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Renaissance IPO ETF

50 hedge funds and large institutions have $34.3M invested in Renaissance IPO ETF in 2025 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 15 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

33% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 15

80% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 25

Holders
50
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
$1.77M
Puts
$283K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WCM
26
Winthrop Capital Management
Indiana
$68K
NWMP
27
Noble Wealth Management PBC
Colorado
$36.5K
Group One Trading
28
Group One Trading
Illinois
$22.8K
LFG
29
Larson Financial Group
Missouri
$22.4K
Fidelity Investments
30
Fidelity Investments
Massachusetts
$20.1K
PWA
31
Provenance Wealth Advisors
Florida
$14.8K
HCM
32
Hollencrest Capital Management
California
$13.7K
NL
33
NVWM LLC
Pennsylvania
$13K
PA
34
Parallel Advisors
California
$11.5K
SWP
35
SIMA Wealth Partners
Virginia
$11.4K
WSFS
36
Wilmington Savings Fund Society
Delaware
$11.4K
DWM
37
Dogwood Wealth Management
Kansas
$11.1K
S
38
SignatureFD
Georgia
$9.63K
IA
39
IFP Advisors
Florida
$9.13K
CA
40
Crewe Advisors
Utah
$7.49K
FDCDDQ
41
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.84K
MCM
42
MAI Capital Management
Ohio
$4.57K
BBPWM
43
Blue Bell Private Wealth Management
Pennsylvania
$4.57K
Wells Fargo
44
Wells Fargo
California
$4.4K
SAG
45
SageView Advisory Group
California
$1.93K
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$1K
IAIM
47
International Assets Investment Management
Florida
$776
PWA
48
Physician Wealth Advisors
Utah
$457
AA
49
Ancora Advisors
Ohio
$138
BWL
50
Bogart Wealth LLC
Virginia
$91