
Florida
-$833K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
26
Bank of America
North Carolina
$186K +$47.8K +1,786 +33%
GRP
27
Global Retirement Partners
California
$118K +$13.2K +494 +12%
RIA
28
Realta Investment Advisors
Delaware
$78.7K +$134 +5 +0.2%
CIBC Private Wealth Group
29
CIBC Private Wealth Group
Georgia
$51.6K +$53.5K +2,000 New
T
30
Tidemark
California
$50.9K +$52.4K +1,960 New
Comerica Bank
31
Comerica Bank
Texas
$25.8K +$25.2K +941 +1,810%
CJ
32
Caitlin John
Michigan
$18K +$3.91K +146 +27%
SPIA
33
Steward Partners Investment Advisory
New York
$15.6K – – –
FDCDDQ
34
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.5K – – –
SNB
35
Security National Bank
Nebraska
$11.7K – – –
AIC
36
Archer Investment Corporation
Indiana
$11.6K – – –
PS
37
Principal Securities
Iowa
$3.46K – – –
CIAS
38
CBIZ Investment Advisory Services
Ohio
$3.45K +$54 +2 +2%
HWP
39
Highline Wealth Partners
California
$2.1K – – –
IA
40
IFP Advisors
Florida
$1.53K – – –
Fidelity Investments
41
Fidelity Investments
Massachusetts
$1.3K – – –
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$104 +$107 +4 New
Wells Fargo
43
Wells Fargo
California
$9 – – –
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
– -$1.12M -42,354 Closed
Citadel Advisors
45
Citadel Advisors
Florida
– -$833K -31,408 Closed
Mercer Global Advisors
46
Mercer Global Advisors
Colorado
– -$328K -12,363 Closed
UBS Group
47
UBS Group
Switzerland
– -$4.24K -160 Closed
1
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POWR Hedge Fund Activity: Q2 2024 in Review

42 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in iShares U.S. Power Infrastructure ETF (POWR) for Q2 2024, worth a combined $43.6M — up 20% from $36.4M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new POWR positions and 4 closed out — a net gain of 3 holders — while 16 added to existing stakes and 9 trimmed.

The largest buyer was Beacon Harbor Wealth Advisors, opening a new position worth an estimated $10.4M. The largest seller was Fisher Asset Management, cutting an estimated $1.38M.

  • 42 institutional investors held iShares U.S. Power Infrastructure ETF (POWR) as of Q2 2024, up from 40 in Q1 2024.
  • Funds reported $43.6M of iShares U.S. Power Infrastructure ETF stock for Q2 2024, up 20% quarter-over-quarter.
  • 7 funds opened new iShares U.S. Power Infrastructure ETF positions in Q2 2024 and 4 closed out, a net change of +3 holders.
  • The largest iShares U.S. Power Infrastructure ETF buyer in Q2 2024 was Beacon Harbor Wealth Advisors, an estimated $10.4M added.
  • The largest iShares U.S. Power Infrastructure ETF seller in Q2 2024 was Fisher Asset Management, an estimated $1.38M sold.

Based on aggregated 13F filings for Q2 2024.