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IQ ARB Merger Arbitrage ETF
MNA

Overview Fund Activity

130 hedge funds and large institutions have $544M invested in IQ ARB Merger Arbitrage ETF in 2021 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 55 increasing their positions, 36 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
130
Holders Change
+1
Holders Change %
+0.78%
% of All Funds
2.28%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
14
Increased
55
Reduced
36
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$4.53M
2
CFD
2
Creative Financial Designs
Indiana
$3.77M
3
OIA
3
OneDigital Investment Advisors
Kansas
$67.9M
4
GT
4
Greenleaf Trust
Michigan
$55.3M
5
WAP
5
Wealthcare Advisory Partners
Pennsylvania
$13.8M

Top Sellers

1
WP
1
WealthPLAN Partners
Nebraska
$3.56M
2
BCI
2
Brinker Capital Investments
Pennsylvania
$43.5M
3
Wells Fargo
3
Wells Fargo
California
$7.52M
4
AA
4
Ancora Advisors
Ohio
$350K
5
Morgan Stanley
5
Morgan Stanley
New York
$29.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FIM
76
Freedom Investment Management
Connecticut
$525K +$92.5K +2,814 +21%
CW
77
CreativeOne Wealth
Kansas
$510K +$9.2K +280 +2%
CF
78
Centaurus Financial
California
$474K -$36.9K -1,122 -7%
CM
79
Columbus Macro
Pennsylvania
$447K -$2.83K -86 -0.6%
IAN
80
Integrated Advisors Network
Texas
$423K – – –
VI
81
Vestcor Inc
New Brunswick, Canada
$418K – – –
CWA
82
Clarus Wealth Advisors
Arizona
$402K – – –
WGCA
83
Wolf Group Capital Advisors
Virginia
$401K – – –
AA
84
Ancora Advisors
Ohio
$350K -$4.05M -122,989 -92%
CG
85
Colony Group
Massachusetts
$340K +$4.67K +142 +1%
BOS
86
Bank of Stockton
California
$329K – – –
BAM
87
Belpointe Asset Management
Nevada
$312K -$33 -1 -0%
NFG
88
Nations Financial Group
Iowa
$275K -$131 -4 -0%
AWM
89
AE Wealth Management
Kansas
$272K +$22.4K +681 +9%
Jane Street
90
Jane Street
New York
$253K +$253K +7,680 New
PCP
91
Proficio Capital Partners
Massachusetts
$247K – – –
OC
92
Oppenheimer & Co
New York
$224K +$224K +6,799 New
BO
93
BRR OpCo
Ohio
$220K – – –
TAM
94
Tocqueville Asset Management
New York
$214K – – –
SS
95
Simplicity Solutions
Minnesota
$207K +$428 +13 +0.2%
OWM
96
OneAscent Wealth Management
Alabama
$203K +$203K +6,162 New
DZ Bank
97
DZ Bank
Germany
$145K -$9.66K -292 -6%
MPWT
98
MassMutual Private Wealth & Trust
Connecticut
$137K -$13.2K -400 -9%
US Bancorp
99
US Bancorp
Minnesota
$94K +$43.6K +1,319 +86%
PB
100
Pinnacle Bancorp
Nebraska
$83K – – –
2 3
4
5 6