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IQ ARB Merger Arbitrage ETF

115 hedge funds and large institutions have $552M invested in IQ ARB Merger Arbitrage ETF in 2018 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 42 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
+29
Holders Change %
+33.72%
% of All Funds
2.57%
Holding in Top 10
13
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+116.67%
% of All Funds
0.29%
New
39
Increased
42
Reduced
24
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$4.83M +$2.96M +93,346 +158%
PAG
27
Private Advisor Group
New Jersey
$4.7M +$3.19M +100,502 +211%
FMBTD
28
First Midwest Bank Trust Division
Illinois
$4.67M +$4.67M +147,196 New
PA
29
Pinnacle Associates
New York
$4.62M +$4.62M +145,775 New
BO
30
BRR OpCo
Ohio
$4.31M +$4.31M +135,890 New
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$4.17M +$1.33M +41,988 +47%
CFA
32
Carroll Financial Associates
North Carolina
$4.14M -$653K -20,494 -14%
MWC
33
MKD Wealth Coaches
Michigan
$4.01M +$4.01M +126,557 New
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$3.4M +$1.31M +41,197 +62%
HighTower Advisors
35
HighTower Advisors
Illinois
$3.28M +$682K +21,520 +26%
Citadel Advisors
36
Citadel Advisors
Florida
$3.25M +$3.25M +102,623 New
CCMG
37
Clark Capital Management Group
Pennsylvania
$3.08M +$24.9K +785 +0.8%
Axa
38
Axa
France
$2.1M -$110K -3,480 -5%
LNC
39
Lincoln National Corp
Pennsylvania
$2.05M -$206K -6,486 -9%
CAN
40
Cetera Advisor Networks
California
$1.93M -$50.7K -1,597 -3%
QAM
41
Q3 Asset Management
Michigan
$1.82M -$79.1K -2,495 -4%
FCBT
42
First Citizens Bank & Trust
North Carolina
$1.78M +$1.46M +46,010 +450%
PWMAG
43
Pinnacle Wealth Management Advisory Group
New Jersey
$1.32M +$1.32M +41,706 New
MML Investors Services
44
MML Investors Services
Massachusetts
$1.31M +$467K +14,710 +55%
DP
45
Denver PWM
Colorado
$1.11M +$175K +5,455 +19%
AI
46
Atria Investments
North Carolina
$1.06M +$1.06M +33,505 New
AF
47
Advisornet Financial
Minnesota
$1.06M +$58.3K +1,838 +6%
EFS
48
Econ Financial Services
Pennsylvania
$1.06M +$1.06M +33,272 New
AA
49
Ancora Advisors
Ohio
$1.05M +$693K +21,854 +192%
IA
50
IFP Advisors
Florida
$985K +$636K +20,119 +182%