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Renaissance IPO ETF
IPO

Overview Fund Activity

128 hedge funds and large institutions have $134M invested in Renaissance IPO ETF in 2021 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 49 increasing their positions, 25 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
128
Holders Change
+12
Holders Change %
+10.34%
% of All Funds
2.25%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
34
Increased
49
Reduced
25
Closed
22
Calls
$19.7M
Puts
$80.9M
Net Calls
-$61.3M
Net Calls Change
-$50.9M

Top Buyers

1
HSBC Holdings
HSBC Holdings
United Kingdom
$8.08M
2
Bank of America
Bank of America
North Carolina
$7.81M
3
LFGH
Lee Financial Group Hawaii
Hawaii
$6.91M
4
JIP
Jaffetilchin Investment Partners
Florida
$5.87M
5
PI
PEAK6 Investments
Illinois
$5.29M

Top Sellers

1
PS
Portfolio Strategies
New York
$9.75M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$2.21M
3
Jane Street
Jane Street
New York
$660K
4
SL
Stevard LLC
Illinois
$841K
5
SAM
Sycomore Asset Management
France
$209K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
51
Morgan Stanley
New York
$459K +$188K +3,017 +69%
CAN
52
Cetera Advisor Networks
California
$442K +$30.3K +487 +7%
CIBC World Market
53
CIBC World Market
Ontario, Canada
$412K -$152K -2,441 -27%
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$406K -$257K -4,128 -39%
LFA
55
Legend Financial Advisors
Pennsylvania
$402K +$87.2K +1,402 +28%
BCV
56
Banque Cantonale Vaudoise
Switzerland
$402K +$335K +5,384 +501%
PG
57
Patten Group
Tennessee
$377K +$26.1K +420 +7%
CSPIA
58
Cary Street Partners Investment Advisory
Virginia
$368K -$62.4K -1,005 -15%
SXL
59
Summit X LLC
Missouri
$358K +$358K +5,746 New
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
$335K +$331K +5,321 +8,582%
MIM
61
Moseley Investment Management
Florida
$319K +$114K +1,840 +56%
EWM
62
Executive Wealth Management
Michigan
$311K +$1.24K +20 +0.4%
SEP
63
Southland Equity Partners
Missouri
$309K +$309K +4,972 New
AP
64
Appleton Partners
Massachusetts
$305K – – –
MCC
65
Money Concepts Capital
Florida
$303K +$303K +4,877 New
FDCDDQ
66
Federation des caisses Desjardins du Quebec
Quebec, Canada
$292K +$19.3K +310 +7%
Cetera Investment Advisers
67
Cetera Investment Advisers
Illinois
$287K +$287K +4,615 New
PMG
68
ProVise Management Group
Florida
$253K +$253K +4,076 New
RIA
69
Realta Investment Advisors
Delaware
$247K +$247K +3,965 New
SPC
70
Sigma Planning Corp
Michigan
$245K +$13K +209 +6%
WWM
71
Western Wealth Management
Colorado
$236K +$41.3K +665 +21%
BAM
72
Belpointe Asset Management
Nevada
$234K -$245K -3,940 -51%
BCA
73
Bay Colony Advisors
Massachusetts
$234K +$2.36K +38 +1%
Vontobel Holding
74
Vontobel Holding
Switzerland
$230K +$230K +3,706 New
HIC
75
Holderness Investments Company
North Carolina
$219K +$219K +3,528 New
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