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IQ ARB Merger Arbitrage ETF

118 hedge funds and large institutions have $505M invested in IQ ARB Merger Arbitrage ETF in 2020 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 50 reducing their positions, and 17 closing their positions.

Holders
118
Holders Change
-5
Holders Change %
-4.07%
% of All Funds
2.39%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.08%
New
13
Increased
36
Reduced
50
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BCI
1
Brinker Capital Investments
Pennsylvania
$55.8M 1,658,428 +18,404 +1%
OIA
2
OneDigital Investment Advisors
Kansas
$48.6M 1,445,665 +129,943 +10%
GT
3
Greenleaf Trust
Michigan
$47.2M 1,403,052 +15,381 +1%
CFIA
4
Cantor Fitzgerald Investment Advisors
New York
$34.8M 1,105,268 -1,439 -0.1%
Morgan Stanley
5
Morgan Stanley
New York
$32.1M 954,644 -8,363 -0.9%
Bank of America
6
Bank of America
North Carolina
$30.7M 912,873 -74,728 -8%
Ameriprise
7
Ameriprise
Minnesota
$27.7M 825,472 -115,127 -12%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$20.1M 598,649 -5,446 -0.9%
Manulife (Manufacturers Life Insurance)
9
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$18M 534,717 -33,746 -6%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$17.8M 529,502 +4,810 +0.9%
Wells Fargo
11
Wells Fargo
California
$16.8M 499,140 +59,475 +14%
DCM
12
DeGreen Capital Management
Arizona
$13.6M 403,071 +15,902 +4%
OPS
13
Orion Portfolio Solutions
Nebraska
$11.3M 336,783 +2,563 +0.8%
WP
14
WealthPLAN Partners
Nebraska
$10.7M 317,958 -10,945 -3%
BRWM
15
B. Riley Wealth Management
Tennessee
$9.16M 272,351 +25,421 +10%
AA
16
Ancora Advisors
Ohio
$8.95M 266,069 -589 -0.2%
USAA
17
United Services Automobile Association
Texas
$8.46M 251,474 +251,474 New
MIA
18
MainStreet Investment Advisors
Illinois
$8.31M 247,028 +220,393 +827%
CCMG
19
Clark Capital Management Group
Pennsylvania
$6.25M 185,647 -43,554 -19%
PA
20
Pinnacle Associates
New York
$5.14M 152,736 -16,065 -10%
AllianceBernstein
21
AllianceBernstein
Tennessee
$5M 148,764 -75,741 -34%
CFA
22
Carroll Financial Associates
North Carolina
$3.42M 101,690 +18,185 +22%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$3.16M 94,028 -10,313 -10%
ST
24
Spinnaker Trust
Maine
$3.03M 90,175 +34,575 +62%
MA
25
Modus Advisors
Minnesota
$2.91M 86,448 +26,084 +43%