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POWR

iShares U.S. Power Infrastructure ETF

40 hedge funds and large institutions have $36.4M invested in iShares U.S. Power Infrastructure ETF in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 7 increasing their positions, 15 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 1

25% more funds holding

Funds holding: 3240 (+8)

17% more capital invested

Capital invested by funds: $31.1M → $36.4M (+$5.33M)

6.21% more ownership

Funds ownership: 29%35.21% (+6.2%)

53% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 15

Holders
40
Holders Change
+8
Holders Change %
+25%
% of All Funds
0.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
7
Reduced
15
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$7.4M +$226K +9,209 +3%
Fisher Asset Management
2
Fisher Asset Management
Washington
$3.87M +$108K +4,409 +3%
AIP
3
ARS Investment Partners
New York
$3.76M +$195K +7,956 +6%
Jane Street
4
Jane Street
New York
$3.67M +$1.03M +41,864 +43%
PS
5
Planned Solutions
California
$2.97M -$21.6K -883 -0.8%
DADC
6
D.A. Davidson & Co
Montana
$1.72M -$61.9K -2,524 -4%
Morgan Stanley
7
Morgan Stanley
New York
$1.61M -$900K -36,737 -38%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$1.45M +$1.34M +54,800 New
CAN
9
Cetera Advisor Networks
California
$1.32M -$20.5K -837 -2%
Bank of Montreal
10
Bank of Montreal
Ontario, Canada
$1.12M +$1.04M +42,354 New
RJA
11
Raymond James & Associates
Florida
$870K -$39.5K -1,611 -5%
Citadel Advisors
12
Citadel Advisors
Florida
$833K +$770K +31,408 New
Wealthfront Advisers
13
Wealthfront Advisers
California
$814K -$57.3K -2,337 -7%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$526K -$882K -35,982 -64%
SWM
15
Sculati Wealth Management
Michigan
$511K -$47.8K -1,950 -9%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$472K -$3.23K -132 -0.7%
GAA
17
Guardian Asset Advisors
Pennsylvania
$446K -$13.5K -549 -3%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$432K -$103K -4,209 -21%
IC
19
Inscription Capital
Texas
$407K +$377K +15,361 New
GCA
20
Gradient Capital Advisors
California
$382K
Mercer Global Advisors
21
Mercer Global Advisors
Colorado
$328K +$86K +3,509 +40%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$296K +$10.8K +440 +4%
Osaic Holdings
23
Osaic Holdings
Arizona
$285K -$5.15K -210 -2%
I
24
INVST
Indiana
$268K
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$231K -$83.8K -3,420 -28%

POWR Hedge Fund Activity: Q1 2024 in Review

40 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in iShares U.S. Power Infrastructure ETF (POWR) for Q1 2024, worth a combined $36.4M — up 17% from $31.1M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new POWR positions and 1 closed out — a net gain of 8 holders — while 7 added to existing stakes and 15 trimmed.

The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $1.34M. The largest seller was EWG Elevate, exiting entirely with an estimated $917K sold.

  • 40 institutional investors held iShares U.S. Power Infrastructure ETF (POWR) as of Q1 2024, up from 32 in Q4 2023.
  • Funds reported $36.4M of iShares U.S. Power Infrastructure ETF stock for Q1 2024, up 17% quarter-over-quarter.
  • 9 funds opened new iShares U.S. Power Infrastructure ETF positions in Q1 2024 and 1 closed out, a net change of +8 holders.
  • The largest iShares U.S. Power Infrastructure ETF buyer in Q1 2024 was Cetera Investment Advisers, an estimated $1.34M added.
  • The largest iShares U.S. Power Infrastructure ETF seller in Q1 2024 was EWG Elevate, an estimated $917K sold.

Based on aggregated 13F filings for Q1 2024.