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ETFs to Play the IPO Market Recovery

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  • (1:00) - Breaking Down 2023 IPOs: Are Investors Experiencing FOMO Again?
  • (4:45) - Investing Into Growth At All Costs: Is This The Case For Most Investors?
  • (8:00) - How Can IPOs Benefit From Anchor Investors?
  • (10:30) - What To Expect From IPOs Going Forward: Where Should Investors Be Looking?
  • (13:20) - Renaissance Capital IPO Index and ETF: IPO
  • (16:30) - How Can IPOs Benefit Investors' Portfolios?
  • (18:45) - Episode Roundup: FPX, IPO
  • Podcast@Zacks.com

 

In this episode of ETF Spotlight, I speak with Tiffany Ng, Portfolio Manager at Renaissance Capital, a global IPO investment advisory firm.

The IPO market is waking up from a long slumber. After a disastrous performance in 2022, the Renaissance IPO ETF (IPO - Free Report) is up more than 44% year-to-date. Some of the recent IPOs, such as Mediterranean food chain Cava (CAVA - Free Report) and online beauty-products retailer ODDITY Tech (ODD - Free Report) , had quite a successful public debut.

With stocks surging to new highs and inflation starting to ease, investors are warming up to IPOs again. In the second quarter of 2023, 23 IPOs raised a combined $6.6 billion, marking the highest proceeds in six quarters, according to Renaissance.

British chip designer Arm is reportedly planning a listing later this year with Nvidia (NVDA - Free Report) as an anchor investor. Softbank-backed Arm, whose customers include Apple (AAPL - Free Report) and Qualcomm (QCOM - Free Report) , is likely to be the most valuable company to go public this year.

IPO ETFs provide diversified exposure to newly public companies before they join other core US equity indexes. For instance, Google (GOOGL - Free Report) and Facebook (META - Free Report) were included in the S&P 500 index about two years after going public, while Tesla (TSLA - Free Report) was included 10 years after its IPO.

The Renaissance IPO ETF (IPO - Free Report) holds the largest, most liquid newly-listed U.S. IPOs. Companies that have been public for three years are removed at the next quarterly review.

The First Trust US Equity Opportunities ETF (FPX - Free Report) holds the 100 largest and most liquid U.S. IPOs, including spin-offs. Eligible stocks are purchased after the close on the 6th trading day and held for about four years. It is up about 18% this year.

Tune in to the podcast to learn more.

Make sure to be on the lookout for the next edition of the ETF Spotlight and remember to subscribe! If you have any comments or questions, please email podcast@zacks.com.

 

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