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POWR

iShares U.S. Power Infrastructure ETF
POWR

41 hedge funds and large institutions have $28.1M invested in iShares U.S. Power Infrastructure ETF in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 14 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less funds holding

Funds holding: 42 → 41 (-1)

9.15% less ownership

Funds ownership: 39% → 29.85% (-9.2%)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

29% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 14

35% less capital invested

Capital invested by funds: $43.6M → $28.1M (-$15.4M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
41
Holders Change
-1
Holders Change %
-2.38%
% of All Funds
0.59%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
7
Increased
10
Reduced
14
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$509K
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$397K
3
AAS
Avantax Advisory Services
Texas
+$291K
4
Ameriprise
Ameriprise
Minnesota
+$247K
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$185K

Top Sellers

Rank Fund Capital Flow
1
BHWA
Beacon Harbor Wealth Advisors
Virginia
-$10.1M
2
HOWA
Heritage Oak Wealth Advisors
Florida
-$1.34M
3
MOS
MGO One Seven
Ohio
-$1.26M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$829K
5
Morgan Stanley
Morgan Stanley
New York
-$771K
Name Holding Trade Value Shares
Change 		Change in
Stake
T
26
Tidemark
California
$93.9K +$46.1K +1,825 +93%
Jones Financial Companies
27
Jones Financial Companies
Missouri
$57.8K +$59K +2,335 New
CIBC Private Wealth Group
28
CIBC Private Wealth Group
Georgia
$49.6K – – –
CJ
29
Caitlin John
Michigan
$20.5K +$3.24K +128 +19%
SPIA
30
Steward Partners Investment Advisory
New York
$14.9K – – –
FDCDDQ
31
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.9K – – –
SNB
32
Security National Bank
Nebraska
$11.2K – – –
AIC
33
Archer Investment Corporation
Indiana
$11.1K – – –
UBS Group
34
UBS Group
Switzerland
$10.8K +$11K +436 New
SSB
35
Sandy Spring Bank
Maryland
$5.71K +$5.82K +230 New
Fidelity Investments
36
Fidelity Investments
Massachusetts
$5.46K +$4.3K +170 +340%
PS
37
Principal Securities
Iowa
$3.3K – – –
BCMLT
38
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.7K +$2.76K +109 New
CIAS
39
CBIZ Investment Advisory Services
Ohio
$1.76K -$1.59K -63 -47%
IA
40
IFP Advisors
Florida
$1.46K – – –
HWP
41
Highline Wealth Partners
California
$372 -$1.67K -66 -81%
Wells Fargo
42
Wells Fargo
California
$5 – – –
BHWA
43
Beacon Harbor Wealth Advisors
Virginia
– -$10.1M -388,046 Closed
HOWA
44
Heritage Oak Wealth Advisors
Florida
– -$1.34M -51,586 Closed
MOS
45
MGO One Seven
Ohio
– -$1.26M -48,353 Closed
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
– -$300K -11,536 Closed
I
47
INVST
Indiana
– -$261K -9,981 Closed
RIA
48
Realta Investment Advisors
Delaware
– -$78.7K -3,030 Closed
Comerica Bank
49
Comerica Bank
Texas
– -$25.8K -993 Closed
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
– -$104 -4 Closed
1
2

POWR Hedge Fund Activity: Q3 2024 in Review

41 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in iShares U.S. Power Infrastructure ETF (POWR) for Q3 2024, worth a combined $28.1M — down 35% from $43.6M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of POWR and 7 opened new positions — a net loss of 1 holder — while 14 trimmed existing stakes and 10 added.

The largest buyer was LPL Financial, adding an estimated $509K. The largest seller was Beacon Harbor Wealth Advisors, exiting entirely with an estimated $10.1M sold.

  • 41 institutional investors held iShares U.S. Power Infrastructure ETF (POWR) as of Q3 2024, down from 42 in Q2 2024.
  • Funds reported $28.1M of iShares U.S. Power Infrastructure ETF stock for Q3 2024, down 35% quarter-over-quarter.
  • 7 funds opened new iShares U.S. Power Infrastructure ETF positions in Q3 2024 and 8 closed out, a net change of -1 holder.
  • The largest iShares U.S. Power Infrastructure ETF buyer in Q3 2024 was LPL Financial, an estimated $509K added.
  • The largest iShares U.S. Power Infrastructure ETF seller in Q3 2024 was Beacon Harbor Wealth Advisors, an estimated $10.1M sold.

Based on aggregated 13F filings for Q3 2024.