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Renaissance IPO ETF (IPO) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Renaissance IPO ETF (NYSEARCA:IPO)

Number of
Institutional Buyers
(last 12 months)
22
Total
Institutional Inflows
(last 12 months)
$14.95M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$1.08M
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IPO Institutional Buying and Selling by Quarter

Renaissance IPO ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/23/2024 Gerber LLC5,371$223K0.2%-48.2%0.114%
4/22/2024 PFG Investments LLC25,460$1.06M0.1%N/A0.542%
4/15/2024 Brookstone Capital Management5,173$215K0.0%N/A0.110%
3/5/2024 Gerber LLC10,371$391K0.4%N/A0.155%
2/13/2024Stevard LLC11,926$450K0.4%+32.4%0.178%
2/12/2024Tradition Wealth Management LLC146,892$5.54M0.6%+2.2%2.192%
2/12/2024Hudson Value Partners LLC6,035$228K0.1%-42.3%0.090%
2/6/2024NTV Asset Management LLC20,530$774K0.1%-11.6%0.306%
2/1/2024 First National Bank Sioux Falls10,190$384K0.2%-20.0%0.152%
1/30/2024SFI Advisors LLC59,536$2.25M1.9%-0.7%0.889%
1/24/2024 International Assets Investment Management LLC3,469$131K0.0%+3,670.7%0.052%
1/19/2024 Synergy Asset Management LLC110,084$4.15M0.7%N/A1.643%
1/17/2024 Twin Peaks Wealth Advisors LLC5,647$213K0.1%N/A0.084%
1/11/2024 Dynamic Advisor Solutions LLC8,788$308K0.0%+16.6%0.131%
11/16/2023Orion Capital Management LLC1,500$48K0.0%N/A0.022%
11/14/2023Tower Research Capital LLC TRC13,105$419K0.0%-2.6%0.196%
11/6/2023NTV Asset Management LLC23,230$743K0.1%-8.8%0.347%
10/30/2023SFI Advisors LLC59,979$1.92M1.9%+3.5%0.895%
10/24/2023Cambridge Investment Research Advisors Inc.7,599$243K0.0%-7.0%0.113%
10/12/2023 First National Bank Sioux Falls12,737$407K0.2%N/A0.190%
10/11/2023 Dynamic Advisor Solutions LLC7,538$241K0.0%N/A0.113%
8/18/2023SFI Advisors LLC57,974$1.90M1.8%+7.0%0.865%
8/11/2023Lansing Street Advisors1,891$62K0.0%N/A0.028%
8/10/2023Cetera Advisors LLC17,848$584K0.0%+3.7%0.266%
8/3/2023AlphaStar Capital Management LLC16,184$529K0.1%N/A0.242%
8/2/2023 Synergy Asset Management LLC111,024$3.63M0.9%N/A2.362%
7/31/2023LPL Financial LLC36,517$1.19M0.0%-20.4%0.777%
7/21/2023Creative Planning11,503$376K0.0%N/A0.245%
7/11/2023 Worth Asset Management LLC2,305$75K0.1%N/A0.049%
7/10/2023 Appleton Partners Inc. MA6,434$210K0.0%N/A0.137%
5/12/2023Main Management ETF Advisors LLC270,250$7.91M0.7%+30.5%5.750%
5/12/2023Tradition Wealth Management LLC151,485$4.43M0.6%+0.7%3.223%
5/9/2023Tower Research Capital LLC TRC28,930$847K0.0%+94.1%0.616%
5/9/2023Hudson Value Partners LLC10,460$306K0.2%-8.1%0.223%
5/5/2023NTV Asset Management LLC25,340$742K0.1%-7.3%0.539%
5/2/2023Ieq Capital LLC7,958$233K0.0%N/A0.169%
4/28/2023 Wealthfront Advisers LLC7,037$206K0.0%N/A0.150%
2/15/2023Main Management ETF Advisors LLC207,060$5.12M0.5%+5.1%4.226%
2/8/2023NTV Asset Management LLC27,340$676K0.1%-18.9%0.558%
2/8/2023Belpointe Asset Management LLC2,342$58K0.0%N/A0.048%
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2/7/2023LPL Financial LLC51,643$1.28M0.0%-27.7%1.054%
2/7/2023Envestnet Asset Management Inc.27,853$689K0.0%+26.9%0.568%
2/6/2023Arete Wealth Advisors LLC10,158$171.50B0.0%N/A0.207%
2/3/2023Tradition Wealth Management LLC150,457$3.72M0.5%+31.9%3.071%
1/30/2023Hudson Value Partners LLC11,385$281K0.2%-11.0%0.232%
1/20/2023 Apeiron RIA LLC16,331$404K0.2%+3.0%0.333%
1/9/2023 Summit Financial Group Inc.14,555$360K0.1%-4.6%0.283%
