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Renaissance IPO ETF
IPO

Overview Fund Activity

61 hedge funds and large institutions have $41.2M invested in Renaissance IPO ETF in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 13 increasing their positions, 20 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
-4
Holders Change %
-6.15%
% of All Funds
0.98%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
13
Reduced
20
Closed
12
Calls
$1.15M
Puts
$808K
Net Calls
+$345K
Net Calls Change
-$451K

Top Buyers

1
MMEA
Main Management ETF Advisors
California
+$1.85M
2
SA
SFI Advisors
New Jersey
+$641K
3
TRCT
Tower Research Capital (TRC)
New York
+$411K
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$236K
5
IC
IEQ Capital
California
+$233K

Top Sellers

1
AWA
Arete Wealth Advisors
Illinois
-$172M
2
Goldman Sachs
Goldman Sachs
New York
-$7.69M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$836K
4
Stifel Financial
Stifel Financial
Missouri
-$520K
5
AR
Apeiron RIA
Texas
-$404K
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
51
Citigroup
New York
$4.39K – – –
CP
52
Castleview Partners
Texas
$4.24K – – –
BBPWM
53
Blue Bell Private Wealth Management
Pennsylvania
$2.93K – – –
IAIM
54
International Assets Investment Management
Florida
$2.69K +$2.69K +92 New
IRC
55
Investors Research Corp
Georgia
$1.7K – – –
PFA
56
Pathway Financial Advisers
Indiana
$1.23K – – –
Carson Wealth (CWM LLC)
57
Carson Wealth (CWM LLC)
Nebraska
$1K +$500 +21 +100%
JPMorgan Chase & Co
58
JPMorgan Chase & Co
New York
$439 -$6.79K -232 -94%
TCM
59
Tradewinds Capital Management
Washington
$235 +$235 +8 New
Wells Fargo
60
Wells Fargo
California
$172 -$34 -1 -17%
GWSA
61
Global Wealth Strategies & Associates
Colorado
$1 – – –
Stifel Financial
62
Stifel Financial
Missouri
– -$520K -21,049 Closed
AR
63
Apeiron RIA
Texas
– -$404K -16,331 Closed
SFG
64
Summit Financial Group
West Virginia
– -$360K -14,555 Closed
HFRG
65
Houlihan Financial Resource Group
Virginia
– -$348K -14,068 Closed
AWA
66
Arete Wealth Advisors
Illinois
– -$172M -10,158 Closed
NA
67
NewEdge Advisors
Louisiana
– -$34.4K -1,391 Closed
ADL
68
Asset Dedication LLC
California
– -$15K -607 Closed
Rockefeller Capital Management
69
Rockefeller Capital Management
New York
– -$12K -500 Closed
GWM
70
Geneos Wealth Management
Colorado
– -$7.79K -315 Closed
MCC
71
Money Concepts Capital
Florida
– -$6.01K -243 Closed
AF
72
Advisornet Financial
Minnesota
– -$1.24K -50 Closed
GIS
73
Grayhawk Investment Strategies
Alberta, Canada
– -$22 -10 Closed
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