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POWR

iShares U.S. Power Infrastructure ETF

29 hedge funds and large institutions have $25.8M invested in iShares U.S. Power Infrastructure ETF in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.4% less ownership

Funds ownership: 26.1%23.71% (-2.4%)

9% less funds holding

Funds holding: 3229 (-3)

13% less capital invested

Capital invested by funds: $29.6M → $25.8M (-$3.79M)

27% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 11

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

Holders
29
Holders Change
-3
Holders Change %
-9.38%
% 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
8
Reduced
11
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$6.56M -$22.7K -972 -0.3%
Fisher Asset Management
2
Fisher Asset Management
Washington
$3.78M -$17.3K -740 -0.5%
AIP
3
ARS Investment Partners
New York
$2.84M -$1.33M -57,051 -32%
PS
4
Planned Solutions
California
$2.61M +$44.9K +1,924 +2%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.59M +$1.11M +47,343 +224%
DADC
6
D.A. Davidson & Co
Montana
$1.52M +$139K +5,953 +10%
CAN
7
Cetera Advisor Networks
California
$1.09M +$108K +4,617 +11%
Wealthfront Advisers
8
Wealthfront Advisers
California
$693K -$63.2K -2,708 -8%
Morgan Stanley
9
Morgan Stanley
New York
$655K -$115K -4,930 -15%
SWM
10
Sculati Wealth Management
Michigan
$612K -$25.8K -1,105 -4%
RJA
11
Raymond James & Associates
Florida
$598K -$50.7K -2,170 -8%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$501K -$48K -2,057 -9%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$414K -$84.6K -3,625 -17%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$404K -$24.7K -1,058 -6%
GCA
15
Gradient Capital Advisors
California
$330K
FTUS
16
Flow Traders U.S.
New York
$253K +$255K +10,933 New
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$236K -$8.57K -367 -3%
I
18
INVST
Indiana
$231K
Osaic Holdings
19
Osaic Holdings
Arizona
$229K +$36.7K +1,572 +19%
Mercer Global Advisors
20
Mercer Global Advisors
Colorado
$200K +$202K +8,641 New
Bank of America
21
Bank of America
North Carolina
$139K +$15.2K +653 +12%
GRP
22
Global Retirement Partners
California
$92.3K +$841 +36 +0.9%
RIA
23
Realta Investment Advisors
Delaware
$75.7K +$76.3K +3,267 New
SPIA
24
Steward Partners Investment Advisory
New York
$61.4K +$47.9K +2,050 +342%
Wells Fargo
25
Wells Fargo
California
$58.5K

POWR Hedge Fund Activity: Q2 2023 in Review

29 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in iShares U.S. Power Infrastructure ETF (POWR) for Q2 2023, worth a combined $25.8M — down 13% from $29.6M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of POWR and 4 opened new positions — a net loss of 3 holders — while 11 trimmed existing stakes and 8 added.

The largest buyer was Susquehanna International Group, adding an estimated $1.11M. The largest seller was Jane Street, exiting entirely with an estimated $3.04M sold.

  • 29 institutional investors held iShares U.S. Power Infrastructure ETF (POWR) as of Q2 2023, down from 32 in Q1 2023.
  • Funds reported $25.8M of iShares U.S. Power Infrastructure ETF stock for Q2 2023, down 13% quarter-over-quarter.
  • 4 funds opened new iShares U.S. Power Infrastructure ETF positions in Q2 2023 and 7 closed out, a net change of -3 holders.
  • The largest iShares U.S. Power Infrastructure ETF buyer in Q2 2023 was Susquehanna International Group, an estimated $1.11M added.
  • The largest iShares U.S. Power Infrastructure ETF seller in Q2 2023 was Jane Street, an estimated $3.04M sold.

Based on aggregated 13F filings for Q2 2023.