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POWR

iShares U.S. Power Infrastructure ETF

37 hedge funds and large institutions have $33.1M invested in iShares U.S. Power Infrastructure ETF in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 3737 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

10.28% less ownership

Funds ownership: 40.13%29.84% (-10%)

21% less capital invested

Capital invested by funds: $41.9M → $33.1M (-$8.77M)

46% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 13

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
37
Holders Change
Holders Change %
0%
% of All Funds
0.64%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
4
Increased
7
Reduced
13
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$7.05M -$171K -7,689 -2%
Fisher Asset Management
2
Fisher Asset Management
Washington
$5.18M -$83K -3,741 -2%
AIP
3
ARS Investment Partners
New York
$3.86M +$166K +7,468 +4%
PS
4
Planned Solutions
California
$2.43M -$1.07M -48,116 -30%
Jane Street
5
Jane Street
New York
$2.2M -$1.87M -84,125 -45%
Morgan Stanley
6
Morgan Stanley
New York
$1.67M +$408K +18,397 +31%
Ameriprise
7
Ameriprise
Minnesota
$1.55M +$1.61M +72,518 New
PPW
8
Parcion Private Wealth
Washington
$1.44M +$50.9K +2,293 +4%
DADC
9
D.A. Davidson & Co
Montana
$1.23M +$1.28M +57,755 New
CAN
10
Cetera Advisor Networks
California
$814K -$40.5K -1,826 -5%
SWM
11
Sculati Wealth Management
Michigan
$672K -$95.2K -4,294 -12%
RJA
12
Raymond James & Associates
Florida
$609K -$77.5K -3,492 -11%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$600K -$112K -5,036 -15%
Wealthfront Advisers
14
Wealthfront Advisers
California
$538K +$59.1K +2,665 +12%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$531K -$1.59M -71,766 -74%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$506K -$93.9K -4,234 -15%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$478K -$6.02M -271,495 -92%
GCA
18
Gradient Capital Advisors
California
$307K
Osaic Holdings
19
Osaic Holdings
Arizona
$269K -$6.94K -313 -2%
I
20
INVST
Indiana
$231K
TFS
21
Thoroughbred Financial Services
Tennessee
$220K
Bank of America
22
Bank of America
North Carolina
$185K
CF
23
Centaurus Financial
California
$140K +$146K +6,574 New
GRP
24
Global Retirement Partners
California
$112K -$109K -4,917 -52%
UBS Group
25
UBS Group
Switzerland
$83K +$81.6K +3,681 +1,813%

POWR Hedge Fund Activity: Q3 2022 in Review

37 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in iShares U.S. Power Infrastructure ETF (POWR) for Q3 2022, worth a combined $33.1M — down 21% from $41.9M a quarter earlier.

Fund positioning in POWR was balanced in Q3 2022: 4 funds opened new positions, 4 closed out, 7 added to existing stakes and 13 trimmed.

The largest buyer was Ameriprise, opening a new position worth an estimated $1.61M. The largest seller was Commonwealth Equity Services, cutting an estimated $6.02M.

  • 37 institutional investors held iShares U.S. Power Infrastructure ETF (POWR) as of Q3 2022, unchanged from Q2 2022.
  • Funds reported $33.1M of iShares U.S. Power Infrastructure ETF stock for Q3 2022, down 21% quarter-over-quarter.
  • 4 funds opened new iShares U.S. Power Infrastructure ETF positions in Q3 2022 and 4 closed out, a net change of 0 holders.
  • The largest iShares U.S. Power Infrastructure ETF buyer in Q3 2022 was Ameriprise, an estimated $1.61M added.
  • The largest iShares U.S. Power Infrastructure ETF seller in Q3 2022 was Commonwealth Equity Services, an estimated $6.02M sold.

Based on aggregated 13F filings for Q3 2022.