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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)
20
Total
Institutional Inflows
(last 12 months)
$16.59M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$1.03M
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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
5/24/2024 Cetera Advisors LLC54,995$2.28M0.0%+203.8%1.222%
5/24/2024 Cetera Investment Advisers57,740$2.40M0.0%N/A1.283%
5/7/2024 NTV Asset Management LLC19,730$819K0.1%-3.9%0.438%
5/1/2024 Janney Montgomery Scott LLC10,658$443K0.0%N/A0.237%
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%
2/13/2024 Stevard LLC11,926$450K0.4%+32.4%0.178%
2/12/2024 Tradition Wealth Management LLC146,892$5.54M0.6%+2.2%2.192%
2/12/2024 Hudson Value Partners LLC6,035$228K0.1%-42.3%0.090%
2/6/2024 NTV 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%
1/30/2024 SFI 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%
11/16/2023 Orion Capital Management LLC1,500$48K0.0%N/A0.022%
11/14/2023 Tower Research Capital LLC TRC13,105$419K0.0%-2.6%0.196%
11/6/2023 NTV Asset Management LLC23,230$743K0.1%-8.8%0.347%
10/30/2023 SFI Advisors LLC59,979$1.92M1.9%+3.5%0.895%
10/24/2023 Cambridge 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%
8/18/2023 SFI Advisors LLC57,974$1.90M1.8%+7.0%0.865%
8/11/2023 Lansing Street Advisors1,891$62K0.0%N/A0.028%
8/10/2023 Cetera Advisors LLC17,848$584K0.0%+3.7%0.266%
8/3/2023 AlphaStar Capital Management LLC16,184$529K0.1%N/A0.242%
8/2/2023 Synergy Asset Management LLC111,024$3.63M0.9%N/A2.362%
7/31/2023 LPL Financial LLC36,517$1.19M0.0%-20.4%0.777%
7/21/2023 Creative 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%
5/12/2023 Main Management ETF Advisors LLC270,250$7.91M0.7%+30.5%5.750%
5/12/2023 Tradition Wealth Management LLC151,485$4.43M0.6%+0.7%3.223%
5/9/2023 Tower Research Capital LLC TRC28,930$847K0.0%+94.1%0.616%
5/9/2023 Hudson Value Partners LLC10,460$306K0.2%-8.1%0.223%
5/5/2023 NTV Asset Management LLC25,340$742K0.1%-7.3%0.539%
5/2/2023 Ieq Capital LLC7,958$233K0.0%N/A0.169%
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4/28/2023 Wealthfront Advisers LLC7,037$206K0.0%N/A0.150%
2/15/2023 Main Management ETF Advisors LLC207,060$5.12M0.5%+5.1%4.226%
2/8/2023 NTV Asset Management LLC27,340$676K0.1%-18.9%0.558%
2/8/2023 Belpointe Asset Management LLC2,342$58K0.0%N/A0.048%
2/7/2023 LPL Financial LLC51,643$1.28M0.0%-27.7%1.054%
2/7/2023 Envestnet Asset Management Inc.27,853$689K0.0%+26.9%0.568%
2/6/2023 Arete Wealth Advisors LLC10,158$171.50B0.0%N/A0.207%
2/3/2023 Tradition Wealth Management LLC150,457$3.72M0.5%+31.9%3.071%
1/30/2023 Hudson 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%
12/13/2022 Houlihan Financial Resource Group Ltd.34,150$941K0.6%N/A0.615%
11/15/2022 Stevard LLC9,743$277K0.3%N/A0.179%
11/15/2022 Financial Advocates Investment Management3,735$208K0.0%N/A0.067%
11/14/2022 MML Investors Services LLC22,285$633K0.0%+8.5%0.402%
11/10/2022 Tower 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%
11/8/2022 Hudson Value Partners LLC12,785$363K0.2%-4.4%0.230%
11/7/2022 Ameliora Wealth Management Ltd.1,000$27K0.0%N/A0.018%
11/7/2022 NTV Asset Management LLC33,710$957K0.2%-4.9%0.607%
11/1/2022 Personal CFO Solutions LLC7,590$216K0.1%-36.7%0.142%
10/18/2022 Apeiron RIA LLC15,853$436K0.2%N/A0.291%
10/17/2022 Cambridge Investment Research Advisors Inc.9,548$271K0.0%-29.6%0.175%
8/17/2022 Castleview Partners LLC2,000$51K0.0%+1,279.3%0.032%
8/13/2022 Flow Traders U.S. LLC12,436$374K0.0%N/A0.201%
8/11/2022 Cetera Advisors LLC14,285$430K0.0%N/A0.230%
8/11/2022 SFI Advisors LLC28,686$863K1.0%+22.3%0.463%
