We are live on ! Find out more
MNA icon

IQ ARB Merger Arbitrage ETF

127 hedge funds and large institutions have $522M invested in IQ ARB Merger Arbitrage ETF in 2021 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 52 increasing their positions, 37 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 37

13% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 16

1.12% more ownership

Funds ownership: 70.94%72.07% (+1.1%)

0% more funds holding

Funds holding: 127127 (0)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0% less capital invested

Capital invested by funds: $524M → $522M (-$1.46M)

Holders
127
Holders Change
Holders Change %
0%
% of All Funds
2.23%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
18
Increased
52
Reduced
37
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IAN
76
Integrated Advisors Network
Texas
$440K -$6.78K -205 -2%
VI
77
Vestcor Inc
New Brunswick, Canada
$419K -$420K -12,687 -50%
CAN
78
Cetera Advisor Networks
California
$383K +$24.9K +754 +7%
IWM
79
IHT Wealth Management
Illinois
$379K -$5.29K -160 -1%
CWA
80
Clarus Wealth Advisors
Arizona
$361K -$47.7K -1,442 -12%
WGCA
81
Wolf Group Capital Advisors
Virginia
$343K
BAM
82
Belpointe Asset Management
Nevada
$343K +$26.7K +806 +8%
BOS
83
Bank of Stockton
California
$329K
FIM
84
Freedom Investment Management
Connecticut
$311K +$75.6K +2,286 +32%
EP
85
Eudaimonia Partners
Tennessee
$293K -$10.8K -326 -4%
NFG
86
Nations Financial Group
Iowa
$276K -$255K -7,715 -48%
Bank of New York Mellon
87
Bank of New York Mellon
New York
$267K +$268K +8,101 New
SS
88
Simplicity Solutions
Minnesota
$262K +$8.24K +249 +3%
MAFM
89
Mid Atlantic Financial Management
Pennsylvania
$260K -$23.2K -701 -8%
CG
90
Colony Group
Massachusetts
$255K +$256K +7,729 New
PCP
91
Proficio Capital Partners
Massachusetts
$248K
HighTower Advisors
92
HighTower Advisors
Illinois
$233K -$36.1K -1,091 -13%
BO
93
BRR OpCo
Ohio
$220K
FFA
94
First Foundation Advisors
California
$219K -$728 -22 -0.3%
AIC
95
Ameritas Investment Company
Nebraska
$208K +$208K +6,301 New
HWMA
96
Heritage Wealth Management (Arizona)
Arizona
$205K +$206K +6,216 New
MPWT
97
MassMutual Private Wealth & Trust
Connecticut
$172K -$8.6K -260 -5%
CQS
98
Credential Qtrade Securities
$141K +$112K +3,380 +384%
CFD
99
Creative Financial Designs
Indiana
$106K -$98.2K -2,968 -48%
PB
100
Pinnacle Bancorp
Nebraska
$83K

MNA Hedge Fund Activity: Q1 2021 in Review

127 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in IQ ARB Merger Arbitrage ETF (MNA) for Q1 2021, worth a combined $522M — down 0.28% from $524M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new MNA positions and 16 closed out — a net gain of 2 holders — while 52 added to existing stakes and 37 trimmed.

The largest buyer was Osborne Partners Capital Management, opening a new position worth an estimated $10.1M. The largest seller was Mainstay Capital Management, exiting entirely with an estimated $22.6M sold.

  • 127 institutional investors held IQ ARB Merger Arbitrage ETF (MNA) as of Q1 2021, unchanged from Q4 2020.
  • Funds reported $522M of IQ ARB Merger Arbitrage ETF stock for Q1 2021, down 0.28% quarter-over-quarter.
  • 18 funds opened new IQ ARB Merger Arbitrage ETF positions in Q1 2021 and 16 closed out, a net change of +2 holders.
  • The largest IQ ARB Merger Arbitrage ETF buyer in Q1 2021 was Osborne Partners Capital Management, an estimated $10.1M added.
  • The largest IQ ARB Merger Arbitrage ETF seller in Q1 2021 was Mainstay Capital Management, an estimated $22.6M sold.

Based on aggregated 13F filings for Q1 2021.