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ProShares Merger ETF
MRGR

16 hedge funds and large institutions have $6.5M invested in ProShares Merger ETF in 2025 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding

Funds holding: 12 → 16 (+4)

27% more capital invested

Capital invested by funds: $5.11M → $6.5M (+$1.39M)

25% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 4

21.4% less ownership

Funds ownership: 43.04% → 21.63% (-21%)

Holders
16
Holders Change
+4
Holders Change %
+33.33%
% of All Funds
0.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
5
Reduced
4
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$925K
2
KAS
Kestra Advisory Services
Texas
+$214K
3
CCAL
City Center Advisors LLC
Michigan
+$209K
4
EWA
Exencial Wealth Advisors
Oklahoma
+$53.1K
5
Creative Planning
Creative Planning
Kansas
+$42.7K

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$187K
2
SPWG
Syntegra Private Wealth Group
Missouri
-$37.5K
3
EFG
Ethos Financial Group
Pennsylvania
-$22.3K
4
HI
Harbour Investments
Wisconsin
-$14.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
HI
1
Harbour Investments
Wisconsin
$1.31M -$14.5K -323 -1%
EWA
2
Exencial Wealth Advisors
Oklahoma
$1.21M +$53.1K +1,183 +5%
SPWG
3
Syntegra Private Wealth Group
Missouri
$943K -$37.5K -837 -4%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$934K +$925K +20,622 +5,574%
Creative Planning
5
Creative Planning
Kansas
$858K +$42.7K +951 +5%
EFG
6
Ethos Financial Group
Pennsylvania
$360K -$22.3K -498 -6%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$244K -$187K -4,171 -43%
KAS
8
Kestra Advisory Services
Texas
$212K +$214K +4,766 New
CCAL
9
City Center Advisors LLC
Michigan
$207K +$209K +4,650 New
Osaic Holdings
10
Osaic Holdings
Arizona
$99.6K +$18.5K +413 +23%
1IA
11
1620 Investment Advisors
Massachusetts
$70.9K – – –
SAG
12
SageView Advisory Group
California
$26.3K +$26.5K +591 New
UBS Group
13
UBS Group
Switzerland
$14.5K +$14.6K +326 New
IWM
14
IMG Wealth Management
Florida
$7.71K +$179 +4 +2%
AWM
15
AE Wealth Management
Kansas
$2.23K – – –
Morgan Stanley
16
Morgan Stanley
New York
$69 – – –

MRGR Hedge Fund Activity: Q4 2025 in Review

16 of the 8,224 institutional investors tracked by Wall St. Rank reported a position in ProShares Merger ETF (MRGR) for Q4 2025, worth a combined $6.5M — up 27% from $5.11M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new MRGR positions and 0 closed out — a net gain of 4 holders — while 5 added to existing stakes and 4 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $925K. The largest seller was Susquehanna International Group, cutting an estimated $187K.

  • 16 institutional investors held ProShares Merger ETF (MRGR) as of Q4 2025, up from 12 in Q3 2025.
  • Funds reported $6.5M of ProShares Merger ETF stock for Q4 2025, up 27% quarter-over-quarter.
  • 4 funds opened new ProShares Merger ETF positions in Q4 2025 and 0 closed out, a net change of +4 holders.
  • The largest ProShares Merger ETF buyer in Q4 2025 was Royal Bank of Canada, an estimated $925K added.
  • The largest ProShares Merger ETF seller in Q4 2025 was Susquehanna International Group, an estimated $187K sold.

Based on aggregated 13F filings for Q4 2025.