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Renaissance IPO ETF
IPO

Overview Fund Activity

115 hedge funds and large institutions have $97.7M invested in Renaissance IPO ETF in 2021 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 24 increasing their positions, 38 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
+12
Holders Change %
+11.65%
% of All Funds
1.78%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
27
Increased
24
Reduced
38
Closed
15
Calls
$9.08M
Puts
$10.8M
Net Calls
-$1.77M
Net Calls Change
+$20.9M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$23.8M
2
TWM
2
TMD Wealth Management
Arizona
$5.57M
3
UBS Group
3
UBS Group
Switzerland
$3.5M
4
Jane Street
4
Jane Street
New York
$1.48M
5
TRCT
5
Tower Research Capital (TRC)
New York
$4.31M

Top Sellers

1
JIP
1
Jaffetilchin Investment Partners
Florida
$6.54M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$631K
3
Bank of America
3
Bank of America
North Carolina
$1.28M
4
Simplex Trading
4
Simplex Trading
Illinois
$0
5
GM
5
GeoWealth Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
51
Cetera Advisors
Colorado
$300K -$2.49K -43 -0.8%
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$288K +$278K +4,800 +2,743%
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$287K -$27.8K -480 -9%
AWM
54
Apollon Wealth Management
South Carolina
$279K +$279K +4,771 New
CAN
55
Cetera Advisor Networks
California
$278K -$14.6K -253 -5%
MCC
56
Money Concepts Capital
Florida
$275K +$275K +4,756 New
WWM
57
Western Wealth Management
Colorado
$269K +$269K +4,569 New
EWM
58
Executive Wealth Management
Michigan
$268K -$13.9K -240 -5%
FPCP
59
Fort Point Capital Partners
California
$262K +$58.3K +1,010 +29%
AP
60
Appleton Partners
Massachusetts
$257K – – –
Morgan Stanley
61
Morgan Stanley
New York
$240K -$71.3K -1,228 -23%
WIP
62
WealthCare Investment Partners
Rhode Island
$229K +$229K +3,953 New
SPC
63
Sigma Planning Corp
Michigan
$220K – – –
BCA
64
Bay Colony Advisors
Massachusetts
$205K – – –
Wealthfront Advisers
65
Wealthfront Advisers
California
$204K +$204K +3,536 New
CG
66
Cutler Group
California
$173K -$92.7K -1,607 -35%
APA
67
American Portfolios Advisors
New York
$142K -$295K -5,094 -67%
PFGIA
68
Patriot Financial Group Insurance Agency
Massachusetts
$137K -$7.21K -125 -5%
HIA
69
Harbor Investment Advisory
Maryland
$95K -$17.3K -300 -15%
OCM
70
Orion Capital Management
California
$87K – – –
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$86K -$39.5K -684 -31%
FDCDDQ
72
Federation des caisses Desjardins du Quebec
Quebec, Canada
$79K -$15.6K -270 -17%
SWM
73
Spire Wealth Management
Virginia
$61K +$61K +1,061 New
CAPTRUST Financial Advisors
74
CAPTRUST Financial Advisors
North Carolina
$48K – – –
IA
75
IFP Advisors
Florida
$42K +$27.3K +464 +186%
1 2
3
4 5