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Renaissance IPO ETF

59 hedge funds and large institutions have $36.8M invested in Renaissance IPO ETF in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 12 increasing their positions, 17 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
59
Holders Change
-2
Holders Change %
-3.28%
% of All Funds
0.93%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
12
Reduced
17
Closed
13
Calls
$720K
Puts
$370K
Net Calls
+$350K
Net Calls Change
+$5K
Name Holding Trade Value Shares
Change
Shares
Change %
HI
51
Harbour Investments
Wisconsin
$4.06K -$981 -30 -19%
BBPWM
52
Blue Bell Private Wealth Management
Pennsylvania
$3.27K
IRC
53
Investors Research Corp
Georgia
$1.9K
CAS
54
Coppell Advisory Solutions
Texas
$1.19K +$1.19K +37 New
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
$1K
SIC
56
Salem Investment Counselors
North Carolina
$818 +$818 +25 New
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$523 -$16.2K -495 -97%
Wells Fargo
58
Wells Fargo
California
$193 +$32 +1 +20%
GWSA
59
Global Wealth Strategies & Associates
Colorado
$1 -$1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
60
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$3.07M -105,000 Closed
Susquehanna International Group
61
Susquehanna International Group
Pennsylvania
-$1.44M -49,120 Closed
JIP
62
Jaffetilchin Investment Partners
Florida
-$297K -10,133 Closed
Wealthfront Advisers
63
Wealthfront Advisers
California
-$206K -7,037 Closed
ASN
64
Advisory Services Network
Georgia
-$132K -4,513 Closed
OCM
65
Orion Capital Management
California
-$43.9K -1,500 Closed
CG
66
Cutler Group
California
-$37K -1,293 Closed
BAM
67
Belpointe Asset Management
Nevada
-$24.6K -842 Closed
Fidelity Investments
68
Fidelity Investments
Massachusetts
-$7.32K -250 Closed
VF
69
VitalStone Financial
Texas
-$13K -219 Closed
IAIM
70
International Assets Investment Management
Florida
-$2.69K -92 Closed
JPMorgan Chase & Co
71
JPMorgan Chase & Co
New York
-$439 -15 Closed
TCM
72
Tradewinds Capital Management
Washington
-$235 -8 Closed