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Renaissance IPO ETF

70 hedge funds and large institutions have $47.6M invested in Renaissance IPO ETF in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 14 increasing their positions, 18 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
+18
Holders Change %
+34.62%
% of All Funds
1.03%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
14
Reduced
18
Closed
1
Calls
$1.8M
Puts
$1.61M
Net Calls
+$189K
Net Calls Change
-$1.09M
Name Holding Trade Value Shares
Change
Shares
Change %
LWM
26
Lakeridge Wealth Management
Ohio
$273K +$273K +7,250 New
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$271K -$15.7K -415 -5%
Tudor Investment Corp
28
Tudor Investment Corp
Connecticut
$268K
SEP
29
Southland Equity Partners
Missouri
$267K -$339 -9 -0.1%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$262K +$262K +6,960 New
Morgan Stanley
31
Morgan Stanley
New York
$256K +$72.4K +1,920 +39%
HVP
32
Hudson Value Partners
Florida
$228K -$167K -4,425 -42%
Wealthfront Advisers
33
Wealthfront Advisers
California
$220K +$220K +5,847 New
TPWA
34
Twin Peaks Wealth Advisors
California
$213K +$213K +5,647 New
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$184K
Simplex Trading
36
Simplex Trading
Illinois
$115K +$115K +3,053 New
FFA
37
Farther Finance Advisors
California
$95.4K +$95.4K +2,530 New
Bank of America
38
Bank of America
North Carolina
$67.9K
ASN
39
Advisory Services Network
Georgia
$67K +$67K +1,778 New
MM
40
Main Management
California
$66K -$30K -796 -31%
OCM
41
Orion Capital Management
California
$56.6K
SPIA
42
Steward Partners Investment Advisory
New York
$40K -$566 -15 -1%
AWM
43
Ameliora Wealth Management
Switzerland
$37.7K
LA
44
LM Advisors
California
$37.7K +$37.7K +1,000 New
LFG
45
Larson Financial Group
Missouri
$26.4K
Group One Trading
46
Group One Trading
Illinois
$25.8K +$11.3K +300 +78%
FDCDDQ
47
Federation des caisses Desjardins du Quebec
Quebec, Canada
$25.6K
PWMG
48
Provence Wealth Management Group
California
$18.9K
NSIM
49
North Star Investment Management
Illinois
$17K
First Manhattan
50
First Manhattan
New York
$15.1K