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IQ ARB Merger Arbitrage ETF

90 hedge funds and large institutions have $382M invested in IQ ARB Merger Arbitrage ETF in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 28 increasing their positions, 40 reducing their positions, and 15 closing their positions.

Holders
90
Holders Change
-6
Holders Change %
-6.25%
% of All Funds
1.44%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
9
Increased
28
Reduced
40
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
GT
1
Greenleaf Trust
Michigan
$83.4M 2,641,038 +20,220 +0.8%
NYLIM
2
New York Life Investment Management
New York
$43.8M 1,385,514 +355,490 +35%
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$30.3M 958,643 -22,098 -2%
Morgan Stanley
4
Morgan Stanley
New York
$24.4M 772,034 -27,617 -3%
OIA
5
OneDigital Investment Advisors
Kansas
$22.1M 700,031 -82,471 -11%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$15.7M 497,221 -75,792 -13%
BRWA
7
B. Riley Wealth Advisors
Florida
$15M 473,974 +164,689 +53%
LPL Financial
8
LPL Financial
California
$14.4M 456,171 -8,913 -2%
WAP
9
Wealthcare Advisory Partners
Pennsylvania
$14.3M 454,115 -24,664 -5%
Bank of America
10
Bank of America
North Carolina
$14.2M 449,628 +8,857 +2%
OPCM
11
Osborne Partners Capital Management
California
$13.9M 439,675 +3,880 +0.9%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$10.7M 337,185 -108,941 -24%
AL
13
Aspiriant LLC
California
$6.2M 196,207 +13,694 +8%
CAPTRUST Financial Advisors
14
CAPTRUST Financial Advisors
North Carolina
$4.64M 146,764 +1,332 +0.9%
Jane Street
15
Jane Street
New York
$4.34M 137,261 +3,934 +3%
OAM
16
Oppenheimer Asset Management
New York
$3.94M 124,777 +5,533 +5%
PCS
17
Personal CFO Solutions
New Jersey
$3.77M 119,292 +1,702 +1%
IWC
18
Integrated Wealth Concepts
Massachusetts
$3.7M 117,132 -2,446 -2%
SC
19
Savant Capital
Illinois
$3.57M 112,926 -10,959 -9%
CF
20
Cantor Fitzgerald
New York
$3.48M 110,170 -17,439 -14%
Citadel Advisors
21
Citadel Advisors
Florida
$3.46M 109,582 +75,187 +219%
ACMA
22
Arbor Capital Management (Alaska)
Alaska
$3.19M 101,548 +88 +0.1%
AC
23
Avestar Capital
New York
$3.06M 96,784 +96,784 New
RJA
24
Raymond James & Associates
Florida
$2.99M 94,548 +268 +0.3%
EH
25
Equitable Holdings
New York
$2.9M 91,933 -6,410 -7%