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IQ ARB Merger Arbitrage ETF

92 hedge funds and large institutions have $302M invested in IQ ARB Merger Arbitrage ETF in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 23 increasing their positions, 41 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
92
Holders Change
+2
Holders Change %
+2.22%
% of All Funds
1.35%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
14
Increased
23
Reduced
41
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RF
51
RHS Financial
California
$303K +$41.8K +1,332 +16%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$294K -$4.31K -137 -1%
OMC
53
Old Mission Capital
Illinois
$271K +$271K +8,634 New
Carson Wealth (CWM LLC)
54
Carson Wealth (CWM LLC)
Nebraska
$264K +$138K +4,378 +109%
ML
55
McAdam LLC
Pennsylvania
$247K -$49.2K -1,565 -17%
GM
56
GeoWealth Management
Illinois
$216K +$72.9K +2,326 +51%
GRP
57
Global Retirement Partners
California
$216K -$74.7K -2,377 -26%
RL
58
Rogco LP
Oklahoma
$138K -$2.26K -72 -2%
CF
59
Centaurus Financial
California
$106K +$378 +12 +0.4%
IA
60
IFP Advisors
Florida
$71.2K -$409K -13,011 -85%
WPWM
61
Western Pacific Wealth Management
Illinois
$62.8K
GTAM
62
Global Trust Asset Management
Florida
$62.5K
UBS Group
63
UBS Group
Switzerland
$55.8K +$42.2K +1,344 +310%
PS
64
Principal Securities
Iowa
$51.1K +$51.1K +1,628 New
PB
65
Pinnacle Bancorp
Nebraska
$49.8K
National Bank of Canada
66
National Bank of Canada
Quebec, Canada
$40.9K
AA
67
Ancora Advisors
Ohio
$40.8K -$91.1K -2,900 -69%
S
68
Sachetta
Massachusetts
$38.6K +$38.6K +1,229 New
SPIA
69
Steward Partners Investment Advisory
New York
$33.1K +$33.1K +1,055 New
TCPG
70
Trivant Custom Portfolio Group
California
$32.8K +$32.8K +1,045 New
RG
71
Retirement Group
California
$31.4K
JPMorgan Chase & Co
72
JPMorgan Chase & Co
New York
$29.9K +$26.4K +838 +748%
PA
73
Parallel Advisors
California
$24.3K -$60.2K -1,915 -71%
SA
74
Scarborough Advisors
Maryland
$21.1K +$21.1K +673 New
GFPC
75
Global Financial Private Client
Florida
$21K