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IQ ARB Merger Arbitrage ETF

128 hedge funds and large institutions have $522M invested in IQ ARB Merger Arbitrage ETF in 2021 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 52 increasing their positions, 37 reducing their positions, and 16 closing their positions.

Holders
128
Holders Change
Holders Change %
0%
% of All Funds
2.25%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
18
Increased
52
Reduced
37
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
OIA
1
OneDigital Investment Advisors
Kansas
$56.9M 1,727,918 +173,249 +11%
BCI
2
Brinker Capital Investments
Pennsylvania
$51.6M 1,567,056 -5,448 -0.3%
GT
3
Greenleaf Trust
Michigan
$50.6M 1,534,452 +86,722 +6%
CFIA
4
Cantor Fitzgerald Investment Advisors
New York
$37M 1,110,394 -1,360 -0.1%
Morgan Stanley
5
Morgan Stanley
New York
$36.2M 1,098,793 +198,959 +22%
Ameriprise
6
Ameriprise
Minnesota
$25.2M 765,375 -101,162 -12%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$21.6M 656,956 +147,299 +29%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$18.9M 574,873 +7,443 +1%
Manulife (Manufacturers Life Insurance)
9
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$16.5M 499,567 +21,956 +5%
Bank of America
10
Bank of America
North Carolina
$16.4M 498,057 -471,191 -49%
Wells Fargo
11
Wells Fargo
California
$13.3M 403,586 -31,300 -7%
OPS
12
Orion Portfolio Solutions
Nebraska
$12.2M 370,304 +33,645 +10%
WP
13
WealthPLAN Partners
Nebraska
$10.6M 315,647 +8,253 +3%
BRWM
14
B. Riley Wealth Management
Tennessee
$10.2M 309,982 +67,618 +28%
OPCM
15
Osborne Partners Capital Management
California
$10M 304,747 +304,747 New
WAP
16
Wealthcare Advisory Partners
Pennsylvania
$9.37M 284,388 +126,902 +81%
DCM
17
DeGreen Capital Management
Arizona
$9.31M 415,142 -3,701 -0.9%
AA
18
Ancora Advisors
Ohio
$6.55M 198,645 -67,424 -25%
LFASL
19
Lugano Financial Advisors SA (LFA)
Switzerland
$4.99M 151,435 +5,722 +4%
AllianceBernstein
20
AllianceBernstein
Tennessee
$4.73M 143,494 -5,270 -4%
PA
21
Pinnacle Associates
New York
$4.61M 139,914 -9,779 -7%
VWA
22
Visionary Wealth Advisors
Illinois
$4.53M 137,563 +129,748 +1,660%
CFA
23
Carroll Financial Associates
North Carolina
$4.1M 124,568 +13,462 +12%
MIA
24
MainStreet Investment Advisors
Illinois
$4.07M 123,593 -33,889 -22%
ST
25
Spinnaker Trust
Maine
$3.96M 120,142 +17,381 +17%