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IQ ARB Merger Arbitrage ETF

68 hedge funds and large institutions have $143M invested in IQ ARB Merger Arbitrage ETF in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 35 reducing their positions, and 11 closing their positions.

Holders
68
Holders Change
-4
Holders Change %
-5.56%
% of All Funds
0.92%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
15
Reduced
35
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
$27.6M 805,458 -279,118 -26%
Morgan Stanley
2
Morgan Stanley
New York
$22M 640,673 +19,043 +3%
OPCM
3
Osborne Partners Capital Management
California
$17.9M 521,123 +49,568 +11%
OAM
4
Oppenheimer Asset Management
New York
$8.68M 252,929 +857 +0.3%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$8.41M 245,152 -13,446 -5%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$4.5M 131,198 -12,269 -9%
AL
7
Aspiriant LLC
California
$4.31M 125,647 +19,110 +18%
EH
8
Equitable Holdings
New York
$3.95M 115,210 +6,875 +6%
QAM
9
Q3 Asset Management
Michigan
$3.8M 110,696 +110,696 New
CAPTRUST Financial Advisors
10
CAPTRUST Financial Advisors
North Carolina
$3.56M 103,802 -9,575 -8%
Ameriprise
11
Ameriprise
Minnesota
$3.45M 100,694 +16,994 +20%
LPL Financial
12
LPL Financial
California
$3.35M 97,755 -8,772 -8%
LSWP
13
Liberty Square Wealth Partners
Pennsylvania
$2.95M 85,984 -2,713 -3%
OIA
14
OneDigital Investment Advisors
Kansas
$2.87M 83,781 -17,224 -17%
SC
15
Savant Capital
Illinois
$2.63M 76,563 -14,761 -16%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$2.61M 76,104 +19,290 +34%
CFIA
17
Cantor Fitzgerald Investment Advisors
New York
$2.16M 63,027 -1,736 -3%
Bank of America
18
Bank of America
North Carolina
$2.08M 60,711 +13,300 +28%
KWA
19
Kingswood Wealth Advisors
California
$1.56M 45,565 -7,358 -14%
AL
20
ACAS LLC
California
$1.49M 43,260 -1,737 -4%
Raymond James Financial
21
Raymond James Financial
Florida
$1.38M 40,205 +2,782 +7%
FFA
22
Farther Finance Advisors
California
$910K 26,482 -4,389 -14%
BCI
23
Brinker Capital Investments
Pennsylvania
$685K 19,973 -1,068 -5%
OPS
24
Orion Portfolio Solutions
Nebraska
$685K 19,973 -1,068 -5%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$672K 19,597 +12,540 +178%