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IQ ARB Merger Arbitrage ETF
MNA

129 hedge funds and large institutions have $543M 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, 35 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 35

8% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 13

1% more funds holding

Funds holding: 128 → 129 (+1)

0.61% less ownership

Funds ownership: 75.07% → 74.46% (-0.61%)

3% less capital invested

Capital invested by funds: $560M → $543M (-$16.3M)

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

Holders
129
Holders Change
+1
Holders Change %
+0.78%
% of All Funds
2.26%
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
35
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$4.57M
2
CFD
Creative Financial Designs
Indiana
+$3.69M
3
OIA
OneDigital Investment Advisors
Kansas
+$3.67M
4
GT
Greenleaf Trust
Michigan
+$2.41M
5
WAP
Wealthcare Advisory Partners
Pennsylvania
+$2.1M

Top Sellers

Rank Fund Capital Flow
1
WP
WealthPLAN Partners
Nebraska
-$6.76M
2
BCI
Brinker Capital Investments
Pennsylvania
-$5.08M
3
Wells Fargo
Wells Fargo
California
-$4.9M
4
AA
Ancora Advisors
Ohio
-$4.08M
5
Morgan Stanley
Morgan Stanley
New York
-$4M
Name Holding Trade Value Shares
Change 		Change in
Stake
FIM
76
Freedom Investment Management
Connecticut
$525K +$93.3K +2,814 +21%
CW
77
CreativeOne Wealth
Kansas
$510K +$9.28K +280 +2%
CF
78
Centaurus Financial
California
$474K -$37.2K -1,122 -7%
CM
79
Columbus Macro
Pennsylvania
$447K -$2.85K -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 -$4.08M -122,989 -92%
CG
85
Colony Group
Massachusetts
$340K +$4.71K +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 -$133 -4 -0%
AWM
89
AE Wealth Management
Kansas
$272K +$22.6K +681 +9%
Jane Street
90
Jane Street
New York
$253K +$255K +7,680 New
PCP
91
Proficio Capital Partners
Massachusetts
$247K – – –
OC
92
Oppenheimer & Co
New York
$224K +$225K +6,799 New
BO
93
BRR OpCo
Ohio
$220K – – –
TAM
94
Tocqueville Asset Management
New York
$214K – – –
SS
95
Simplicity Solutions
Minnesota
$207K +$431 +13 +0.2%
OWM
96
OneAscent Wealth Management
Alabama
$203K +$204K +6,162 New
MPWT
97
MassMutual Private Wealth & Trust
Connecticut
$137K -$13.3K -400 -9%
US Bancorp
98
US Bancorp
Minnesota
$94K +$43.7K +1,319 +86%
PB
99
Pinnacle Bancorp
Nebraska
$83K – – –
GTAM
100
Global Trust Asset Management
Florida
$65K – – –
2 3
4
5 6

MNA Hedge Fund Activity: Q3 2021 in Review

129 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in IQ ARB Merger Arbitrage ETF (MNA) for Q3 2021, worth a combined $543M — down 2.9% from $560M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new MNA positions and 13 closed out — a net gain of 1 holder — while 55 added to existing stakes and 35 trimmed.

The largest buyer was Mirae Asset Global Investments, opening a new position worth an estimated $4.57M. The largest seller was WealthPLAN Partners, cutting an estimated $6.76M.

  • 129 institutional investors held IQ ARB Merger Arbitrage ETF (MNA) as of Q3 2021, up from 128 in Q2 2021.
  • Funds reported $543M of IQ ARB Merger Arbitrage ETF stock for Q3 2021, down 2.9% quarter-over-quarter.
  • 14 funds opened new IQ ARB Merger Arbitrage ETF positions in Q3 2021 and 13 closed out, a net change of +1 holder.
  • The largest IQ ARB Merger Arbitrage ETF buyer in Q3 2021 was Mirae Asset Global Investments, an estimated $4.57M added.
  • The largest IQ ARB Merger Arbitrage ETF seller in Q3 2021 was WealthPLAN Partners, an estimated $6.76M sold.

Based on aggregated 13F filings for Q3 2021.