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IQ ARB Merger Arbitrage ETF
MNA

Overview Fund Activity

96 hedge funds and large institutions have $375M invested in IQ ARB Merger Arbitrage ETF in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 46 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
Holders Change
-10
Holders Change %
-9.43%
% of All Funds
1.51%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
9
Increased
25
Reduced
46
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NYLIM
1
New York Life Investment Management
New York
$32.1M
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$4.54M
3
RJA
3
Raymond James & Associates
Florida
$2.94M
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$30.6M
5
IWC
5
Integrated Wealth Concepts
Massachusetts
$3.73M

Top Sellers

1
CWM
1
Curi Wealth Management
North Carolina
$412K
2
Jane Street
2
Jane Street
New York
$4.16M
3
Wells Fargo
3
Wells Fargo
California
$1.61M
4
OIA
4
OneDigital Investment Advisors
Kansas
$24.4M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$13.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
26
Modus Advisors
Minnesota
$2.59M -$56K -1,794 -2%
AF
27
Allworth Financial
California
$1.95M -$9.36K -300 -0.5%
FFA
28
Farther Finance Advisors
California
$1.85M +$562K +18,027 +44%
PA
29
Pinnacle Associates
New York
$1.68M -$983K -31,496 -37%
Wells Fargo
30
Wells Fargo
California
$1.61M -$3.35M -107,250 -68%
AL
31
ACAS LLC
California
$1.55M -$52.8K -1,692 -3%
SAG
32
SageView Advisory Group
California
$1.2M +$721K +23,115 +151%
Osaic Holdings
33
Osaic Holdings
Arizona
$1.15M -$17.8K -571 -2%
Citadel Advisors
34
Citadel Advisors
Florida
$1.07M +$1.07M +34,395 New
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$999K +$336K +10,753 +51%
OPS
36
Orion Portfolio Solutions
Nebraska
$987K -$17.5K -561 -2%
BCI
37
Brinker Capital Investments
Pennsylvania
$987K -$17.5K -561 -2%
RJFSA
38
Raymond James Financial Services Advisors
Florida
$954K – – –
EA
39
Eudaimonia Advisors
Tennessee
$843K -$100K -3,215 -11%
CAAM
40
Cornerstone Advisors Asset Management
Pennsylvania
$829K +$22.7K +729 +3%
CW
41
CreativeOne Wealth
Kansas
$821K -$108K -3,467 -12%
PWMAG
42
Pinnacle Wealth Management Advisory Group
New Jersey
$774K -$457K -14,660 -37%
CG
43
Colony Group
Massachusetts
$651K +$8.79K +282 +1%
FFN
44
Focus Financial Network
Minnesota
$612K +$15.1K +484 +3%
CFD
45
Creative Financial Designs
Indiana
$544K -$3.9K -125 -0.7%
KAS
46
Kestra Advisory Services
Texas
$538K +$7.08K +227 +1%
AAS
47
Avantax Advisory Services
Texas
$501K +$16.6K +531 +3%
LFS
48
Legacy Financial Strategies
Kansas
$488K – – –
IA
49
IFP Advisors
Florida
$478K -$136K -4,373 -22%
ONB
50
Old National Bancorp
Indiana
$478K -$9.02K -289 -2%
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