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IQ ARB Merger Arbitrage ETF

124 hedge funds and large institutions have $706M invested in IQ ARB Merger Arbitrage ETF in 2019 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 50 increasing their positions, 30 reducing their positions, and 22 closing their positions.

Holders
124
Holders Change
+9
Holders Change %
+7.83%
% of All Funds
2.69%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.35%
New
31
Increased
50
Reduced
30
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$49.3M 1,545,502 +372,638 +32%
BCI
2
Brinker Capital Investments
Pennsylvania
$48.7M 1,524,211 +320,059 +27%
Ameriprise
3
Ameriprise
Minnesota
$45M 1,409,485 -832,750 -37%
GT
4
Greenleaf Trust
Michigan
$43.4M 1,359,602 +147,693 +12%
CFIA
5
Cantor Fitzgerald Investment Advisors
New York
$36.2M 1,134,060 +1,134,060 New
Bank of America
6
Bank of America
North Carolina
$32.3M 1,011,792 +15,613 +2%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$31.1M 975,440 +823,141 +540%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$28.1M 880,577 -5,183 -0.6%
Wells Fargo
9
Wells Fargo
California
$26.7M 837,459 +214,820 +35%
OIA
10
OneDigital Investment Advisors
Kansas
$25.9M 811,758 +14,701 +2%
RJA
11
Raymond James & Associates
Florida
$21.7M 680,113 -21,349 -3%
EMPI
12
Elo Mutual Pension Insurance
Finland
$19.9M 624,000 +624,000 New
Manulife (Manufacturers Life Insurance)
13
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$18.8M 587,719 -9,741 -2%
WP
14
WealthPLAN Partners
Nebraska
$17.3M 545,728 -31,495 -5%
AWC
15
Abundance Wealth Counselors
Pennsylvania
$14M 438,182 +3,929 +0.9%
WCWM
16
Wooster Corthell Wealth Management
Connecticut
$13M 407,042 +407,042 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$12.3M 385,083 +149,930 +64%
BOS
18
Bank of Stockton
California
$12M 376,116 +43,559 +13%
AA
19
Ancora Advisors
Ohio
$11.8M 369,922 +336,706 +1,014%
DCM
20
DeGreen Capital Management
Arizona
$11.4M 357,122 +357,122 New
UWM
21
USAdvisors Wealth Management
Minnesota
$10.4M 327,383 +5,271 +2%
GWAG
22
Garrett Wealth Advisory Group
Texas
$9.86M 309,420 +6,108 +2%
SCM
23
Stonehearth Capital Management
Massachusetts
$9.4M 294,246 +2,563 +0.9%
LFASL
24
Lugano Financial Advisors SA (LFA)
Switzerland
$9.17M 287,402 +100,936 +54%
WF
25
WealthTrust Fairport
Ohio
$9M 281,944 +38,726 +16%