NYLIM Merger Arbitrage ETF
MNA
129 hedge funds and large institutions have $543M invested in NYLIM Merger Arbitrage ETF in 2021 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 55 increasing their positions, 35 reducing their positions, and 13 closing their positions.
57% more repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 35
8% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 13
1% more funds holding
Funds holding: 128 → 129 (+1)
0.61% less ownership
Funds ownership: 75.07% → 74.46% (-0.61%)
3% less capital invested
Capital invested by funds: $560M → $543M (-$16.3M)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mirae Asset Global Investments
Seoul,
South Korea
|
+$4.57M |
| 2 |
CFD
Creative Financial Designs
Kokomo,
Indiana
|
+$3.69M |
| 3 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$3.67M |
| 4 |
GT
Greenleaf Trust
Kalamazoo,
Michigan
|
+$2.41M |
| 5 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
+$2.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
-$6.76M |
| 2 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$5.08M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$4.9M |
| 4 |
AA
Ancora Advisors
Cleveland,
Ohio
|
-$4.08M |
| 5 |
Morgan Stanley
New York
|
-$4M |
MNA Hedge Fund Activity: Q3 2021 in Review
129 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in NYLIM Merger Arbitrage ETF (MNA) for Q3 2021, worth a combined $543M — down 2.9% from $560M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new MNA positions and 13 closed out — a net gain of 1 holder — while 55 added to existing stakes and 35 trimmed.
The largest buyer was Mirae Asset Global Investments, opening a new position worth an estimated $4.57M. The largest seller was WealthPLAN Partners, cutting an estimated $6.76M.
- 129 institutional investors held NYLIM Merger Arbitrage ETF (MNA) as of Q3 2021, up from 128 in Q2 2021.
- Funds reported $543M of NYLIM Merger Arbitrage ETF stock for Q3 2021, down 2.9% quarter-over-quarter.
- 14 funds opened new NYLIM Merger Arbitrage ETF positions in Q3 2021 and 13 closed out, a net change of +1 holder.
- The largest NYLIM Merger Arbitrage ETF buyer in Q3 2021 was Mirae Asset Global Investments, an estimated $4.57M added.
- The largest NYLIM Merger Arbitrage ETF seller in Q3 2021 was WealthPLAN Partners, an estimated $6.76M sold.
Based on aggregated 13F filings for Q3 2021.