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IQ ARB Merger Arbitrage ETF
MNA

Overview Fund Activity

67 hedge funds and large institutions have $149M invested in IQ ARB Merger Arbitrage ETF in 2017 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 28 increasing their positions, 13 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
+13
Holders Change %
+24.07%
% of All Funds
1.52%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
15
Increased
28
Reduced
13
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$21.2M
2
Bank of America
2
Bank of America
North Carolina
$11.3M
3
MFP
3
Mosaic Financial Partners
California
$3.89M
4
OIA
4
OneDigital Investment Advisors
Kansas
$20.5M
5
LPL Financial
5
LPL Financial
California
$2.77M

Top Sellers

1
FFW
1
Fusion Family Wealth
New York
$307K
2
HH
2
Hilltop Holdings
Texas
$1.63M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$380K
4
ACM
4
Aviance Capital Management
Florida
$1.44M
5
AP
5
Advisors Preferred
Maryland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
26
MML Investors Services
Massachusetts
$722K +$87.6K +2,821 +14%
BAM
27
Belpointe Asset Management
Nevada
$672K +$25.7K +828 +4%
VCM
28
Verger Capital Management
North Carolina
$656K +$656K +21,121 New
Goldman Sachs
29
Goldman Sachs
New York
$596K +$41.4K +1,333 +7%
RJA
30
Raymond James & Associates
Florida
$530K -$30.4K -979 -5%
Jane Street
31
Jane Street
New York
$527K +$527K +16,982 New
FAAS
32
First Allied Advisory Services
California
$514K -$47.5K -1,525 -8%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$469K +$35.2K +1,129 +8%
FWP
34
FAS Wealth Partners
Kansas
$466K +$466K +15,000 New
CM
35
Columbus Macro
Pennsylvania
$429K +$429K +13,802 New
PWM
36
Paulson Wealth Management
Illinois
$415K +$415K +13,378 New
HighTower Advisors
37
HighTower Advisors
Illinois
$380K -$753K -24,640 -66%
AA
38
Ancora Advisors
Ohio
$333K – – –
FFW
39
Fusion Family Wealth
New York
$307K -$905K -29,157 -75%
VF
40
Virtu Financial
New York
$281K -$77.6K -2,500 -22%
ATC
41
Argent Trust Co
Tennessee
$279K – – –
Wells Fargo
42
Wells Fargo
California
$256K -$14.5K -466 -5%
MPWT
43
MassMutual Private Wealth & Trust
Connecticut
$240K +$240K +7,739 New
MIA
44
MainStreet Investment Advisors
Illinois
$240K +$240K +7,739 New
MC
45
Moors & Cabot
Massachusetts
$231K +$231K +7,444 New
ML
46
McAdam LLC
Pennsylvania
$216K – – –
CCM
47
Crabel Capital Management
California
$215K +$215K +6,933 New
DP
48
Denver PWM
Colorado
$205K +$205K +6,546 New
AF
49
Advisornet Financial
Minnesota
$139K +$139K +4,479 New
TFA
50
Transamerica Financial Advisors
Florida
$135K +$131K +4,218 +3,321%
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2
3