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NYLIM Merger Arbitrage ETF

72 hedge funds and large institutions have $147M invested in NYLIM 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.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 11

6% more funds holding

Funds holding: 6872 (+4)

4.78% less ownership

Funds ownership: 71.66%66.89% (-4.8%)

24% less capital invested

Capital invested by funds: $192M → $147M (-$45.4M)

27% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 26

Holders
72
Holders Change
+4
Holders Change %
+5.88%
% of All Funds
0.95%
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

MNA Hedge Fund Activity: Q4 2024 in Review

72 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in NYLIM Merger Arbitrage ETF (MNA) for Q4 2024, worth a combined $147M — down 24% from $192M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new MNA positions and 11 closed out — a net gain of 5 holders — while 19 added to existing stakes and 26 trimmed.

The largest buyer was MAI Capital Management, opening a new position worth an estimated $1.62M. The largest seller was Manulife (Manufacturers Life Insurance), exiting entirely with an estimated $31.1M sold.

  • 72 institutional investors held NYLIM Merger Arbitrage ETF (MNA) as of Q4 2024, up from 68 in Q3 2024.
  • Funds reported $147M of NYLIM Merger Arbitrage ETF stock for Q4 2024, down 24% quarter-over-quarter.
  • 16 funds opened new NYLIM Merger Arbitrage ETF positions in Q4 2024 and 11 closed out, a net change of +5 holders.
  • The largest NYLIM Merger Arbitrage ETF buyer in Q4 2024 was MAI Capital Management, an estimated $1.62M added.
  • The largest NYLIM Merger Arbitrage ETF seller in Q4 2024 was Manulife (Manufacturers Life Insurance), an estimated $31.1M sold.

Based on aggregated 13F filings for Q4 2024.