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IQ ARB Merger Arbitrage ETF

133 hedge funds and large institutions have $684M invested in IQ ARB Merger Arbitrage ETF in 2019 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 53 increasing their positions, 45 reducing their positions, and 10 closing their positions.

Holders
133
Holders Change
+9
Holders Change %
+7.26%
% of All Funds
2.89%
Holding in Top 10
11
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-31.25%
% of All Funds
0.24%
New
24
Increased
53
Reduced
45
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
OIA
1
OneDigital Investment Advisors
Kansas
$58.9M 1,866,363 +1,054,605 +130%
Morgan Stanley
2
Morgan Stanley
New York
$50.4M 1,597,450 +51,948 +3%
BCI
3
Brinker Capital Investments
Pennsylvania
$48.3M 1,530,887 +6,676 +0.4%
GT
4
Greenleaf Trust
Michigan
$43.9M 1,392,561 +32,959 +2%
Ameriprise
5
Ameriprise
Minnesota
$40.3M 1,280,090 -129,395 -9%
CFIA
6
Cantor Fitzgerald Investment Advisors
New York
$35.9M 1,138,940 +4,880 +0.4%
EMPI
7
Elo Mutual Pension Insurance
Finland
$29.2M 924,000 +300,000 +48%
Bank of America
8
Bank of America
North Carolina
$28.3M 895,995 -115,797 -11%
Wells Fargo
9
Wells Fargo
California
$28.3M 895,972 +58,513 +7%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$27M 856,778 -23,799 -3%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$26.1M 826,896 -148,544 -15%
Manulife (Manufacturers Life Insurance)
12
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$19.8M 626,726 +39,007 +7%
WP
13
WealthPLAN Partners
Nebraska
$17.1M 539,324 -6,404 -1%
AWC
14
Abundance Wealth Counselors
Pennsylvania
$14.4M 455,792 +17,610 +4%
WCWM
15
Wooster Corthell Wealth Management
Connecticut
$13.4M 424,779 +17,737 +4%
AA
16
Ancora Advisors
Ohio
$11.6M 366,507 -3,415 -0.9%
DCM
17
DeGreen Capital Management
Arizona
$11.4M 360,887 +3,765 +1%
RJA
18
Raymond James & Associates
Florida
$11.2M 354,894 -325,219 -48%
HighTower Advisors
19
HighTower Advisors
Illinois
$11.1M 353,253 +308,601 +691%
BOS
20
Bank of Stockton
California
$11.1M 351,144 -24,972 -7%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$9.77M 309,782 -75,301 -20%
SCM
22
Stonehearth Capital Management
Massachusetts
$9.55M 302,563 +8,317 +3%
LFASL
23
Lugano Financial Advisors SA (LFA)
Switzerland
$8.44M 267,886 -19,516 -7%
BCA
24
Biltmore Capital Advisors
New Jersey
$7.08M 224,370 +7,958 +4%
GWAG
25
Garrett Wealth Advisory Group
Texas
$6.86M 217,797 -91,623 -30%