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IQ ARB Merger Arbitrage ETF

123 hedge funds and large institutions have $477M invested in IQ ARB Merger Arbitrage ETF in 2020 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 32 increasing their positions, 59 reducing their positions, and 25 closing their positions.

Holders
123
Holders Change
-14
Holders Change %
-10.22%
% of All Funds
2.53%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.1%
New
12
Increased
32
Reduced
59
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BCI
1
Brinker Capital Investments
Pennsylvania
$51.7M 1,640,024 +337,685 +26%
GT
2
Greenleaf Trust
Michigan
$43.8M 1,387,671 -18,037 -1%
OIA
3
OneDigital Investment Advisors
Kansas
$41.5M 1,315,722 +72,726 +6%
CFIA
4
Cantor Fitzgerald Investment Advisors
New York
$34.9M 1,106,707 -7,201 -0.6%
Bank of America
5
Bank of America
North Carolina
$31.1M 987,601 +61,642 +7%
Morgan Stanley
6
Morgan Stanley
New York
$30.4M 963,007 -180,247 -16%
Ameriprise
7
Ameriprise
Minnesota
$29.2M 940,599 +96,879 +11%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$19M 604,095 +61,304 +11%
Manulife (Manufacturers Life Insurance)
9
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$17.9M 568,463 -50,374 -8%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$16.5M 524,692 -114,679 -18%
Wells Fargo
11
Wells Fargo
California
$13.9M 439,665 -400,760 -48%
DCM
12
DeGreen Capital Management
Arizona
$12.2M 387,169 +6,630 +2%
WP
13
WealthPLAN Partners
Nebraska
$10.5M 328,903 -227,407 -41%
OPS
14
Orion Portfolio Solutions
Nebraska
$10.5M 334,220 +2,103 +0.6%
AA
15
Ancora Advisors
Ohio
$8.41M 266,658 -94,198 -26%
BRWM
16
B. Riley Wealth Management
Tennessee
$7.79M 246,930 -27,484 -10%
CCMG
17
Clark Capital Management Group
Pennsylvania
$7.23M 229,201 +89,898 +65%
AllianceBernstein
18
AllianceBernstein
Tennessee
$7.08M 224,505
PA
19
Pinnacle Associates
New York
$5.32M 168,801 -9,734 -5%
IDA
20
Intelligence Driven Advisers
California
$5.15M 163,398 +56,418 +53%
PCS
21
Personal CFO Solutions
New Jersey
$4.34M 137,580 -4,179 -3%
FMBTD
22
First Midwest Bank Trust Division
Illinois
$3.94M 125,096 +1,934 +2%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$3.29M 104,341 -14,980 -13%
CFA
24
Carroll Financial Associates
North Carolina
$2.63M 83,505 -49,202 -37%
Osaic Holdings
25
Osaic Holdings
Arizona
$2.48M 78,702 -17,491 -18%