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IQ ARB Merger Arbitrage ETF
MNA

Overview Fund Activity

130 hedge funds and large institutions have $544M invested in IQ ARB Merger Arbitrage ETF in 2021 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 55 increasing their positions, 36 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
130
Holders Change
+1
Holders Change %
+0.78%
% of All Funds
2.28%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
14
Increased
55
Reduced
36
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$4.53M
2
CFD
2
Creative Financial Designs
Indiana
$3.77M
3
OIA
3
OneDigital Investment Advisors
Kansas
$67.9M
4
GT
4
Greenleaf Trust
Michigan
$55.3M
5
WAP
5
Wealthcare Advisory Partners
Pennsylvania
$13.8M

Top Sellers

1
WP
1
WealthPLAN Partners
Nebraska
$3.56M
2
BCI
2
Brinker Capital Investments
Pennsylvania
$43.5M
3
Wells Fargo
3
Wells Fargo
California
$7.52M
4
AA
4
Ancora Advisors
Ohio
$350K
5
Morgan Stanley
5
Morgan Stanley
New York
$29.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
1
OneDigital Investment Advisors
Kansas
$67.9M +$3.64M +110,812 +6%
GT
2
Greenleaf Trust
Michigan
$55.3M +$2.39M +72,565 +5%
BCI
3
Brinker Capital Investments
Pennsylvania
$43.5M -$5.04M -153,382 -10%
CFIA
4
Cantor Fitzgerald Investment Advisors
New York
$41.9M +$720K +21,897 +2%
Morgan Stanley
5
Morgan Stanley
New York
$29.4M -$3.96M -120,577 -12%
Ameriprise
6
Ameriprise
Minnesota
$28.9M +$105K +3,180 +0.4%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$21M -$623K -18,949 -3%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$19.4M +$95.5K +2,904 +0.5%
Manulife (Manufacturers Life Insurance)
9
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$18.8M +$883K +26,842 +5%
Bank of America
10
Bank of America
North Carolina
$18.2M +$226K +6,869 +1%
DCM
11
DeGreen Capital Management
Arizona
$17.8M +$953K +28,971 +6%
WAP
12
Wealthcare Advisory Partners
Pennsylvania
$13.8M +$2.08M +63,357 +18%
OPCM
13
Osborne Partners Capital Management
California
$12.5M +$1.18M +36,014 +11%
OPS
14
Orion Portfolio Solutions
Nebraska
$11.9M +$38.3K +1,164 +0.3%
BRWM
15
B. Riley Wealth Management
Tennessee
$11.3M +$477K +14,511 +4%
Wells Fargo
16
Wells Fargo
California
$7.52M -$4.86M -147,684 -39%
LPL Financial
17
LPL Financial
California
$6.7M +$385K +11,725 +6%
LFASL
18
Lugano Financial Advisors SA (LFA)
Switzerland
$6.06M +$219K +6,660 +4%
CFA
19
Carroll Financial Associates
North Carolina
$4.9M +$559K +16,987 +13%
PA
20
Pinnacle Associates
New York
$4.54M -$861K -26,200 -16%
AllianceBernstein
21
AllianceBernstein
Tennessee
$4.53M +$308K +9,357 +7%
Mirae Asset Global Investments
22
Mirae Asset Global Investments
South Korea
$4.53M +$4.53M +137,733 New
ST
23
Spinnaker Trust
Maine
$4.43M +$119K +3,606 +3%
CWM
24
Curi Wealth Management
North Carolina
$3.99M +$718K +21,852 +22%
CFD
25
Creative Financial Designs
Indiana
$3.77M +$3.66M +111,272 +3,434%
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