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Renaissance IPO ETF
IPO

55 hedge funds and large institutions have $27.2M invested in Renaissance IPO ETF in 2026 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 16 increasing their positions, 11 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 9

45% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 11

10% more funds holding

Funds holding: 50 → 55 (+5)

2.64% less ownership

Funds ownership: 24.25% → 21.61% (-2.6%)

21% less capital invested

Capital invested by funds: $34.3M → $27.2M (-$7.16M)

Holders
55
Holders Change
+5
Holders Change %
+10%
% of All Funds
0.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
16
Reduced
11
Closed
9
Calls
$2.1M
Puts
–
Net Calls
+$2.1M
Net Calls Change
+$614K

Top Buyers

Rank Fund Capital Flow
1
USCWA
U.S. Capital Wealth Advisors
Texas
+$1.95M
2
Citadel Advisors
Citadel Advisors
Florida
+$800K
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$708K
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$258K
5
Jane Street
Jane Street
New York
+$227K

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.91M
2
SA
SFI Advisors
New Jersey
-$1.45M
3
LPL Financial
LPL Financial
California
-$1.43M
4
Goldman Sachs
Goldman Sachs
New York
-$1.31M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$505K
Name Holding Trade Value Shares
Change 		Change in
Stake
MA
26
MCF Advisors
Kentucky
$42K +$44.8K +1,003 New
NFSG
27
Newbridge Financial Services Group
Florida
$41.9K +$44.7K +1,000 New
PA
28
Parallel Advisors
California
$41.7K +$33.2K +744 +295%
IA
29
IFP Advisors
Florida
$26K +$18.8K +421 +211%
LFG
30
Larson Financial Group
Missouri
$20.6K +$45 +1 +0.2%
Fidelity Investments
31
Fidelity Investments
Massachusetts
$18.7K +$268 +6 +1%
PWA
32
Provenance Wealth Advisors
Florida
$13.6K – – –
MWA
33
Merkkuri Wealth Advisors
New York
$12.7K +$13.5K +302 New
HCM
34
Hollencrest Capital Management
California
$12.6K – – –
SWP
35
SIMA Wealth Partners
Virginia
$10.5K – – –
DWM
36
Dogwood Wealth Management
Kansas
$10.2K – – –
S
37
SignatureFD
Georgia
$8.84K – – –
NWMP
38
Noble Wealth Management PBC
Colorado
$8.38K -$26.8K -600 -75%
APW
39
Aventura Private Wealth
Florida
$7.54K +$8.04K +180 New
CA
40
Crewe Advisors
Utah
$6.91K +$45 +1 +0.6%
BBPWM
41
Blue Bell Private Wealth Management
Pennsylvania
$4.19K – – –
MCM
42
MAI Capital Management
Ohio
$4.19K – – –
Wells Fargo
43
Wells Fargo
California
$4.07K +$45 +1 +1%
AWM
44
Activest Wealth Management
Florida
$1.89K +$2.01K +45 New
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$1.34K – – –
FDCDDQ
46
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.17K -$4.47K -100 -78%
IAIM
47
International Assets Investment Management
Florida
$714 – – –
GSEP
48
Golden State Equity Partners
California
$632 +$670 +15 New
IA
49
IFG Advisory
Georgia
$628 +$670 +15 New
PWA
50
Physician Wealth Advisors
Utah
$419 – – –
1
2
3

IPO Hedge Fund Activity: Q1 2026 in Review

55 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Renaissance IPO ETF (IPO) for Q1 2026, worth a combined $27.2M — down 21% from $34.3M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new IPO positions and 9 closed out — a net gain of 6 holders — while 16 added to existing stakes and 11 trimmed.

The largest buyer was U.S. Capital Wealth Advisors, opening a new position worth an estimated $1.95M. The largest seller was Royal Bank of Canada, cutting an estimated $2.91M.

  • 55 institutional investors held Renaissance IPO ETF (IPO) as of Q1 2026, up from 50 in Q4 2025.
  • Funds reported $27.2M of Renaissance IPO ETF stock for Q1 2026, down 21% quarter-over-quarter.
  • 15 funds opened new Renaissance IPO ETF positions in Q1 2026 and 9 closed out, a net change of +6 holders.
  • The largest Renaissance IPO ETF buyer in Q1 2026 was U.S. Capital Wealth Advisors, an estimated $1.95M added.
  • The largest Renaissance IPO ETF seller in Q1 2026 was Royal Bank of Canada, an estimated $2.91M sold.

Based on aggregated 13F filings for Q1 2026.