IPO icon

Renaissance IPO ETF
IPO

Overview Fund Activity

118 hedge funds and large institutions have $148M invested in Renaissance IPO ETF in 2021 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 25 increasing their positions, 50 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
118
Holders Change
-10
Holders Change %
-7.81%
% of All Funds
2.06%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
18
Increased
25
Reduced
50
Closed
27
Calls
$20.2M
Puts
$69.1M
Net Calls
-$48.9M
Net Calls Change
+$12.4M

Top Buyers

1
EF
1
Empowered Funds
Pennsylvania
$14.7M
2
RWA
2
Redhawk Wealth Advisors
Minnesota
$8.24M
3
CFG
3
CMC Financial Group
Georgia
$4.78M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$5.34M
5
JIP
5
Jaffetilchin Investment Partners
Florida
$8.36M

Top Sellers

1
PS
1
Portfolio Strategies
New York
$0
2
LFGH
2
Lee Financial Group Hawaii
Hawaii
$0
3
PI
3
PEAK6 Investments
Illinois
$0
4
HT
4
HAP Trading
New York
$2.05M
5
HF
5
HRT Financial
New York
$887K
Name Holding Trade Value Shares
Change 		Shares
Change %
SXL
51
Summit X LLC
Missouri
$391K +$6.43K +96 +2%
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$389K -$42.3K -639 -10%
HighTower Advisors
53
HighTower Advisors
Illinois
$383K -$145K -2,193 -28%
Morgan Stanley
54
Morgan Stanley
New York
$381K -$107K -1,621 -22%
CSPIA
55
Cary Street Partners Investment Advisory
Virginia
$363K -$29K -438 -7%
CAN
56
Cetera Advisor Networks
California
$356K -$115K -1,739 -24%
SPIA
57
Steward Partners Investment Advisory
New York
$355K -$178K -2,685 -33%
AP
58
Appleton Partners
Massachusetts
$324K – – –
Thrivent Financial for Lutherans
59
Thrivent Financial for Lutherans
Minnesota
$323K – – –
PG
60
Patten Group
Tennessee
$321K -$80.4K -1,213 -20%
PWM
61
PRW Wealth Management
Massachusetts
$321K +$321K +4,843 New
CA
62
Cetera Advisors
Colorado
$320K -$879K -13,286 -73%
EWM
63
Executive Wealth Management
Michigan
$316K -$14.9K -225 -4%
Cetera Investment Advisers
64
Cetera Investment Advisers
Illinois
$309K +$3.25K +49 +1%
WWM
65
Western Wealth Management
Colorado
$302K +$51K +771 +20%
SPC
66
Sigma Planning Corp
Michigan
$252K -$8.47K -128 -3%
SG
67
StoneX Group
New York
$246K +$246K +3,720 New
HIC
68
Holderness Investments Company
North Carolina
$241K +$7.61K +115 +3%
Truist Financial
69
Truist Financial
North Carolina
$240K -$472K -7,149 -66%
BCA
70
Bay Colony Advisors
Massachusetts
$240K -$9.26K -140 -4%
RIA
71
Realta Investment Advisors
Delaware
$235K -$27K -408 -10%
ECM
72
ExodusPoint Capital Management
New York
$215K +$215K +3,248 New
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$207K -$150K -2,263 -42%
PMG
74
ProVise Management Group
Florida
$202K -$68.3K -1,030 -25%
BAM
75
Belpointe Asset Management
Nevada
$188K -$61.1K -923 -25%
1 2
3
4 5