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IQ ARB Merger Arbitrage ETF
MNA

Overview Fund Activity

137 hedge funds and large institutions have $516M invested in IQ ARB Merger Arbitrage ETF in 2020 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 46 increasing their positions, 54 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
137
Holders Change
-6
Holders Change %
-4.2%
% of All Funds
3.03%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.2%
New
21
Increased
46
Reduced
54
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OPS
Orion Portfolio Solutions
Nebraska
+$10M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$6.77M
3
OIA
OneDigital Investment Advisors
Kansas
+$3.03M
4
BFG
Barber Financial Group
Kansas
+$1.49M
5
LWAC
Laurel Wealth Advisors (California)
California
+$1.35M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$11.3M
2
WCWM
Wooster Corthell Wealth Management
Connecticut
-$9.4M
3
HighTower Advisors
HighTower Advisors
Illinois
-$7.68M
4
BCA
Biltmore Capital Advisors
New Jersey
-$7.34M
5
GWAG
Garrett Wealth Advisory Group
Texas
-$7.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
WC
76
Waterloo Capital
Texas
$410K +$410K +13,588 New
RFN
77
RDA Financial Network
Iowa
$406K +$17.1K +569 +4%
NFG
78
Nations Financial Group
Iowa
$402K +$170K +5,639 +73%
ML
79
McAdam LLC
Pennsylvania
$400K +$4.58K +152 +1%
CAAS
80
Capital Asset Advisory Services
Michigan
$385K +$13.9K +446 +4%
SPC
81
Sigma Planning Corp
Michigan
$369K +$127K +4,200 +52%
CWA
82
Clarus Wealth Advisors
Arizona
$361K +$145K +4,842 +67%
AWM
83
AE Wealth Management
Kansas
$358K +$150K +4,996 +72%
PCP
84
Proficio Capital Partners
Massachusetts
$352K +$352K +11,355 New
BAM
85
Belpointe Asset Management
Nevada
$351K -$4.55K -151 -1%
PPP
86
Private Portfolio Partners
New Jersey
$351K +$351K +11,655 New
MWC
87
MKD Wealth Coaches
Michigan
$349K -$5.33K -177 -2%
LNC
88
Lincoln National Corp
Pennsylvania
$345K -$408K -13,524 -54%
CW
89
CreativeOne Wealth
Kansas
$330K -$155K -5,150 -32%
VWA
90
Visionary Wealth Advisors
Illinois
$326K -$54.1K -1,795 -14%
Mariner
91
Mariner
Kansas
$323K +$323K +10,697 New
WGCA
92
Wolf Group Capital Advisors
Virginia
$308K +$39.8K +1,320 +15%
IWM
93
IHT Wealth Management
Illinois
$305K -$103K -3,413 -25%
AAS
94
Avantax Advisory Services
Texas
$305K +$305K +10,075 New
VCM
95
Verger Capital Management
North Carolina
$295K – – –
CWM
96
Capital Wealth Management
Rhode Island
$267K +$267K +8,867 New
BO
97
BRR OpCo
Ohio
$265K +$25.8K +854 +11%
MAFM
98
Mid Atlantic Financial Management
Pennsylvania
$258K -$8.77K -291 -3%
EP
99
Eudaimonia Partners
Tennessee
$249K +$123K +4,096 +98%
MC
100
Moors & Cabot
Massachusetts
$243K +$45.2K +1,500 +23%
2 3
4
5 6