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Renaissance IPO ETF

84 hedge funds and large institutions have $66.6M invested in Renaissance IPO ETF in 2022 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 16 increasing their positions, 29 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.54% more ownership

Funds ownership: 32.44%35.98% (+3.5%)

7% more call options, than puts

Call options by funds: $4.24M | Put options by funds: $3.97M

11% less capital invested

Capital invested by funds: $74.7M → $66.6M (-$8.04M)

13% less funds holding

Funds holding: 9684 (-12)

45% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 29

46% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 24

Holders
84
Holders Change
-12
Holders Change %
-12.5%
% of All Funds
1.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
16
Reduced
29
Closed
24
Calls
$4.24M
Puts
$3.97M
Net Calls
+$269K
Net Calls Change
+$89.3M
Name Holding Trade Value Shares
Change
Change in
Stake
FTUS
26
Flow Traders U.S.
New York
$374K +$420K +12,436 New
PCS
27
Personal CFO Solutions
New Jersey
$361K -$118K -3,500 -23%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$291K -$53.7K -1,591 -14%
Qube Research & Technologies (QRT)
29
Qube Research & Technologies (QRT)
United Kingdom
$282K -$49.4K -1,462 -14%
C
30
Certuity
Florida
$249K
SG
31
StoneX Group
New York
$244K +$67.2K +1,991 +33%
IC
32
IEQ Capital
California
$240K +$2.97K +88 +1%
WWM
33
Western Wealth Management
Colorado
$234K -$27K -800 -9%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$233K +$6.08K +180 +2%
SEP
35
Southland Equity Partners
Missouri
$213K -$608 -18 -0.3%
CAN
36
Cetera Advisor Networks
California
$210K -$13K -384 -5%
TRCT
37
Tower Research Capital (TRC)
New York
$200K -$229K -6,790 -51%
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$159K +$10.1K +298 +6%
SPIA
39
Steward Partners Investment Advisory
New York
$151K
MM
40
Main Management
California
$127K +$143K +4,234 New
MCC
41
Money Concepts Capital
Florida
$121K -$9.96K -295 -7%
Morgan Stanley
42
Morgan Stanley
New York
$103K -$9.59K -284 -8%
CG
43
Cutler Group
California
$63K -$5.4K -160 -7%
APA
44
American Portfolios Advisors
New York
$60.3K -$13.9K -412 -17%
CP
45
Castleview Partners
Texas
$51.5K +$62.6K +1,855 +1,279%
OCM
46
Orion Capital Management
California
$45K
FDCDDQ
47
Federation des caisses Desjardins du Quebec
Quebec, Canada
$35.5K -$5.07K -150 -11%
Simplex Trading
48
Simplex Trading
Illinois
$30K +$34.4K +1,019 New
AWM
49
Activest Wealth Management
Florida
$29K
GRP
50
Global Retirement Partners
California
$29K

IPO Hedge Fund Activity: Q2 2022 in Review

84 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in Renaissance IPO ETF (IPO) for Q2 2022, worth a combined $66.6M — down 11% from $74.7M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of IPO and 13 opened new positions — a net loss of 11 holders — while 29 trimmed existing stakes and 16 added.

The largest buyer was Ausdal Financial Partners, opening a new position worth an estimated $6.88M. The largest seller was Parallax Volatility Advisers, exiting entirely with an estimated $6.07M sold.

  • 84 institutional investors held Renaissance IPO ETF (IPO) as of Q2 2022, down from 96 in Q1 2022.
  • Funds reported $66.6M of Renaissance IPO ETF stock for Q2 2022, down 11% quarter-over-quarter.
  • 13 funds opened new Renaissance IPO ETF positions in Q2 2022 and 24 closed out, a net change of -11 holders.
  • The largest Renaissance IPO ETF buyer in Q2 2022 was Ausdal Financial Partners, an estimated $6.88M added.
  • The largest Renaissance IPO ETF seller in Q2 2022 was Parallax Volatility Advisers, an estimated $6.07M sold.

Based on aggregated 13F filings for Q2 2022.