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IQ ARB Merger Arbitrage ETF
MNA

Overview Fund Activity

106 hedge funds and large institutions have $421M invested in IQ ARB Merger Arbitrage ETF in 2022 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 29 increasing their positions, 41 reducing their positions, and 9 closing their positions.

Holders
106
Holders Change
-2
Holders Change %
-1.85%
% of All Funds
1.83%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
11
Increased
29
Reduced
41
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BRWA
1
B. Riley Wealth Advisors
Florida
$8.89M
2
AL
2
Aspiriant LLC
California
$27.1M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$6.77M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$14M
5
QA
5
Quantitative Advantage
Minnesota
$4.31M

Top Sellers

1
OIA
1
OneDigital Investment Advisors
Kansas
$56.7M
2
Jane Street
2
Jane Street
New York
$765K
3
Ameriprise
3
Ameriprise
Minnesota
$8.87M
4
Bank of America
4
Bank of America
North Carolina
$13.2M
5
WAP
5
Wealthcare Advisory Partners
Pennsylvania
$15.6M
Name Market Value Shares Shares
Change 		Shares
Change %
GT
1
Greenleaf Trust
Michigan
$81.3M 2,599,827 +40,219 +2%
OIA
2
OneDigital Investment Advisors
Kansas
$56.7M 1,813,509 -251,335 -12%
AL
3
Aspiriant LLC
California
$27.1M 867,576 +227,755 +36%
Morgan Stanley
4
Morgan Stanley
New York
$26.7M 852,688 +72,482 +9%
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$24.8M 791,857 +38,342 +5%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$19.1M 609,278 -24,319 -4%
WAP
7
Wealthcare Advisory Partners
Pennsylvania
$15.6M 498,841 -49,092 -9%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$14M 447,799 +206,016 +85%
OPCM
9
Osborne Partners Capital Management
California
$13.4M 426,887 +9,232 +2%
Bank of America
10
Bank of America
North Carolina
$13.2M 420,795 -52,855 -11%
LPL Financial
11
LPL Financial
California
$9.73M 310,970 +93,893 +43%
BRWA
12
B. Riley Wealth Advisors
Florida
$8.89M 284,078 +284,078 New
Ameriprise
13
Ameriprise
Minnesota
$8.87M 283,439 -98,358 -26%
SC
14
Savant Capital
Illinois
$8.37M 267,334 -27,516 -9%
CCMG
15
Clark Capital Management Group
Pennsylvania
$6.77M 216,311 +216,311 New
CWM
16
Curi Wealth Management
North Carolina
$6.02M 192,287 +22,366 +13%
Wells Fargo
17
Wells Fargo
California
$5.98M 191,047 -5,846 -3%
SIG
18
Spinnaker Investment Group
California
$4.84M 153,448 -35,793 -19%
QA
19
Quantitative Advantage
Minnesota
$4.31M 137,784 +137,784 New
MA
20
Modus Advisors
Minnesota
$4.03M 128,727 -561 -0.4%
PCS
21
Personal CFO Solutions
New Jersey
$3.74M 119,562 +1,609 +1%
PA
22
Pinnacle Associates
New York
$3.55M 113,379 -7,855 -6%
OAM
23
Oppenheimer Asset Management
New York
$3.3M 105,524 -1,618 -2%
EA
24
Eudaimonia Advisors
Tennessee
$3.2M 102,249 +3,751 +4%
EH
25
Equitable Holdings
New York
$3.06M 97,923 +5,750 +6%
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