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Renaissance IPO ETF

70 hedge funds and large institutions have $49.5M invested in Renaissance IPO ETF in 2025 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 17 increasing their positions, 13 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

264% more call options, than puts

Call options by funds: $1.14M | Put options by funds: $312K

100% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 10

61% more capital invested

Capital invested by funds: $30.7M → $49.5M (+$18.8M)

31% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 13

17% more funds holding

Funds holding: 6070 (+10)

7.05% more ownership

Funds ownership: 20.67%27.73% (+7.1%)

Holders
70
Holders Change
+10
Holders Change %
+16.67%
% of All Funds
0.92%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
17
Reduced
13
Closed
10
Calls
$1.14M
Puts
$312K
Net Calls
+$823K
Net Calls Change
-$921K
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
26
OneDigital Investment Advisors
Kansas
$281K
Wealthfront Advisers
27
Wealthfront Advisers
California
$276K -$14.1K -291 -5%
MML Investors Services
28
MML Investors Services
Massachusetts
$271K +$265K +5,465 New
KCFA
29
Key Client Fiduciary Advisors
New Jersey
$270K +$264K +5,452 New
LSA
30
Lansing Street Advisors
Pennsylvania
$262K +$256K +5,280 New
TPWA
31
Twin Peaks Wealth Advisors
California
$250K -$14.4K -298 -6%
IC
32
IEQ Capital
California
$245K
C
33
Certuity
Florida
$242K
BRWA
34
B. Riley Wealth Advisors
Florida
$241K +$235K +4,853 New
Belvedere Trading
35
Belvedere Trading
Illinois
$203K -$19.4K -400 -9%
GL
36
Gerber LLC
Ohio
$202K -$35.4K -730 -15%
Morgan Stanley
37
Morgan Stanley
New York
$151K +$46K +948 +45%
ASN
38
Advisory Services Network
Georgia
$101K +$99.3K +2,048 New
Bank of America
39
Bank of America
North Carolina
$89.2K
PTC
40
Private Trust Company
Ohio
$45.1K +$44.2K +911 New
NWMP
41
Noble Wealth Management PBC
Colorado
$39.6K +$38.8K +800 New
WCM
42
Winthrop Capital Management
Indiana
$34K +$33.4K +690 New
Group One Trading
43
Group One Trading
Illinois
$24.8K +$24.2K +500 New
LFG
44
Larson Financial Group
Missouri
$24.3K +$48 +1 +0.2%
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$23.5K +$23K +475 New
NSIM
46
North Star Investment Management
Illinois
$22.3K
Fidelity Investments
47
Fidelity Investments
Massachusetts
$22.2K -$533 -11 -2%
MCM
48
MAI Capital Management
Ohio
$21.1K +$15.8K +325 +325%
Simplex Trading
49
Simplex Trading
Illinois
$17K +$15.2K +314 +805%
PWA
50
Provenance Wealth Advisors
Florida
$16.1K

IPO Hedge Fund Activity: Q3 2025 in Review

70 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Renaissance IPO ETF (IPO) for Q3 2025, worth a combined $49.5M — up 61% from $30.7M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new IPO positions and 10 closed out — a net gain of 10 holders — while 17 added to existing stakes and 13 trimmed.

The largest buyer was LPL Financial, adding an estimated $4.73M. The largest seller was Royal Bank of Canada, cutting an estimated $1.33M.

  • 70 institutional investors held Renaissance IPO ETF (IPO) as of Q3 2025, up from 60 in Q2 2025.
  • Funds reported $49.5M of Renaissance IPO ETF stock for Q3 2025, up 61% quarter-over-quarter.
  • 20 funds opened new Renaissance IPO ETF positions in Q3 2025 and 10 closed out, a net change of +10 holders.
  • The largest Renaissance IPO ETF buyer in Q3 2025 was LPL Financial, an estimated $4.73M added.
  • The largest Renaissance IPO ETF seller in Q3 2025 was Royal Bank of Canada, an estimated $1.33M sold.

Based on aggregated 13F filings for Q3 2025.