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POWR

iShares U.S. Power Infrastructure ETF

35 hedge funds and large institutions have $34.1M invested in iShares U.S. Power Infrastructure ETF in 2022 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 10 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

13% more capital invested

Capital invested by funds: $30.1M → $34.1M (+$3.98M)

10% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 10

3% more funds holding

Funds holding: 3435 (+1)

4.74% less ownership

Funds ownership: 34.8%30.06% (-4.7%)

Holders
35
Holders Change
+1
Holders Change %
+2.94%
% of All Funds
0.55%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
11
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$7.14M +$539K +25,720 +9%
Fisher Asset Management
2
Fisher Asset Management
Washington
$5.77M -$573K -27,308 -10%
AIP
3
ARS Investment Partners
New York
$4.02M +$30.9K +1,475 +0.8%
PS
4
Planned Solutions
California
$3.66M +$380K +18,123 +13%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.05M +$1.05M +50,269 +125%
RJA
6
Raymond James & Associates
Florida
$1.86M +$1.11M +52,844 +180%
SWM
7
Sculati Wealth Management
Michigan
$1.3M -$167K -7,955 -12%
CAN
8
Cetera Advisor Networks
California
$1.27M -$188K -8,986 -14%
Morgan Stanley
9
Morgan Stanley
New York
$916K +$146K +6,966 +21%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$884K +$97K +4,624 +13%
Jane Street
11
Jane Street
New York
$794K -$968K -46,153 -57%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$767K +$24.4K +1,164 +4%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$561K -$17K -809 -3%
VWA
14
V Wealth Advisors
Kansas
$516K +$39K +1,860 +9%
GCA
15
Gradient Capital Advisors
California
$449K -$16.5K -788 -4%
Wealthfront Advisers
16
Wealthfront Advisers
California
$372K +$344K +16,403 New
SIAM
17
Sterling Investment Advisors (Missouri)
Missouri
$365K
Osaic Holdings
18
Osaic Holdings
Arizona
$307K +$14.8K +706 +6%
TFS
19
Thoroughbred Financial Services
Tennessee
$234K -$330K -15,725 -60%
GRP
20
Global Retirement Partners
California
$228K +$195K +9,297 New
I
21
INVST
Indiana
$222K
Bank of America
22
Bank of America
North Carolina
$196K -$1.19M -56,782 -87%
Wells Fargo
23
Wells Fargo
California
$57K
SSC
24
Syverson Strege & Co
Iowa
$28K
APA
25
American Portfolios Advisors
New York
$26.7K -$5.71K -272 -19%

POWR Hedge Fund Activity: Q1 2022 in Review

35 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in iShares U.S. Power Infrastructure ETF (POWR) for Q1 2022, worth a combined $34.1M — up 13% from $30.1M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new POWR positions and 3 closed out — a net gain of 2 holders — while 11 added to existing stakes and 10 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $1.11M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $3.42M sold.

  • 35 institutional investors held iShares U.S. Power Infrastructure ETF (POWR) as of Q1 2022, up from 34 in Q4 2021.
  • Funds reported $34.1M of iShares U.S. Power Infrastructure ETF stock for Q1 2022, up 13% quarter-over-quarter.
  • 5 funds opened new iShares U.S. Power Infrastructure ETF positions in Q1 2022 and 3 closed out, a net change of +2 holders.
  • The largest iShares U.S. Power Infrastructure ETF buyer in Q1 2022 was Raymond James & Associates, an estimated $1.11M added.
  • The largest iShares U.S. Power Infrastructure ETF seller in Q1 2022 was Flow Traders U.S., an estimated $3.42M sold.

Based on aggregated 13F filings for Q1 2022.