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IQ ARB Merger Arbitrage ETF

119 hedge funds and large institutions have $396M invested in IQ ARB Merger Arbitrage ETF in 2022 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 28 increasing their positions, 46 reducing their positions, and 10 closing their positions.

Holders
119
Holders Change
+13
Holders Change %
+12.26%
% of All Funds
1.92%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
24
Increased
28
Reduced
46
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JPMorgan Chase & Co
76
JPMorgan Chase & Co
New York
$234K +$234K +7,384 New
WIM
77
WealthPlan Investment Management
Nebraska
$215K -$16.6K -528 -7%
WP
78
WealthPLAN Partners
Nebraska
$215K +$215K +6,832 New
OWM
79
OneAscent Wealth Management
Alabama
$209K +$918 +29 +0.4%
Cetera Investment Advisers
80
Cetera Investment Advisers
Illinois
$207K +$207K +6,514 New
PA
81
Parallel Advisors
California
$164K -$26.3K -830 -14%
AA
82
Ancora Advisors
Ohio
$142K
GM
83
GeoWealth Management
Illinois
$131K -$55.5K -1,742 -30%
CFD
84
Creative Financial Designs
Indiana
$131K -$476 -15 -0.4%
CF
85
Centaurus Financial
California
$106K -$46.7K -1,477 -31%
TWM
86
Tradition Wealth Management
Minnesota
$99K -$187K -5,909 -65%
US Bancorp
87
US Bancorp
Minnesota
$90.3K
PB
88
Pinnacle Bancorp
Nebraska
$80K
UBS Group
89
UBS Group
Switzerland
$68.5K -$65.5K -2,063 -49%
WPWM
90
Western Pacific Wealth Management
Illinois
$63.5K
GTAM
91
Global Trust Asset Management
Florida
$63.1K
National Bank of Canada
92
National Bank of Canada
Quebec, Canada
$44.1K
FDCDDQ
93
Federation des caisses Desjardins du Quebec
Quebec, Canada
$40.7K -$3.74K -118 -8%
CA
94
CoreCap Advisors
Michigan
$38.8K +$38.8K +1,222 New
SC
95
Sierra Capital
Florida
$36K
CWM
96
Consultiva Wealth Management
Puerto Rico
$35.9K
RG
97
Retirement Group
California
$32K +$32K +1,000 New
BAM
98
Belpointe Asset Management
Nevada
$29.8K +$29.8K +940 New
IGWM
99
ICA Group Wealth Management
Colorado
$23.4K +$23.4K +738 New
GFPC
100
Global Financial Private Client
Florida
$21.2K