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IQ ARB Merger Arbitrage ETF
MNA

128 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

91% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 32

17% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 12

7% more capital invested

Capital invested by funds: $522M → $560M (+$37.5M)

3.01% more ownership

Funds ownership: 72.07% → 75.07% (+3%)

1% more funds holding

Funds holding: 127 → 128 (+1)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

Holders
128
Holders Change
+1
Holders Change %
+0.79%
% of All Funds
2.23%
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

Rank Fund Capital Flow
1
OIA
OneDigital Investment Advisors
Kansas
+$7.61M
2
CFIA
Cantor Fitzgerald Investment Advisors
New York
+$4.73M
3
LPL Financial
LPL Financial
California
+$4.12M
4
Ameriprise
Ameriprise
Minnesota
+$3.73M
5
DCM
DeGreen Capital Management
Arizona
+$3.24M

Top Sellers

Rank Fund Capital Flow
1
BCI
Brinker Capital Investments
Pennsylvania
-$3.06M
2
Morgan Stanley
Morgan Stanley
New York
-$2.86M
3
Citadel Advisors
Citadel Advisors
Florida
-$2.71M
4
VWA
Visionary Wealth Advisors
Illinois
-$2.57M
5
AA
Ancora Advisors
Ohio
-$2.17M
Name Holding Trade Value Shares
Change 		Change in
Stake
PCS
26
Personal CFO Solutions
New Jersey
$3.61M +$19.1K +570 +0.5%
CCMG
27
Clark Capital Management Group
Pennsylvania
$3.38M +$20.2K +605 +0.6%
CWM
28
Curi Wealth Management
North Carolina
$3.34M +$652K +19,510 +24%
FWP
29
FAS Wealth Partners
Kansas
$2.96M +$162K +4,858 +6%
TWM
30
Tradition Wealth Management
Minnesota
$2.92M +$207K +6,190 +8%
EH
31
Equitable Holdings
New York
$2.92M +$899K +26,900 +45%
Osaic Holdings
32
Osaic Holdings
Arizona
$2.87M +$766K +22,914 +37%
OAM
33
Oppenheimer Asset Management
New York
$2.78M +$89.1K +2,665 +3%
MIA
34
MainStreet Investment Advisors
Illinois
$2.64M -$1.5M -44,899 -36%
USAA
35
United Services Automobile Association
Texas
$2.46M -$1.53M -45,841 -38%
PWMAG
36
Pinnacle Wealth Management Advisory Group
New Jersey
$2.35M +$861K +25,765 +58%
VWA
37
Visionary Wealth Advisors
Illinois
$2.04M -$2.57M -76,823 -56%
Baird Financial Group
38
Baird Financial Group
Wisconsin
$1.89M -$264K -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 -$1.62M -48,566 -50%
LWAC
42
Laurel Wealth Advisors (California)
California
$1.5M – – –
RF
43
RHS Financial
California
$1.46M +$313K +9,354 +27%
PAG
44
Private Advisor Group
New Jersey
$1.45M +$71.6K +2,140 +5%
AI
45
Atria Investments
North Carolina
$1.44M +$92.6K +2,770 +7%
P
46
Palladiem
Pennsylvania
$1.38M +$3.54K +106 +0.3%
RJA
47
Raymond James & Associates
Florida
$1.3M +$54.5K +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
$1.26M +$292K +8,747 +30%
Cetera Investment Advisers
50
Cetera Investment Advisers
Illinois
$1.26M +$160K +4,784 +15%
1
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MNA Hedge Fund Activity: Q2 2021 in Review

128 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in IQ ARB Merger Arbitrage ETF (MNA) for Q2 2021, worth a combined $560M — up 7.2% from $522M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new MNA positions and 12 closed out — a net gain of 2 holders — while 61 added to existing stakes and 32 trimmed.

The largest buyer was OneDigital Investment Advisors, adding an estimated $7.61M. The largest seller was Brinker Capital Investments, cutting an estimated $3.06M.

  • 128 institutional investors held IQ ARB Merger Arbitrage ETF (MNA) as of Q2 2021, up from 127 in Q1 2021.
  • Funds reported $560M of IQ ARB Merger Arbitrage ETF stock for Q2 2021, up 7.2% quarter-over-quarter.
  • 14 funds opened new IQ ARB Merger Arbitrage ETF positions in Q2 2021 and 12 closed out, a net change of +2 holders.
  • The largest IQ ARB Merger Arbitrage ETF buyer in Q2 2021 was OneDigital Investment Advisors, an estimated $7.61M added.
  • The largest IQ ARB Merger Arbitrage ETF seller in Q2 2021 was Brinker Capital Investments, an estimated $3.06M sold.

Based on aggregated 13F filings for Q2 2021.