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IQ ARB Merger Arbitrage ETF

143 hedge funds and large institutions have $633M invested in IQ ARB Merger Arbitrage ETF in 2019 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 46 increasing their positions, 56 reducing their positions, and 9 closing their positions.

Holders
143
Holders Change
+20
Holders Change %
+16.26%
% of All Funds
2.82%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
30
Increased
46
Reduced
56
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BCI
1
Brinker Capital Investments
Pennsylvania
$47.9M 1,442,032 -65,981 -4%
GT
2
Greenleaf Trust
Michigan
$46M 1,386,889 -26,228 -2%
Morgan Stanley
3
Morgan Stanley
New York
$44.9M 1,353,760 -183,778 -12%
Wells Fargo
4
Wells Fargo
California
$40.3M 1,214,283 +206,656 +21%
OIA
5
OneDigital Investment Advisors
Kansas
$37.9M 1,142,615 +52,636 +5%
CFIA
6
Cantor Fitzgerald Investment Advisors
New York
$36.4M 1,097,695 -2,745 -0.2%
Bank of America
7
Bank of America
North Carolina
$30.1M 906,028 +19,318 +2%
Ameriprise
8
Ameriprise
Minnesota
$29.2M 878,369 +60,490 +7%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$26.5M 799,303 -19,853 -2%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$19.7M 592,102 +25,894 +5%
Manulife (Manufacturers Life Insurance)
11
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$19.4M 585,254 -37,522 -6%
WP
12
WealthPLAN Partners
Nebraska
$19M 574,117 +84,174 +17%
AWC
13
Abundance Wealth Counselors
Pennsylvania
$17.2M 517,470 +24,410 +5%
WCWM
14
Wooster Corthell Wealth Management
Connecticut
$14.4M 435,042 +1,096 +0.3%
AA
15
Ancora Advisors
Ohio
$12.1M 364,839 -1,668 -0.5%
DCM
16
DeGreen Capital Management
Arizona
$11.9M 359,360 +7,244 +2%
SCM
17
Stonehearth Capital Management
Massachusetts
$10.9M 328,885 +15,720 +5%
HighTower Advisors
18
HighTower Advisors
Illinois
$10.9M 327,560 -29,292 -8%
BRWM
19
B. Riley Wealth Management
Tennessee
$8.25M 248,622 -2,095 -0.8%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$7.88M 237,366 +74,168 +45%
BCA
21
Biltmore Capital Advisors
New Jersey
$7.34M 221,110 -19,954 -8%
GWAG
22
Garrett Wealth Advisory Group
Texas
$7.18M 215,994 -7,314 -3%
LFASL
23
Lugano Financial Advisors SA (LFA)
Switzerland
$7.05M 212,396 +212,396 New
PA
24
Pinnacle Associates
New York
$6.45M 194,380 +13,080 +7%
PAG
25
Private Advisor Group
New Jersey
$5.68M 171,018 -13,344 -7%