12/13/2022Houlihan Financial Resource Group Ltd.34,150$941K0.6%N/A0.615%
11/15/2022Stevard LLC9,743$277K0.3%N/A0.179%
11/15/2022Financial Advocates Investment Management3,735$208K0.0%N/A0.067%
11/14/2022MML Investors Services LLC22,285$633K0.0%+8.5%0.402%
11/10/2022Tower Research Capital LLC TRC53,195$1.51M0.0%+700.6%0.958%
11/8/2022IFP Advisors Inc9,735$288K0.0%+1,124.5%0.175%
11/8/2022Hudson Value Partners LLC12,785$363K0.2%-4.4%0.230%
11/7/2022 Ameliora Wealth Management Ltd.1,000$27K0.0%N/A0.018%
11/7/2022NTV Asset Management LLC33,710$957K0.2%-4.9%0.607%
11/1/2022Personal CFO Solutions LLC7,590$216K0.1%-36.7%0.142%
10/18/2022 Apeiron RIA LLC15,853$436K0.2%N/A0.291%
10/17/2022Cambridge Investment Research Advisors Inc.9,548$271K0.0%-29.6%0.175%
8/17/2022Castleview Partners LLC2,000$51K0.0%+1,279.3%0.032%
8/13/2022Flow Traders U.S. LLC12,436$374K0.0%N/A0.201%
8/11/2022Cetera Advisors LLC14,285$430K0.0%N/A0.230%
8/11/2022SFI Advisors LLC28,686$863K1.0%+22.3%0.463%
8/8/2022 Synergy Asset Management LLC150,170$4.52M1.2%N/A2.422%
8/5/2022Personal CFO Solutions LLC11,990$361K0.1%-22.6%0.193%
8/3/2022Envestnet Asset Management Inc.22,544$679K0.0%-29.1%0.364%
8/2/2022Tradition Wealth Management LLC116,724$3.52M0.5%+24.0%1.868%
7/29/2022Hudson Value Partners LLC13,375$403K0.3%-3.1%0.214%
7/28/2022NTV Asset Management LLC35,460$1.07M0.2%-14.9%0.567%
7/19/2022Commonwealth Equity Services LLC9,676$291K0.0%-14.1%0.152%
7/18/2022Western Wealth Management LLC7,738$234K0.0%-9.4%0.122%
7/13/2022Cambridge Investment Research Advisors Inc.13,569$409K0.0%-18.7%0.215%
5/16/2022SFI Advisors LLC23,457$1.03M0.6%+55.9%0.388%
5/11/2022Tradition Wealth Management LLC94,132$4.15M0.5%+43.4%1.637%
5/11/2022Patriot Financial Group Insurance Agency LLC700$31K0.0%-70.5%0.012%
5/10/2022Level Four Advisory Services LLC4,825$213K0.0%N/A0.085%
5/10/2022Western Wealth Management LLC8,538$376K0.0%+86.9%0.150%
5/9/2022Csenge Advisory Group5,397$238K0.0%-40.2%0.095%
5/9/2022Qube Research & Technologies Ltd10,829$477K0.0%-16.8%0.190%
5/6/2022NTV Asset Management LLC41,660$1.84M0.3%-12.0%0.744%
5/4/2022Advisor Group Holdings Inc.27,339$1.35M0.0%-46.8%0.497%
5/4/2022Commonwealth Equity Services LLC11,267$496K0.0%-17.4%0.205%
5/4/2022Envestnet Asset Management Inc.31,805$1.40M0.0%+12.6%0.578%
5/2/2022Steward Partners Investment Advisory LLC5,025$222K0.0%-5.3%0.091%
5/2/2022Personal CFO Solutions LLC15,490$683K0.1%-5.6%0.282%
4/26/2022Activest Wealth Management959$42K0.0%N/A0.018%
4/20/2022Sigma Planning Corp6,890$304K0.0%+80.8%0.123%
4/14/2022Hudson Value Partners LLC13,800$608K0.3%-11.1%0.260%
4/14/2022YHB Investment Advisors Inc.7,700$339K0.0%-34.6%0.145%
4/8/2022 Summit Financial Group Inc.15,645$690K0.2%-8.3%0.295%
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2/17/2022Jaffetilchin Investment Partners LLC113,011$6.54M0.6%-58.5%1.983%
2/15/2022SFI Advisors LLC15,045$688K0.6%N/A0.271%
2/15/2022MML Investors Services LLC29,294$1.69M0.0%+12.5%0.497%
2/14/2022LPL Financial LLC85,978$4.97M0.0%-16.3%1.457%
2/14/2022Fort Point Capital Partners LLC4,538$262K0.0%+28.6%0.077%
2/10/2022Private Advisor Group LLC11,452$662K0.0%-46.0%0.183%
2/10/2022Qube Research & Technologies Ltd13,009$752K0.0%-44.4%0.208%
2/10/2022HighTower Advisors LLC6,813$395K0.0%+6.8%0.109%
2/9/2022BNP Paribas Arbitrage SA10,723$620K0.0%-70.0%0.172%
2/8/2022 Raymond James Financial Services Advisors Inc.5,860$339K0.0%+5.3%0.094%
(Data available from 1/1/2016 forward)