8/8/2022 Synergy Asset Management LLC150,170$4.52M1.2%N/A2.422%
8/5/2022 Personal CFO Solutions LLC11,990$361K0.1%-22.6%0.193%
8/3/2022 Envestnet Asset Management Inc.22,544$679K0.0%-29.1%0.364%
8/2/2022 Tradition Wealth Management LLC116,724$3.52M0.5%+24.0%1.868%
7/29/2022 Hudson Value Partners LLC13,375$403K0.3%-3.1%0.214%
7/28/2022 NTV Asset Management LLC35,460$1.07M0.2%-14.9%0.567%
7/19/2022Commonwealth Equity Services LLC9,676$291K0.0%-14.1%0.152%
7/18/2022 Western Wealth Management LLC7,738$234K0.0%-9.4%0.122%
7/13/2022 Cambridge Investment Research Advisors Inc.13,569$409K0.0%-18.7%0.215%
5/16/2022 SFI Advisors LLC23,457$1.03M0.6%+55.9%0.388%
5/11/2022 Tradition Wealth Management LLC94,132$4.15M0.5%+43.4%1.637%
5/11/2022 Patriot Financial Group Insurance Agency LLC700$31K0.0%-70.5%0.012%
5/10/2022 Level Four Advisory Services LLC4,825$213K0.0%N/A0.085%
5/10/2022 Western Wealth Management LLC8,538$376K0.0%+86.9%0.150%
5/9/2022 Csenge Advisory Group5,397$238K0.0%-40.2%0.095%
5/9/2022 Qube Research & Technologies Ltd10,829$477K0.0%-16.8%0.190%
5/6/2022 NTV Asset Management LLC41,660$1.84M0.3%-12.0%0.744%
5/4/2022 Advisor 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%
5/4/2022 Envestnet Asset Management Inc.31,805$1.40M0.0%+12.6%0.578%
5/2/2022 Steward Partners Investment Advisory LLC5,025$222K0.0%-5.3%0.091%
5/2/2022 Personal CFO Solutions LLC15,490$683K0.1%-5.6%0.282%
4/26/2022 Activest Wealth Management959$42K0.0%N/A0.018%
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4/20/2022 Sigma Planning Corp6,890$304K0.0%+80.8%0.123%
4/14/2022 Hudson Value Partners LLC13,800$608K0.3%-11.1%0.260%
4/14/2022 YHB 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%
2/17/2022 Jaffetilchin Investment Partners LLC113,011$6.54M0.6%-58.5%1.983%
2/15/2022 SFI Advisors LLC15,045$688K0.6%N/A0.271%
2/15/2022 MML Investors Services LLC29,294$1.69M0.0%+12.5%0.497%
2/14/2022 LPL Financial LLC85,978$4.97M0.0%-16.3%1.457%
2/14/2022 Fort Point Capital Partners LLC4,538$262K0.0%+28.6%0.077%
2/10/2022 Private Advisor Group LLC11,452$662K0.0%-46.0%0.183%
(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, 43 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), Cetera Investment Advisers ($2.40M), Cetera Advisors LLC ($2.28M), and SFI Advisors LLC ($2.25M).Learn more on IPO's institutional investors.

Which institutional investors have been buying Renaissance IPO ETF stock?

Of the 35 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), Main Management ETF Advisors LLC ($73.20K), Tradition Wealth Management LLC ($63.23K), Tower Research Capital LLC TRC ($60.57K), Cetera Investment Advisers ($57.74K), Cetera Advisors LLC ($51.81K), and Houlihan Financial Resource Group Ltd. ($34.15K).

How much institutional buying is happening at Renaissance IPO ETF?

Institutional investors have bought a total of 937,140 shares in the last 24 months. This purchase volume represents approximately $30.61M in transactions.

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

Of the 13 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 ($22.07K), Envestnet Asset Management Inc. ($9.26K), Personal CFO Solutions LLC ($7.90K), Hudson Value Partners LLC ($7.77K), Cambridge Investment Research Advisors Inc. ($7.72K), and Gerber LLC ($5K).

How much institutional selling is happening at Renaissance IPO ETF?

Institutional investors have sold a total of 95,242 shares in the last 24 months. This volume of shares sold represents approximately $2.87M in transactions.


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This page (NYSEARCA:IPO) was last updated on 6/2/2024 by MarketBeat.com Staff

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