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IQ ARB Merger Arbitrage ETF

90 hedge funds and large institutions have $382M invested in IQ ARB Merger Arbitrage ETF in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 28 increasing their positions, 40 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
90
Holders Change
-6
Holders Change %
-6.25%
% of All Funds
1.44%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
9
Increased
28
Reduced
40
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LFS
51
Legacy Financial Strategies
Kansas
$442K -$44K -1,416 -9%
WCM
52
Wealthcare Capital Management
Virginia
$369K -$20K -633 -5%
MML Investors Services
53
MML Investors Services
Massachusetts
$369K +$21K +663 +6%
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$300K -$4.14K -131 -1%
ML
55
McAdam LLC
Pennsylvania
$298K -$21K -664 -7%
Allspring Global Investments
56
Allspring Global Investments
North Carolina
$294K +$7.87K +249 +3%
GRP
57
Global Retirement Partners
California
$291K -$138K -4,394 -32%
RF
58
RHS Financial
California
$262K +$6.98K +221 +3%
BAM
59
Belpointe Asset Management
Nevada
$256K +$256K +8,090 New
FIM
60
Freedom Investment Management
Connecticut
$248K -$72.8K -2,304 -23%
ATC
61
Argent Trust Co
Tennessee
$215K -$221K -6,982 -51%
GM
62
GeoWealth Management
Illinois
$144K +$10.7K +339 +8%
RL
63
Rogco LP
Oklahoma
$141K +$141K +4,455 New
AA
64
Ancora Advisors
Ohio
$133K
Carson Wealth (CWM LLC)
65
Carson Wealth (CWM LLC)
Nebraska
$127K -$5.97K -189 -4%
CF
66
Centaurus Financial
California
$106K -$379 -12 -0.4%
PA
67
Parallel Advisors
California
$84.9K
WPWM
68
Western Pacific Wealth Management
Illinois
$63.2K
GTAM
69
Global Trust Asset Management
Florida
$62.8K
Comerica Bank
70
Comerica Bank
Texas
$54K +$54K +1,710 New
PB
71
Pinnacle Bancorp
Nebraska
$50K -$17.9K -566 -26%
National Bank of Canada
72
National Bank of Canada
Quebec, Canada
$40.7K +$12.5K +400 +44%
RG
73
Retirement Group
California
$31.6K
TWM
74
Tradition Wealth Management
Minnesota
$31K -$11.2K -357 -27%
GFPC
75
Global Financial Private Client
Florida
$21K