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IQ ARB Merger Arbitrage ETF
MNA

Overview Fund Activity

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 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
122
Holders Change
-8
Holders Change %
-6.15%
% 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
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GT
Greenleaf Trust
Michigan
$72.5M
2
AF
Allworth Financial
California
$14.3M
3
BCI
Brinker Capital Investments
Pennsylvania
$53.3M
4
OIA
OneDigital Investment Advisors
Kansas
$71.1M
5
MIA
MainStreet Investment Advisors
Illinois
$1.72M

Top Sellers

1
CFIA
Cantor Fitzgerald Investment Advisors
New York
$32.9M
2
Ameriprise
Ameriprise
Minnesota
$22.2M
3
LFASL
Lugano Financial Advisors SA (LFA)
Switzerland
$0
4
ST
Spinnaker Trust
Maine
$0
5
FWP
FAS Wealth Partners
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CW
76
CreativeOne Wealth
Kansas
$346K -$154K -4,788 -31%
WCM
77
Wealthcare Capital Management
Virginia
$323K -$305K -9,436 -49%
BOS
78
Bank of Stockton
California
$323K – – –
NL
79
NWAM LLC
Washington
$308K +$308K +9,549 New
Allspring Global Investments
80
Allspring Global Investments
North Carolina
$307K +$307K +9,548 New
AA
81
Ancora Advisors
Ohio
$289K -$53.2K -1,650 -16%
AWM
82
AE Wealth Management
Kansas
$285K +$18K +558 +7%
Renaissance Technologies
83
Renaissance Technologies
New York
$284K +$284K +8,800 New
NFG
84
Nations Financial Group
Iowa
$270K – – –
CWA
85
Clarus Wealth Advisors
Arizona
$267K -$125K -3,894 -32%
BAM
86
Belpointe Asset Management
Nevada
$264K -$41K -1,274 -13%
SWP
87
Stratos Wealth Partners
Ohio
$255K +$255K +7,898 New
OC
88
Oppenheimer & Co
New York
$225K +$5.46K +169 +2%
BO
89
BRR OpCo
Ohio
$215K -$483 -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 +$115K +3,557 New
US Bancorp
93
US Bancorp
Minnesota
$92K – – –
PB
94
Pinnacle Bancorp
Nebraska
$81K – – –
CA
95
CoreCap Advisors
Michigan
$76K +$76K +2,356 New
FDCDDQ
96
Federation des caisses Desjardins du Quebec
Quebec, Canada
$69.2K +$22.2K +687 +47%
GM
97
GeoWealth Management
Illinois
$68K +$68K +2,097 New
GTAM
98
Global Trust Asset Management
Florida
$64K – – –
WPWM
99
Western Pacific Wealth Management
Illinois
$64K +$64K +2,000 New
OSNBOA
100
Old Second National Bank of Aurora
Illinois
$47K +$6.39K +191 +16%
2 3
4
5 6