We are live on ! Find out more
IPO icon

Renaissance IPO ETF

59 hedge funds and large institutions have $30.1M invested in Renaissance IPO ETF in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 12 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

757% more call options, than puts

Call options by funds: $1.54M | Put options by funds: $180K

50% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 12

2.94% less ownership

Funds ownership: 25.83%22.89% (-2.9%)

13% less funds holding

Funds holding: 6859 (-9)

25% less capital invested

Capital invested by funds: $40M → $30.1M (-$9.9M)

62% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 13

Holders
59
Holders Change
-9
Holders Change %
-13.24%
% of All Funds
0.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
18
Reduced
12
Closed
13
Calls
$1.54M
Puts
$180K
Net Calls
+$1.36M
Net Calls Change
+$896K
Name Holding Trade Value Shares
Change
Change in
Stake
PS
51
Principal Securities
Iowa
$1.09K
Carson Wealth (CWM LLC)
52
Carson Wealth (CWM LLC)
Nebraska
$1K
TC
53
Truvestments Capital
Florida
$751 +$865 +20 New
PWA
54
Physician Wealth Advisors
Utah
$376 -$3.37K -78 -89%
GFPC
55
Global Financial Private Client
Florida
$376
PFG
56
Putney Financial Group
California
$376
DF
57
Dunhill Financial
United Kingdom
$253
BWL
58
Bogart Wealth LLC
Virginia
$75
Wells Fargo
59
Wells Fargo
California
$31
SAM
60
Synergy Asset Management
Washington
-$3.81M -86,884 Closed
TPWA
61
Twin Peaks Wealth Advisors
California
-$275K -6,320 Closed
HighTower Advisors
62
HighTower Advisors
Illinois
-$264K -6,050 Closed
PI
63
PFG Investments
New York
-$230K -5,273 Closed
IC
64
IEQ Capital
California
-$216K -4,948 Closed
C
65
Certuity
Florida
-$213K -4,892 Closed
GL
66
Gerber LLC
Ohio
-$209K -4,797 Closed
Simplex Trading
67
Simplex Trading
Illinois
-$12K -296 Closed
Citigroup
68
Citigroup
New York
-$6.54K -150 Closed
MWA
69
Medallion Wealth Advisors
Connecticut
-$2.18K -50 Closed
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
-$2.18K -50 Closed
CAS
71
Coppell Advisory Solutions
Texas
-$1.63K -37 Closed
MSWA
72
Marshall & Sterling Wealth Advisors
New York
-$87 -2 Closed

IPO Hedge Fund Activity: Q1 2025 in Review

59 of the 7,461 institutional investors tracked by Wall St. Rank reported a position in Renaissance IPO ETF (IPO) for Q1 2025, worth a combined $30.1M — down 25% from $40M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of IPO and 5 opened new positions — a net loss of 8 holders — while 12 trimmed existing stakes and 18 added.

The largest buyer was LPL Financial, adding an estimated $1.62M. The largest seller was Synergy Asset Management, exiting entirely with an estimated $3.81M sold.

  • 59 institutional investors held Renaissance IPO ETF (IPO) as of Q1 2025, down from 68 in Q4 2024.
  • Funds reported $30.1M of Renaissance IPO ETF stock for Q1 2025, down 25% quarter-over-quarter.
  • 5 funds opened new Renaissance IPO ETF positions in Q1 2025 and 13 closed out, a net change of -8 holders.
  • The largest Renaissance IPO ETF buyer in Q1 2025 was LPL Financial, an estimated $1.62M added.
  • The largest Renaissance IPO ETF seller in Q1 2025 was Synergy Asset Management, an estimated $3.81M sold.

Based on aggregated 13F filings for Q1 2025.