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IQ ARB Merger Arbitrage ETF
MNA

Overview Fund Activity

54 hedge funds and large institutions have $110M invested in IQ ARB Merger Arbitrage ETF in 2017 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 24 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
54
Holders Change
+1
Holders Change %
+1.89%
% of All Funds
1.35%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
9
Increased
24
Reduced
12
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CFA
1
Carroll Financial Associates
North Carolina
$9.85M
2
CAN
2
Cetera Advisor Networks
California
$5.34M
3
OIA
3
OneDigital Investment Advisors
Kansas
$18.8M
4
Bank of America
4
Bank of America
North Carolina
$5.43M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$1.12M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$13.6M
2
FFW
2
Fusion Family Wealth
New York
$1.2M
3
SG Americas Securities
3
SG Americas Securities
New York
$0
4
ACM
4
Aviance Capital Management
Florida
$1.85M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$1.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFP
26
Mosaic Financial Partners
California
$625K +$625K +20,284 New
FAAS
27
First Allied Advisory Services
California
$558K -$34.2K -1,103 -6%
RJA
28
Raymond James & Associates
Florida
$556K -$34.8K -1,130 -6%
Goldman Sachs
29
Goldman Sachs
New York
$550K +$53.4K +1,732 +11%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$429K +$5.73K +186 +1%
VF
31
Virtu Financial
New York
$356K +$356K +11,549 New
AA
32
Ancora Advisors
Ohio
$330K – – –
ATC
33
Argent Trust Co
Tennessee
$277K -$92.3K -3,000 -25%
Wells Fargo
34
Wells Fargo
California
$269K -$44.8K -1,454 -14%
ML
35
McAdam LLC
Pennsylvania
$216K +$216K +7,001 New
AG
36
Advisor Group
Arizona
$202K +$31.2K +1,010 +18%
AP
37
Advisors Preferred
Maryland
$141K +$141K +4,578 New
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$119K +$90.9K +2,951 +324%
BCI
39
Brinker Capital Investments
Pennsylvania
$91K +$7.32K +237 +9%
IA
40
IFP Advisors
Florida
$85K +$4.25K +137 +5%
IWM
41
IHT Wealth Management
Illinois
$64K +$41.9K +1,377 +190%
LTFS
42
Ladenburg Thalmann Financial Services
Florida
$52K +$9.24K +302 +22%
ECM
43
Exchange Capital Management
Michigan
$36K – – –
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$30K +$5.16K +165 +21%
Citigroup
45
Citigroup
New York
$22K – – –
RFWA
46
RPg Family Wealth Advisory
Massachusetts
$20.1K +$7.49K +243 +59%
VNA
47
Valley National Advisers
Pennsylvania
$15K – – –
Manulife (Manufacturers Life Insurance)
48
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$12K – – –
PFGIA
49
Patriot Financial Group Insurance Agency
Massachusetts
$8K +$8K +250 New
ASN
50
Advisory Services Network
Georgia
$6K +$6K +188 New
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