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IQ ARB Merger Arbitrage ETF

129 hedge funds and large institutions have $560M invested in IQ ARB Merger Arbitrage ETF in 2021 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 61 increasing their positions, 32 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
129
Holders Change
+1
Holders Change %
+0.78%
% of All Funds
2.25%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
14
Increased
61
Reduced
32
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MPWT
101
MassMutual Private Wealth & Trust
Connecticut
$153K -$21.5K -642 -12%
CFD
102
Creative Financial Designs
Indiana
$109K +$942 +28 +0.9%
HWMA
103
Heritage Wealth Management (Arizona)
Arizona
$86K -$122K -3,648 -59%
PB
104
Pinnacle Bancorp
Nebraska
$85K
GTAM
105
Global Trust Asset Management
Florida
$67K
HFA
106
HC Financial Advisors
California
$65K
US Bancorp
107
US Bancorp
Minnesota
$51K
HI
108
Harbour Investments
Wisconsin
$49K +$4.83K +143 +11%
FDCDDQ
109
Federation des caisses Desjardins du Quebec
Quebec, Canada
$48.9K
OSNBOA
110
Old Second National Bank of Aurora
Illinois
$39K -$1.14K -34 -3%
SC
111
Sierra Capital
Florida
$38K
CFB
112
Cullen/Frost Bankers
Texas
$34K +$34K +1,002 New
AssetMark Inc
113
AssetMark Inc
California
$26K +$26K +788 New
GFPC
114
Global Financial Private Client
Florida
$22.4K
GWM
115
Geneos Wealth Management
Colorado
$22K -$2.85K -86 -11%
CTB
116
Country Trust Bank
Illinois
$18K +$18K +531 New
APA
117
American Portfolios Advisors
New York
$17.9K
LS
118
Leelyn Smith
Illinois
$14K
PFGIA
119
Patriot Financial Group Insurance Agency
Massachusetts
$12K +$1.98K +60 +20%
AF
120
Advisornet Financial
Minnesota
$8K -$473 -14 -6%
ASN
121
Advisory Services Network
Georgia
$8K +$8K +249 New
WQ
122
Wealth Quarterback
New Jersey
$4K +$4K +95 New
Fidelity Investments
123
Fidelity Investments
Massachusetts
$3K -$30K -780 -91%
VNA
124
Valley National Advisers
Pennsylvania
$3K
BWA
125
BDO Wealth Advisors
Florida
$3K