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IQ ARB Merger Arbitrage ETF

72 hedge funds and large institutions have $147M invested in IQ ARB Merger Arbitrage ETF in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 19 increasing their positions, 26 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 11

6% more funds holding

Funds holding: 6872 (+4)

4.78% less ownership

Funds ownership: 71.66%66.89% (-4.8%)

24% less capital invested

Capital invested by funds: $192M → $147M (-$45.4M)

27% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 26

Holders
72
Holders Change
+4
Holders Change %
+5.88%
% of All Funds
0.95%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
19
Reduced
26
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TSMHT
51
Thurston Springer Miller Herd & Titak
Indiana
$171K +$28.9K +881 +21%
CFD
52
Creative Financial Designs
Indiana
$150K -$384K -11,699 -72%
CF
53
Centaurus Financial
California
$120K
IA
54
IFP Advisors
Florida
$59.8K
Comerica Bank
55
Comerica Bank
Texas
$56.4K
PB
56
Pinnacle Bancorp
Nebraska
$52.2K
Carson Wealth (CWM LLC)
57
Carson Wealth (CWM LLC)
Nebraska
$52K +$690 +21 +1%
GTAM
58
Global Trust Asset Management
Florida
$51.7K -$13.8K -419 -21%
GRP
59
Global Retirement Partners
California
$26K -$9.04K -275 -26%
GFPC
60
Global Financial Private Client
Florida
$22K
CA
61
CoreCap Advisors
Michigan
$18.9K -$1.12K -34 -6%
BOJHT
62
Bank of Jackson Hole Trust
Wyoming
$16.5K +$16.4K +500 New
JP Morgan Chase
63
JP Morgan Chase
New York
$13.2K +$10.5K +321 +406%
SPIA
64
Steward Partners Investment Advisory
New York
$10.4K +$10.4K +316 New
FDW
65
Fourth Dimension Wealth
Ohio
$6.59K +$6.57K +200 New
UBS Group
66
UBS Group
Switzerland
$6.59K +$6.57K +200 New
Fidelity Investments
67
Fidelity Investments
Massachusetts
$6.13K +$5.42K +165 +786%
PA
68
Parallel Advisors
California
$5.27K
HI
69
Harbour Investments
Wisconsin
$2.21K
SWM
70
Sugarloaf Wealth Management
Georgia
$853
Q1WB
71
Quest 10 Wealth Builders
Virginia
$461 +$460 +14 New
KFI
72
Key Financial Inc
Pennsylvania
$428
Manulife (Manufacturers Life Insurance)
73
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$31.1M -946,478 Closed
BRWA
74
B. Riley Wealth Advisors
Florida
-$6.44M -196,005 Closed
QAM
75
Q3 Asset Management
Michigan
-$5.14M -156,382 Closed

MNA Hedge Fund Activity: Q4 2024 in Review

72 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in IQ ARB Merger Arbitrage ETF (MNA) for Q4 2024, worth a combined $147M — down 24% from $192M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new MNA positions and 11 closed out — a net gain of 5 holders — while 19 added to existing stakes and 26 trimmed.

The largest buyer was MAI Capital Management, opening a new position worth an estimated $1.62M. The largest seller was Manulife (Manufacturers Life Insurance), exiting entirely with an estimated $31.1M sold.

  • 72 institutional investors held IQ ARB Merger Arbitrage ETF (MNA) as of Q4 2024, up from 68 in Q3 2024.
  • Funds reported $147M of IQ ARB Merger Arbitrage ETF stock for Q4 2024, down 24% quarter-over-quarter.
  • 16 funds opened new IQ ARB Merger Arbitrage ETF positions in Q4 2024 and 11 closed out, a net change of +5 holders.
  • The largest IQ ARB Merger Arbitrage ETF buyer in Q4 2024 was MAI Capital Management, an estimated $1.62M added.
  • The largest IQ ARB Merger Arbitrage ETF seller in Q4 2024 was Manulife (Manufacturers Life Insurance), an estimated $31.1M sold.

Based on aggregated 13F filings for Q4 2024.