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IQ ARB Merger Arbitrage ETF
MNA

122 hedge funds and large institutions have $436M invested in IQ ARB Merger Arbitrage ETF in 2022 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 40 increasing their positions, 41 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 19

0% more funds holding

Funds holding: 122 → 122 (0)

2% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 41

7.19% less ownership

Funds ownership: 78.36% → 71.16% (-7.2%)

16% less capital invested

Capital invested by funds: $520M → $436M (-$83.9M)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
122
Holders Change
–
Holders Change %
0%
% of All Funds
1.92%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
23
Increased
40
Reduced
41
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GT
Greenleaf Trust
Michigan
+$9.46M
2
ACMA
Arbor Capital Management (Alaska)
Alaska
+$3.01M
3
WAP
Wealthcare Advisory Partners
Pennsylvania
+$2.83M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$2.7M
5
Ameriprise
Ameriprise
Minnesota
+$2.54M

Top Sellers

Rank Fund Capital Flow
1
CFIA
Cantor Fitzgerald Investment Advisors
New York
-$32.9M
2
BCI
Brinker Capital Investments
Pennsylvania
-$25.3M
3
AF
Allworth Financial
California
-$14.1M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$11.3M
5
OPS
Orion Portfolio Solutions
Nebraska
-$9.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
PFS
101
Prospera Financial Services
Texas
$31K +$31.2K +979 New
National Bank of Canada
102
National Bank of Canada
Quebec, Canada
$30K – – –
UBS Group
103
UBS Group
Switzerland
$27K +$4.23K +133 +19%
GFPC
104
Global Financial Private Client
Florida
$21.4K – – –
HNB
105
Huntington National Bank
Ohio
$21K – – –
HWMA
106
Heritage Wealth Management (Arizona)
Arizona
$18K +$17.8K +559 New
HFA
107
HC Financial Advisors
California
$17K -$8.88K -279 -34%
NWM
108
Nauset Wealth Management
Connecticut
$13K +$13K +408 New
APA
109
American Portfolios Advisors
New York
$11.9K -$860 -27 -7%
LFASL
110
Lugano Financial Advisors SA (LFA)
Switzerland
$9K +$10.3K +324 New
HA
111
Herold Advisors
New York
$6.39K +$6.37K +200 New
NFSG
112
Newbridge Financial Services Group
Florida
$5K +$4.49K +141 New
GWM
113
Geneos Wealth Management
Colorado
$5K +$5.67K +178 New
TWC
114
TD Waterhouse Canada
Ontario, Canada
$4.48K – – –
MCC
115
Money Concepts Capital
Florida
$4K +$4.08K +128 New
CCM
116
Cribstone Capital Management
Maine
$3K +$1.81K +57 +154%
PFGIA
117
Patriot Financial Group Insurance Agency
Massachusetts
$2K -$41K -1,289 -94%
VNA
118
Valley National Advisers
Pennsylvania
$2K – – –
Fidelity Investments
119
Fidelity Investments
Massachusetts
$1K -$446 -14 -32%
SWM
120
Sugarloaf Wealth Management
Georgia
$1K – – –
CAPTRUST Financial Advisors
121
CAPTRUST Financial Advisors
North Carolina
$1K +$860 +27 New
GEA
122
Glen Eagle Advisors
New Jersey
$575 – – –
CFIA
123
Cantor Fitzgerald Investment Advisors
New York
– -$32.9M -1,021,161 Closed
Bank of New York Mellon
124
Bank of New York Mellon
New York
– -$1.75M -54,254 Closed
AI
125
Atria Investments
North Carolina
– -$1.69M -52,400 Closed
2 3 4
5
6

MNA Hedge Fund Activity: Q1 2022 in Review

122 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in IQ ARB Merger Arbitrage ETF (MNA) for Q1 2022, worth a combined $436M — down 16% from $520M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new MNA positions and 19 closed out — a net gain of 4 holders — while 40 added to existing stakes and 41 trimmed.

The largest buyer was Greenleaf Trust, adding an estimated $9.46M. The largest seller was Cantor Fitzgerald Investment Advisors, exiting entirely with an estimated $32.9M sold.

  • 122 institutional investors held IQ ARB Merger Arbitrage ETF (MNA) as of Q1 2022, unchanged from Q4 2021.
  • Funds reported $436M of IQ ARB Merger Arbitrage ETF stock for Q1 2022, down 16% quarter-over-quarter.
  • 23 funds opened new IQ ARB Merger Arbitrage ETF positions in Q1 2022 and 19 closed out, a net change of +4 holders.
  • The largest IQ ARB Merger Arbitrage ETF buyer in Q1 2022 was Greenleaf Trust, an estimated $9.46M added.
  • The largest IQ ARB Merger Arbitrage ETF seller in Q1 2022 was Cantor Fitzgerald Investment Advisors, an estimated $32.9M sold.

Based on aggregated 13F filings for Q1 2022.