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IQ ARB Merger Arbitrage ETF
MNA

106 hedge funds and large institutions have $421M invested in IQ ARB Merger Arbitrage ETF in 2022 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 29 increasing their positions, 41 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

6% more capital invested

Capital invested by funds: $398M → $421M (+$23.3M)

0.78% less ownership

Funds ownership: 77.07% → 76.29% (-0.78%)

2% less funds holding

Funds holding: 108 → 106 (-2)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

29% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 41

Holders
106
Holders Change
-2
Holders Change %
-1.85%
% of All Funds
1.83%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
11
Increased
29
Reduced
41
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BRWA
B. Riley Wealth Advisors
Florida
+$8.98M
2
AL
Aspiriant LLC
California
+$7.2M
3
CCMG
Clark Capital Management Group
Pennsylvania
+$6.84M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$6.51M
5
QA
Quantitative Advantage
Minnesota
+$4.36M

Top Sellers

Rank Fund Capital Flow
1
OIA
OneDigital Investment Advisors
Kansas
-$7.95M
2
Jane Street
Jane Street
New York
-$5.05M
3
Ameriprise
Ameriprise
Minnesota
-$3.11M
4
Bank of America
Bank of America
North Carolina
-$1.67M
5
WAP
Wealthcare Advisory Partners
Pennsylvania
-$1.55M
Name Holding Trade Value Shares
Change 		Change in
Stake
CF
76
Centaurus Financial
California
$151K -$74.8K -2,367 -33%
AA
77
Ancora Advisors
Ohio
$141K -$17.9K -566 -11%
UBS Group
78
UBS Group
Switzerland
$132K +$114K +3,593 +572%
CFD
79
Creative Financial Designs
Indiana
$129K -$569 -18 -0.4%
US Bancorp
80
US Bancorp
Minnesota
$89K – – –
PB
81
Pinnacle Bancorp
Nebraska
$79K – – –
MPWT
82
MassMutual Private Wealth & Trust
Connecticut
$72K -$41.3K -1,307 -36%
GTAM
83
Global Trust Asset Management
Florida
$62K – – –
WPWM
84
Western Pacific Wealth Management
Illinois
$62K – – –
FDCDDQ
85
Federation des caisses Desjardins du Quebec
Quebec, Canada
$43.9K -$1.8K -57 -4%
National Bank of Canada
86
National Bank of Canada
Quebec, Canada
$43K +$6.67K +211 +18%
AF
87
Allworth Financial
California
$39K – – –
CWM
88
Consultiva Wealth Management
Puerto Rico
$35K – – –
SC
89
Sierra Capital
Florida
$35K – – –
OSNBOA
90
Old Second National Bank of Aurora
Illinois
$23K -$3.67K -116 -14%
HI
91
Harbour Investments
Wisconsin
$23K – – –
HNB
92
Huntington National Bank
Ohio
$21K – – –
GFPC
93
Global Financial Private Client
Florida
$20.9K – – –
M
94
MOTCO
Texas
$19K +$19.3K +609 New
PNC Financial Services Group
95
PNC Financial Services Group
Pennsylvania
$14K – – –
APA
96
American Portfolios Advisors
New York
$12.6K – – –
TWC
97
TD Waterhouse Canada
Ontario, Canada
$4.39K – – –
HWMA
98
Heritage Wealth Management (Arizona)
Arizona
$4K -$13.5K -426 -76%
CCM
99
Cribstone Capital Management
Maine
$4K – – –
BA
100
Bellwether Advisors
Nebraska
$4K +$4.36K +138 New
1 2 3
4
5

MNA Hedge Fund Activity: Q3 2022 in Review

106 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in IQ ARB Merger Arbitrage ETF (MNA) for Q3 2022, worth a combined $421M — up 5.9% from $398M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new MNA positions and 9 closed out — a net gain of 2 holders — while 29 added to existing stakes and 41 trimmed.

The largest buyer was B. Riley Wealth Advisors, opening a new position worth an estimated $8.98M. The largest seller was OneDigital Investment Advisors, cutting an estimated $7.95M.

  • 106 institutional investors held IQ ARB Merger Arbitrage ETF (MNA) as of Q3 2022, down from 108 in Q2 2022.
  • Funds reported $421M of IQ ARB Merger Arbitrage ETF stock for Q3 2022, up 5.9% quarter-over-quarter.
  • 11 funds opened new IQ ARB Merger Arbitrage ETF positions in Q3 2022 and 9 closed out, a net change of +2 holders.
  • The largest IQ ARB Merger Arbitrage ETF buyer in Q3 2022 was B. Riley Wealth Advisors, an estimated $8.98M added.
  • The largest IQ ARB Merger Arbitrage ETF seller in Q3 2022 was OneDigital Investment Advisors, an estimated $7.95M sold.

Based on aggregated 13F filings for Q3 2022.