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Renaissance IPO ETF

32 hedge funds and large institutions have $10.7M invested in Renaissance IPO ETF in 2020 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 11 increasing their positions, 2 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
32
Holders Change
+7
Holders Change %
+28%
% of All Funds
0.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
11
Reduced
2
Closed
6
Calls
$50K
Puts
Net Calls
+$50K
Net Calls Change
+$57K
Name Holding Trade Value Shares
Change
Shares
Change %
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.75M -$97.7K -2,416 -5%
NAM
2
NTV Asset Management
West Virginia
$1.62M +$1.62M +40,100 New
SL
3
Stevard LLC
Illinois
$1.29M +$126K +3,127 +11%
Truist Financial
4
Truist Financial
North Carolina
$1.15M +$655K +16,188 +131%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$820K +$388K +9,605 +90%
Osaic Holdings
6
Osaic Holdings
Arizona
$686K +$154K +3,801 +29%
LPL Financial
7
LPL Financial
California
$570K +$39.5K +977 +7%
SFG
8
Summit Financial Group
West Virginia
$524K +$524K +12,950 New
RWA
9
Redhawk Wealth Advisors
Minnesota
$415K +$415K +10,253 New
LSPW
10
Lake Street Private Wealth
Illinois
$409K +$72.6K +1,798 +22%
AWA
11
Arete Wealth Advisors
Illinois
$278K +$278K +6,886 New
FEM
12
Fulcrum Equity Management
Texas
$260K +$260K +6,437 New
NCM
13
Niemann Capital Management
Nevada
$258K +$258K +6,381 New
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$243K +$243K +6,017 New
UBS Group
15
UBS Group
Switzerland
$117K -$14.2K -351 -11%
OPS
16
Orion Portfolio Solutions
Nebraska
$73K +$73K +1,797 New
APA
17
American Portfolios Advisors
New York
$64.7K
JPLA
18
Joseph P. Lucia & Associates
New York
$55K
Simplex Trading
19
Simplex Trading
Illinois
$32K +$17.4K +436 +119%
IA
20
IFP Advisors
Florida
$30K +$4K +100 +15%
SPIA
21
Steward Partners Investment Advisory
New York
$16K +$4K +100 +33%
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$15K
Morgan Stanley
23
Morgan Stanley
New York
$13K +$10.2K +250 +368%
PFGIA
24
Patriot Financial Group Insurance Agency
Massachusetts
$12K
GWM
25
Geneos Wealth Management
Colorado
$12K