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IQ ARB Merger Arbitrage ETF
MNA

Overview Fund Activity

86 hedge funds and large institutions have $371M invested in IQ ARB Merger Arbitrage ETF in 2018 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 27 increasing their positions, 28 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
86
Holders Change
+12
Holders Change %
+16.22%
% of All Funds
1.97%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
20
Increased
27
Reduced
28
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GT
Greenleaf Trust
Michigan
+$25.7M
2
WP
WealthPLAN Partners
Nebraska
+$18.5M
3
NAM
NorthCoast Asset Management
Connecticut
+$6.92M
4
Morgan Stanley
Morgan Stanley
New York
+$2.69M
5
QAM
Q3 Asset Management
Michigan
+$1.9M

Top Sellers

1
CWM
Cornerstone Wealth Management
Missouri
-$6.43M
2
VCM
Verger Capital Management
North Carolina
-$6.17M
3
PCP
Proficio Capital Partners
Massachusetts
-$2.36M
4
LPL Financial
LPL Financial
California
-$2.25M
5
CCMG
Clark Capital Management Group
Pennsylvania
-$1.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
VNA
76
Valley National Advisers
Pennsylvania
$15K – – –
PFGIA
77
Patriot Financial Group Insurance Agency
Massachusetts
$14K – – –
GTAM
78
Global Trust Asset Management
Florida
$13K +$13K +419 New
WWM
79
Wagner Wealth Management
South Carolina
$10K – – –
PCG
80
Private Capital Group
Connecticut
$10K +$10K +339 New
NR
81
Newfound Research
Massachusetts
$4K -$59 -2 -1%
FFW
82
Fusion Family Wealth
New York
$3K -$27.2K -942 -90%
BBPWM
83
Blue Bell Private Wealth Management
Pennsylvania
$3K – – –
Carson Wealth (CWM LLC)
84
Carson Wealth (CWM LLC)
Nebraska
$2K +$2K +54 New
Susquehanna International Group
85
Susquehanna International Group
Pennsylvania
– -$284K -9,256 Closed
BRF
86
B. Riley Financial
California
– -$284K -9,152 Closed
ATC
87
Argent Trust Co
Tennessee
– -$211K -6,925 Closed
Manulife (Manufacturers Life Insurance)
88
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$12K -387 Closed
Citigroup
89
Citigroup
New York
– -$9K -309 Closed
CWA
90
Clarus Wealth Advisors
Arizona
– -$4K -126 Closed
LWA
91
Lenox Wealth Advisors
New York
– -$2K -71 Closed
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