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Renaissance IPO ETF
IPO

Overview Fund Activity

116 hedge funds and large institutions have $111M invested in Renaissance IPO ETF in 2020 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 35 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
116
Holders Change
+59
Holders Change %
+103.51%
% of All Funds
2.06%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
64
Increased
35
Reduced
9
Closed
4
Calls
$8.53M
Puts
$18.9M
Net Calls
-$10.3M
Net Calls Change
-$11M

Top Buyers

1
PS
Portfolio Strategies
New York
+$28.5M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$6.5M
3
LPL Financial
LPL Financial
California
+$5.5M
4
Jane Street
Jane Street
New York
+$2.56M
5
Osaic Holdings
Osaic Holdings
Arizona
+$2M

Top Sellers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$6.13M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.73M
3
Truist Financial
Truist Financial
North Carolina
-$694K
4
APA
American Portfolios Advisors
New York
-$568K
5
PA
Parallel Advisors
California
-$253K
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
76
IFP Advisors
Florida
$117K – – –
RE
77
RBC Europe
United Kingdom
$112K +$14.8K +230 +15%
PFGIA
78
Patriot Financial Group Insurance Agency
Massachusetts
$95K +$75.7K +1,175 +392%
PWM
79
Perigon Wealth Management
California
$89K +$89K +1,377 New
GWM
80
Geneos Wealth Management
Colorado
$88K +$69.7K +1,139 +380%
JPLA
81
Joseph P. Lucia & Associates
New York
$84K +$84K +1,310 New
BCV
82
Banque Cantonale Vaudoise
Switzerland
$69K +$69K +1,075 New
GTAM
83
Global Trust Asset Management
Florida
$58K +$58K +900 New
LFG
84
Larson Financial Group
Missouri
$45K +$45K +700 New
GRP
85
Global Retirement Partners
California
$34K +$34K +530 New
US Bancorp
86
US Bancorp
Minnesota
$32K -$22.5K -352 -41%
POIA
87
Pin Oak Investment Advisors
Texas
$32K +$32K +490 New
CFA
88
Carroll Financial Associates
North Carolina
$32K +$32K +500 New
Citigroup
89
Citigroup
New York
$31K +$31K +480 New
NSIM
90
North Star Investment Management
Illinois
$29K +$29K +450 New
TRCT
91
Tower Research Capital (TRC)
New York
$26K +$26K +397 New
Rockefeller Capital Management
92
Rockefeller Capital Management
New York
$25K – – –
UBS Group
93
UBS Group
Switzerland
$22K -$40.8K -642 -65%
Bank of Montreal
94
Bank of Montreal
Ontario, Canada
$20K +$20K +300 New
GWS
95
Glassman Wealth Services
Virginia
$19K +$19K +300 New
Carson Wealth (CWM LLC)
96
Carson Wealth (CWM LLC)
Nebraska
$15K – – –
SSB
97
Sandy Spring Bank
Maryland
$14K +$14K +221 New
LWANC
98
Laurel Wealth Advisors (North Carolina)
North Carolina
$12K +$12K +185 New
PNC Financial Services Group
99
PNC Financial Services Group
Pennsylvania
$11K – – –
Fidelity Investments
100
Fidelity Investments
Massachusetts
$10K +$10K +150 New
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4
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