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IQ ARB Merger Arbitrage ETF

72 hedge funds and large institutions have $147M invested in IQ ARB Merger Arbitrage ETF in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 19 increasing their positions, 26 reducing their positions, and 11 closing their positions.

Holders
72
Holders Change
+4
Holders Change %
+5.88%
% of All Funds
0.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
19
Reduced
26
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
$35.7M 1,084,576 -65,886 -6%
Morgan Stanley
2
Morgan Stanley
New York
$20.5M 621,630 -7,784 -1%
OPCM
3
Osborne Partners Capital Management
California
$15.5M 471,555 +5,444 +1%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$8.52M 258,598 -2,827 -1%
OAM
5
Oppenheimer Asset Management
New York
$8.31M 252,072 +11,568 +5%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$4.73M 143,467 -22,617 -14%
CAPTRUST Financial Advisors
7
CAPTRUST Financial Advisors
North Carolina
$3.74M 113,377 -166 -0.1%
EH
8
Equitable Holdings
New York
$3.57M 108,335 +8,140 +8%
AL
9
Aspiriant LLC
California
$3.51M 106,537 -11,222 -10%
LPL Financial
10
LPL Financial
California
$3.51M 106,527 -46,855 -31%
OIA
11
OneDigital Investment Advisors
Kansas
$3.33M 101,005 -20,475 -17%
SC
12
Savant Capital
Illinois
$3.01M 91,324 -1,020 -1%
LSWP
13
Liberty Square Wealth Partners
Pennsylvania
$2.97M 88,697 +88,697 New
Ameriprise
14
Ameriprise
Minnesota
$2.76M 83,700 -28,854 -26%
CFIA
15
Cantor Fitzgerald Investment Advisors
New York
$2.13M 64,763 -2,669 -4%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.87M 56,814 +2,622 +5%
KWA
17
Kingswood Wealth Advisors
California
$1.74M 52,923 -18,483 -26%
MCM
18
MAI Capital Management
Ohio
$1.62M 49,236 +49,236 New
GT
19
Greenleaf Trust
Michigan
$1.59M 48,322 -15,002 -24%
Bank of America
20
Bank of America
North Carolina
$1.56M 47,411 -51,132 -52%
AL
21
ACAS LLC
California
$1.51M 44,997 -368 -0.8%
Raymond James Financial
22
Raymond James Financial
Florida
$1.23M 37,423 +37,423 New
FFA
23
Farther Finance Advisors
California
$1.02M 30,871 -7,923 -20%
RL
24
Retireful LLC
Michigan
$811K 24,607 +24,607 New
BCI
25
Brinker Capital Investments
Pennsylvania
$694K 21,041 +3,150 +18%