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IQ ARB Merger Arbitrage ETF

68 hedge funds and large institutions have $192M invested in IQ ARB Merger Arbitrage ETF in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 36 reducing their positions, and 11 closing their positions.

Holders
68
Holders Change
-3
Holders Change %
-4.23%
% of All Funds
0.98%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
14
Reduced
36
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
NYLIM
1
New York Life Investment Management
New York
$37.8M 1,150,462 +74,317 +7%
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$31.1M 946,478 -51,820 -5%
Morgan Stanley
3
Morgan Stanley
New York
$20.7M 629,414 -29,795 -5%
OPCM
4
Osborne Partners Capital Management
California
$15.3M 466,111 +7,157 +2%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$8.6M 261,425 -47,244 -15%
OAM
6
Oppenheimer Asset Management
New York
$7.91M 240,504 +3,848 +2%
BRWA
7
B. Riley Wealth Advisors
Florida
$6.44M 196,005 -25,696 -12%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$5.46M 166,084 -15,158 -8%
QAM
9
Q3 Asset Management
Michigan
$5.14M 156,382 +156,382 New
LPL Financial
10
LPL Financial
California
$5.04M 153,382 -2,631 -2%
OIA
11
OneDigital Investment Advisors
Kansas
$3.99M 121,480 -32,262 -21%
AL
12
Aspiriant LLC
California
$3.87M 117,759 +1,903 +2%
CAPTRUST Financial Advisors
13
CAPTRUST Financial Advisors
North Carolina
$3.73M 113,543 -4,471 -4%
Ameriprise
14
Ameriprise
Minnesota
$3.7M 112,554 -1,067 -0.9%
EH
15
Equitable Holdings
New York
$3.29M 100,195 +13,227 +15%
Bank of America
16
Bank of America
North Carolina
$3.24M 98,543 -106,135 -52%
SC
17
Savant Capital
Illinois
$3.04M 92,344 -3,469 -4%
KWA
18
Kingswood Wealth Advisors
California
$2.35M 71,406 +71,406 New
CFIA
19
Cantor Fitzgerald Investment Advisors
New York
$2.22M 67,432 +1,900 +3%
GT
20
Greenleaf Trust
Michigan
$2.08M 63,324 -3,806 -6%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$1.78M 54,192 +20,632 +61%
AL
22
ACAS LLC
California
$1.49M 45,365 +104 +0.2%
FFA
23
Farther Finance Advisors
California
$1.28M 38,794 -9,169 -19%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$981K 29,829 -10,423 -26%
NWM
25
Napa Wealth Management
California
$951K 28,922 +28,922 New