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IQ ARB Merger Arbitrage ETF
MNA

Overview Fund Activity

115 hedge funds and large institutions have $552M invested in IQ ARB Merger Arbitrage ETF in 2018 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 42 increasing their positions, 24 reducing their positions, and 9 closing their positions.

Holders
115
Holders Change
+29
Holders Change %
+33.72%
% of All Funds
2.57%
Holding in Top 10
13
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+116.67%
% of All Funds
0.29%
New
39
Increased
42
Reduced
24
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$18.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$37.2M
3
Wells Fargo
3
Wells Fargo
California
$19.7M
4
AWC
4
Abundance Wealth Counselors
Pennsylvania
$13.8M
5
PP
5
Prudential plc
United Kingdom
$11.6M

Top Sellers

1
OIA
1
OneDigital Investment Advisors
Kansas
$25.3M
2
NAM
2
NorthCoast Asset Management
Connecticut
$5.44M
3
Jane Street
3
Jane Street
New York
$0
4
CFA
4
Carroll Financial Associates
North Carolina
$4.14M
5
CWM
5
Cornerstone Wealth Management
Missouri
$829K
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$71.1M 2,242,235 +214,944 +11%
GT
2
Greenleaf Trust
Michigan
$38.4M 1,211,909 +209,710 +21%
BCI
3
Brinker Capital Investments
Pennsylvania
$38.2M 1,204,152 +275,463 +30%
Morgan Stanley
4
Morgan Stanley
New York
$37.2M 1,172,864 +508,350 +76%
Bank of America
5
Bank of America
North Carolina
$31.6M 996,179 +154,119 +18%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$28.1M 885,760 +89,720 +11%
OIA
7
OneDigital Investment Advisors
Kansas
$25.3M 797,057 -55,753 -7%
RJA
8
Raymond James & Associates
Florida
$22.2M 701,462 +252,822 +56%
Wells Fargo
9
Wells Fargo
California
$19.7M 622,639 +502,908 +420%
Manulife (Manufacturers Life Insurance)
10
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$18.9M 597,460 +597,460 New
WP
11
WealthPLAN Partners
Nebraska
$18.6M 577,223 -6,662 -1%
AWC
12
Abundance Wealth Counselors
Pennsylvania
$13.8M 434,253 +434,253 New
PP
13
Prudential plc
United Kingdom
$11.6M 367,300 +336,300 +1,085%
BOS
14
Bank of Stockton
California
$10.5M 332,557 +3,265 +1%
UWM
15
USAdvisors Wealth Management
Minnesota
$10.2M 322,112 +322,112 New
GWAG
16
Garrett Wealth Advisory Group
Texas
$9.6M 303,312 +303,312 New
SCM
17
Stonehearth Capital Management
Massachusetts
$9.25M 291,683 -5,501 -2%
WF
18
WealthTrust Fairport
Ohio
$7.71M 243,218 -6,731 -3%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$7.46M 235,153 +51,223 +28%
BRWM
20
B. Riley Wealth Management
Tennessee
$6.82M 214,977 +8,408 +4%
LFASL
21
Lugano Financial Advisors SA (LFA)
Switzerland
$5.92M 186,466 – –
SAM
22
Stringer Asset Management
Tennessee
$5.92M 186,569 +57,819 +45%
JF
23
JSF Financial
California
$5.89M 185,583 +185,583 New
NAM
24
NorthCoast Asset Management
Connecticut
$5.44M 171,426 -46,324 -21%
LPL Financial
25
LPL Financial
California
$5.1M 160,664 +78,328 +95%
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