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Renaissance IPO ETF
IPO

Overview Fund Activity

66 hedge funds and large institutions have $40M invested in Renaissance IPO ETF in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 13 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
+9
Holders Change %
+15.79%
% of All Funds
0.88%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
13
Reduced
18
Closed
6
Calls
$580K
Puts
$113K
Net Calls
+$467K
Net Calls Change
-$532K

Top Buyers

1
SAM
1
Synergy Asset Management
Washington
$3.81M
2
Morgan Stanley
2
Morgan Stanley
New York
$3.22M
3
Citadel Advisors
3
Citadel Advisors
Florida
$2.57M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$1.2M
5
TRCT
5
Tower Research Capital (TRC)
New York
$646K

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.13M
2
Jane Street
2
Jane Street
New York
$1.4M
3
SEP
3
Southland Equity Partners
Missouri
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$180K
5
Citigroup
5
Citigroup
New York
$6.54K
Name Holding Trade Value Shares
Change 		Shares
Change %
BBPWM
51
Blue Bell Private Wealth Management
Pennsylvania
$4.36K – – –
PWA
52
Physician Wealth Advisors
Utah
$3.84K +$3.84K +88 New
HI
53
Harbour Investments
Wisconsin
$3.31K – – –
IRC
54
Investors Research Corp
Georgia
$2.53K – – –
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$2.18K +$2.18K +50 New
JPMorgan Chase & Co
56
JPMorgan Chase & Co
New York
$2.18K +$2.18K +50 New
Carson Wealth (CWM LLC)
57
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
CAS
58
Coppell Advisory Solutions
Texas
$1.63K – – –
PS
59
Principal Securities
Iowa
$1.09K -$1.09K -25 -50%
Fidelity Investments
60
Fidelity Investments
Massachusetts
$1.05K -$3.71K -85 -78%
PFG
61
Putney Financial Group
California
$436 +$436 +10 New
GFPC
62
Global Financial Private Client
Florida
$436 +$436 +10 New
DF
63
Dunhill Financial
United Kingdom
$294 – – –
BWL
64
Bogart Wealth LLC
Virginia
$87 +$87 +2 New
MSWA
65
Marshall & Sterling Wealth Advisors
New York
$87 +$87 +2 New
Wells Fargo
66
Wells Fargo
California
$39 – – –
SEP
67
Southland Equity Partners
Missouri
– -$276K -6,438 Closed
IAIM
68
International Assets Investment Management
Florida
– -$92 -3,945 Closed
JIP
69
Jaffetilchin Investment Partners
Florida
– -$120K -2,789 Closed
FFA
70
Farther Finance Advisors
California
– -$104K -2,418 Closed
MM
71
Main Management
California
– -$7K -158 Closed
SPIA
72
Steward Partners Investment Advisory
New York
– -$429 -10 Closed
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