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Renaissance IPO ETF

59 hedge funds and large institutions have $36.8M invested in Renaissance IPO ETF in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 12 increasing their positions, 17 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more call options, than puts

Call options by funds: $720K | Put options by funds: $370K

8% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 13

3% less funds holding

Funds holding: 6159 (-2)

9.01% less ownership

Funds ownership: 30.63%21.63% (-9%)

11% less capital invested

Capital invested by funds: $41.2M → $36.8M (-$4.47M)

29% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 17

Holders
59
Holders Change
-2
Holders Change %
-3.28%
% of All Funds
0.93%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
12
Reduced
17
Closed
13
Calls
$720K
Puts
$370K
Net Calls
+$350K
Net Calls Change
+$5K
Name Holding Trade Value Shares
Change
Change in
Stake
MMEA
1
Main Management ETF Advisors
California
$9.62M +$710K +23,970 +9%
TWM
2
Tradition Wealth Management
Minnesota
$4.84M -$100K -3,388 -2%
Goldman Sachs
3
Goldman Sachs
New York
$4.55M -$4.44M -150,000 -52%
SAM
4
Synergy Asset Management
Washington
$3.63M +$3.29M +111,024 New
SA
5
SFI Advisors
New Jersey
$1.9M +$112K +3,795 +7%
LPL Financial
6
LPL Financial
California
$1.19M -$277K -9,342 -20%
MML Investors Services
7
MML Investors Services
Massachusetts
$1.02M +$56.2K +1,897 +6%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.01M -$43.1K -1,454 -5%
NAM
9
NTV Asset Management
West Virginia
$833K +$4K +135 +0.5%
Two Sigma Advisers
10
Two Sigma Advisers
New York
$785K +$711K +24,000 New
Two Sigma Investments
11
Two Sigma Investments
New York
$769K +$696K +23,500 New
UBS Group
12
UBS Group
Switzerland
$607K +$127K +4,302 +30%
CA
13
Cetera Advisors
Colorado
$584K +$18.9K +638 +4%
ACM
14
AlphaStar Capital Management
North Carolina
$529K +$479K +16,184 New
Osaic Holdings
15
Osaic Holdings
Arizona
$455K +$23.3K +785 +6%
TRCT
16
Tower Research Capital (TRC)
New York
$440K -$459K -15,479 -54%
Citadel Advisors
17
Citadel Advisors
Florida
$402K -$380K -12,831 -51%
Creative Planning
18
Creative Planning
Kansas
$376K +$341K +11,503 New
HVP
19
Hudson Value Partners
Florida
$341K
SL
20
Stevard LLC
Illinois
$295K
SG
21
StoneX Group
New York
$274K +$33.4K +1,126 +16%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$267K +$2.99K +101 +1%
Simplex Trading
23
Simplex Trading
Illinois
$266K -$1.29M -43,685 -84%
IC
24
IEQ Capital
California
$260K
Tudor Investment Corp
25
Tudor Investment Corp
Connecticut
$233K

IPO Hedge Fund Activity: Q2 2023 in Review

59 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Renaissance IPO ETF (IPO) for Q2 2023, worth a combined $36.8M — down 11% from $41.2M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of IPO and 12 opened new positions — a net loss of 1 holder — while 17 trimmed existing stakes and 12 added.

The largest buyer was Synergy Asset Management, opening a new position worth an estimated $3.29M. The largest seller was Goldman Sachs, cutting an estimated $4.44M.

  • 59 institutional investors held Renaissance IPO ETF (IPO) as of Q2 2023, down from 61 in Q1 2023.
  • Funds reported $36.8M of Renaissance IPO ETF stock for Q2 2023, down 11% quarter-over-quarter.
  • 12 funds opened new Renaissance IPO ETF positions in Q2 2023 and 13 closed out, a net change of -1 holder.
  • The largest Renaissance IPO ETF buyer in Q2 2023 was Synergy Asset Management, an estimated $3.29M added.
  • The largest Renaissance IPO ETF seller in Q2 2023 was Goldman Sachs, an estimated $4.44M sold.

Based on aggregated 13F filings for Q2 2023.