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Renaissance IPO ETF

70 hedge funds and large institutions have $49.5M invested in Renaissance IPO ETF in 2025 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 17 increasing their positions, 13 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

264% more call options, than puts

Call options by funds: $1.14M | Put options by funds: $312K

100% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 10

61% more capital invested

Capital invested by funds: $30.7M → $49.5M (+$18.8M)

31% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 13

17% more funds holding

Funds holding: 6070 (+10)

7.05% more ownership

Funds ownership: 20.67%27.73% (+7.1%)

Holders
70
Holders Change
+10
Holders Change %
+16.67%
% of All Funds
0.92%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
17
Reduced
13
Closed
10
Calls
$1.14M
Puts
$312K
Net Calls
+$823K
Net Calls Change
-$921K
Name Holding Trade Value Shares
Change
Change in
Stake
National Bank of Canada
51
National Bank of Canada
Quebec, Canada
$15.4K
HCM
52
Hollencrest Capital Management
California
$14.9K
FFA
53
Farther Finance Advisors
California
$14.9K +$14.5K +300 New
NL
54
NVWM LLC
Pennsylvania
$14.1K
SWP
55
SIMA Wealth Partners
Virginia
$12.4K
WSFS
56
Wilmington Savings Fund Society
Delaware
$12.4K
DWM
57
Dogwood Wealth Management
Kansas
$12.1K
PS
58
Principal Securities
Iowa
$11.2K -$2.42K -50 -18%
S
59
SignatureFD
Georgia
$10.5K +$48 +1 +0.5%
IA
60
IFP Advisors
Florida
$9.91K
CA
61
Crewe Advisors
Utah
$8.13K +$48 +1 +0.6%
FDCDDQ
62
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.34K
BBPWM
63
Blue Bell Private Wealth Management
Pennsylvania
$4.96K
CWM
64
Copia Wealth Management
Oregon
$2.13K +$2.08K +43 New
Carson Wealth (CWM LLC)
65
Carson Wealth (CWM LLC)
Nebraska
$2K -$194 -4 -11%
PWA
66
Physician Wealth Advisors
Utah
$496
DF
67
Dunhill Financial
United Kingdom
$335 +$48 +1 +17%
AA
68
Ancora Advisors
Ohio
$150 +$145 +3 New
BWL
69
Bogart Wealth LLC
Virginia
$99
PA
70
Parallel Advisors
California
$99
Wells Fargo
71
Wells Fargo
California
$16 -$48 -1 Closed
DAS
72
Dynamic Advisor Solutions
Arizona
-$465K -10,337 Closed
PI
73
PFG Investments
New York
-$230K -5,117 Closed
OCM
74
Orion Capital Management
California
-$67.2K -1,500 Closed
PSFG
75
Park Square Financial Group
Georgia
-$6.74K -150 Closed

IPO Hedge Fund Activity: Q3 2025 in Review

70 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Renaissance IPO ETF (IPO) for Q3 2025, worth a combined $49.5M — up 61% from $30.7M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new IPO positions and 10 closed out — a net gain of 10 holders — while 17 added to existing stakes and 13 trimmed.

The largest buyer was LPL Financial, adding an estimated $4.73M. The largest seller was Royal Bank of Canada, cutting an estimated $1.33M.

  • 70 institutional investors held Renaissance IPO ETF (IPO) as of Q3 2025, up from 60 in Q2 2025.
  • Funds reported $49.5M of Renaissance IPO ETF stock for Q3 2025, up 61% quarter-over-quarter.
  • 20 funds opened new Renaissance IPO ETF positions in Q3 2025 and 10 closed out, a net change of +10 holders.
  • The largest Renaissance IPO ETF buyer in Q3 2025 was LPL Financial, an estimated $4.73M added.
  • The largest Renaissance IPO ETF seller in Q3 2025 was Royal Bank of Canada, an estimated $1.33M sold.

Based on aggregated 13F filings for Q3 2025.