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Renaissance IPO ETF

59 hedge funds and large institutions have $36.8M invested in Renaissance IPO ETF in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 12 increasing their positions, 17 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
59
Holders Change
-2
Holders Change %
-3.28%
% of All Funds
0.93%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
12
Reduced
17
Closed
13
Calls
$720K
Puts
$370K
Net Calls
+$350K
Net Calls Change
+$5K
Name Holding Trade Value Shares
Change
Shares
Change %
SEP
26
Southland Equity Partners
Missouri
$231K -$98 -3 -0%
AP
27
Appleton Partners
Massachusetts
$210K +$210K +6,434 New
PNC Financial Services Group
28
PNC Financial Services Group
Pennsylvania
$164K
MM
29
Main Management
California
$83K -$37.5K -1,151 -31%
WAM
30
Worth Asset Management
Texas
$75.4K +$75.4K +2,305 New
Morgan Stanley
31
Morgan Stanley
New York
$64.9K -$3.3M -100,764 -98%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$64K -$13.4K -410 -17%
LSA
33
Lansing Street Advisors
Pennsylvania
$61.8K +$61.8K +1,891 New
Bank of America
34
Bank of America
North Carolina
$58.9K
Group One Trading
35
Group One Trading
Illinois
$55.5K +$36K +1,100 +184%
SPIA
36
Steward Partners Investment Advisory
New York
$35.2K -$4.25K -130 -11%
AWM
37
Ameliora Wealth Management
Switzerland
$32.7K
LFG
38
Larson Financial Group
Missouri
$22.9K
FDCDDQ
39
Federation des caisses Desjardins du Quebec
Quebec, Canada
$22.2K
MIH
40
Meitav Investment House
Israel
$15.6K +$15.6K +480 New
NSIM
41
North Star Investment Management
Illinois
$14.7K
First Manhattan
42
First Manhattan
New York
$13.1K
AF
43
Allworth Financial
California
$12.6K +$12.6K +386 New
National Bank of Canada
44
National Bank of Canada
Quebec, Canada
$10.1K +$5.16K +158 +104%
SSB
45
Sandy Spring Bank
Maryland
$7.23K
IA
46
IFP Advisors
Florida
$6.54K -$19K -580 -74%
TAM
47
Tucker Asset Management
Colorado
$5.82K -$2.52K -77 -30%
GRP
48
Global Retirement Partners
California
$5.79K -$13.1K -400 -69%
Citigroup
49
Citigroup
New York
$4.91K
CP
50
Castleview Partners
Texas
$4.74K