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IQ ARB Merger Arbitrage ETF

128 hedge funds and large institutions have $524M invested in IQ ARB Merger Arbitrage ETF in 2020 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 38 increasing their positions, 45 reducing their positions, and 13 closing their positions.

Holders
128
Holders Change
+10
Holders Change %
+8.47%
% of All Funds
2.27%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.11%
New
26
Increased
38
Reduced
45
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BCI
1
Brinker Capital Investments
Pennsylvania
$52.4M 1,572,504 -85,924 -5%
OIA
2
OneDigital Investment Advisors
Kansas
$51.8M 1,554,669 +109,004 +8%
GT
3
Greenleaf Trust
Michigan
$48.3M 1,447,730 +44,678 +3%
CFIA
4
Cantor Fitzgerald Investment Advisors
New York
$37.1M 1,111,754 +6,486 +0.6%
Bank of America
5
Bank of America
North Carolina
$32.3M 969,248 +56,375 +6%
Morgan Stanley
6
Morgan Stanley
New York
$30M 899,834 -54,810 -6%
Ameriprise
7
Ameriprise
Minnesota
$28.8M 866,537 +41,065 +5%
MCM
8
Mainstay Capital Management
Michigan
$22.6M 677,231 +677,231 New
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$18.9M 567,430 -31,219 -5%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$17M 509,657 -19,845 -4%
Manulife (Manufacturers Life Insurance)
11
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$15.9M 477,611 -57,106 -11%
Wells Fargo
12
Wells Fargo
California
$14.5M 434,886 -64,254 -13%
DCM
13
DeGreen Capital Management
Arizona
$14M 418,843 +15,772 +4%
OPS
14
Orion Portfolio Solutions
Nebraska
$11.2M 336,659 -124 -0%
WP
15
WealthPLAN Partners
Nebraska
$10.2M 307,394 -10,564 -3%
AA
16
Ancora Advisors
Ohio
$8.87M 266,069
BRWM
17
B. Riley Wealth Management
Tennessee
$8.08M 242,364 -29,987 -11%
CCMG
18
Clark Capital Management Group
Pennsylvania
$6.05M 181,564 -4,083 -2%
MIA
19
MainStreet Investment Advisors
Illinois
$5.25M 157,482 -89,546 -36%
WAP
20
Wealthcare Advisory Partners
Pennsylvania
$5.25M 157,486 +102,367 +186%
PA
21
Pinnacle Associates
New York
$4.99M 149,693 -3,043 -2%
AllianceBernstein
22
AllianceBernstein
Tennessee
$4.96M 148,764
LFASL
23
Lugano Financial Advisors SA (LFA)
Switzerland
$4.86M 145,713 +93,613 +180%
PCS
24
Personal CFO Solutions
New Jersey
$4.68M 140,353 +4,069 +3%
CFA
25
Carroll Financial Associates
North Carolina
$3.7M 111,106 +9,416 +9%