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Renaissance IPO ETF
IPO

Overview Fund Activity

118 hedge funds and large institutions have $148M invested in Renaissance IPO ETF in 2021 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 25 increasing their positions, 50 reducing their positions, and 27 closing their positions.

Holders
118
Holders Change
-10
Holders Change %
-7.81%
% of All Funds
2.06%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
18
Increased
25
Reduced
50
Closed
27
Calls
$20.2M
Puts
$69.1M
Net Calls
-$48.9M
Net Calls Change
+$12.4M

Top Buyers

1
EF
1
Empowered Funds
Pennsylvania
$14.7M
2
RWA
2
Redhawk Wealth Advisors
Minnesota
$8.24M
3
CFG
3
CMC Financial Group
Georgia
$4.78M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$5.34M
5
JIP
5
Jaffetilchin Investment Partners
Florida
$8.36M

Top Sellers

1
PS
1
Portfolio Strategies
New York
$0
2
LFGH
2
Lee Financial Group Hawaii
Hawaii
$0
3
PI
3
PEAK6 Investments
Illinois
$0
4
HT
4
HAP Trading
New York
$2.05M
5
HF
5
HRT Financial
New York
$887K
Name Holding Trade Value Shares
Change 		Shares
Change %
SBL
101
Sargent Bickham Lagudis
Colorado
$19K – – –
Carson Wealth (CWM LLC)
102
Carson Wealth (CWM LLC)
Nebraska
$15K – – –
RG
103
Retirement Group
California
$14K +$4.88K +75 +54%
AF
104
Allworth Financial
California
$13K – – –
Fidelity Investments
105
Fidelity Investments
Massachusetts
$12K +$12K +193 New
IF
106
Ironwood Financial
Arizona
$11K – – –
Citigroup
107
Citigroup
New York
$10K – – –
CP
108
Castleview Partners
Texas
$10K +$10K +146 New
MCM
109
MV Capital Management
Maryland
$10K +$10K +150 New
AF
110
Advisornet Financial
Minnesota
$9K +$3.56K +55 +65%
WWM
111
Wagner Wealth Management
South Carolina
$7K -$18.2K -265 -72%
SIC
112
Salem Investment Counselors
North Carolina
$7K – – –
APWA
113
Atlas Private Wealth Advisors
New Jersey
$5K – – –
IRC
114
Investors Research Corp
Georgia
$5K +$5K +68 New
GI
115
Gradient Investments
Minnesota
$2K – – –
CCC
116
Crescent Capital Consulting
Louisiana
$2K – – –
PS
117
Portfolio Strategies
New York
– -$9.75M -156,783 Closed
LFGH
118
Lee Financial Group Hawaii
Hawaii
– -$6.91M -111,094 Closed
PI
119
PEAK6 Investments
Illinois
– -$5.29M -84,999 Closed
Belvedere Trading
120
Belvedere Trading
Illinois
– -$2.7M -43,484 Closed
IWA
121
IBEX Wealth Advisors
New Jersey
– -$2.34M -37,569 Closed
GSC
122
G&S Capital
Colorado
– -$1.08M -17,329 Closed
JSAM
123
J. Safra Asset Management
New York
– -$676K -10,877 Closed
MA
124
Mutual Advisors
Nebraska
– -$656K -10,554 Closed
CIBC World Market
125
CIBC World Market
Ontario, Canada
– -$412K -6,622 Closed
2 3 4
5
6