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NYLIM Merger Arbitrage ETF

123 hedge funds and large institutions have $707M invested in NYLIM Merger Arbitrage ETF in 2019 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 50 increasing their positions, 30 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 30

36% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 22

28% more capital invested

Capital invested by funds: $552M → $707M (+$155M)

23% more funds holding in top 10

Funds holding in top 10: 1316 (+3)

7% more funds holding

Funds holding: 115123 (+8)

4.17% more ownership

Funds ownership: 66.73%70.91% (+4.2%)

Holders
123
Holders Change
+8
Holders Change %
+6.96%
% of All Funds
2.65%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.35%
New
30
Increased
50
Reduced
30
Closed
22
Calls
Puts
Net Calls
Net Calls Change

MNA Hedge Fund Activity: Q1 2019 in Review

123 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in NYLIM Merger Arbitrage ETF (MNA) for Q1 2019, worth a combined $707M — up 28% from $552M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new MNA positions and 22 closed out — a net gain of 8 holders — while 50 added to existing stakes and 30 trimmed.

The largest buyer was Cantor Fitzgerald Investment Advisors, opening a new position worth an estimated $36.3M. The largest seller was Ameriprise, cutting an estimated $26.7M.

  • 123 institutional investors held NYLIM Merger Arbitrage ETF (MNA) as of Q1 2019, up from 115 in Q4 2018.
  • Funds reported $707M of NYLIM Merger Arbitrage ETF stock for Q1 2019, up 28% quarter-over-quarter.
  • 30 funds opened new NYLIM Merger Arbitrage ETF positions in Q1 2019 and 22 closed out, a net change of +8 holders.
  • The largest NYLIM Merger Arbitrage ETF buyer in Q1 2019 was Cantor Fitzgerald Investment Advisors, an estimated $36.3M added.
  • The largest NYLIM Merger Arbitrage ETF seller in Q1 2019 was Ameriprise, an estimated $26.7M sold.

Based on aggregated 13F filings for Q1 2019.