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Renaissance IPO ETF

115 hedge funds and large institutions have $97.7M invested in Renaissance IPO ETF in 2021 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 24 increasing their positions, 38 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 16

11% more funds holding

Funds holding: 104115 (+11)

4.77% more ownership

Funds ownership: 18.96%23.73% (+4.8%)

2% more capital invested

Capital invested by funds: $95.4M → $97.7M (+$2.22M)

16% less call options, than puts

Call options by funds: $9.08M | Put options by funds: $10.8M

37% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 38

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
115
Holders Change
+11
Holders Change %
+10.58%
% of All Funds
1.77%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
27
Increased
24
Reduced
38
Closed
16
Calls
$9.08M
Puts
$10.8M
Net Calls
-$1.77M
Net Calls Change
+$20.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$23.8M +$24.5M +386,135 +1,530%
JIP
2
Jaffetilchin Investment Partners
Florida
$6.54M -$10.1M -159,335 -59%
TWM
3
TMD Wealth Management
Arizona
$5.57M +$6.12M +96,255 New
LPL Financial
4
LPL Financial
California
$4.97M -$1.06M -16,700 -16%
TRCT
5
Tower Research Capital (TRC)
New York
$4.31M +$1.34M +21,080 +39%
TWM
6
Tradition Wealth Management
Minnesota
$3.8M -$21.7K -341 -0.5%
UBS Group
7
UBS Group
Switzerland
$3.5M +$1.99M +31,353 +107%
Osaic Holdings
8
Osaic Holdings
Arizona
$2.97M -$853K -13,434 -21%
HSBC Holdings
9
HSBC Holdings
United Kingdom
$2.89M
NAM
10
NTV Asset Management
West Virginia
$2.74M -$19.1K -300 -0.6%
MML Investors Services
11
MML Investors Services
Massachusetts
$1.69M +$206K +3,247 +12%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$1.63M -$147K -2,310 -8%
Stifel Financial
13
Stifel Financial
Missouri
$1.63M +$49.6K +780 +3%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.53M -$506K -7,964 -23%
Jane Street
15
Jane Street
New York
$1.48M +$1.63M +25,600 New
Citadel Advisors
16
Citadel Advisors
Florida
$1.3M -$467K -7,344 -25%
Bank of America
17
Bank of America
North Carolina
$1.28M -$2.07M -32,539 -59%
AC
18
Aristides Capital
Kentucky
$1.19M +$673K +10,600 +107%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$990K -$148K -2,331 -12%
SFG
20
Summit Financial Group
West Virginia
$987K -$15.9K -250 -1%
PCS
21
Personal CFO Solutions
New Jersey
$949K -$69.1K -1,088 -6%
RJA
22
Raymond James & Associates
Florida
$941K +$171K +2,692 +20%
HVP
23
Hudson Value Partners
Florida
$899K +$24.4K +384 +3%
PCM
24
Pinz Capital Management
New York
$810K +$889K +14,000 New
LSPW
25
Lake Street Private Wealth
Illinois
$801K +$24.1K +379 +3%

IPO Hedge Fund Activity: Q4 2021 in Review

115 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Renaissance IPO ETF (IPO) for Q4 2021, worth a combined $97.7M — up 2.3% from $95.4M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new IPO positions and 16 closed out — a net gain of 11 holders — while 24 added to existing stakes and 38 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $24.5M. The largest seller was Jaffetilchin Investment Partners, cutting an estimated $10.1M.

  • 115 institutional investors held Renaissance IPO ETF (IPO) as of Q4 2021, up from 104 in Q3 2021.
  • Funds reported $97.7M of Renaissance IPO ETF stock for Q4 2021, up 2.3% quarter-over-quarter.
  • 27 funds opened new Renaissance IPO ETF positions in Q4 2021 and 16 closed out, a net change of +11 holders.
  • The largest Renaissance IPO ETF buyer in Q4 2021 was Goldman Sachs, an estimated $24.5M added.
  • The largest Renaissance IPO ETF seller in Q4 2021 was Jaffetilchin Investment Partners, an estimated $10.1M sold.

Based on aggregated 13F filings for Q4 2021.