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POWR

iShares U.S. Power Infrastructure ETF

25 hedge funds and large institutions have $7.34M invested in iShares U.S. Power Infrastructure ETF in 2020 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 3 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

9% more funds holding

Funds holding: 2325 (+2)

19.8% less ownership

Funds ownership: 43.23%23.43% (-20%)

63% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 8

63% less capital invested

Capital invested by funds: $20.1M → $7.34M (-$12.7M)

Holders
25
Holders Change
+2
Holders Change %
+8.7%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
3
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$3.13M +$3.76M +244,136 +439%
LPL Financial
2
LPL Financial
California
$898K +$3.88K +252 +0.3%
Citadel Advisors
3
Citadel Advisors
Florida
$639K -$31.9K -2,071 -3%
Osaic Holdings
4
Osaic Holdings
Arizona
$320K +$473K +30,717 New
Ameriprise
5
Ameriprise
Minnesota
$314K -$3.58M -232,307 -89%
GCA
6
Gradient Capital Advisors
California
$293K -$50.5K -3,278 -10%
VWA
7
V Wealth Advisors
Kansas
$276K +$407K +26,435 New
Fisher Asset Management
8
Fisher Asset Management
Washington
$239K +$352K +22,894 New
RJA
9
Raymond James & Associates
Florida
$194K +$287K +18,627 New
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$185K -$5.29K -344 -2%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$130K -$5.43M -352,567 -97%
FCI
12
Financial Counselors Inc
Kansas
$127K
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$115K +$169K +10,974 New
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$106K -$19K -1,237 -11%
IWM
15
IHT Wealth Management
Illinois
$105K +$155K +10,100 New
FDCDDQ
16
Federation des caisses Desjardins du Quebec
Quebec, Canada
$96.4K +$142K +9,235 New
Morgan Stanley
17
Morgan Stanley
New York
$61K -$264K -17,146 -75%
GRP
18
Global Retirement Partners
California
$48K +$1.51K +98 +2%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$33K -$71.2K -4,626 -59%
SFPG
20
Stonebridge Financial Planning Group
Florida
$13K
Wells Fargo
21
Wells Fargo
California
$11K
PA
22
Parallel Advisors
California
$2K
TFS
23
TrustCore Financial Services
Tennessee
$1K
Jane Street
24
Jane Street
New York
-$962K -50,766 Closed
LI
25
LVZ Inc
Michigan
-$335K -17,700 Closed

POWR Hedge Fund Activity: Q1 2020 in Review

25 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in iShares U.S. Power Infrastructure ETF (POWR) for Q1 2020, worth a combined $7.34M — down 63% from $20.1M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new POWR positions and 4 closed out — a net gain of 3 holders — while 3 added to existing stakes and 8 trimmed.

The largest buyer was Bank of America, adding an estimated $3.76M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $5.43M.

  • 25 institutional investors held iShares U.S. Power Infrastructure ETF (POWR) as of Q1 2020, up from 23 in Q4 2019.
  • Funds reported $7.34M of iShares U.S. Power Infrastructure ETF stock for Q1 2020, down 63% quarter-over-quarter.
  • 7 funds opened new iShares U.S. Power Infrastructure ETF positions in Q1 2020 and 4 closed out, a net change of +3 holders.
  • The largest iShares U.S. Power Infrastructure ETF buyer in Q1 2020 was Bank of America, an estimated $3.76M added.
  • The largest iShares U.S. Power Infrastructure ETF seller in Q1 2020 was Raymond James Financial Services Advisors, an estimated $5.43M sold.

Based on aggregated 13F filings for Q1 2020.