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Renaissance IPO ETF

65 hedge funds and large institutions have $46.6M invested in Renaissance IPO ETF in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 21 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more call options, than puts

Call options by funds: $1.72M | Put options by funds: $1.38M

0.52% more ownership

Funds ownership: 25.46%25.98% (+0.52%)

5% less capital invested

Capital invested by funds: $49.1M → $46.6M (-$2.56M)

6% less funds holding

Funds holding: 6965 (-4)

27% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 11

38% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 21

Holders
65
Holders Change
-4
Holders Change %
-5.8%
% of All Funds
0.94%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
13
Reduced
21
Closed
11
Calls
$1.72M
Puts
$1.38M
Net Calls
+$342K
Net Calls Change
-$210K
Name Holding Trade Value Shares
Change
Change in
Stake
Tudor Investment Corp
26
Tudor Investment Corp
Connecticut
$286K
SEP
27
Southland Equity Partners
Missouri
$283K -$1.88K -48 -0.7%
Two Sigma Advisers
28
Two Sigma Advisers
New York
$270K -$639K -16,300 -71%
HVP
29
Hudson Value Partners
Florida
$235K -$7.84K -200 -3%
BHBT
30
Burke & Herbert Bank & Trust
Virginia
$229K +$222K +5,670 New
TPWA
31
Twin Peaks Wealth Advisors
California
$228K
GL
32
Gerber LLC
Ohio
$217K
Wealthfront Advisers
33
Wealthfront Advisers
California
$205K -$39.9K -1,018 -17%
Morgan Stanley
34
Morgan Stanley
New York
$127K -$9.29K -237 -7%
MM
35
Main Management
California
$126K +$54K +1,377 +79%
FFA
36
Farther Finance Advisors
California
$97K -$3.92K -100 -4%
Bank of America
37
Bank of America
North Carolina
$72.6K -$14.6K -373 -17%
OCM
38
Orion Capital Management
California
$60.5K
FNWA
39
Financial Network Wealth Advisors
Utah
$43.1K +$42.9K +1,093 New
AWM
40
Ameliora Wealth Management
Switzerland
$40.3K
ATPW
41
Ashton Thomas Private Wealth
Arizona
$40.3K +$39.2K +1,000 New
LFG
42
Larson Financial Group
Missouri
$28.2K
Group One Trading
43
Group One Trading
Illinois
$27.6K
NSIM
44
North Star Investment Management
Illinois
$18.1K
FDCDDQ
45
Federation des caisses Desjardins du Quebec
Quebec, Canada
$15.3K -$11.8K -300 -44%
National Bank of Canada
46
National Bank of Canada
Quebec, Canada
$12.4K
NL
47
NVWM LLC
Pennsylvania
$11.5K
DWM
48
Dogwood Wealth Management
Kansas
$9.84K
Qube Research & Technologies (QRT)
49
Qube Research & Technologies (QRT)
United Kingdom
$8.55K -$2.82K -72 -25%
PS
50
Principal Securities
Iowa
$8.55K

IPO Hedge Fund Activity: Q2 2024 in Review

65 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Renaissance IPO ETF (IPO) for Q2 2024, worth a combined $46.6M — down 5.2% from $49.1M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of IPO and 8 opened new positions — a net loss of 3 holders — while 21 trimmed existing stakes and 13 added.

The largest buyer was Citadel Advisors, adding an estimated $1.74M. The largest seller was LPL Financial, cutting an estimated $834K.

  • 65 institutional investors held Renaissance IPO ETF (IPO) as of Q2 2024, down from 69 in Q1 2024.
  • Funds reported $46.6M of Renaissance IPO ETF stock for Q2 2024, down 5.2% quarter-over-quarter.
  • 8 funds opened new Renaissance IPO ETF positions in Q2 2024 and 11 closed out, a net change of -3 holders.
  • The largest Renaissance IPO ETF buyer in Q2 2024 was Citadel Advisors, an estimated $1.74M added.
  • The largest Renaissance IPO ETF seller in Q2 2024 was LPL Financial, an estimated $834K sold.

Based on aggregated 13F filings for Q2 2024.