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IQ ARB Merger Arbitrage ETF
MNA

Overview Fund Activity

90 hedge funds and large institutions have $382M invested in IQ ARB Merger Arbitrage ETF in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 28 increasing their positions, 40 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
90
Holders Change
-6
Holders Change %
-6.25%
% of All Funds
1.44%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
9
Increased
28
Reduced
40
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NYLIM
1
New York Life Investment Management
New York
$43.8M
2
BRWA
2
B. Riley Wealth Advisors
Florida
$15M
3
AC
3
Avestar Capital
New York
$3.06M
4
Citadel Advisors
4
Citadel Advisors
Florida
$3.46M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$983K

Top Sellers

1
CCMG
1
Clark Capital Management Group
Pennsylvania
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$10.7M
3
OIA
3
OneDigital Investment Advisors
Kansas
$22.1M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$15.7M
5
PA
5
Pinnacle Associates
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AFS
76
Annapolis Financial Services
Maryland
$20.5K +$20.5K +650 New
PNC Financial Services Group
77
PNC Financial Services Group
Pennsylvania
$14.6K – – –
UBS Group
78
UBS Group
Switzerland
$13.7K -$35.1K -1,111 -72%
Fidelity Investments
79
Fidelity Investments
Massachusetts
$9.95K -$4.04K -128 -29%
Northwestern Mutual Wealth Management
80
Northwestern Mutual Wealth Management
Wisconsin
$5.4K -$52.2K -1,653 -91%
HI
81
Harbour Investments
Wisconsin
$5.12K -$4.74K -150 -48%
JPMorgan Chase & Co
82
JPMorgan Chase & Co
New York
$3.56K -$603 -19 -15%
VNA
83
Valley National Advisers
Pennsylvania
$2K – – –
NA
84
NewEdge Advisors
Louisiana
$1.77K – – –
NFSG
85
Newbridge Financial Services Group
Florida
$1.55K – – –
SWM
86
Sugarloaf Wealth Management
Georgia
$808 – – –
AssetMark Inc
87
AssetMark Inc
California
$727 +$727 +23 New
KFI
88
Key Financial Inc
Pennsylvania
$411 – – –
TFG
89
Team Financial Group
California
$95 +$95 +3 New
Citigroup
90
Citigroup
New York
$95 +$95 +3 New
IPW
91
Impact Partnership Wealth
Georgia
$5 – – –
CCMG
92
Clark Capital Management Group
Pennsylvania
– -$3.54M -113,364 Closed
PA
93
Pinnacle Associates
New York
– -$1.68M -53,803 Closed
PWMAG
94
Pinnacle Wealth Management Advisory Group
New Jersey
– -$774K -24,795 Closed
AAS
95
Avantax Advisory Services
Texas
– -$501K -16,045 Closed
CWM
96
Curi Wealth Management
North Carolina
– -$412K -13,211 Closed
P
97
Palladiem
Pennsylvania
– -$276K -8,860 Closed
WSTAM
98
Wilbanks Smith & Thomas Asset Management
Virginia
– -$274K -8,777 Closed
WP
99
WealthPLAN Partners
Nebraska
– -$62.7K -2,010 Closed
FDCDDQ
100
Federation des caisses Desjardins du Quebec
Quebec, Canada
– -$36.2K -1,159 Closed
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4
5