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Renaissance IPO ETF

60 hedge funds and large institutions have $30.7M invested in Renaissance IPO ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 7 increasing their positions, 15 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

19,378% more call options, than puts

Call options by funds: $1.75M | Put options by funds: $9K

2% more funds holding

Funds holding: 5960 (+1)

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

2% more capital invested

Capital invested by funds: $30.1M → $30.7M (+$607K)

2.22% less ownership

Funds ownership: 22.89%20.67% (-2.2%)

53% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 15

Holders
60
Holders Change
+1
Holders Change %
+1.69%
% of All Funds
0.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
7
Reduced
15
Closed
11
Calls
$1.75M
Puts
$9K
Net Calls
+$1.74M
Net Calls Change
+$381K
Name Holding Trade Value Shares
Change
Change in
Stake
TWM
1
Tradition Wealth Management
Minnesota
$6.14M -$29.9K -733 -0.5%
Goldman Sachs
2
Goldman Sachs
New York
$4.63M
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$3.08M +$61.9K +1,518 +2%
SA
4
SFI Advisors
New Jersey
$2.85M -$270K -6,622 -9%
LPL Financial
5
LPL Financial
California
$2.82M -$175K -4,288 -6%
Citadel Advisors
6
Citadel Advisors
Florida
$1.72M +$496K +12,170 +47%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$1.55M +$928K +22,761 +193%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$1.12M -$581K -14,247 -36%
NAM
9
NTV Asset Management
West Virginia
$947K -$61.1K -1,500 -7%
UBS Group
10
UBS Group
Switzerland
$671K -$47.4K -1,163 -7%
Osaic Holdings
11
Osaic Holdings
Arizona
$564K +$33.3K +816 +7%
DAS
12
Dynamic Advisor Solutions
Arizona
$465K -$31.6K -775 -7%
Raymond James Financial
13
Raymond James Financial
Florida
$413K -$39.5K -970 -10%
SG
14
StoneX Group
New York
$323K -$10.8K -265 -4%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$282K -$17.1K -419 -6%
JFG
16
Jefferies Financial Group
New York
$278K +$252K +6,175 New
BHBT
17
Burke & Herbert Bank & Trust
Virginia
$274K
TPWA
18
Twin Peaks Wealth Advisors
California
$271K +$218K +5,347 New
Wealthfront Advisers
19
Wealthfront Advisers
California
$263K +$1.1K +27 +0.5%
OIA
20
OneDigital Investment Advisors
Kansas
$255K
PI
21
PFG Investments
New York
$230K +$209K +5,117 New
IC
22
IEQ Capital
California
$222K +$202K +4,948 New
C
23
Certuity
Florida
$220K +$199K +4,892 New
GL
24
Gerber LLC
Ohio
$216K +$196K +4,801 New
HighTower Advisors
25
HighTower Advisors
Illinois
$204K +$185K +4,541 New

IPO Hedge Fund Activity: Q2 2025 in Review

60 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Renaissance IPO ETF (IPO) for Q2 2025, worth a combined $30.7M — up 2% from $30.1M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new IPO positions and 11 closed out — a net gain of 1 holder — while 7 added to existing stakes and 15 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $928K. The largest seller was Morgan Stanley, cutting an estimated $2.91M.

  • 60 institutional investors held Renaissance IPO ETF (IPO) as of Q2 2025, up from 59 in Q1 2025.
  • Funds reported $30.7M of Renaissance IPO ETF stock for Q2 2025, up 2% quarter-over-quarter.
  • 12 funds opened new Renaissance IPO ETF positions in Q2 2025 and 11 closed out, a net change of +1 holder.
  • The largest Renaissance IPO ETF buyer in Q2 2025 was Royal Bank of Canada, an estimated $928K added.
  • The largest Renaissance IPO ETF seller in Q2 2025 was Morgan Stanley, an estimated $2.91M sold.

Based on aggregated 13F filings for Q2 2025.