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IQ ARB Merger Arbitrage ETF

129 hedge funds and large institutions have $560M invested in IQ ARB Merger Arbitrage ETF in 2021 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 61 increasing their positions, 32 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
129
Holders Change
+1
Holders Change %
+0.78%
% of All Funds
2.25%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
14
Increased
61
Reduced
32
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OIA
1
OneDigital Investment Advisors
Kansas
$65.5M +$7.63M +227,589 +13%
GT
2
Greenleaf Trust
Michigan
$54M +$2.56M +76,238 +5%
BCI
3
Brinker Capital Investments
Pennsylvania
$49.5M -$3.06M -91,377 -6%
CFIA
4
Cantor Fitzgerald Investment Advisors
New York
$42M +$4.74M +141,403 +13%
Morgan Stanley
5
Morgan Stanley
New York
$34M -$2.87M -85,517 -8%
Ameriprise
6
Ameriprise
Minnesota
$29.3M +$3.73M +111,460 +15%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$22.1M +$50.7K +1,512 +0.2%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$19.7M +$460K +13,728 +2%
Bank of America
9
Bank of America
North Carolina
$18.4M +$1.66M +49,661 +10%
Manulife (Manufacturers Life Insurance)
10
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$18.3M +$1.52M +45,478 +9%
DCM
11
DeGreen Capital Management
Arizona
$17.2M +$3.25M +97,030 +23%
Wells Fargo
12
Wells Fargo
California
$12.6M -$908K -27,082 -7%
OPS
13
Orion Portfolio Solutions
Nebraska
$12.1M -$326K -9,726 -3%
WAP
14
Wealthcare Advisory Partners
Pennsylvania
$12M +$2.44M +72,649 +26%
OPCM
15
Osborne Partners Capital Management
California
$11.5M +$1.27M +38,002 +12%
BRWM
16
B. Riley Wealth Management
Tennessee
$11.1M +$667K +19,912 +6%
WP
17
WealthPLAN Partners
Nebraska
$10.4M -$39.1K -1,178 -0.4%
LPL Financial
18
LPL Financial
California
$6.44M +$4.13M +123,290 +179%
LFASL
19
Lugano Financial Advisors SA (LFA)
Switzerland
$5.96M +$882K +26,306 +17%
PA
20
Pinnacle Associates
New York
$5.5M +$811K +24,207 +17%
AA
21
Ancora Advisors
Ohio
$4.48M -$2.18M -65,040 -33%
CFA
22
Carroll Financial Associates
North Carolina
$4.42M +$248K +7,411 +6%
ST
23
Spinnaker Trust
Maine
$4.39M +$366K +10,913 +9%
AllianceBernstein
24
AllianceBernstein
Tennessee
$4.3M -$507K -15,118 -11%
MA
25
Modus Advisors
Minnesota
$3.61M +$226K +6,736 +7%