MNA icon

IQ ARB Merger Arbitrage ETF
MNA

Overview Fund Activity

53 hedge funds and large institutions have $98.9M invested in IQ ARB Merger Arbitrage ETF in 2017 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 16 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
53
Holders Change
+8
Holders Change %
+17.78%
% of All Funds
1.32%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
14
Increased
16
Reduced
13
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$19.2M
2
WF
2
WealthTrust Fairport
Ohio
$6.02M
3
Ameriprise
3
Ameriprise
Minnesota
$4.5M
4
BOS
4
Bank of Stockton
California
$8.23M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$660K

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
ACM
2
Aviance Capital Management
Florida
$2.06M
3
FFW
3
Fusion Family Wealth
New York
$2.15M
4
VKH
4
Virtu KCG Holdings
New York
$0
5
TFA
5
Transamerica Financial Advisors
Florida
$5K
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$495K +$495K +16,116 New
CIM
27
Cetera Investment Management
California
$487K -$152K -4,942 -24%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$423K -$61.6K -2,002 -13%
ATC
29
Argent Trust Co
Tennessee
$369K – – –
MML Investors Services
30
MML Investors Services
Massachusetts
$361K +$361K +11,732 New
AA
31
Ancora Advisors
Ohio
$329K -$6.29K -205 -2%
Wells Fargo
32
Wells Fargo
California
$312K +$14.3K +466 +5%
AG
33
Advisor Group
Arizona
$170K +$122K +3,973 +255%
BCI
34
Brinker Capital Investments
Pennsylvania
$83K +$1.01K +33 +1%
IA
35
IFP Advisors
Florida
$80K +$32.6K +1,062 +69%
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$43K +$5.6K +182 +15%
ECM
37
Exchange Capital Management
Michigan
$36K +$36K +1,174 New
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$31K +$31K +995 New
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$28K -$52.1K -1,695 -65%
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$24K – – –
Citigroup
41
Citigroup
New York
$22K +$22K +700 New
UBS Group
42
UBS Group
Switzerland
$18K +$18K +592 New
VNA
43
Valley National Advisers
Pennsylvania
$15K – – –
RFWA
44
RPg Family Wealth Advisory
Massachusetts
$12.6K – – –
Manulife (Manufacturers Life Insurance)
45
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$12K – – –
ADL
46
Asset Dedication LLC
California
$9K +$9K +300 New
TFA
47
Transamerica Financial Advisors
Florida
$5K -$236K -6,328 -98%
NR
48
Newfound Research
Massachusetts
$3K – – –
AIM
49
Advantage Investment Management
Iowa
$3K +$3K +94 New
BBPWM
50
Blue Bell Private Wealth Management
Pennsylvania
$3K +$3K +100 New
1
2
3