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IQ ARB Merger Arbitrage ETF
MNA

Overview Fund Activity

137 hedge funds and large institutions have $516M invested in IQ ARB Merger Arbitrage ETF in 2020 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 46 increasing their positions, 54 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
137
Holders Change
-6
Holders Change %
-4.2%
% of All Funds
3.03%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.2%
New
21
Increased
46
Reduced
54
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OPS
Orion Portfolio Solutions
Nebraska
+$10M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$6.77M
3
OIA
OneDigital Investment Advisors
Kansas
+$3.03M
4
BFG
Barber Financial Group
Kansas
+$1.49M
5
LWAC
Laurel Wealth Advisors (California)
California
+$1.35M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$11.3M
2
WCWM
Wooster Corthell Wealth Management
Connecticut
-$9.4M
3
HighTower Advisors
HighTower Advisors
Illinois
-$7.68M
4
BCA
Biltmore Capital Advisors
New Jersey
-$7.34M
5
GWAG
Garrett Wealth Advisory Group
Texas
-$7.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
GT
1
Greenleaf Trust
Michigan
$42.4M +$567K +18,819 +1%
BCI
2
Brinker Capital Investments
Pennsylvania
$39.3M -$4.21M -139,693 -10%
OIA
3
OneDigital Investment Advisors
Kansas
$37.5M +$3.03M +100,381 +9%
Morgan Stanley
4
Morgan Stanley
New York
$34.5M -$6.34M -210,506 -16%
CFIA
5
Cantor Fitzgerald Investment Advisors
New York
$33.6M +$489K +16,213 +1%
Bank of America
6
Bank of America
North Carolina
$27.9M +$601K +19,931 +2%
Wells Fargo
7
Wells Fargo
California
$25.3M -$11.3M -373,858 -31%
Ameriprise
8
Ameriprise
Minnesota
$24.7M -$1.02M -34,649 -4%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$19.3M -$4.82M -159,932 -20%
Manulife (Manufacturers Life Insurance)
10
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$18.7M +$1.01M +33,583 +6%
WP
11
WealthPLAN Partners
Nebraska
$17.4M -$558K -17,807 -3%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$16.4M -$1.49M -49,311 -8%
AWC
13
Abundance Wealth Counselors
Pennsylvania
$15.4M -$237K -7,871 -2%
DCM
14
DeGreen Capital Management
Arizona
$11.5M +$638K +21,179 +6%
AA
15
Ancora Advisors
Ohio
$10.9M -$120K -3,983 -1%
OPS
16
Orion Portfolio Solutions
Nebraska
$10M +$10M +332,117 New
SCM
17
Stonehearth Capital Management
Massachusetts
$9.96M +$47.1K +1,564 +0.5%
BRWM
18
B. Riley Wealth Management
Tennessee
$8.27M +$777K +25,792 +10%
AllianceBernstein
19
AllianceBernstein
Tennessee
$6.77M +$6.77M +224,505 New
PA
20
Pinnacle Associates
New York
$5.38M -$478K -15,845 -8%
PCS
21
Personal CFO Solutions
New Jersey
$4.27M -$113K -3,754 -3%
CCMG
22
Clark Capital Management Group
Pennsylvania
$4.2M -$183K -6,070 -4%
CFA
23
Carroll Financial Associates
North Carolina
$4M -$309K -10,257 -7%
WCWM
24
Wooster Corthell Wealth Management
Connecticut
$3.71M -$9.4M -311,850 -72%
FMBTD
25
First Midwest Bank Trust Division
Illinois
$3.71M +$121K +4,026 +3%
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