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Renaissance IPO ETF

129 hedge funds and large institutions have $135M invested in Renaissance IPO ETF in 2021 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 49 increasing their positions, 25 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 25

59% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 22

21% more capital invested

Capital invested by funds: $111M → $135M (+$23.2M)

11% more funds holding

Funds holding: 116129 (+13)

4.43% more ownership

Funds ownership: 15.08%19.51% (+4.4%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

76% less call options, than puts

Call options by funds: $19.7M | Put options by funds: $80.9M

Holders
129
Holders Change
+13
Holders Change %
+11.21%
% of All Funds
2.26%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
35
Increased
49
Reduced
25
Closed
22
Calls
$19.7M
Puts
$80.9M
Net Calls
-$61.3M
Net Calls Change
-$50.9M
Name Holding Trade Value Shares
Change
Change in
Stake
PS
1
Portfolio Strategies
New York
$9.75M -$19.2M -284,869 -65%
HSBC Holdings
2
HSBC Holdings
United Kingdom
$8.08M +$8.78M +130,000 New
Bank of America
3
Bank of America
North Carolina
$7.81M +$8.48M +125,500 +167,333%
LFGH
4
Lee Financial Group Hawaii
Hawaii
$6.91M +$6.95M +102,925 +1,260%
JIP
5
Jaffetilchin Investment Partners
Florida
$5.87M +$5.75M +85,115 +921%
LPL Financial
6
LPL Financial
California
$5.7M -$1.1M -16,267 -15%
Osaic Holdings
7
Osaic Holdings
Arizona
$5.37M +$176K +2,610 +3%
PI
8
PEAK6 Investments
Illinois
$5.29M +$5.74M +84,999 New
HT
9
HAP Trading
New York
$5.12M +$2.83M +41,877 +104%
Wolverine Trading
10
Wolverine Trading
Illinois
$4.65M +$5.22M +77,343 New
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$4.1M +$4.09M +60,584 +1,136%
HF
12
HRT Financial
New York
$3.66M +$3.98M +58,894 New
NAM
13
NTV Asset Management
West Virginia
$3.54M -$1.14M -16,885 -23%
TWM
14
Tradition Wealth Management
Minnesota
$3.33M +$1.51M +22,377 +72%
Belvedere Trading
15
Belvedere Trading
Illinois
$2.7M -$1.56M -23,133 -35%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$2.65M +$1.33M +19,637 +85%
Goldman Sachs
17
Goldman Sachs
New York
$2.52M +$2.74M +40,570 New
TRCT
18
Tower Research Capital (TRC)
New York
$2.42M +$2.6M +38,463 +9,688%
IWA
19
IBEX Wealth Advisors
New Jersey
$2.34M +$1.22M +18,068 +93%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$2.31M +$1.55M +22,994 +162%
BNP Paribas Financial Markets
21
BNP Paribas Financial Markets
France
$2.22M +$2.41M +35,746 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$2.21M -$7.39M -109,380 -75%
Stifel Financial
23
Stifel Financial
Missouri
$1.67M +$90.6K +1,341 +5%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$1.63M +$265K +3,922 +18%
Citadel Advisors
25
Citadel Advisors
Florida
$1.58M -$114K -1,691 -6%

IPO Hedge Fund Activity: Q1 2021 in Review

129 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Renaissance IPO ETF (IPO) for Q1 2021, worth a combined $135M — up 21% from $111M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new IPO positions and 22 closed out — a net gain of 13 holders — while 49 added to existing stakes and 25 trimmed.

The largest buyer was HSBC Holdings, opening a new position worth an estimated $8.78M. The largest seller was Portfolio Strategies, cutting an estimated $19.2M.

  • 129 institutional investors held Renaissance IPO ETF (IPO) as of Q1 2021, up from 116 in Q4 2020.
  • Funds reported $135M of Renaissance IPO ETF stock for Q1 2021, up 21% quarter-over-quarter.
  • 35 funds opened new Renaissance IPO ETF positions in Q1 2021 and 22 closed out, a net change of +13 holders.
  • The largest Renaissance IPO ETF buyer in Q1 2021 was HSBC Holdings, an estimated $8.78M added.
  • The largest Renaissance IPO ETF seller in Q1 2021 was Portfolio Strategies, an estimated $19.2M sold.

Based on aggregated 13F filings for Q1 2021.