We are live on ! Find out more
POWR

iShares U.S. Power Infrastructure ETF

25 hedge funds and large institutions have $18.4M invested in iShares U.S. Power Infrastructure ETF in 2019 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

9% more funds holding

Funds holding: 2325 (+2)

1% less capital invested

Capital invested by funds: $18.6M → $18.4M (-$197K)

5.34% less ownership

Funds ownership: 41.99%36.65% (-5.3%)

25% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 8

Holders
25
Holders Change
+2
Holders Change %
+8.7%
% of All Funds
0.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
6
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$6.48M +$1.96M +96,338 +45%
Jane Street
2
Jane Street
New York
$2.37M +$137K +6,750 +6%
Fisher Asset Management
3
Fisher Asset Management
Washington
$2.08M -$5.25M -258,237 -72%
Morgan Stanley
4
Morgan Stanley
New York
$1.65M -$26.7K -1,313 -2%
LPL Financial
5
LPL Financial
California
$1.64M +$491K +24,151 +44%
AG
6
Advisor Group
Arizona
$773K +$105K +5,175 +16%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$772K +$31.1K +1,528 +4%
GCA
8
Gradient Capital Advisors
California
$640K -$2.99K -147 -0.5%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$582K -$20.6K -1,012 -4%
Citadel Advisors
10
Citadel Advisors
Florida
$310K +$300K +14,770 New
FCI
11
Financial Counselors Inc
Kansas
$255K
LI
12
LVZ Inc
Michigan
$245K +$238K +11,703 New
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$237K
Bank of America
14
Bank of America
North Carolina
$159K -$110K -5,411 -42%
GRP
15
Global Retirement Partners
California
$93K +$9.68K +476 +12%
IA
16
IFP Advisors
Florida
$43K -$126K -6,199 -75%
RIA
17
Realta Investment Advisors
Delaware
$39K +$38.2K +1,880 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$23K -$15.3K -754 -41%
Wells Fargo
19
Wells Fargo
California
$22K -$4.13K -203 -16%
APA
20
American Portfolios Advisors
New York
$10.3K +$10K +493 New
PA
21
Parallel Advisors
California
$6K
TFS
22
TrustCore Financial Services
Tennessee
$3K +$2.46K +121 New
IAS
23
INR Advisory Services
Pennsylvania
$1K
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
-$271K -14,674 Closed
LTFS
25
Ladenburg Thalmann Financial Services
Florida
-$43K -2,358 Closed

POWR Hedge Fund Activity: Q1 2019 in Review

25 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in iShares U.S. Power Infrastructure ETF (POWR) for Q1 2019, worth a combined $18.4M — down 1.1% from $18.6M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new POWR positions and 3 closed out — a net gain of 2 holders — while 6 added to existing stakes and 8 trimmed.

The largest buyer was Ameriprise, adding an estimated $1.96M. The largest seller was Fisher Asset Management, cutting an estimated $5.25M.

  • 25 institutional investors held iShares U.S. Power Infrastructure ETF (POWR) as of Q1 2019, up from 23 in Q4 2018.
  • Funds reported $18.4M of iShares U.S. Power Infrastructure ETF stock for Q1 2019, down 1.1% quarter-over-quarter.
  • 5 funds opened new iShares U.S. Power Infrastructure ETF positions in Q1 2019 and 3 closed out, a net change of +2 holders.
  • The largest iShares U.S. Power Infrastructure ETF buyer in Q1 2019 was Ameriprise, an estimated $1.96M added.
  • The largest iShares U.S. Power Infrastructure ETF seller in Q1 2019 was Fisher Asset Management, an estimated $5.25M sold.

Based on aggregated 13F filings for Q1 2019.