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IQ ARB Merger Arbitrage ETF

96 hedge funds and large institutions have $375M invested in IQ ARB Merger Arbitrage ETF in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 46 reducing their positions, and 18 closing their positions.

Holders
96
Holders Change
-10
Holders Change %
-9.43%
% of All Funds
1.51%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
9
Increased
25
Reduced
46
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
GT
1
Greenleaf Trust
Michigan
$81.8M 2,620,818 +3,115 +0.1%
NYLIM
2
New York Life Investment Management
New York
$32.1M 1,030,024 +1,030,024 New
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$30.6M 980,741 +71,616 +8%
Morgan Stanley
4
Morgan Stanley
New York
$24.9M 799,651 -28,741 -3%
OIA
5
OneDigital Investment Advisors
Kansas
$24.4M 782,502 -104,495 -12%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$17.9M 573,013 -9,526 -2%
WAP
7
Wealthcare Advisory Partners
Pennsylvania
$14.9M 478,779 -49,279 -9%
LPL Financial
8
LPL Financial
California
$14.5M 465,084 -10,261 -2%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$13.9M 446,126 -63,670 -12%
Bank of America
10
Bank of America
North Carolina
$13.8M 440,771 +4,327 +1%
OPCM
11
Osborne Partners Capital Management
California
$13.6M 435,795 +8,669 +2%
BRWA
12
B. Riley Wealth Advisors
Florida
$9.65M 309,285 -49,474 -14%
AL
13
Aspiriant LLC
California
$5.69M 182,513 +16,983 +10%
CAPTRUST Financial Advisors
14
CAPTRUST Financial Advisors
North Carolina
$4.54M 145,432 +145,432 New
Ameriprise
15
Ameriprise
Minnesota
$4.22M 135,967 -31,868 -19%
Jane Street
16
Jane Street
New York
$4.16M 133,327 -107,783 -45%
CF
17
Cantor Fitzgerald
New York
$3.98M 127,609 -2,879 -2%
SC
18
Savant Capital
Illinois
$3.87M 123,885 +10,335 +9%
IWC
19
Integrated Wealth Concepts
Massachusetts
$3.73M 119,578 +54,911 +85%
OAM
20
Oppenheimer Asset Management
New York
$3.72M 119,244 -1,717 -1%
PCS
21
Personal CFO Solutions
New Jersey
$3.67M 117,590 +4,121 +4%
CCMG
22
Clark Capital Management Group
Pennsylvania
$3.54M 113,364 -54,154 -32%
ACMA
23
Arbor Capital Management (Alaska)
Alaska
$3.15M 101,460 -739 -0.7%
EH
24
Equitable Holdings
New York
$3.07M 98,343 -3,000 -3%
RJA
25
Raymond James & Associates
Florida
$2.94M 94,280 +94,280 New