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IQ ARB Merger Arbitrage ETF
MNA

Overview Fund Activity

122 hedge funds and large institutions have $520M invested in IQ ARB Merger Arbitrage ETF in 2021 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 42 increasing their positions, 38 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
122
Holders Change
-8
Holders Change %
-6.15%
% of All Funds
1.88%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
21
Increased
42
Reduced
38
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GT
1
Greenleaf Trust
Michigan
$72.5M
2
AF
2
Allworth Financial
California
$14.3M
3
BCI
3
Brinker Capital Investments
Pennsylvania
$53.3M
4
OIA
4
OneDigital Investment Advisors
Kansas
$71.1M
5
MIA
5
MainStreet Investment Advisors
Illinois
$1.72M

Top Sellers

1
CFIA
1
Cantor Fitzgerald Investment Advisors
New York
$32.9M
2
Ameriprise
2
Ameriprise
Minnesota
$22.2M
3
LFASL
3
Lugano Financial Advisors SA (LFA)
Switzerland
$0
4
ST
4
Spinnaker Trust
Maine
$0
5
FWP
5
FAS Wealth Partners
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GT
1
Greenleaf Trust
Michigan
$72.5M +$18.3M +566,225 +34%
OIA
2
OneDigital Investment Advisors
Kansas
$71.1M +$4.45M +137,984 +7%
BCI
3
Brinker Capital Investments
Pennsylvania
$53.3M +$10.7M +332,020 +25%
CFIA
4
Cantor Fitzgerald Investment Advisors
New York
$32.9M -$8.14M -252,533 -20%
Morgan Stanley
5
Morgan Stanley
New York
$26.8M -$2.01M -62,184 -7%
Ameriprise
6
Ameriprise
Minnesota
$22.2M -$6.17M -191,162 -22%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$20.7M +$38.2K +1,185 +0.2%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$19.6M +$518K +16,068 +3%
Bank of America
9
Bank of America
North Carolina
$15M -$2.88M -89,270 -16%
AF
10
Allworth Financial
California
$14.3M +$14.3M +444,456 New
WAP
11
Wealthcare Advisory Partners
Pennsylvania
$14.2M +$682K +21,152 +5%
OPCM
12
Osborne Partners Capital Management
California
$13.2M +$1.02M +31,558 +8%
OPS
13
Orion Portfolio Solutions
Nebraska
$11.7M +$39.7K +1,231 +0.3%
BRWM
14
B. Riley Wealth Management
Tennessee
$11.6M +$522K +16,195 +5%
SIG
15
Spinnaker Investment Group
California
$8.67M +$8.67M +271,917 New
Wells Fargo
16
Wells Fargo
California
$6.75M -$632K -19,595 -9%
LPL Financial
17
LPL Financial
California
$6.59M +$13.2K +409 +0.2%
CFA
18
Carroll Financial Associates
North Carolina
$5.02M +$213K +6,607 +4%
CWM
19
Curi Wealth Management
North Carolina
$4.63M +$716K +22,192 +18%
CFD
20
Creative Financial Designs
Indiana
$4.05M +$361K +11,203 +10%
MA
21
Modus Advisors
Minnesota
$3.95M +$279K +8,641 +8%
PA
22
Pinnacle Associates
New York
$3.94M -$506K -15,703 -11%
PCS
23
Personal CFO Solutions
New Jersey
$3.64M +$131K +4,049 +4%
TWM
24
Tradition Wealth Management
Minnesota
$3.54M +$387K +12,008 +12%
WP
25
WealthPLAN Partners
Nebraska
$3.44M -$66.7K -2,107 -2%
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