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IQ ARB Merger Arbitrage ETF
MNA

Overview Fund Activity

106 hedge funds and large institutions have $353M invested in IQ ARB Merger Arbitrage ETF in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 56 reducing their positions, and 20 closing their positions.

Holders
106
Holders Change
-13
Holders Change %
-10.92%
% of All Funds
1.7%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
10
Increased
24
Reduced
56
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BRWA
1
B. Riley Wealth Advisors
Florida
$11.3M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$16.1M
3
IWC
3
Integrated Wealth Concepts
Massachusetts
$2.05M
4
CWM
4
Curi Wealth Management
North Carolina
$6.79M
5
BCI
5
Brinker Capital Investments
Pennsylvania
$1.02M

Top Sellers

1
SIG
1
Spinnaker Investment Group
California
$0
2
Jane Street
2
Jane Street
New York
$7.63M
3
OIA
3
OneDigital Investment Advisors
Kansas
$28.1M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$672K
5
AL
5
Aspiriant LLC
California
$5.24M
Name Market Value Shares Shares
Change 		Shares
Change %
GT
1
Greenleaf Trust
Michigan
$82.8M 2,617,703 -4,576 -0.2%
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$28.8M 909,125 -15,698 -2%
OIA
3
OneDigital Investment Advisors
Kansas
$28.1M 886,997 -68,784 -7%
Morgan Stanley
4
Morgan Stanley
New York
$26.2M 828,392 -33,544 -4%
WAP
5
Wealthcare Advisory Partners
Pennsylvania
$16.7M 528,058 -3,057 -0.6%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$16.1M 509,796 +73,428 +17%
LPL Financial
7
LPL Financial
California
$15M 475,345 -5,164 -1%
Bank of America
8
Bank of America
North Carolina
$13.8M 436,444 -15,192 -3%
OPCM
9
Osborne Partners Capital Management
California
$13.5M 427,126 +7,083 +2%
BRWA
10
B. Riley Wealth Advisors
Florida
$11.3M 358,759 +83,531 +30%
Jane Street
11
Jane Street
New York
$7.63M 241,110 -116,424 -33%
CWM
12
Curi Wealth Management
North Carolina
$6.79M 214,520 +40,900 +24%
Ameriprise
13
Ameriprise
Minnesota
$5.31M 167,835 -15,531 -8%
CCMG
14
Clark Capital Management Group
Pennsylvania
$5.3M 167,518 -52,873 -24%
AL
15
Aspiriant LLC
California
$5.24M 165,530 -66,010 -29%
Wells Fargo
16
Wells Fargo
California
$5.02M 158,784 -17,441 -10%
QA
17
Quantitative Advantage
Minnesota
$4.64M 146,690 +1,020 +0.7%
CF
18
Cantor Fitzgerald
New York
$4.13M 130,488 -59,236 -31%
OAM
19
Oppenheimer Asset Management
New York
$3.83M 120,961 +10,988 +10%
SC
20
Savant Capital
Illinois
$3.59M 113,550 +5,835 +5%
PCS
21
Personal CFO Solutions
New Jersey
$3.59M 113,469 -354 -0.3%
ACMA
22
Arbor Capital Management (Alaska)
Alaska
$3.24M 102,199 +2,246 +2%
EH
23
Equitable Holdings
New York
$3.21M 101,343 -5,920 -6%
PA
24
Pinnacle Associates
New York
$2.7M 85,299 -11,910 -12%
MA
25
Modus Advisors
Minnesota
$2.68M 84,702 -6,124 -7%
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