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Renaissance IPO ETF

52 hedge funds and large institutions have $35.5M invested in Renaissance IPO ETF in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 8 increasing their positions, 14 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

256% more call options, than puts

Call options by funds: $1.78M | Put options by funds: $499K

3% less capital invested

Capital invested by funds: $36.8M → $35.5M (-$1.27M)

2.03% less ownership

Funds ownership: 21.63%19.6% (-2%)

12% less funds holding

Funds holding: 5952 (-7)

43% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 14

43% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 14

Holders
52
Holders Change
-7
Holders Change %
-11.86%
% of All Funds
0.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
8
Reduced
14
Closed
14
Calls
$1.78M
Puts
$499K
Net Calls
+$1.28M
Net Calls Change
+$929K
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$156K -$4.15K -125 -3%
Morgan Stanley
27
Morgan Stanley
New York
$156K +$95.6K +2,881 +145%
MM
28
Main Management
California
$81K
Bank of America
29
Bank of America
North Carolina
$57.6K
OCM
30
Orion Capital Management
California
$48K +$49.8K +1,500 New
SPIA
31
Steward Partners Investment Advisory
New York
$34.4K
AWM
32
Ameliora Wealth Management
Switzerland
$32K
LFG
33
Larson Financial Group
Missouri
$22.4K
FDCDDQ
34
Federation des caisses Desjardins du Quebec
Quebec, Canada
$21.7K
PWMG
35
Provence Wealth Management Group
California
$16K +$16.6K +500 New
CG
36
Cutler Group
California
$15K +$16.6K +500 New
NSIM
37
North Star Investment Management
Illinois
$14.4K
Qube Research & Technologies (QRT)
38
Qube Research & Technologies (QRT)
United Kingdom
$13.3K +$13.8K +416 New
First Manhattan
39
First Manhattan
New York
$12.8K
AF
40
Allworth Financial
California
$12.3K
Group One Trading
41
Group One Trading
Illinois
$12.3K -$43.5K -1,312 -77%
National Bank of Canada
42
National Bank of Canada
Quebec, Canada
$9.85K
SSB
43
Sandy Spring Bank
Maryland
$7.07K
IA
44
IFP Advisors
Florida
$6.39K
Citigroup
45
Citigroup
New York
$4.8K
CP
46
Castleview Partners
Texas
$4.64K
HI
47
Harbour Investments
Wisconsin
$3.96K
BBPWM
48
Blue Bell Private Wealth Management
Pennsylvania
$3.2K
IRC
49
Investors Research Corp
Georgia
$1.85K
PFA
50
Pathway Financial Advisers
Indiana
$1.34K +$1.39K +42 New

IPO Hedge Fund Activity: Q3 2023 in Review

52 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Renaissance IPO ETF (IPO) for Q3 2023, worth a combined $35.5M — down 3.4% from $36.8M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of IPO and 8 opened new positions — a net loss of 6 holders — while 14 trimmed existing stakes and 8 added.

The largest buyer was Royal Bank of Canada, adding an estimated $2.2M. The largest seller was Synergy Asset Management, exiting entirely with an estimated $3.63M sold.

  • 52 institutional investors held Renaissance IPO ETF (IPO) as of Q3 2023, down from 59 in Q2 2023.
  • Funds reported $35.5M of Renaissance IPO ETF stock for Q3 2023, down 3.4% quarter-over-quarter.
  • 8 funds opened new Renaissance IPO ETF positions in Q3 2023 and 14 closed out, a net change of -6 holders.
  • The largest Renaissance IPO ETF buyer in Q3 2023 was Royal Bank of Canada, an estimated $2.2M added.
  • The largest Renaissance IPO ETF seller in Q3 2023 was Synergy Asset Management, an estimated $3.63M sold.

Based on aggregated 13F filings for Q3 2023.