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IQ ARB Merger Arbitrage ETF
MNA

106 hedge funds and large institutions have $421M invested in IQ ARB Merger Arbitrage ETF in 2022 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 29 increasing their positions, 41 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

6% more capital invested

Capital invested by funds: $398M → $421M (+$23.3M)

0.78% less ownership

Funds ownership: 77.07% → 76.29% (-0.78%)

2% less funds holding

Funds holding: 108 → 106 (-2)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

29% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 41

Holders
106
Holders Change
-2
Holders Change %
-1.85%
% of All Funds
1.83%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
11
Increased
29
Reduced
41
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BRWA
B. Riley Wealth Advisors
Florida
+$8.98M
2
AL
Aspiriant LLC
California
+$7.2M
3
CCMG
Clark Capital Management Group
Pennsylvania
+$6.84M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$6.51M
5
QA
Quantitative Advantage
Minnesota
+$4.36M

Top Sellers

Rank Fund Capital Flow
1
OIA
OneDigital Investment Advisors
Kansas
-$7.95M
2
Jane Street
Jane Street
New York
-$5.05M
3
Ameriprise
Ameriprise
Minnesota
-$3.11M
4
Bank of America
Bank of America
North Carolina
-$1.67M
5
WAP
Wealthcare Advisory Partners
Pennsylvania
-$1.55M
Name Holding Trade Value Shares
Change 		Change in
Stake
NFSG
101
Newbridge Financial Services Group
Florida
$2K – – –
VNA
102
Valley National Advisers
Pennsylvania
$2K – – –
Fidelity Investments
103
Fidelity Investments
Massachusetts
$2K +$1.52K +48 +229%
SWM
104
Sugarloaf Wealth Management
Georgia
$1K – – –
GEA
105
Glen Eagle Advisors
New Jersey
$563 – – –
Cetera Investment Advisers
106
Cetera Investment Advisers
Illinois
– -$394K -12,736 Closed
CM
107
Columbus Macro
Pennsylvania
– -$384K -12,388 Closed
CI
108
Ceera Investments
Texas
– -$237K -7,660 Closed
LFASL
109
Lugano Financial Advisors SA (LFA)
Switzerland
– -$75K -2,434 Closed
CA
110
CoreCap Advisors
Michigan
– -$73K -2,356 Closed
AW
111
ACG Wealth
Georgia
– -$70K -2,250 Closed
PFS
112
Prospera Financial Services
Texas
– -$8K -257 Closed
Carson Wealth (CWM LLC)
113
Carson Wealth (CWM LLC)
Nebraska
– -$7K -242 Closed
FHA
114
First Horizon Advisors
Tennessee
– -$3K -118 Closed
Citigroup
115
Citigroup
New York
– +$221 +7 New
1 2 3 4
5

MNA Hedge Fund Activity: Q3 2022 in Review

106 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in IQ ARB Merger Arbitrage ETF (MNA) for Q3 2022, worth a combined $421M — up 5.9% from $398M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new MNA positions and 9 closed out — a net gain of 2 holders — while 29 added to existing stakes and 41 trimmed.

The largest buyer was B. Riley Wealth Advisors, opening a new position worth an estimated $8.98M. The largest seller was OneDigital Investment Advisors, cutting an estimated $7.95M.

  • 106 institutional investors held IQ ARB Merger Arbitrage ETF (MNA) as of Q3 2022, down from 108 in Q2 2022.
  • Funds reported $421M of IQ ARB Merger Arbitrage ETF stock for Q3 2022, up 5.9% quarter-over-quarter.
  • 11 funds opened new IQ ARB Merger Arbitrage ETF positions in Q3 2022 and 9 closed out, a net change of +2 holders.
  • The largest IQ ARB Merger Arbitrage ETF buyer in Q3 2022 was B. Riley Wealth Advisors, an estimated $8.98M added.
  • The largest IQ ARB Merger Arbitrage ETF seller in Q3 2022 was OneDigital Investment Advisors, an estimated $7.95M sold.

Based on aggregated 13F filings for Q3 2022.