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IQ ARB Merger Arbitrage ETF

133 hedge funds and large institutions have $684M invested in IQ ARB Merger Arbitrage ETF in 2019 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 53 increasing their positions, 45 reducing their positions, and 10 closing their positions.

Holders
133
Holders Change
+9
Holders Change %
+7.26%
% of All Funds
2.89%
Holding in Top 10
11
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-31.25%
% of All Funds
0.24%
New
24
Increased
53
Reduced
45
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
WAP
101
Wealthcare Advisory Partners
Pennsylvania
$110K 3,481 +3,481 New
PCP
102
Proficio Capital Partners
Massachusetts
$109K 3,445 +1,250 +57%
PO
103
Private Ocean
California
$108K 3,451 -45,649 -93%
AP
104
Advisors Preferred
Maryland
$89K 2,808 +2,808 New
PB
105
Pinnacle Bancorp
Nebraska
$80K 2,527 -566 -18%
GWM
106
Geneos Wealth Management
Colorado
$60K 1,931 +197 +11%
UBS Group
107
UBS Group
Switzerland
$54K 1,696 +1,696 New
CWM
108
Consultiva Wealth Management
Puerto Rico
$38K 1,131 +1,131 New
RCAG
109
Rehmann Capital Advisory Group
Michigan
$22.5K 713
Northwestern Mutual Wealth Management
110
Northwestern Mutual Wealth Management
Wisconsin
$18K 560 +560 New
HR
111
Howe & Rusling
New York
$17K 550 +550 New
VNA
112
Valley National Advisers
Pennsylvania
$15K 476
PFGIA
113
Patriot Financial Group Insurance Agency
Massachusetts
$14K 450
Bank of Montreal
114
Bank of Montreal
Ontario, Canada
$13K 400 -386 -49%
AIM
115
Arcadia Investment Management
Michigan
$13K 397
Fidelity Investments
116
Fidelity Investments
Massachusetts
$12K 382 -1,523 -80%
AWM
117
Avior Wealth Management
Nebraska
$11K 353 +353 New
ASN
118
Advisory Services Network
Georgia
$9K 292 -15 -5%
BRWM
119
B. Riley Wealth Management
Tennessee
$8.39K 265,951 +16,892 +7%
UWM
120
USAdvisors Wealth Management
Minnesota
$8.05K 255,028 -72,355 -22%
US Bancorp
121
US Bancorp
Minnesota
$8K 269
RFA
122
Reilly Financial Advisors
California
$6K 179 +179 New
Citigroup
123
Citigroup
New York
$3K 100
BBPWM
124
Blue Bell Private Wealth Management
Pennsylvania
$3K 100
JPMorgan Chase & Co
125
JPMorgan Chase & Co
New York
$3K 88 +88 New