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Renaissance IPO ETF
IPO

Overview Fund Activity

128 hedge funds and large institutions have $134M invested in Renaissance IPO ETF in 2021 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 49 increasing their positions, 25 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
128
Holders Change
+12
Holders Change %
+10.34%
% of All Funds
2.25%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
34
Increased
49
Reduced
25
Closed
22
Calls
$19.7M
Puts
$80.9M
Net Calls
-$61.3M
Net Calls Change
-$50.9M

Top Buyers

1
HSBC Holdings
1
HSBC Holdings
United Kingdom
$8.08M
2
Bank of America
2
Bank of America
North Carolina
$7.81M
3
LFGH
3
Lee Financial Group Hawaii
Hawaii
$6.91M
4
JIP
4
Jaffetilchin Investment Partners
Florida
$5.87M
5
PI
5
PEAK6 Investments
Illinois
$5.29M

Top Sellers

1
PS
1
Portfolio Strategies
New York
$9.75M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$2.21M
3
Jane Street
3
Jane Street
New York
$660K
4
SL
4
Stevard LLC
Illinois
$841K
5
SAM
5
Sycomore Asset Management
France
$209K
Name Holding Trade Value Shares
Change 		Shares
Change %
NSIM
101
North Star Investment Management
Illinois
$28K – – –
CAC
102
Certified Advisory Corp
Florida
$28K +$28K +450 New
Rockefeller Capital Management
103
Rockefeller Capital Management
New York
$24K – – –
Wells Fargo
104
Wells Fargo
California
$24K +$23.9K +390 +39,000%
WWM
105
Wagner Wealth Management
South Carolina
$23K +$23K +367 New
SSB
106
Sandy Spring Bank
Maryland
$20K +$6.23K +100 +45%
Bank of Montreal
107
Bank of Montreal
Ontario, Canada
$19K – – –
SBL
108
Sargent Bickham Lagudis
Colorado
$18K +$18K +286 New
TCWM
109
Total Clarity Wealth Management
Illinois
$16K +$16K +250 New
EP
110
Eudaimonia Partners
Tennessee
$16K +$16K +264 New
Carson Wealth (CWM LLC)
111
Carson Wealth (CWM LLC)
Nebraska
$15K – – –
UBS Group
112
UBS Group
Switzerland
$12K -$8.76K -146 -42%
LWANC
113
Laurel Wealth Advisors (North Carolina)
North Carolina
$12K – – –
AF
114
Allworth Financial
California
$12K +$9.13K +146 +317%
IF
115
Ironwood Financial
Arizona
$10K +$10K +162 New
Citigroup
116
Citigroup
New York
$9K -$19.8K -330 -69%
RG
117
Retirement Group
California
$9K +$9K +140 New
SFS
118
Sowell Financial Services
Arkansas
$7K +$5.88K +105 +525%
BWA
119
BDO Wealth Advisors
Florida
$6K – – –
CFD
120
Creative Financial Designs
Indiana
$6K – – –
SIC
121
Salem Investment Counselors
North Carolina
$6K – – –
MLFP
122
MPS Loria Financial Planners
Illinois
$6K – – –
APWA
123
Atlas Private Wealth Advisors
New Jersey
$5K +$5K +75 New
AF
124
Advisornet Financial
Minnesota
$5K +$5K +84 New
TFA
125
Toth Financial Advisory
Virginia
$2K – – –
2 3 4
5
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