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IQ ARB Merger Arbitrage ETF
MNA

Overview Fund Activity

86 hedge funds and large institutions have $371M invested in IQ ARB Merger Arbitrage ETF in 2018 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 27 increasing their positions, 28 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
86
Holders Change
+12
Holders Change %
+16.22%
% of All Funds
1.97%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
20
Increased
27
Reduced
28
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GT
Greenleaf Trust
Michigan
+$25.7M
2
WP
WealthPLAN Partners
Nebraska
+$18.5M
3
NAM
NorthCoast Asset Management
Connecticut
+$6.92M
4
Morgan Stanley
Morgan Stanley
New York
+$2.69M
5
QAM
Q3 Asset Management
Michigan
+$1.9M

Top Sellers

1
CWM
Cornerstone Wealth Management
Missouri
-$6.43M
2
VCM
Verger Capital Management
North Carolina
-$6.17M
3
PCP
Proficio Capital Partners
Massachusetts
-$2.36M
4
LPL Financial
LPL Financial
California
-$2.25M
5
CCMG
Clark Capital Management Group
Pennsylvania
-$1.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
51
Belpointe Asset Management
Nevada
$414K -$29.6K -932 -7%
CM
52
Columbus Macro
Pennsylvania
$407K – – –
FWM
53
Frontier Wealth Management
Missouri
$366K +$366K +11,528 New
AA
54
Ancora Advisors
Ohio
$361K +$20.1K +634 +6%
LFS
55
Legacy Financial Strategies
Kansas
$359K +$359K +11,257 New
IA
56
IFP Advisors
Florida
$351K +$99.4K +3,131 +39%
VA
57
Valmark Advisers
Ohio
$341K +$341K +10,742 New
FCBT
58
First Citizens Bank & Trust
North Carolina
$325K +$5.56K +175 +2%
AGA
59
Accuvest Global Advisors
Utah
$286K +$286K +9,000 New
AP
60
Advisors Preferred
Maryland
$266K +$266K +8,378 New
MC
61
Moors & Cabot
Massachusetts
$252K -$79.3K -2,500 -24%
MPWT
62
MassMutual Private Wealth & Trust
Connecticut
$238K -$3.97K -125 -2%
MIA
63
MainStreet Investment Advisors
Illinois
$238K -$3.97K -125 -2%
CCM
64
Crabel Capital Management
California
$230K – – –
Creative Planning
65
Creative Planning
Kansas
$219K -$565K -17,802 -72%
LTFS
66
Ladenburg Thalmann Financial Services
Florida
$80K +$31.3K +991 +64%
Bank of Montreal
67
Bank of Montreal
Ontario, Canada
$74K -$7.64K -240 -9%
PCP
68
Proficio Capital Partners
Massachusetts
$70K -$2.36M -73,954 -97%
TFA
69
Transamerica Financial Advisors
Florida
$64K +$63.9K +2,008 +100,400%
MFBTD
70
MB Financial Bank - Trust Department
Illinois
$43K +$43K +1,369 New
UBS Group
71
UBS Group
Switzerland
$41K +$1.39K +44 +4%
RFC
72
Regions Financial Corp
Alabama
$29K – – –
CAG
73
Csenge Advisory Group
Florida
$29K +$29K +917 New
ASN
74
Advisory Services Network
Georgia
$26K -$290 -9 -1%
RCAG
75
Rehmann Capital Advisory Group
Michigan
$22.7K – – –
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