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IQ ARB Merger Arbitrage ETF
MNA

Overview Fund Activity

115 hedge funds and large institutions have $552M invested in IQ ARB Merger Arbitrage ETF in 2018 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 42 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
+29
Holders Change %
+33.72%
% of All Funds
2.57%
Holding in Top 10
13
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+116.67%
% of All Funds
0.29%
New
39
Increased
42
Reduced
24
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$18.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$37.2M
3
Wells Fargo
3
Wells Fargo
California
$19.7M
4
PP
4
Prudential plc
United Kingdom
$11.6M
5
UWM
5
USAdvisors Wealth Management
Minnesota
$10.2M

Top Sellers

1
OIA
1
OneDigital Investment Advisors
Kansas
$25.3M
2
NAM
2
NorthCoast Asset Management
Connecticut
$5.44M
3
Jane Street
3
Jane Street
New York
$0
4
CFA
4
Carroll Financial Associates
North Carolina
$4.14M
5
CWM
5
Cornerstone Wealth Management
Missouri
$829K
Name Holding Trade Value Shares
Change 		Shares
Change %
FWP
51
FAS Wealth Partners
Kansas
$973K +$86.9K +2,740 +10%
RF
52
RHS Financial
California
$965K +$965K +30,435 New
MIAN
53
Mariner Independent Advisor Network
Kansas
$928K +$19.1K +598 +2%
ACM
54
Aviance Capital Management
Florida
$876K -$150K -4,745 -15%
CWM
55
Cornerstone Wealth Management
Missouri
$829K -$579K -18,306 -41%
VCM
56
Verger Capital Management
North Carolina
$822K +$153K +4,815 +23%
WSTAM
57
Wilbanks Smith & Thomas Asset Management
Virginia
$808K -$2.51K -79 -0.3%
AFNAS
58
American Financial Network Advisory Services
California
$767K -$58.9K -1,857 -7%
IWM
59
IHT Wealth Management
Illinois
$766K +$766K +24,159 New
RJFSA
60
Raymond James Financial Services Advisors
Florida
$760K -$349 -11 -0%
AG
61
Advisor Group
Arizona
$663K +$167K +5,275 +34%
SFS
62
Sowell Financial Services
Arkansas
$656K +$656K +20,689 New
WIA
63
World Investment Advisors
California
$614K +$614K +19,351 New
Goldman Sachs
64
Goldman Sachs
New York
$608K -$349 -11 -0.1%
FFA
65
First Foundation Advisors
California
$581K +$137K +4,329 +31%
ACM
66
Allred Capital Management
Texas
$544K +$544K +17,174 New
ML
67
McAdam LLC
Pennsylvania
$520K +$12.1K +381 +2%
SWP
68
Stratos Wealth Partners
Ohio
$500K +$500K +15,775 New
FAAS
69
First Allied Advisory Services
California
$473K -$8.49K -266 -2%
BAM
70
Belpointe Asset Management
Nevada
$452K +$38.5K +1,213 +9%
LFAS
71
Level Four Advisory Services
Texas
$450K -$76.1K -2,398 -14%
AIM
72
Advantage Investment Management
Iowa
$423K +$423K +13,336 New
PWM
73
Paulson Wealth Management
Illinois
$420K -$6.37K -200 -1%
AGA
74
Accuvest Global Advisors
Utah
$420K +$135K +4,246 +47%
FWM
75
Frontier Wealth Management
Missouri
$408K +$42.2K +1,331 +12%
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3
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