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POWR

iShares U.S. Power Infrastructure ETF

23 hedge funds and large institutions have $20.1M invested in iShares U.S. Power Infrastructure ETF in 2019 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 8

1.13% less ownership

Funds ownership: 44.36%43.23% (-1.1%)

4% less funds holding

Funds holding: 2423 (-1)

7% less capital invested

Capital invested by funds: $21.7M → $20.1M (-$1.62M)

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

Holders
23
Holders Change
-1
Holders Change %
-4.17%
% of All Funds
0.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
9
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
1
Raymond James Financial Services Advisors
Florida
$6.91M +$620K +32,855 +10%
Ameriprise
2
Ameriprise
Minnesota
$4.97M +$64.3K +3,410 +1%
LPL Financial
3
LPL Financial
California
$1.62M +$46.7K +2,477 +3%
Citadel Advisors
4
Citadel Advisors
Florida
$1.2M -$992K -52,589 -45%
Bank of America
5
Bank of America
North Carolina
$1.05M -$146K -7,738 -12%
Jane Street
6
Jane Street
New York
$962K -$218K -11,534 -19%
AG
7
Advisor Group
Arizona
$655K -$46.3K -2,456 -7%
GCA
8
Gradient Capital Advisors
California
$594K +$11.8K +628 +2%
Morgan Stanley
9
Morgan Stanley
New York
$436K -$660K -35,003 -60%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$342K -$120K -6,378 -26%
LI
11
LVZ Inc
Michigan
$335K +$48.7K +2,583 +17%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$239K -$469K -24,863 -66%
FCI
13
Financial Counselors Inc
Kansas
$230K
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$216K -$1.36K -72 -0.6%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$147K +$95.9K +5,083 +187%
GRP
16
Global Retirement Partners
California
$85K +$3.43K +182 +4%
SFPG
17
Stonebridge Financial Planning Group
Florida
$22K +$21.9K +1,160 New
Wells Fargo
18
Wells Fargo
California
$20K +$19 +1 +0.1%
RIA
19
Realta Investment Advisors
Delaware
$8K
PA
20
Parallel Advisors
California
$5K
TFS
21
TrustCore Financial Services
Tennessee
$2K +$57 +3 +2%
CIAS
22
CBIZ Investment Advisory Services
Ohio
$1K
IA
23
IFP Advisors
Florida
$1K
UBS Group
24
UBS Group
Switzerland
-$29K -1,546 Closed
APA
25
American Portfolios Advisors
New York
-$9.27K -493 Closed

POWR Hedge Fund Activity: Q4 2019 in Review

23 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in iShares U.S. Power Infrastructure ETF (POWR) for Q4 2019, worth a combined $20.1M — down 7.5% from $21.7M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of POWR and 1 opened new positions — a net loss of 1 holder — while 8 trimmed existing stakes and 9 added.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $620K. The largest seller was Citadel Advisors, cutting an estimated $992K.

  • 23 institutional investors held iShares U.S. Power Infrastructure ETF (POWR) as of Q4 2019, down from 24 in Q3 2019.
  • Funds reported $20.1M of iShares U.S. Power Infrastructure ETF stock for Q4 2019, down 7.5% quarter-over-quarter.
  • 1 fund opened new iShares U.S. Power Infrastructure ETF positions in Q4 2019 and 2 closed out, a net change of -1 holder.
  • The largest iShares U.S. Power Infrastructure ETF buyer in Q4 2019 was Raymond James Financial Services Advisors, an estimated $620K added.
  • The largest iShares U.S. Power Infrastructure ETF seller in Q4 2019 was Citadel Advisors, an estimated $992K sold.

Based on aggregated 13F filings for Q4 2019.