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IQ ARB Merger Arbitrage ETF
MNA

Overview Fund Activity

137 hedge funds and large institutions have $516M invested in IQ ARB Merger Arbitrage ETF in 2020 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 46 increasing their positions, 54 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
137
Holders Change
-6
Holders Change %
-4.2%
% of All Funds
3.03%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.2%
New
21
Increased
46
Reduced
54
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OPS
Orion Portfolio Solutions
Nebraska
+$10M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$6.77M
3
OIA
OneDigital Investment Advisors
Kansas
+$3.03M
4
BFG
Barber Financial Group
Kansas
+$1.49M
5
LWAC
Laurel Wealth Advisors (California)
California
+$1.35M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$11.3M
2
WCWM
Wooster Corthell Wealth Management
Connecticut
-$9.4M
3
HighTower Advisors
HighTower Advisors
Illinois
-$7.68M
4
BCA
Biltmore Capital Advisors
New Jersey
-$7.34M
5
GWAG
Garrett Wealth Advisory Group
Texas
-$7.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
126
Fidelity Investments
Massachusetts
$8K +$538 +17 +7%
PO
127
Private Ocean
California
$7K – – –
PFGIA
128
Patriot Financial Group Insurance Agency
Massachusetts
$6K – – –
BBPWM
129
Blue Bell Private Wealth Management
Pennsylvania
$3K – – –
GFPC
130
Global Financial Private Capital
Florida
$3K – – –
AssetMark Inc
131
AssetMark Inc
California
$3K +$694 +25 +30%
WQ
132
Wealth Quarterback
New Jersey
$2.8K – – –
CHA
133
Carmichael Hill & Associates
Maryland
$1K – – –
CP
134
Corbenic Partners
Pennsylvania
$1K +$1K +25 New
LFG
135
Larson Financial Group
Missouri
$1K +$1K +30 New
AIM
136
Anchor Investment Management
South Carolina
$60 – – –
BCA
137
Biltmore Capital Advisors
New Jersey
– -$7.34M -221,110 Closed
GWAG
138
Garrett Wealth Advisory Group
Texas
– -$7.18M -215,994 Closed
DP
139
Denver PWM
Colorado
– -$2.67M -80,474 Closed
Goldman Sachs
140
Goldman Sachs
New York
– -$2.12M -63,826 Closed
BOS
141
Bank of Stockton
California
– -$2.05M -61,812 Closed
QAM
142
Q3 Asset Management
Michigan
– -$1.72M -51,772 Closed
Citadel Advisors
143
Citadel Advisors
Florida
– -$947K -28,512 Closed
Renaissance Technologies
144
Renaissance Technologies
New York
– -$634K -19,101 Closed
Northern Trust
145
Northern Trust
Illinois
– -$541K -16,285 Closed
SWP
146
Stratos Wealth Partners
Ohio
– -$512K -15,434 Closed
VA
147
Valmark Advisers
Ohio
– -$340K -10,242 Closed
CA
148
Cetera Advisors
Colorado
– -$286K -8,617 Closed
JF
149
JSF Financial
California
– -$278K -8,365 Closed
PFS
150
Prospera Financial Services
Texas
– -$256K -7,704 Closed
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