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Renaissance IPO ETF
IPO

Overview Fund Activity

65 hedge funds and large institutions have $212M invested in Renaissance IPO ETF in 2022 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 14 increasing their positions, 19 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
65
Holders Change
-4
Holders Change %
-5.8%
% of All Funds
1.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
14
Reduced
19
Closed
16
Calls
$1.49M
Puts
$695K
Net Calls
+$796K
Net Calls Change
+$537K

Top Buyers

1
AWA
1
Arete Wealth Advisors
Illinois
$172M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.6M
3
Simplex Trading
3
Simplex Trading
Illinois
$1.27M
4
TWM
4
Tradition Wealth Management
Minnesota
$3.72M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.92M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$13.6M
2
National Bank of Canada
2
National Bank of Canada
Quebec, Canada
$3.76K
3
TRCT
3
Tower Research Capital (TRC)
New York
$368K
4
HFRG
4
Houlihan Financial Resource Group
Virginia
$348K
5
LPL Financial
5
LPL Financial
California
$1.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$146K +$33K +1,342 +29%
PNC Financial Services Group
27
PNC Financial Services Group
Pennsylvania
$124K +$1.85K +75 +2%
ASN
28
Advisory Services Network
Georgia
$117K +$117K +4,727 New
MM
29
Main Management
California
$98K -$6.62K -268 -6%
BAM
30
Belpointe Asset Management
Nevada
$57.9K +$57.9K +2,342 New
Bank of America
31
Bank of America
North Carolina
$51.9K +$7.42K +300 +17%
OCM
32
Orion Capital Management
California
$37.1K – – –
NA
33
NewEdge Advisors
Louisiana
$34.4K +$34.4K +1,391 New
SPIA
34
Steward Partners Investment Advisory
New York
$29.8K -$18.3K -740 -38%
AWM
35
Ameliora Wealth Management
Switzerland
$24.7K – – –
IA
36
IFP Advisors
Florida
$24K -$270K -8,940 -92%
LFG
37
Larson Financial Group
Missouri
$17.3K – – –
FDCDDQ
38
Federation des caisses Desjardins du Quebec
Quebec, Canada
$16.8K – – –
ADL
39
Asset Dedication LLC
California
$15K +$15K +607 New
GRP
40
Global Retirement Partners
California
$14.5K -$4.94K -200 -25%
Rockefeller Capital Management
41
Rockefeller Capital Management
New York
$12K -$8.4K -350 -41%
First Manhattan
42
First Manhattan
New York
$11.7K – – –
NSIM
43
North Star Investment Management
Illinois
$11.1K – – –
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$10.3K +$99 +4 +1%
GWM
45
Geneos Wealth Management
Colorado
$7.79K – – –
SBL
46
Sargent Bickham Lagudis
Colorado
$7.07K – – –
TFS
47
TrustCore Financial Services
Tennessee
$6.8K +$6.8K +275 New
Group One Trading
48
Group One Trading
Illinois
$6.75K +$6.75K +273 New
TAM
49
Tucker Asset Management
Colorado
$6.28K – – –
MCC
50
Money Concepts Capital
Florida
$6.01K +$1.76K +71 +41%
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