iShares U.S. Power Infrastructure ETF
POWR
42 hedge funds and large institutions have $43.6M invested in iShares U.S. Power Infrastructure ETF in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 9 reducing their positions, and 4 closing their positions.
78% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 9
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
20% more capital invested
Capital invested by funds: $36.4M → $43.6M (+$7.15M)
5% more funds holding
Funds holding: 40 → 42 (+2)
3.79% more ownership
Funds ownership: 35.21% → 39% (+3.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BHWA
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
|
+$10.4M |
| 2 |
MOS
MGO One Seven
Beachwood,
Ohio
|
+$1.29M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1M |
| 4 |
Morgan Stanley
New York
|
+$604K |
| 5 |
AIP
ARS Investment Partners
New York
|
+$174K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fisher Asset Management
Camas,
Washington
|
-$1.38M |
| 2 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
-$1.32M |
| 3 |
Jane Street
New York
|
-$1.3M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$1.12M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$833K |
POWR Hedge Fund Activity: Q2 2024 in Review
42 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in iShares U.S. Power Infrastructure ETF (POWR) for Q2 2024, worth a combined $43.6M — up 20% from $36.4M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new POWR positions and 4 closed out — a net gain of 3 holders — while 16 added to existing stakes and 9 trimmed.
The largest buyer was Beacon Harbor Wealth Advisors, opening a new position worth an estimated $10.4M. The largest seller was Fisher Asset Management, cutting an estimated $1.38M.
- 42 institutional investors held iShares U.S. Power Infrastructure ETF (POWR) as of Q2 2024, up from 40 in Q1 2024.
- Funds reported $43.6M of iShares U.S. Power Infrastructure ETF stock for Q2 2024, up 20% quarter-over-quarter.
- 7 funds opened new iShares U.S. Power Infrastructure ETF positions in Q2 2024 and 4 closed out, a net change of +3 holders.
- The largest iShares U.S. Power Infrastructure ETF buyer in Q2 2024 was Beacon Harbor Wealth Advisors, an estimated $10.4M added.
- The largest iShares U.S. Power Infrastructure ETF seller in Q2 2024 was Fisher Asset Management, an estimated $1.38M sold.
Based on aggregated 13F filings for Q2 2024.