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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 %
PCA
101
Peddock Capital Advisors
Massachusetts
$10K +$10K +150 New
CFD
102
Creative Financial Designs
Indiana
$6K – – –
SIC
103
Salem Investment Counselors
North Carolina
$6K +$6K +100 New
BWA
104
BDO Wealth Advisors
Florida
$6K +$6K +100 New
MLFP
105
MPS Loria Financial Planners
Illinois
$6K +$6K +100 New
CAGAS
106
Capital Advisory Group Advisory Services
Minnesota
$6K +$6K +100 New
Bank of America
107
Bank of America
North Carolina
$5K +$1.67K +25 +50%
PA
108
Parallel Advisors
California
$4K -$253K -3,797 -98%
Northwestern Mutual Wealth Management
109
Northwestern Mutual Wealth Management
Wisconsin
$4K +$4K +62 New
AF
110
Allworth Financial
California
$3K +$457 +7 +18%
TFA
111
Toth Financial Advisory
Virginia
$3K +$3K +40 New
GI
112
Gradient Investments
Minnesota
$2K – – –
CCC
113
Crescent Capital Consulting
Louisiana
$2K +$2K +27 New
SFS
114
Sowell Financial Services
Arkansas
$1K +$1K +20 New
SXL
115
Summit X LLC
Missouri
– -$732 -1,666 Closed
OIA
116
Optimum Investment Advisors
Illinois
– -$68K -1,300 Closed
1832 Asset Management
117
1832 Asset Management
Ontario, Canada
– -$23K -431 Closed
CWC
118
Carolinas Wealth Consulting
North Carolina
– -$4K -72 Closed
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