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POWR

iShares U.S. Power Infrastructure ETF

26 hedge funds and large institutions have $12.6M invested in iShares U.S. Power Infrastructure ETF in 2018 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 4

83% more capital invested

Capital invested by funds: $6.88M → $12.6M (+$5.71M)

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

8.59% more ownership

Funds ownership: 16.53%25.13% (+8.6%)

4% more funds holding

Funds holding: 2526 (+1)

Holders
26
Holders Change
+1
Holders Change %
+4%
% of All Funds
0.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
11
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$5.46M +$4.41M +191,124 +507%
Jane Street
2
Jane Street
New York
$1.32M +$319K +13,827 +33%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$866K -$124K -5,361 -13%
LPL Financial
4
LPL Financial
California
$858K +$259K +11,215 +45%
GCA
5
Gradient Capital Advisors
California
$723K +$1.84K +80 +0.3%
KA
6
Kovack Advisors
Florida
$719K +$19K +824 +3%
AG
7
Advisor Group
Arizona
$469K +$18.1K +787 +4%
Bank of America
8
Bank of America
North Carolina
$359K -$14K -606 -4%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$347K +$336K +14,554 New
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$274K +$2.93K +127 +1%
Manulife (Manufacturers Life Insurance)
11
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$274K +$21.8K +947 +9%
FCI
12
Financial Counselors Inc
Kansas
$253K
IA
13
IFP Advisors
Florida
$211K -$26.6K -1,155 -12%
Morgan Stanley
14
Morgan Stanley
New York
$187K +$24K +1,042 +15%
GRP
15
Global Retirement Partners
California
$90K +$61.7K +2,675 +241%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$56K -$14.6K -634 -21%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$37K +$20.3K +879 +127%
UBS Group
18
UBS Group
Switzerland
$29K
Wells Fargo
19
Wells Fargo
California
$25K
SWP
20
Stratos Wealth Partners
Ohio
$12K +$11.1K +482 New
APA
21
American Portfolios Advisors
New York
$11.8K
PA
22
Parallel Advisors
California
$6K
TFS
23
TrustCore Financial Services
Tennessee
$3K
IAS
24
INR Advisory Services
Pennsylvania
$1K
CF
25
Centaurus Financial
California
-$13K -575 Closed

POWR Hedge Fund Activity: Q3 2018 in Review

26 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in iShares U.S. Power Infrastructure ETF (POWR) for Q3 2018, worth a combined $12.6M — up 83% from $6.88M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new POWR positions and 2 closed out — a net gain of 1 holder — while 11 added to existing stakes and 4 trimmed.

The largest buyer was Ameriprise, adding an estimated $4.41M. The largest seller was Commonwealth Equity Services, cutting an estimated $124K.

  • 26 institutional investors held iShares U.S. Power Infrastructure ETF (POWR) as of Q3 2018, up from 25 in Q2 2018.
  • Funds reported $12.6M of iShares U.S. Power Infrastructure ETF stock for Q3 2018, up 83% quarter-over-quarter.
  • 3 funds opened new iShares U.S. Power Infrastructure ETF positions in Q3 2018 and 2 closed out, a net change of +1 holder.
  • The largest iShares U.S. Power Infrastructure ETF buyer in Q3 2018 was Ameriprise, an estimated $4.41M added.
  • The largest iShares U.S. Power Infrastructure ETF seller in Q3 2018 was Commonwealth Equity Services, an estimated $124K sold.

Based on aggregated 13F filings for Q3 2018.