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POWR

iShares U.S. Power Infrastructure ETF

24 hedge funds and large institutions have $21.7M invested in iShares U.S. Power Infrastructure ETF in 2019 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 5

24% more capital invested

Capital invested by funds: $17.6M → $21.7M (+$4.13M)

8.11% more ownership

Funds ownership: 36.25%44.36% (+8.1%)

0% more funds holding

Funds holding: 2424 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

Holders
24
Holders Change
Holders Change %
0%
% of All Funds
0.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
8
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
1
Raymond James Financial Services Advisors
Florida
$6.25M +$6.26M +332,207 New
Ameriprise
2
Ameriprise
Minnesota
$4.87M -$2.02M -106,967 -29%
Citadel Advisors
3
Citadel Advisors
Florida
$2.18M +$1.58M +83,703 +260%
LPL Financial
4
LPL Financial
California
$1.56M +$116K +6,160 +8%
Bank of America
5
Bank of America
North Carolina
$1.19M +$901K +47,784 +307%
Jane Street
6
Jane Street
New York
$1.17M +$196K +10,407 +20%
Morgan Stanley
7
Morgan Stanley
New York
$1.09M -$299K -15,875 -21%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$704K +$507K +26,865 +254%
AG
9
Advisor Group
Arizona
$696K -$38.1K -2,018 -5%
GCA
10
Gradient Capital Advisors
California
$578K
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$459K -$69.3K -3,676 -13%
LI
12
LVZ Inc
Michigan
$284K +$5.3K +281 +2%
FCI
13
Financial Counselors Inc
Kansas
$229K
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$215K -$415 -22 -0.2%
GRP
15
Global Retirement Partners
California
$81K +$1.23K +65 +2%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$51K +$40.1K +2,124 +355%
UBS Group
17
UBS Group
Switzerland
$29K +$29.2K +1,546 New
Wells Fargo
18
Wells Fargo
California
$20K
APA
19
American Portfolios Advisors
New York
$9.27K
RIA
20
Realta Investment Advisors
Delaware
$8K
PA
21
Parallel Advisors
California
$5K
TFS
22
TrustCore Financial Services
Tennessee
$2K
IA
23
IFP Advisors
Florida
$1K +$1.7K +90 New
Fisher Asset Management
24
Fisher Asset Management
Washington
-$2M -99,186 Closed

POWR Hedge Fund Activity: Q3 2019 in Review

24 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in iShares U.S. Power Infrastructure ETF (POWR) for Q3 2019, worth a combined $21.7M — up 24% from $17.6M a quarter earlier.

Fund positioning in POWR was balanced in Q3 2019: 3 funds opened new positions, 3 closed out, 8 added to existing stakes and 5 trimmed.

The largest buyer was Raymond James Financial Services Advisors, opening a new position worth an estimated $6.26M. The largest seller was Ameriprise, cutting an estimated $2.02M.

  • 24 institutional investors held iShares U.S. Power Infrastructure ETF (POWR) as of Q3 2019, unchanged from Q2 2019.
  • Funds reported $21.7M of iShares U.S. Power Infrastructure ETF stock for Q3 2019, up 24% quarter-over-quarter.
  • 3 funds opened new iShares U.S. Power Infrastructure ETF positions in Q3 2019 and 3 closed out, a net change of 0 holders.
  • The largest iShares U.S. Power Infrastructure ETF buyer in Q3 2019 was Raymond James Financial Services Advisors, an estimated $6.26M added.
  • The largest iShares U.S. Power Infrastructure ETF seller in Q3 2019 was Ameriprise, an estimated $2.02M sold.

Based on aggregated 13F filings for Q3 2019.