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IQ ARB Merger Arbitrage ETF

122 hedge funds and large institutions have $436M invested in IQ ARB Merger Arbitrage ETF in 2022 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 40 increasing their positions, 41 reducing their positions, and 19 closing their positions.

Holders
122
Holders Change
Holders Change %
0%
% of All Funds
1.93%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
23
Increased
40
Reduced
41
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
GT
1
Greenleaf Trust
Michigan
$81.3M 2,546,523 +297,043 +13%
OIA
2
OneDigital Investment Advisors
Kansas
$70.6M 2,210,155 +5,852 +0.3%
BCI
3
Brinker Capital Investments
Pennsylvania
$27.4M 859,173 -795,144 -48%
Morgan Stanley
4
Morgan Stanley
New York
$26.1M 817,502 -13,013 -2%
Ameriprise
5
Ameriprise
Minnesota
$24.5M 768,661 +79,808 +12%
Manulife (Manufacturers Life Insurance)
6
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$21.6M 676,631 +84,906 +14%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$20.5M 640,992 +288 +0%
WAP
8
Wealthcare Advisory Partners
Pennsylvania
$16.9M 530,378 +88,832 +20%
Bank of America
9
Bank of America
North Carolina
$14.4M 450,882 -14,435 -3%
OPCM
10
Osborne Partners Capital Management
California
$13.8M 431,744 +21,423 +5%
BRWM
11
B. Riley Wealth Management
Tennessee
$8.34M 261,219 -99,381 -28%
SIG
12
Spinnaker Investment Group
California
$8.15M 254,317 -17,600 -6%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$8.02M 251,117 -356,456 -59%
Wells Fargo
14
Wells Fargo
California
$6.45M 202,009 -7,216 -3%
LPL Financial
15
LPL Financial
California
$5.35M 167,437 -36,757 -18%
CWM
16
Curi Wealth Management
North Carolina
$4.95M 154,902 +11,254 +8%
MA
17
Modus Advisors
Minnesota
$4.11M 128,809 +6,491 +5%
PA
18
Pinnacle Associates
New York
$3.97M 124,358 +2,140 +2%
PCS
19
Personal CFO Solutions
New Jersey
$3.66M 114,552 +1,564 +1%
OAM
20
Oppenheimer Asset Management
New York
$3.38M 105,961 +8,568 +9%
EH
21
Equitable Holdings
New York
$3.21M 100,343 +10,880 +12%
ACMA
22
Arbor Capital Management (Alaska)
Alaska
$3.02M 94,549 +94,549 New
Mirae Asset Global Investments
23
Mirae Asset Global Investments
South Korea
$2.9M 90,813 -10,250 -10%
AllianceBernstein
24
AllianceBernstein
Tennessee
$2.9M 90,813 -10,250 -10%
OPS
25
Orion Portfolio Solutions
Nebraska
$2.54M 79,527 -283,446 -78%