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AltShares Merger Arbitrage ETF

32 hedge funds and large institutions have $62.2M invested in AltShares Merger Arbitrage ETF in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

200% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 6

23% more funds holding

Funds holding: 2632 (+6)

2% more capital invested

Capital invested by funds: $60.8M → $62.2M (+$1.41M)

0.85% less ownership

Funds ownership: 87.35%86.5% (-0.85%)

Holders
32
Holders Change
+6
Holders Change %
+23.08%
% of All Funds
0.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
18
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFIA
1
Cantor Fitzgerald Investment Advisors
New York
$12M +$84.7K +3,154 +0.7%
NYLIM
2
New York Life Investment Management
New York
$8.16M +$2.66M +99,094 +49%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$6.28M -$24.5K -912 -0.4%
Jane Street
4
Jane Street
New York
$5.81M +$4.78M +177,897 +469%
BCI
5
Brinker Capital Investments
Pennsylvania
$4.49M +$25.2K +939 +0.6%
OPS
6
Orion Portfolio Solutions
Nebraska
$4.49M +$25.2K +939 +0.6%
LFA
7
Legend Financial Advisors
Pennsylvania
$4.34M +$228K +8,500 +6%
HighTower Advisors
8
HighTower Advisors
Illinois
$2.46M +$99.9K +3,719 +4%
HI
9
Harbour Investments
Wisconsin
$2.08M +$13.2K +492 +0.6%
DAS
10
Diversify Advisory Services
Utah
$1.64M +$32.5K +1,211 +2%
Osaic Holdings
11
Osaic Holdings
Arizona
$1.63M +$890K +33,126 +121%
CAPTRUST Financial Advisors
12
CAPTRUST Financial Advisors
North Carolina
$1.28M +$8.89K +331 +0.7%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$933K +$1.26K +47 +0.1%
AssetMark Inc
14
AssetMark Inc
California
$802K +$800K +29,787 New
PA
15
PFG Advisors
Arizona
$800K +$179K +6,655 +29%
AI
16
Atria Investments
North Carolina
$769K +$768K +28,584 New
AP
17
Advisors Preferred
Maryland
$759K +$756K +28,169 New
Morgan Stanley
18
Morgan Stanley
New York
$701K +$542K +20,188 +346%
Bank of America
19
Bank of America
North Carolina
$692K +$534K +19,881 +341%
GS
20
GTS Securities
New York
$507K -$149K -5,541 -23%
CM
21
Columbus Macro
Pennsylvania
$386K +$1.07K +40 +0.3%
CFGS
22
Concourse Financial Group Securities
Alabama
$240K -$4.43K -165 -2%
Envestnet Portfolio Solutions
23
Envestnet Portfolio Solutions
Illinois
$227K +$227K +8,444 New
Mercer Global Advisors
24
Mercer Global Advisors
Colorado
$223K +$242 +9 +0.1%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$222K +$222K +8,261 New

ARB Hedge Fund Activity: Q2 2024 in Review

32 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in AltShares Merger Arbitrage ETF (ARB) for Q2 2024, worth a combined $62.2M — up 2.3% from $60.8M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new ARB positions and 2 closed out — a net gain of 6 holders — while 18 added to existing stakes and 6 trimmed.

The largest buyer was Jane Street, adding an estimated $4.78M. The largest seller was Kapitalo Investimentos, exiting entirely with an estimated $10.9M sold.

  • 32 institutional investors held AltShares Merger Arbitrage ETF (ARB) as of Q2 2024, up from 26 in Q1 2024.
  • Funds reported $62.2M of AltShares Merger Arbitrage ETF stock for Q2 2024, up 2.3% quarter-over-quarter.
  • 8 funds opened new AltShares Merger Arbitrage ETF positions in Q2 2024 and 2 closed out, a net change of +6 holders.
  • The largest AltShares Merger Arbitrage ETF buyer in Q2 2024 was Jane Street, an estimated $4.78M added.
  • The largest AltShares Merger Arbitrage ETF seller in Q2 2024 was Kapitalo Investimentos, an estimated $10.9M sold.

Based on aggregated 13F filings for Q2 2024.