IPO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IPO shares?

During the previous two years, 48 institutional investors and hedge funds held shares of Renaissance IPO ETF. The most heavily invested institutionals were Arete Wealth Advisors LLC ($171.50B), Main Management ETF Advisors LLC ($7.91M), Tradition Wealth Management LLC ($5.54M), Synergy Asset Management LLC ($4.15M), SFI Advisors LLC ($2.25M), Advisor Group Holdings Inc. ($1.35M), and LPL Financial LLC ($1.19M).Learn more on IPO's institutional investors.

Which institutional investors have been buying Renaissance IPO ETF stock?

Of the 36 institutional investors that purchased Renaissance IPO ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Synergy Asset Management LLC ($371.28K), Tradition Wealth Management LLC ($91.73K), Main Management ETF Advisors LLC ($73.20K), Tower Research Capital LLC TRC ($60.57K), Houlihan Financial Resource Group Ltd. ($34.15K), PFG Investments LLC ($25.46K), and SFI Advisors LLC ($19.44K).

How much institutional buying is happening at Renaissance IPO ETF?

Institutional investors have bought a total of 882,081 shares in the last 24 months. This purchase volume represents approximately $28.45M in transactions.

Which Renaissance IPO ETF major shareholders have been selling company stock?

Of the 18 institutional investors that sold Renaissance IPO ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: LPL Financial LLC ($29.10K), NTV Asset Management LLC ($26.94K), Advisor Group Holdings Inc. ($24.05K), Envestnet Asset Management Inc. ($9.26K), Personal CFO Solutions LLC ($8.81K), Hudson Value Partners LLC ($7.77K), and Cambridge Investment Research Advisors Inc. ($7.72K).

How much institutional selling is happening at Renaissance IPO ETF?

Institutional investors have sold a total of 135,211 shares in the last 24 months. This volume of shares sold represents approximately $4.63M in transactions.


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This page (NYSEARCA:IPO) was last updated on 4/25/2024 by MarketBeat.com Staff

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