iShares U.S. Power Infrastructure ETF
POWR
8 hedge funds and large institutions have $1.42M invested in iShares U.S. Power Infrastructure ETF in 2014 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 0 increasing their positions, 5 reducing their positions, and 0 closing their positions.
60% more funds holding
Funds holding: 5 → 8 (+3)
3.86% less ownership
Funds ownership: 31.17% → 27.31% (-3.9%)
13% less capital invested
Capital invested by funds: $1.63M → $1.42M (-$209K)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWP
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
+$50.2K |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$13K |
| 3 |
Morgan Stanley
New York
|
+$1.88K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$236K |
| 2 |
U
UBS
Zurich,
Switzerland
|
-$11.7K |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$5.53K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$3.49K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$2.51K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $1.31M | -$236K | -9,390 | -16% |
|
|
MWP
2
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
| $52K | +$50.2K | +2,000 | New |
|
|
3
Royal Bank of Canada
Toronto,
Ontario, Canada
| $20K | -$3.49K | -139 | -15% |
|
|
4
Bank of America
Charlotte,
North Carolina
| $17K | -$2.51K | -100 | -13% |
|
|
5
Bank of Montreal
Toronto,
Ontario, Canada
| $13K | +$13K | +517 | New |
|
|
LTFS
6
Ladenburg Thalmann Financial Services
Miami,
Florida
| $5K | -$5.53K | -220 | -53% |
|
|
7
Morgan Stanley
New York
| $2K | +$1.88K | +75 | New |
|
|
U
8
UBS
Zurich,
Switzerland
| $1K | -$11.7K | -465 | -90% |
|
POWR Hedge Fund Activity: Q1 2014 in Review
8 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in iShares U.S. Power Infrastructure ETF (POWR) for Q1 2014, worth a combined $1.42M — down 13% from $1.63M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new POWR positions and 0 closed out — a net gain of 3 holders — while 0 added to existing stakes and 5 trimmed.
The largest buyer was MYCIO Wealth Partners, opening a new position worth an estimated $50.2K. The largest seller was Susquehanna International Group, cutting an estimated $236K.
- 8 institutional investors held iShares U.S. Power Infrastructure ETF (POWR) as of Q1 2014, up from 5 in Q4 2013.
- Funds reported $1.42M of iShares U.S. Power Infrastructure ETF stock for Q1 2014, down 13% quarter-over-quarter.
- 3 funds opened new iShares U.S. Power Infrastructure ETF positions in Q1 2014 and 0 closed out, a net change of +3 holders.
- The largest iShares U.S. Power Infrastructure ETF buyer in Q1 2014 was MYCIO Wealth Partners, an estimated $50.2K added.
- The largest iShares U.S. Power Infrastructure ETF seller in Q1 2014 was Susquehanna International Group, an estimated $236K sold.
Based on aggregated 13F filings for Q1 2014.