iShares U.S. Power Infrastructure ETF
POWR
41 hedge funds and large institutions have $28.1M invested in iShares U.S. Power Infrastructure ETF in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 14 reducing their positions, and 8 closing their positions.
2% less funds holding
Funds holding: 42 → 41 (-1)
9.15% less ownership
Funds ownership: 39% → 29.85% (-9.2%)
13% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 8
29% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 14
35% less capital invested
Capital invested by funds: $43.6M → $28.1M (-$15.4M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$509K |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$397K |
| 3 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$291K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$247K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$185K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BHWA
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
|
-$10.1M |
| 2 |
HOWA
Heritage Oak Wealth Advisors
Santa Rosa Beach,
Florida
|
-$1.34M |
| 3 |
MOS
MGO One Seven
Beachwood,
Ohio
|
-$1.26M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$829K |
| 5 |
Morgan Stanley
New York
|
-$771K |
POWR Hedge Fund Activity: Q3 2024 in Review
41 of the 6,979 institutional investors tracked by Wall St. Rank reported a position in iShares U.S. Power Infrastructure ETF (POWR) for Q3 2024, worth a combined $28.1M — down 35% from $43.6M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of POWR and 7 opened new positions — a net loss of 1 holder — while 14 trimmed existing stakes and 10 added.
The largest buyer was LPL Financial, adding an estimated $509K. The largest seller was Beacon Harbor Wealth Advisors, exiting entirely with an estimated $10.1M sold.
- 41 institutional investors held iShares U.S. Power Infrastructure ETF (POWR) as of Q3 2024, down from 42 in Q2 2024.
- Funds reported $28.1M of iShares U.S. Power Infrastructure ETF stock for Q3 2024, down 35% quarter-over-quarter.
- 7 funds opened new iShares U.S. Power Infrastructure ETF positions in Q3 2024 and 8 closed out, a net change of -1 holder.
- The largest iShares U.S. Power Infrastructure ETF buyer in Q3 2024 was LPL Financial, an estimated $509K added.
- The largest iShares U.S. Power Infrastructure ETF seller in Q3 2024 was Beacon Harbor Wealth Advisors, an estimated $10.1M sold.
Based on aggregated 13F filings for Q3 2024.