We are live on ! Find out more
MNA icon

IQ ARB Merger Arbitrage ETF
MNA

122 hedge funds and large institutions have $436M invested in IQ ARB Merger Arbitrage ETF in 2022 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 40 increasing their positions, 41 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 19

0% more funds holding

Funds holding: 122 → 122 (0)

2% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 41

7.19% less ownership

Funds ownership: 78.36% → 71.16% (-7.2%)

16% less capital invested

Capital invested by funds: $520M → $436M (-$83.9M)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
122
Holders Change
–
Holders Change %
0%
% of All Funds
1.92%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
23
Increased
40
Reduced
41
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GT
Greenleaf Trust
Michigan
+$9.46M
2
ACMA
Arbor Capital Management (Alaska)
Alaska
+$3.01M
3
WAP
Wealthcare Advisory Partners
Pennsylvania
+$2.83M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$2.7M
5
Ameriprise
Ameriprise
Minnesota
+$2.54M

Top Sellers

Rank Fund Capital Flow
1
CFIA
Cantor Fitzgerald Investment Advisors
New York
-$32.9M
2
BCI
Brinker Capital Investments
Pennsylvania
-$25.3M
3
AF
Allworth Financial
California
-$14.1M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$11.3M
5
OPS
Orion Portfolio Solutions
Nebraska
-$9.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
AL
26
Aspiriant LLC
California
$1.96M +$291K +9,130 +17%
PWMAG
27
Pinnacle Wealth Management Advisory Group
New Jersey
$1.86M +$88.2K +2,770 +5%
Citadel Advisors
28
Citadel Advisors
Florida
$1.85M +$1.84M +57,930 New
AL
29
ACAS LLC
California
$1.64M -$142K -4,450 -8%
P
30
Palladiem
Pennsylvania
$1.59M +$292K +9,175 +23%
MIA
31
MainStreet Investment Advisors
Illinois
$1.53M -$168K -5,290 -10%
LWAC
32
Laurel Wealth Advisors (California)
California
$1.43M – – –
USAA
33
United Services Automobile Association
Texas
$1.41M -$161K -5,063 -10%
APA
34
Astoria Portfolio Advisors
New York
$1.35M +$112K +3,521 +9%
EA
35
Eudaimonia Advisors
Tennessee
$1.33M +$401K +12,596 +43%
Jane Street
36
Jane Street
New York
$1.3M +$1.29M +40,603 New
RJA
37
Raymond James & Associates
Florida
$1.26M -$4.78K -150 -0.4%
SFS
38
Sowell Financial Services
Arkansas
$1.26M -$414K -13,007 -25%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$1.21M +$203K +6,386 +20%
Renaissance Technologies
40
Renaissance Technologies
New York
$1.08M +$799K +25,105 +285%
EP
41
Eudaimonia Partners
Tennessee
$1.03M +$1.03M +32,307 New
RJFSA
42
Raymond James Financial Services Advisors
Florida
$986K +$331K +10,381 +51%
CTFG
43
Capstone Triton Financial Group
Oklahoma
$978K -$28K -878 -3%
AAS
44
Ameritas Advisory Services
Nebraska
$938K -$1.07M -33,495 -53%
WP
45
WealthPLAN Partners
Nebraska
$907K -$2.55M -80,026 -74%
WIM
46
WealthPlan Investment Management
Nebraska
$907K +$909K +28,547 New
Mercer Global Advisors
47
Mercer Global Advisors
Colorado
$898K -$351K -11,025 -28%
GRP
48
Global Retirement Partners
California
$837K – – –
CG
49
Caprock Group
Idaho
$813K – – –
IA
50
IFP Advisors
Florida
$775K +$300K +9,416 +53%
1
2
3 4 5

MNA Hedge Fund Activity: Q1 2022 in Review

122 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in IQ ARB Merger Arbitrage ETF (MNA) for Q1 2022, worth a combined $436M — down 16% from $520M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new MNA positions and 19 closed out — a net gain of 4 holders — while 40 added to existing stakes and 41 trimmed.

The largest buyer was Greenleaf Trust, adding an estimated $9.46M. The largest seller was Cantor Fitzgerald Investment Advisors, exiting entirely with an estimated $32.9M sold.

  • 122 institutional investors held IQ ARB Merger Arbitrage ETF (MNA) as of Q1 2022, unchanged from Q4 2021.
  • Funds reported $436M of IQ ARB Merger Arbitrage ETF stock for Q1 2022, down 16% quarter-over-quarter.
  • 23 funds opened new IQ ARB Merger Arbitrage ETF positions in Q1 2022 and 19 closed out, a net change of +4 holders.
  • The largest IQ ARB Merger Arbitrage ETF buyer in Q1 2022 was Greenleaf Trust, an estimated $9.46M added.
  • The largest IQ ARB Merger Arbitrage ETF seller in Q1 2022 was Cantor Fitzgerald Investment Advisors, an estimated $32.9M sold.

Based on aggregated 13F filings for Q1 2022.