We are live on ! Find out more
POWR

iShares U.S. Power Infrastructure ETF

37 hedge funds and large institutions have $41.9M invested in iShares U.S. Power Infrastructure ETF in 2022 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

23% more capital invested

Capital invested by funds: $34.1M → $41.9M (+$7.8M)

10.07% more ownership

Funds ownership: 30.06%40.13% (+10%)

6% more funds holding

Funds holding: 3537 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 11

Holders
37
Holders Change
+2
Holders Change %
+5.71%
% of All Funds
0.62%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
11
Reduced
11
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$7.18M +$558K +23,775 +8%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$6.24M +$5.98M +254,948 +654%
Fisher Asset Management
3
Fisher Asset Management
Washington
$5.24M -$181K -7,699 -3%
Jane Street
4
Jane Street
New York
$3.97M +$3.57M +152,147 +435%
AIP
5
ARS Investment Partners
New York
$3.69M -$87.1K -3,712 -2%
PS
6
Planned Solutions
California
$3.44M +$10.4K +442 +0.3%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$2.05M +$144K +6,136 +7%
PPW
8
Parcion Private Wealth
Washington
$1.34M +$1.53M +64,995 New
Morgan Stanley
9
Morgan Stanley
New York
$1.27M +$452K +19,257 +48%
PCP
10
Proficio Capital Partners
Massachusetts
$1.16M +$8.13M +346,509 New
CAN
11
Cetera Advisor Networks
California
$849K -$380K -16,184 -29%
SWM
12
Sculati Wealth Management
Michigan
$760K -$506K -21,541 -38%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$704K -$15K -637 -2%
RJA
14
Raymond James & Associates
Florida
$680K -$1.18M -50,150 -61%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$593K +$75.1K +3,200 +13%
Citadel Advisors
16
Citadel Advisors
Florida
$481K +$532K +22,674 New
Wealthfront Advisers
17
Wealthfront Advisers
California
$479K +$144K +6,149 +37%
GCA
18
Gradient Capital Advisors
California
$305K -$127K -5,398 -27%
Osaic Holdings
19
Osaic Holdings
Arizona
$274K -$15.1K -643 -5%
VWA
20
V Wealth Advisors
Kansas
$224K -$285K -12,132 -53%
I
21
INVST
Indiana
$223K
TFS
22
Thoroughbred Financial Services
Tennessee
$218K
GRP
23
Global Retirement Partners
California
$199K +$1.62K +69 +0.7%
Bank of America
24
Bank of America
North Carolina
$184K +$986 +42 +0.5%
Wells Fargo
25
Wells Fargo
California
$54K

POWR Hedge Fund Activity: Q2 2022 in Review

37 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in iShares U.S. Power Infrastructure ETF (POWR) for Q2 2022, worth a combined $41.9M — up 23% from $34.1M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new POWR positions and 2 closed out — a net gain of 2 holders — while 11 added to existing stakes and 11 trimmed.

The largest buyer was Proficio Capital Partners, opening a new position worth an estimated $8.13M. The largest seller was Raymond James & Associates, cutting an estimated $1.18M.

  • 37 institutional investors held iShares U.S. Power Infrastructure ETF (POWR) as of Q2 2022, up from 35 in Q1 2022.
  • Funds reported $41.9M of iShares U.S. Power Infrastructure ETF stock for Q2 2022, up 23% quarter-over-quarter.
  • 4 funds opened new iShares U.S. Power Infrastructure ETF positions in Q2 2022 and 2 closed out, a net change of +2 holders.
  • The largest iShares U.S. Power Infrastructure ETF buyer in Q2 2022 was Proficio Capital Partners, an estimated $8.13M added.
  • The largest iShares U.S. Power Infrastructure ETF seller in Q2 2022 was Raymond James & Associates, an estimated $1.18M sold.

Based on aggregated 13F filings for Q2 2022.