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IQ ARB Merger Arbitrage ETF
MNA

Overview Fund Activity

86 hedge funds and large institutions have $371M invested in IQ ARB Merger Arbitrage ETF in 2018 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 27 increasing their positions, 28 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
86
Holders Change
+12
Holders Change %
+16.22%
% of All Funds
1.97%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
20
Increased
27
Reduced
28
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GT
Greenleaf Trust
Michigan
+$25.7M
2
WP
WealthPLAN Partners
Nebraska
+$18.5M
3
NAM
NorthCoast Asset Management
Connecticut
+$6.92M
4
Morgan Stanley
Morgan Stanley
New York
+$2.69M
5
QAM
Q3 Asset Management
Michigan
+$1.9M

Top Sellers

1
CWM
Cornerstone Wealth Management
Missouri
-$6.43M
2
VCM
Verger Capital Management
North Carolina
-$6.17M
3
PCP
Proficio Capital Partners
Massachusetts
-$2.36M
4
LPL Financial
LPL Financial
California
-$2.25M
5
CCMG
Clark Capital Management Group
Pennsylvania
-$1.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$2.1M +$51.2K +1,611 +3%
CAN
27
Cetera Advisor Networks
California
$1.98M -$97.3K -3,067 -5%
QAM
28
Q3 Asset Management
Michigan
$1.9M +$1.9M +59,944 New
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$1.87M -$159K -5,011 -8%
PAG
30
Private Advisor Group
New Jersey
$1.51M +$626K +19,718 +71%
CWM
31
Cornerstone Wealth Management
Missouri
$1.45M -$6.43M -197,155 -82%
Jane Street
32
Jane Street
New York
$1.3M -$1.22M -38,525 -49%
ACM
33
Aviance Capital Management
Florida
$1.03M -$139K -4,382 -12%
AF
34
Advisornet Financial
Minnesota
$1M +$265K +8,347 +36%
PP
35
Prudential plc
United Kingdom
$985K +$985K +31,000 New
DP
36
Denver PWM
Colorado
$929K +$929K +29,146 New
MIAN
37
Mariner Independent Advisor Network
Kansas
$903K +$903K +28,435 New
FWP
38
FAS Wealth Partners
Kansas
$887K +$394K +12,418 +80%
MML Investors Services
39
MML Investors Services
Massachusetts
$844K -$71.8K -2,259 -8%
AFNAS
40
American Financial Network Advisory Services
California
$827K +$824K +25,939 +24,704%
WSTAM
41
Wilbanks Smith & Thomas Asset Management
Virginia
$812K +$1.75K +55 +0.2%
RJFSA
42
Raymond James Financial Services Advisors
Florida
$762K -$48.4K -1,523 -6%
VCM
43
Verger Capital Management
North Carolina
$671K -$6.17M -194,185 -90%
Goldman Sachs
44
Goldman Sachs
New York
$609K +$609K +19,181 New
LFAS
45
Level Four Advisory Services
Texas
$527K -$709K -22,308 -57%
ML
46
McAdam LLC
Pennsylvania
$507K +$28.9K +912 +6%
AG
47
Advisor Group
Arizona
$498K +$157K +4,939 +46%
FAAS
48
First Allied Advisory Services
California
$481K -$4.28K -134 -0.9%
FFA
49
First Foundation Advisors
California
$445K +$445K +14,008 New
PWM
50
Paulson Wealth Management
Illinois
$425K – – –
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