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IQ ARB Merger Arbitrage ETF
MNA

Overview Fund Activity

129 hedge funds and large institutions have $560M invested in IQ ARB Merger Arbitrage ETF in 2021 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 61 increasing their positions, 32 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
129
Holders Change
+1
Holders Change %
+0.78%
% of All Funds
2.25%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
14
Increased
61
Reduced
32
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OIA
OneDigital Investment Advisors
Kansas
$65.5M
2
CFIA
Cantor Fitzgerald Investment Advisors
New York
$42M
3
LPL Financial
LPL Financial
California
$6.44M
4
Ameriprise
Ameriprise
Minnesota
$29.3M
5
DCM
DeGreen Capital Management
Arizona
$17.2M

Top Sellers

1
BCI
Brinker Capital Investments
Pennsylvania
$49.5M
2
Morgan Stanley
Morgan Stanley
New York
$34M
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
VWA
Visionary Wealth Advisors
Illinois
$2.04M
5
AA
Ancora Advisors
Ohio
$4.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCS
26
Personal CFO Solutions
New Jersey
$3.61M +$19.1K +570 +0.5%
CCMG
27
Clark Capital Management Group
Pennsylvania
$3.38M +$20.3K +605 +0.6%
CWM
28
Curi Wealth Management
North Carolina
$3.34M +$654K +19,510 +24%
FWP
29
FAS Wealth Partners
Kansas
$2.97M +$163K +4,858 +6%
TWM
30
Tradition Wealth Management
Minnesota
$2.92M +$207K +6,190 +8%
EH
31
Equitable Holdings
New York
$2.92M +$902K +26,900 +45%
Osaic Holdings
32
Osaic Holdings
Arizona
$2.87M +$768K +22,914 +37%
OAM
33
Oppenheimer Asset Management
New York
$2.78M +$89.3K +2,665 +3%
MIA
34
MainStreet Investment Advisors
Illinois
$2.64M -$1.51M -44,899 -36%
USAA
35
United Services Automobile Association
Texas
$2.46M -$1.54M -45,841 -38%
PWMAG
36
Pinnacle Wealth Management Advisory Group
New Jersey
$2.35M +$864K +25,765 +58%
VWA
37
Visionary Wealth Advisors
Illinois
$2.04M -$2.58M -76,823 -56%
Baird Financial Group
38
Baird Financial Group
Wisconsin
$1.89M -$265K -7,906 -12%
AL
39
ACAS LLC
California
$1.86M +$107K +3,204 +6%
Bank of New York Mellon
40
Bank of New York Mellon
New York
$1.64M +$1.36M +40,686 +502%
SFS
41
Sowell Financial Services
Arkansas
$1.6M -$1.63M -48,566 -50%
LWAC
42
Laurel Wealth Advisors (California)
California
$1.5M – – –
RF
43
RHS Financial
California
$1.46M +$314K +9,354 +27%
PAG
44
Private Advisor Group
New Jersey
$1.45M +$71.7K +2,140 +5%
AI
45
Atria Investments
North Carolina
$1.44M +$92.9K +2,770 +7%
P
46
Palladiem
Pennsylvania
$1.38M +$3.55K +106 +0.3%
RJA
47
Raymond James & Associates
Florida
$1.3M +$54.7K +1,631 +4%
AIM
48
Astor Investment Management
Illinois
$1.29M +$1.29M +38,496 New
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$1.27M +$293K +8,747 +30%
Cetera Investment Advisers
50
Cetera Investment Advisers
Illinois
$1.26M +$160K +4,784 +15%
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