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Renaissance IPO ETF
IPO

68 hedge funds and large institutions have $40M invested in Renaissance IPO ETF in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 14 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

413% more call options, than puts

Call options by funds: $580K | Put options by funds: $113K

183% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 6

17% more funds holding

Funds holding: 58 → 68 (+10)

15% more capital invested

Capital invested by funds: $34.8M → $40M (+$5.17M)

2.86% more ownership

Funds ownership: 22.97% → 25.83% (+2.9%)

22% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 18

Holders
68
Holders Change
+10
Holders Change %
+17.24%
% of All Funds
0.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
14
Reduced
18
Closed
6
Calls
$580K
Puts
$113K
Net Calls
+$467K
Net Calls Change
-$532K

Top Buyers

Rank Fund Capital Flow
1
SAM
Synergy Asset Management
Washington
+$2.3M
2
Morgan Stanley
Morgan Stanley
New York
+$1.55M
3
Citadel Advisors
Citadel Advisors
Florida
+$901K
4
Osaic Holdings
Osaic Holdings
Arizona
+$692K
5
TRCT
Tower Research Capital (TRC)
New York
+$666K

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$603K
2
Jane Street
Jane Street
New York
-$369K
3
SEP
Southland Equity Partners
Missouri
-$276K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$262K
5
Citigroup
Citigroup
New York
-$160K
Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
51
MAI Capital Management
Ohio
$4.36K +$4.49K +100 New
BBPWM
52
Blue Bell Private Wealth Management
Pennsylvania
$4.36K – – –
PWA
53
Physician Wealth Advisors
Utah
$3.84K +$3.95K +88 New
HI
54
Harbour Investments
Wisconsin
$3.31K – – –
IRC
55
Investors Research Corp
Georgia
$2.53K – – –
MWA
56
Medallion Wealth Advisors
Connecticut
$2.18K +$2.25K +50 New
JP Morgan Chase
57
JP Morgan Chase
New York
$2.18K +$2.25K +50 New
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$2.18K +$2.25K +50 New
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
CAS
60
Coppell Advisory Solutions
Texas
$1.63K – – –
PS
61
Principal Securities
Iowa
$1.09K -$1.12K -25 -50%
Fidelity Investments
62
Fidelity Investments
Massachusetts
$1.05K -$3.82K -85 -78%
GFPC
63
Global Financial Private Client
Florida
$436 +$449 +10 New
PFG
64
Putney Financial Group
California
$436 +$449 +10 New
DF
65
Dunhill Financial
United Kingdom
$294 – – –
BWL
66
Bogart Wealth LLC
Virginia
$87 +$90 +2 New
MSWA
67
Marshall & Sterling Wealth Advisors
New York
$87 +$90 +2 New
Wells Fargo
68
Wells Fargo
California
$39 – – –
SEP
69
Southland Equity Partners
Missouri
– -$276K -6,438 Closed
IAIM
70
International Assets Investment Management
Florida
– -$92 -3,945 Closed
JIP
71
Jaffetilchin Investment Partners
Florida
– -$120K -2,789 Closed
FFA
72
Farther Finance Advisors
California
– -$104K -2,418 Closed
MM
73
Main Management
California
– -$7K -158 Closed
SPIA
74
Steward Partners Investment Advisory
New York
– -$429 -10 Closed
1 2
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IPO Hedge Fund Activity: Q4 2024 in Review

68 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Renaissance IPO ETF (IPO) for Q4 2024, worth a combined $40M — up 15% from $34.8M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new IPO positions and 6 closed out — a net gain of 11 holders — while 14 added to existing stakes and 18 trimmed.

The largest buyer was Synergy Asset Management, adding an estimated $2.3M. The largest seller was Susquehanna International Group, cutting an estimated $603K.

  • 68 institutional investors held Renaissance IPO ETF (IPO) as of Q4 2024, up from 58 in Q3 2024.
  • Funds reported $40M of Renaissance IPO ETF stock for Q4 2024, up 15% quarter-over-quarter.
  • 17 funds opened new Renaissance IPO ETF positions in Q4 2024 and 6 closed out, a net change of +11 holders.
  • The largest Renaissance IPO ETF buyer in Q4 2024 was Synergy Asset Management, an estimated $2.3M added.
  • The largest Renaissance IPO ETF seller in Q4 2024 was Susquehanna International Group, an estimated $603K sold.

Based on aggregated 13F filings for Q4 2024.