Renaissance International IPO ETF
IPOS
9 hedge funds and large institutions have $346K invested in Renaissance International IPO ETF in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 1 closing their positions.
1,300% more call options, than puts
Call options by funds: $98K | Put options by funds: $7K
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
50% more funds holding
Funds holding: 6 → 9 (+3)
6.08% less ownership
Funds ownership: 12.24% → 6.16% (-6.1%)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
54% less capital invested
Capital invested by funds: $753K → $346K (-$407K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
+$145K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$19K |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$9.51K |
| 4 |
Morgan Stanley
New York
|
+$27 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$570K |
| 2 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$14.3K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$6.75K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OMC
1
Old Mission Capital
Chicago,
Illinois
| $164K | +$9.51K | +702 | +6% |
|
|
AWA
2
Arete Wealth Advisors
Chicago,
Illinois
| $150K | +$145K | +10,698 | New |
|
|
3
UBS Group
Zurich,
Switzerland
| $19.7K | +$19K | +1,403 | New |
|
|
4
Osaic Holdings
Scottsdale,
Arizona
| $7K | -$6.75K | -498 | -50% |
|
|
BWP
5
Baldwin Wealth Partners
Marion,
Massachusetts
| $4.22K | – | – | – |
|
|
HI
6
Harbour Investments
Madison,
Wisconsin
| $790 | -$14.3K | -1,053 | -95% |
|
|
SPIA
7
Steward Partners Investment Advisory
New York
| $141 | – | – | – |
|
|
AWM
8
Able Wealth Management
Toms River,
New Jersey
| $84 | +$81 | +6 | New |
|
|
9
Morgan Stanley
New York
| $46 | +$27 | +2 | New |
|
10
Wells Fargo
San Francisco,
California
| $3 | – | – | – |
|
|
11
Citadel Advisors
Miami,
Florida
| – | -$570K | -41,720 | Closed |
|
IPOS Hedge Fund Activity: Q4 2023 in Review
9 of the 6,863 institutional investors tracked by Wall St. Rank reported a position in Renaissance International IPO ETF (IPOS) for Q4 2023, worth a combined $346K — down 54% from $753K a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new IPOS positions and 1 closed out — a net gain of 3 holders — while 1 added to existing stakes and 2 trimmed.
The largest buyer was Arete Wealth Advisors, opening a new position worth an estimated $145K. The largest seller was Citadel Advisors, exiting entirely with an estimated $570K sold.
- 9 institutional investors held Renaissance International IPO ETF (IPOS) as of Q4 2023, up from 6 in Q3 2023.
- Funds reported $346K of Renaissance International IPO ETF stock for Q4 2023, down 54% quarter-over-quarter.
- 4 funds opened new Renaissance International IPO ETF positions in Q4 2023 and 1 closed out, a net change of +3 holders.
- The largest Renaissance International IPO ETF buyer in Q4 2023 was Arete Wealth Advisors, an estimated $145K added.
- The largest Renaissance International IPO ETF seller in Q4 2023 was Citadel Advisors, an estimated $570K sold.
Based on aggregated 13F filings for Q4 2023.