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IQ ARB Merger Arbitrage ETF
MNA

122 hedge funds and large institutions have $520M invested in IQ ARB Merger Arbitrage ETF in 2021 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 42 increasing their positions, 38 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 38

3.9% more ownership

Funds ownership: 74.46% → 78.36% (+3.9%)

4% less capital invested

Capital invested by funds: $543M → $520M (-$23.2M)

5% less funds holding

Funds holding: 129 → 122 (-7)

13% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 24

40% less funds holding in top 10

Funds holding in top 10: 5 → 3 (-2)

Holders
122
Holders Change
-7
Holders Change %
-5.43%
% of All Funds
1.88%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
21
Increased
42
Reduced
38
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GT
Greenleaf Trust
Michigan
+$18.4M
2
AF
Allworth Financial
California
+$14.5M
3
BCI
Brinker Capital Investments
Pennsylvania
+$10.8M
4
OIA
OneDigital Investment Advisors
Kansas
+$4.49M
5
MIA
MainStreet Investment Advisors
Illinois
+$1.73M

Top Sellers

Rank Fund Capital Flow
1
CFIA
Cantor Fitzgerald Investment Advisors
New York
-$8.22M
2
Ameriprise
Ameriprise
Minnesota
-$6.22M
3
LFASL
Lugano Financial Advisors SA (LFA)
Switzerland
-$6.06M
4
ST
Spinnaker Trust
Maine
-$4.43M
5
FWP
FAS Wealth Partners
Kansas
-$3.39M
Name Holding Trade Value Shares
Change 		Change in
Stake
CW
76
CreativeOne Wealth
Kansas
$346K -$156K -4,788 -31%
WCM
77
Wealthcare Capital Management
Virginia
$323K -$307K -9,436 -49%
BOS
78
Bank of Stockton
California
$323K – – –
NL
79
NWAM LLC
Washington
$308K +$311K +9,549 New
Allspring Global Investments
80
Allspring Global Investments
North Carolina
$307K +$311K +9,548 New
AA
81
Ancora Advisors
Ohio
$289K -$53.7K -1,650 -16%
AWM
82
AE Wealth Management
Kansas
$285K +$18.2K +558 +7%
Renaissance Technologies
83
Renaissance Technologies
New York
$284K +$286K +8,800 New
NFG
84
Nations Financial Group
Iowa
$270K – – –
CWA
85
Clarus Wealth Advisors
Arizona
$267K -$127K -3,894 -32%
BAM
86
Belpointe Asset Management
Nevada
$264K -$41.5K -1,274 -13%
SWP
87
Stratos Wealth Partners
Ohio
$255K +$257K +7,898 New
OC
88
Oppenheimer & Co
New York
$225K +$5.5K +169 +2%
BO
89
BRR OpCo
Ohio
$215K -$488 -15 -0.2%
TAM
90
Tocqueville Asset Management
New York
$210K – – –
MPWT
91
MassMutual Private Wealth & Trust
Connecticut
$134K – – –
TPCW
92
TD Private Client Wealth
New York
$115K +$116K +3,557 New
US Bancorp
93
US Bancorp
Minnesota
$92K – – –
PB
94
Pinnacle Bancorp
Nebraska
$81K – – –
CA
95
CoreCap Advisors
Michigan
$76K +$76.7K +2,356 New
FDCDDQ
96
Federation des caisses Desjardins du Quebec
Quebec, Canada
$69.2K +$22.4K +687 +47%
GM
97
GeoWealth Management
Illinois
$68K +$68.2K +2,097 New
GTAM
98
Global Trust Asset Management
Florida
$64K – – –
WPWM
99
Western Pacific Wealth Management
Illinois
$64K +$65.1K +2,000 New
OSNBOA
100
Old Second National Bank of Aurora
Illinois
$47K +$6.21K +191 +16%
2 3
4
5 6

MNA Hedge Fund Activity: Q4 2021 in Review

122 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in IQ ARB Merger Arbitrage ETF (MNA) for Q4 2021, worth a combined $520M — down 4.3% from $543M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of MNA and 21 opened new positions — a net loss of 3 holders — while 38 trimmed existing stakes and 42 added.

The largest buyer was Greenleaf Trust, adding an estimated $18.4M. The largest seller was Cantor Fitzgerald Investment Advisors, cutting an estimated $8.22M.

  • 122 institutional investors held IQ ARB Merger Arbitrage ETF (MNA) as of Q4 2021, down from 129 in Q3 2021.
  • Funds reported $520M of IQ ARB Merger Arbitrage ETF stock for Q4 2021, down 4.3% quarter-over-quarter.
  • 21 funds opened new IQ ARB Merger Arbitrage ETF positions in Q4 2021 and 24 closed out, a net change of -3 holders.
  • The largest IQ ARB Merger Arbitrage ETF buyer in Q4 2021 was Greenleaf Trust, an estimated $18.4M added.
  • The largest IQ ARB Merger Arbitrage ETF seller in Q4 2021 was Cantor Fitzgerald Investment Advisors, an estimated $8.22M sold.

Based on aggregated 13F filings for Q4 2021.