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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 %
ETS
51
ESL Trust Services
New York
$475K -$52.6K -1,685 -10%
EP
52
Eudaimonia Partners
Tennessee
$469K +$61.2K +1,960 +15%
IAN
53
Integrated Advisors Network
Texas
$455K -$8.58K -275 -2%
ATC
54
Argent Trust Co
Tennessee
$430K +$430K +13,782 New
GRP
55
Global Retirement Partners
California
$425K -$78.8K -2,526 -16%
CWM
56
Curi Wealth Management
North Carolina
$412K -$6.28M -201,309 -94%
WCM
57
Wealthcare Capital Management
Virginia
$384K -$36.4K -1,166 -9%
MML Investors Services
58
MML Investors Services
Massachusetts
$343K -$31.9K -1,023 -9%
FIM
59
Freedom Investment Management
Connecticut
$317K +$98.3K +3,151 +45%
ML
60
McAdam LLC
Pennsylvania
$315K -$262K -8,391 -45%
Cambridge Investment Research Advisors
61
Cambridge Investment Research Advisors
Iowa
$300K -$30.1K -966 -9%
Allspring Global Investments
62
Allspring Global Investments
North Carolina
$282K – – –
P
63
Palladiem
Pennsylvania
$276K -$1.01M -32,265 -78%
WSTAM
64
Wilbanks Smith & Thomas Asset Management
Virginia
$274K – – –
RF
65
RHS Financial
California
$252K -$20.4K -653 -7%
GM
66
GeoWealth Management
Illinois
$132K -$58K -1,856 -31%
AA
67
Ancora Advisors
Ohio
$131K – – –
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$131K +$42K +1,349 +47%
CF
69
Centaurus Financial
California
$105K +$343 +11 +0.3%
PA
70
Parallel Advisors
California
$83.9K -$8.36K -268 -9%
PB
71
Pinnacle Bancorp
Nebraska
$67.1K -$11.8K -377 -15%
WP
72
WealthPLAN Partners
Nebraska
$62.7K +$7.64K +245 +14%
WPWM
73
Western Pacific Wealth Management
Illinois
$62.4K – – –
GTAM
74
Global Trust Asset Management
Florida
$62.1K – – –
Northwestern Mutual Wealth Management
75
Northwestern Mutual Wealth Management
Wisconsin
$56.9K +$56.9K +1,824 New
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3
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