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POWR

iShares U.S. Power Infrastructure ETF

32 hedge funds and large institutions have $31.1M invested in iShares U.S. Power Infrastructure ETF in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 8

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

6% more capital invested

Capital invested by funds: $29.4M → $31.1M (+$1.71M)

4.73% more ownership

Funds ownership: 24.27%29% (+4.7%)

3% more funds holding

Funds holding: 3132 (+1)

Holders
32
Holders Change
+1
Holders Change %
+3.23%
% of All Funds
0.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
15
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$6.51M -$119K -4,814 -2%
Fisher Asset Management
2
Fisher Asset Management
Washington
$3.42M -$212K -8,573 -6%
AIP
3
ARS Investment Partners
New York
$3.22M +$118K +4,776 +4%
PS
4
Planned Solutions
California
$2.72M -$29.7K -1,201 -1%
Morgan Stanley
5
Morgan Stanley
New York
$2.35M +$1.11M +44,852 +85%
Jane Street
6
Jane Street
New York
$2.32M +$1.6M +64,817 +205%
DADC
7
D.A. Davidson & Co
Montana
$1.63M -$84.1K -3,408 -5%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$1.35M +$276K +11,194 +25%
CAN
9
Cetera Advisor Networks
California
$1.22M +$54K +2,187 +5%
EE
10
EWG Elevate
California
$917K +$940K +38,053 New
RJA
11
Raymond James & Associates
Florida
$830K +$235K +9,527 +38%
Wealthfront Advisers
12
Wealthfront Advisers
California
$796K +$141K +5,725 +21%
SWM
13
Sculati Wealth Management
Michigan
$512K -$51.6K -2,090 -9%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$494K +$12.3K +500 +3%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$432K +$19.9K +808 +5%
GAA
16
Guardian Asset Advisors
Pennsylvania
$419K +$429K +17,382 New
GCA
17
Gradient Capital Advisors
California
$347K +$3.43K +139 +1%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$292K -$27.6K -1,116 -8%
Osaic Holdings
19
Osaic Holdings
Arizona
$264K -$81.8K -3,314 -23%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$258K +$2.86K +116 +1%
I
21
INVST
Indiana
$240K
Mercer Global Advisors
22
Mercer Global Advisors
Colorado
$213K +$5.26K +213 +2%
Bank of America
23
Bank of America
North Carolina
$158K +$74 +3 +0%
GRP
24
Global Retirement Partners
California
$94.4K +$1.24K +50 +1%
UBS Group
25
UBS Group
Switzerland
$43.2K +$10.4K +420 +31%

POWR Hedge Fund Activity: Q4 2023 in Review

32 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in iShares U.S. Power Infrastructure ETF (POWR) for Q4 2023, worth a combined $31.1M — up 5.8% from $29.4M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new POWR positions and 3 closed out — a net gain of 1 holder — while 15 added to existing stakes and 8 trimmed.

The largest buyer was Jane Street, adding an estimated $1.6M. The largest seller was Advisors Preferred, exiting entirely with an estimated $548K sold.

  • 32 institutional investors held iShares U.S. Power Infrastructure ETF (POWR) as of Q4 2023, up from 31 in Q3 2023.
  • Funds reported $31.1M of iShares U.S. Power Infrastructure ETF stock for Q4 2023, up 5.8% quarter-over-quarter.
  • 4 funds opened new iShares U.S. Power Infrastructure ETF positions in Q4 2023 and 3 closed out, a net change of +1 holder.
  • The largest iShares U.S. Power Infrastructure ETF buyer in Q4 2023 was Jane Street, an estimated $1.6M added.
  • The largest iShares U.S. Power Infrastructure ETF seller in Q4 2023 was Advisors Preferred, an estimated $548K sold.

Based on aggregated 13F filings for Q4 2023.