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IQ ARB Merger Arbitrage ETF
MNA

Overview Fund Activity

130 hedge funds and large institutions have $544M invested in IQ ARB Merger Arbitrage ETF in 2021 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 55 increasing their positions, 36 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
130
Holders Change
+1
Holders Change %
+0.78%
% of All Funds
2.28%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
14
Increased
55
Reduced
36
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$4.53M
2
CFD
2
Creative Financial Designs
Indiana
$3.77M
3
OIA
3
OneDigital Investment Advisors
Kansas
$67.9M
4
GT
4
Greenleaf Trust
Michigan
$55.3M
5
WAP
5
Wealthcare Advisory Partners
Pennsylvania
$13.8M

Top Sellers

1
WP
1
WealthPLAN Partners
Nebraska
$3.56M
2
BCI
2
Brinker Capital Investments
Pennsylvania
$43.5M
3
Wells Fargo
3
Wells Fargo
California
$7.52M
4
AA
4
Ancora Advisors
Ohio
$350K
5
Morgan Stanley
5
Morgan Stanley
New York
$29.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
26
Modus Advisors
Minnesota
$3.74M +$197K +5,980 +6%
PCS
27
Personal CFO Solutions
New Jersey
$3.58M +$44.1K +1,341 +1%
WP
28
WealthPLAN Partners
Nebraska
$3.56M -$6.56M -203,789 -65%
FWP
29
FAS Wealth Partners
Kansas
$3.39M +$484K +14,729 +17%
OAM
30
Oppenheimer Asset Management
New York
$3.23M +$507K +15,414 +19%
TWM
31
Tradition Wealth Management
Minnesota
$3.22M +$350K +10,630 +12%
EH
32
Equitable Holdings
New York
$2.95M +$86.2K +2,620 +3%
Osaic Holdings
33
Osaic Holdings
Arizona
$2.77M -$45K -1,370 -2%
CI
34
Ceera Investments
Texas
$2.26M +$1.56M +47,462 +222%
PWMAG
35
Pinnacle Wealth Management Advisory Group
New Jersey
$2.26M -$49.3K -1,500 -2%
USAA
36
United Services Automobile Association
Texas
$1.92M -$495K -15,069 -21%
AL
37
ACAS LLC
California
$1.85M +$22.9K +696 +1%
Baird Financial Group
38
Baird Financial Group
Wisconsin
$1.83M -$22.2K -676 -1%
Bank of New York Mellon
39
Bank of New York Mellon
New York
$1.78M +$175K +5,306 +11%
SFS
40
Sowell Financial Services
Arkansas
$1.73M +$162K +4,930 +10%
AI
41
Atria Investments
North Carolina
$1.7M +$292K +8,890 +21%
LWAC
42
Laurel Wealth Advisors (California)
California
$1.48M – – –
Mercer Global Advisors
43
Mercer Global Advisors
Colorado
$1.43M +$925K +28,124 +185%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$1.39M +$145K +4,420 +12%
P
45
Palladiem
Pennsylvania
$1.34M -$14.3K -435 -1%
PAG
46
Private Advisor Group
New Jersey
$1.33M -$90.2K -2,745 -6%
RJA
47
Raymond James & Associates
Florida
$1.33M +$52.1K +1,585 +4%
CAN
48
Cetera Advisor Networks
California
$1.25M +$26K +790 +2%
Citadel Advisors
49
Citadel Advisors
Florida
$1.12M +$1.12M +34,165 New
AL
50
Aspiriant LLC
California
$1.1M +$130K +3,943 +13%
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