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Renaissance IPO ETF

50 hedge funds and large institutions have $34.3M invested in Renaissance IPO ETF in 2025 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 15 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

524% more call options, than puts

Call options by funds: $1.77M | Put options by funds: $283K

3.48% less ownership

Funds ownership: 27.73%24.25% (-3.5%)

29% less funds holding

Funds holding: 7050 (-20)

31% less capital invested

Capital invested by funds: $49.5M → $34.3M (-$15.2M)

33% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 15

80% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 25

Holders
50
Holders Change
-20
Holders Change %
-28.57%
% of All Funds
0.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
10
Reduced
15
Closed
25
Calls
$1.77M
Puts
$283K
Net Calls
+$1.48M
Net Calls Change
+$661K
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$6.26M +$892K +18,839 +16%
TWM
2
Tradition Wealth Management
Minnesota
$6.19M -$47.2K -998 -0.7%
LPL Financial
3
LPL Financial
California
$5.49M -$1.89M -39,980 -25%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$3.62M +$3.42M +72,195 +1,019%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$3.01M -$104K -2,207 -3%
SA
6
SFI Advisors
New Jersey
$2.47M -$318K -6,718 -11%
NAM
7
NTV Asset Management
West Virginia
$916K -$47.4K -1,001 -5%
UBS Group
8
UBS Group
Switzerland
$817K -$12K -253 -1%
KPWS
9
Kestra Private Wealth Services
Texas
$626K +$92.2K +1,947 +17%
Osaic Holdings
10
Osaic Holdings
Arizona
$568K -$75.8K -1,602 -11%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$516K -$1.63M -34,475 -75%
Raymond James Financial
12
Raymond James Financial
Florida
$405K -$46.2K -977 -10%
JFG
13
Jefferies Financial Group
New York
$344K +$11K +232 +3%
HighTower Advisors
14
HighTower Advisors
Illinois
$330K +$24K +507 +8%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$298K +$1.75K +37 +0.6%
Stifel Financial
16
Stifel Financial
Missouri
$283K +$293K +6,198 New
SG
17
StoneX Group
New York
$282K -$19.6K -414 -6%
Wealthfront Advisers
18
Wealthfront Advisers
California
$274K +$21.1K +446 +8%
TW
19
Tempo Wealth
Ohio
$248K +$257K +5,424 New
TPWA
20
Twin Peaks Wealth Advisors
California
$232K +$1.75K +37 +0.7%
IC
21
IEQ Capital
California
$226K
KCFA
22
Key Client Fiduciary Advisors
New Jersey
$225K -$25K -528 -10%
OIA
23
OneDigital Investment Advisors
Kansas
$212K -$48.8K -1,030 -18%
Bank of America
24
Bank of America
North Carolina
$82.2K
Morgan Stanley
25
Morgan Stanley
New York
$80.1K -$60.8K -1,284 -42%

IPO Hedge Fund Activity: Q4 2025 in Review

50 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Renaissance IPO ETF (IPO) for Q4 2025, worth a combined $34.3M — down 31% from $49.5M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of IPO and 5 opened new positions — a net loss of 20 holders — while 15 trimmed existing stakes and 10 added.

The largest buyer was Royal Bank of Canada, adding an estimated $3.42M. The largest seller was Two Sigma Investments, exiting entirely with an estimated $3.55M sold.

  • 50 institutional investors held Renaissance IPO ETF (IPO) as of Q4 2025, down from 70 in Q3 2025.
  • Funds reported $34.3M of Renaissance IPO ETF stock for Q4 2025, down 31% quarter-over-quarter.
  • 5 funds opened new Renaissance IPO ETF positions in Q4 2025 and 25 closed out, a net change of -20 holders.
  • The largest Renaissance IPO ETF buyer in Q4 2025 was Royal Bank of Canada, an estimated $3.42M added.
  • The largest Renaissance IPO ETF seller in Q4 2025 was Two Sigma Investments, an estimated $3.55M sold.

Based on aggregated 13F filings for Q4 2025.