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Renaissance IPO ETF

58 hedge funds and large institutions have $30.1M invested in Renaissance IPO ETF in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 12 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

25% less capital invested

Capital invested by funds: $40M → $30.1M (-$9.89M)

58% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 12

Holders
58
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.54M
Puts
$180K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$67.6K
OCM
27
Orion Capital Management
California
$56.3K
RCA
28
Runnymede Capital Advisors
Ohio
$37.2K
LFG
29
Larson Financial Group
Missouri
$25.2K
FDCDDQ
30
Federation des caisses Desjardins du Quebec
Quebec, Canada
$18K
NSIM
31
North Star Investment Management
Illinois
$16.9K
Fidelity Investments
32
Fidelity Investments
Massachusetts
$15.1K
PWA
33
Provenance Wealth Advisors
Florida
$12.2K
National Bank of Canada
34
National Bank of Canada
Quebec, Canada
$11.6K
NL
35
NVWM LLC
Pennsylvania
$10.7K
GWS
36
Glassman Wealth Services
Virginia
$9.8K
WSFS
37
Wilmington Savings Fund Society
Delaware
$9.39K
DWM
38
Dogwood Wealth Management
Kansas
$9.16K
S
39
SignatureFD
Georgia
$7.89K
JPMorgan Chase & Co
40
JPMorgan Chase & Co
New York
$7.55K
IA
41
IFP Advisors
Florida
$7.51K
CA
42
Crewe Advisors
Utah
$6.12K
PSFG
43
Park Square Financial Group
Georgia
$5.63K
BBPWM
44
Blue Bell Private Wealth Management
Pennsylvania
$3.75K
MCM
45
MAI Capital Management
Ohio
$3.75K
CIBC Private Wealth Group
46
CIBC Private Wealth Group
Georgia
$3.26K
HI
47
Harbour Investments
Wisconsin
$2.85K
IRC
48
Investors Research Corp
Georgia
$2.18K
US Bancorp
49
US Bancorp
Minnesota
$1.88K
PS
50
Principal Securities
Iowa
$1.09K