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Renaissance IPO ETF
IPO

Overview Fund Activity

116 hedge funds and large institutions have $111M invested in Renaissance IPO ETF in 2020 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 35 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
116
Holders Change
+59
Holders Change %
+103.51%
% of All Funds
2.06%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
64
Increased
35
Reduced
9
Closed
4
Calls
$8.53M
Puts
$18.9M
Net Calls
-$10.3M
Net Calls Change
-$11M

Top Buyers

1
PS
Portfolio Strategies
New York
+$28.5M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$6.5M
3
LPL Financial
LPL Financial
California
+$5.5M
4
Jane Street
Jane Street
New York
+$2.56M
5
Osaic Holdings
Osaic Holdings
Arizona
+$2M

Top Sellers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$6.13M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.73M
3
Truist Financial
Truist Financial
North Carolina
-$694K
4
APA
American Portfolios Advisors
New York
-$568K
5
PA
Parallel Advisors
California
-$253K
Name Holding Trade Value Shares
Change 		Shares
Change %
AP
51
Appleton Partners
Massachusetts
$316K – – –
C
52
Certuity
Florida
$311K +$1.93K +30 +0.6%
BCM
53
Beck Capital Management
Texas
$306K +$306K +4,741 New
SAM
54
Secure Asset Management
Michigan
$289K +$10.5K +163 +4%
FDCDDQ
55
Federation des caisses Desjardins du Quebec
Quebec, Canada
$283K +$283K +4,391 New
Morgan Stanley
56
Morgan Stanley
New York
$281K +$215K +3,325 +323%
AWM
57
AE Wealth Management
Kansas
$273K +$273K +4,234 New
Northern Trust
58
Northern Trust
Illinois
$260K +$260K +4,030 New
HH
59
Hilltop Holdings
Texas
$258K +$258K +4,000 New
BCA
60
Bay Colony Advisors
Massachusetts
$241K +$241K +3,732 New
SPC
61
Sigma Planning Corp
Michigan
$240K +$240K +3,729 New
SS
62
Simplicity Solutions
Minnesota
$235K +$235K +3,648 New
KAS
63
Kestra Advisory Services
Texas
$233K +$233K +3,550 New
DA
64
DCM Advisors
New York
$219K +$219K +3,400 New
WWM
65
WJ Wealth Management
Arizona
$213K +$213K +3,300 New
MIM
66
Moseley Investment Management
Florida
$212K +$212K +3,287 New
IFAM
67
Institutional & Family Asset Management
Colorado
$208K +$208K +3,219 New
FI
68
FormulaFolio Investments
Michigan
$207K +$207K +3,212 New
WS
69
Wedbush Securities
California
$205K +$205K +3,185 New
WWM
70
Western Wealth Management
Colorado
$202K +$202K +3,133 New
ASN
71
Advisory Services Network
Georgia
$189K +$27.2K +422 +17%
SPIA
72
Steward Partners Investment Advisory
New York
$159K +$109K +1,695 +220%
HIA
73
Harbor Investment Advisory
Maryland
$139K +$42K +650 +43%
SFSIG
74
San Francisco Sentry Investment Group
California
$139K +$68.9K +1,065 +98%
CAPTRUST Financial Advisors
75
CAPTRUST Financial Advisors
North Carolina
$127K +$73K +1,131 +135%
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