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POWR

iShares U.S. Power Infrastructure ETF

26 hedge funds and large institutions have $13.3M invested in iShares U.S. Power Infrastructure ETF in 2020 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 7

29% more capital invested

Capital invested by funds: $10.3M → $13.3M (+$3.01M)

0.5% more ownership

Funds ownership: 24.99%25.5% (+0.5%)

0% more funds holding

Funds holding: 2626 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

Holders
26
Holders Change
Holders Change %
0%
% of All Funds
0.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
10
Reduced
7
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
1
Fisher Asset Management
Washington
$4.1M +$3.34M +280,904 +853%
PS
2
Planned Solutions
California
$1.64M +$172K +14,474 +13%
LPL Financial
3
LPL Financial
California
$1.6M +$142K +11,925 +11%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.21M +$1.09M +91,674 +7,576%
Jane Street
5
Jane Street
New York
$632K -$2.65M -223,304 -82%
VWA
6
V Wealth Advisors
Kansas
$577K +$525K +44,172 New
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$488K -$15.3K -1,289 -3%
Morgan Stanley
8
Morgan Stanley
New York
$393K -$360K -30,344 -50%
Osaic Holdings
9
Osaic Holdings
Arizona
$351K -$68.3K -5,749 -18%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$351K +$81.2K +6,838 +34%
GCA
11
Gradient Capital Advisors
California
$345K -$13.9K -1,171 -4%
RJA
12
Raymond James & Associates
Florida
$318K +$26.3K +2,215 +10%
TFS
13
Thoroughbred Financial Services
Tennessee
$272K +$248K +20,866 New
Ameriprise
14
Ameriprise
Minnesota
$264K +$75.7K +6,373 +46%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$244K -$13.2K -1,111 -6%
SIAM
16
Sterling Investment Advisors (Missouri)
Missouri
$202K +$184K +15,467 New
Bank of America
17
Bank of America
North Carolina
$168K +$8.67K +730 +6%
GRP
18
Global Retirement Partners
California
$115K -$2.35K -198 -2%
NFG
19
Next Financial Group
Texas
$16K
Wells Fargo
20
Wells Fargo
California
$14K +$12 +1 +0.1%
UBS Group
21
UBS Group
Switzerland
$8K +$7.29K +614 New
PFGIA
22
Patriot Financial Group Insurance Agency
Massachusetts
$5K
PA
23
Parallel Advisors
California
$3K
TFS
24
TrustCore Financial Services
Tennessee
$2K +$36 +3 +2%
IA
25
IFP Advisors
Florida
$1K

POWR Hedge Fund Activity: Q4 2020 in Review

26 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in iShares U.S. Power Infrastructure ETF (POWR) for Q4 2020, worth a combined $13.3M — up 29% from $10.3M a quarter earlier.

Fund positioning in POWR was balanced in Q4 2020: 4 funds opened new positions, 4 closed out, 10 added to existing stakes and 7 trimmed.

The largest buyer was Fisher Asset Management, adding an estimated $3.34M. The largest seller was Jane Street, cutting an estimated $2.65M.

  • 26 institutional investors held iShares U.S. Power Infrastructure ETF (POWR) as of Q4 2020, unchanged from Q3 2020.
  • Funds reported $13.3M of iShares U.S. Power Infrastructure ETF stock for Q4 2020, up 29% quarter-over-quarter.
  • 4 funds opened new iShares U.S. Power Infrastructure ETF positions in Q4 2020 and 4 closed out, a net change of 0 holders.
  • The largest iShares U.S. Power Infrastructure ETF buyer in Q4 2020 was Fisher Asset Management, an estimated $3.34M added.
  • The largest iShares U.S. Power Infrastructure ETF seller in Q4 2020 was Jane Street, an estimated $2.65M sold.

Based on aggregated 13F filings for Q4 2020.