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POWR

iShares U.S. Power Infrastructure ETF

31 hedge funds and large institutions have $29.4M invested in iShares U.S. Power Infrastructure ETF in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 9 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

14% more capital invested

Capital invested by funds: $25.8M → $29.4M (+$3.58M)

7% more funds holding

Funds holding: 2931 (+2)

0.56% more ownership

Funds ownership: 23.71%24.27% (+0.56%)

11% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 9

Holders
31
Holders Change
+2
Holders Change %
+6.9%
% of All Funds
0.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
8
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$7.09M -$209K -8,470 -3%
Fisher Asset Management
2
Fisher Asset Management
Washington
$3.88M -$322K -13,041 -8%
AIP
3
ARS Investment Partners
New York
$3.33M +$155K +6,278 +5%
PS
4
Planned Solutions
California
$2.94M +$40.2K +1,631 +1%
DADC
5
D.A. Davidson & Co
Montana
$1.83M +$130K +5,273 +8%
Morgan Stanley
6
Morgan Stanley
New York
$1.36M +$604K +24,488 +87%
CAN
7
Cetera Advisor Networks
California
$1.25M +$32.2K +1,307 +3%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$1.15M -$589K -23,888 -35%
Jane Street
9
Jane Street
New York
$814K +$778K +31,547 New
Wealthfront Advisers
10
Wealthfront Advisers
California
$704K -$64.5K -2,613 -9%
RJA
11
Raymond James & Associates
Florida
$642K -$22.9K -927 -4%
SWM
12
Sculati Wealth Management
Michigan
$602K -$76.3K -3,094 -12%
AP
13
Advisors Preferred
Maryland
$548K +$535K +21,703 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$515K -$40.4K -1,637 -8%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$441K -$8.22K -333 -2%
Osaic Holdings
16
Osaic Holdings
Arizona
$368K +$108K +4,389 +44%
GCA
17
Gradient Capital Advisors
California
$368K
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$341K -$114K -4,614 -26%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$273K +$9.89K +401 +4%
I
20
INVST
Indiana
$257K
Mercer Global Advisors
21
Mercer Global Advisors
Colorado
$223K
Bank of America
22
Bank of America
North Carolina
$169K +$13.7K +556 +9%
GRP
23
Global Retirement Partners
California
$97.4K
RIA
24
Realta Investment Advisors
Delaware
$75.7K
SPIA
25
Steward Partners Investment Advisory
New York
$68.3K

POWR Hedge Fund Activity: Q3 2023 in Review

31 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in iShares U.S. Power Infrastructure ETF (POWR) for Q3 2023, worth a combined $29.4M — up 14% from $25.8M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new POWR positions and 3 closed out — a net gain of 2 holders — while 8 added to existing stakes and 9 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $778K. The largest seller was Susquehanna International Group, cutting an estimated $589K.

  • 31 institutional investors held iShares U.S. Power Infrastructure ETF (POWR) as of Q3 2023, up from 29 in Q2 2023.
  • Funds reported $29.4M of iShares U.S. Power Infrastructure ETF stock for Q3 2023, up 14% quarter-over-quarter.
  • 5 funds opened new iShares U.S. Power Infrastructure ETF positions in Q3 2023 and 3 closed out, a net change of +2 holders.
  • The largest iShares U.S. Power Infrastructure ETF buyer in Q3 2023 was Jane Street, an estimated $778K added.
  • The largest iShares U.S. Power Infrastructure ETF seller in Q3 2023 was Susquehanna International Group, an estimated $589K sold.

Based on aggregated 13F filings for Q3 2023.