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IQ ARB Merger Arbitrage ETF

92 hedge funds and large institutions have $302M invested in IQ ARB Merger Arbitrage ETF in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 23 increasing their positions, 41 reducing their positions, and 11 closing their positions.

Holders
92
Holders Change
+2
Holders Change %
+2.22%
% of All Funds
1.35%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
14
Increased
23
Reduced
41
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$43M 1,367,864 +595,830 +77%
NYLIM
2
New York Life Investment Management
New York
$42M 1,335,576 -49,938 -4%
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$29.1M 926,285 -32,358 -3%
Jane Street
4
Jane Street
New York
$24.3M 774,215 +636,954 +464%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$16M 508,490 +11,269 +2%
OPCM
6
Osborne Partners Capital Management
California
$14.3M 454,445 +14,770 +3%
Bank of America
7
Bank of America
North Carolina
$11.7M 372,820 -76,808 -17%
LPL Financial
8
LPL Financial
California
$11.4M 361,634 -94,537 -21%
GT
9
Greenleaf Trust
Michigan
$10.6M 338,690 -2,302,348 -87%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$10.3M 327,646 -9,539 -3%
BRWA
11
B. Riley Wealth Advisors
Florida
$8.89M 279,600 -194,374 -41%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$7.99M 254,384 +223,267 +718%
OIA
13
OneDigital Investment Advisors
Kansas
$6.43M 204,612 -495,419 -71%
AL
14
Aspiriant LLC
California
$5.12M 162,922 -33,285 -17%
OAM
15
Oppenheimer Asset Management
New York
$4.01M 127,792 +3,015 +2%
CAPTRUST Financial Advisors
16
CAPTRUST Financial Advisors
North Carolina
$3.91M 124,346 -22,418 -15%
PCS
17
Personal CFO Solutions
New Jersey
$3.71M 118,067 -1,225 -1%
AC
18
Avestar Capital
New York
$3.7M 116,458 +19,674 +20%
SC
19
Savant Capital
Illinois
$3.67M 116,790 +3,864 +3%
Citadel Advisors
20
Citadel Advisors
Florida
$3.39M 107,914 -1,668 -2%
Ameriprise
21
Ameriprise
Minnesota
$3.33M 106,128 +14,410 +16%
ACMA
22
Arbor Capital Management (Alaska)
Alaska
$3.06M 97,597 -3,951 -4%
RJA
23
Raymond James & Associates
Florida
$3.01M 95,796 +1,248 +1%
EH
24
Equitable Holdings
New York
$2.86M 90,923 -1,010 -1%
Wells Fargo
25
Wells Fargo
California
$2.37M 75,392 +24,607 +48%