IQ Merger Arbitrage ETF (MNA) Institutional Ownership

$31.13
-0.04 (-0.13%)
(As of 05/8/2024 ET)

Institutional Ownership Changes (13F Filings) for IQ Merger Arbitrage ETF (NYSEARCA:MNA)

Number of
Institutional Buyers
(last 12 months)
34
Total
Institutional Inflows
(last 12 months)
$107.19M
Number of
Institutional Sellers
(last 12 months)
39
Total
Institutional Outflows
(last 12 months)
$133.28M
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MNA Institutional Buying and Selling by Quarter

IQ Merger Arbitrage ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/7/2024Oppenheimer Asset Management Inc.201,929$6.36M0.1%+58.0%2.219%
5/1/2024 Cantor Fitzgerald Investment Advisors L.P.60,258$1.90M0.1%+0.8%0.662%
4/29/2024Commonwealth Equity Services LLC472,499$14.87M0.0%-7.1%5.192%
4/29/2024 Greenleaf Trust77,099$2.43M0.0%-77.2%0.847%
4/25/2024 Osborne Partners Capital Management LLC458,012$14.42M0.9%+0.8%4.978%
4/25/2024 Eudaimonia Partners LLC17,999$567K0.1%+3.4%0.196%
4/25/2024 Eudaimonia Advisors LLC29,437$927K0.5%+8.5%0.320%
4/23/2024 Global Retirement Partners LLC2,235$70K0.0%-67.4%0.024%
4/23/2024 McAdam LLC8,598$271K0.0%+9.2%0.093%
4/23/2024 Raymond James Financial Services Advisors Inc.43,685$1.38M0.0%+4.0%0.475%
4/18/2024 RHS Financial LLC8,769$276K0.2%-9.0%0.095%
4/15/2024 Wealthcare Advisory Partners LLC28,786$906K0.0%-23.5%0.313%
4/15/2024 Aspiriant LLC135,681$4.27M0.2%-16.7%1.475%
3/15/2024B. Riley Wealth Advisors Inc.279,600$8.89M0.2%-41.0%1.839%
2/26/2024 Integrated Advisors Network LLC14,931$469K0.0%-4.6%0.098%
2/16/2024SageView Advisory Group LLC459,813$14.44M0.5%+1,344.3%3.025%
2/14/2024Personal CFO Solutions LLC118,067$3.71M0.6%-1.0%0.777%
2/13/2024Arbor Capital Management Inc. ADV97,597$3.07M2.3%-3.9%0.642%
2/13/2024The Manufacturers Life Insurance Company 926,285$29.10M0.0%-3.4%6.094%
2/12/2024Avestar Capital LLC116,458$3.70M0.4%+20.3%0.766%
2/12/2024ESL Trust Services LLC9,845$309K0.1%-36.5%0.065%
2/12/2024Focus Financial Network Inc. ADV18,316$582K0.0%N/A0.121%
2/12/2024 Cantor Fitzgerald Investment Advisors L.P.59,785$1.88M0.1%N/A0.393%
2/9/2024Orion Portfolio Solutions LLC20,363$643K0.0%-26.2%0.134%
2/9/2024SageView Advisory Group LLC459,813$14.44M0.5%+1,344.3%3.025%
2/9/2024CreativeOne Wealth LLC36,688$1.15M0.1%+53.7%0.241%
2/9/2024 Sachetta LLC1,229$39K0.0%N/A0.008%
2/8/2024 Eudaimonia Partners LLC17,412$547K0.1%+15.2%0.115%
2/7/2024Principal Securities Inc.1,628$51K0.0%N/A0.011%
2/6/2024 Wealthcare Advisory Partners LLC37,635$1.18M0.0%-91.7%0.248%
2/6/2024 New York Life Investment Management LLC1,335,576$41.95M0.4%-3.6%8.787%
2/5/2024 Savant Capital LLC116,790$3.67M0.0%+3.4%0.768%
2/5/2024 McAdam LLC7,876$247K0.0%-16.6%0.052%
2/2/2024 Acas LLC49,170$1.54M1.8%-3.0%0.323%
2/1/2024 Eudaimonia Advisors LLC27,129$852K0.6%-2.6%0.178%
2/1/2024 Legacy Financial Strategies LLC10,208$321K0.1%-28.2%0.067%
2/1/2024 CWM LLC8,396$264K0.0%+109.0%0.055%
1/31/2024 Greenleaf Trust338,690$10.64M0.1%-87.2%2.228%
1/26/2024 Aspiriant LLC162,922$5.12M0.2%-17.0%1.072%
1/25/2024 Trivant Custom Portfolio Group LLC1,045$33K0.0%N/A0.007%
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1/24/2024 Allworth Financial LP47,958$1.51M0.0%-5.8%0.316%
1/22/2024 Osborne Partners Capital Management LLC454,445$14.27M0.9%+3.4%2.990%
1/18/2024 Global Retirement Partners LLC6,863$216K0.0%-25.7%0.045%
1/18/2024 RHS Financial LLC9,631$303K0.2%+16.1%0.063%
1/16/2024 Raymond James Financial Services Advisors Inc.42,020$1.32M0.0%+37.4%0.276%
1/16/2024 Raymond James & Associates95,796$3.01M0.0%+1.3%0.630%
12/1/2023B. Riley Wealth Advisors Inc.473,974$14.97M0.4%+53.2%3.118%
11/17/2023 OLD National Bancorp IN14,994$474K0.0%-2.1%0.099%
11/16/2023 Integrated Advisors Network LLC15,647$494K0.0%+7.2%0.103%
11/16/2023Belpointe Asset Management LLC8,090$256K0.0%N/A0.053%
11/15/2023Integrated Wealth Concepts LLC117,132$3.70M0.1%-2.0%0.771%
11/15/2023The Manufacturers Life Insurance Company958,643$30.28M0.0%-2.3%6.307%
11/13/2023Personal CFO Solutions LLC119,292$3.77M0.7%+1.4%0.785%
11/13/2023LPL Financial LLC456,171$14.41M0.0%-1.9%3.001%
11/13/2023Envestnet Asset Management Inc.337,185$10.65M0.0%-24.4%2.218%
11/13/2023 Legacy Financial Strategies LLC14,226$442K0.1%-9.1%0.094%
11/9/2023 Greenleaf Trust2,641,038$83.43M1.0%+0.8%17.375%
11/8/2023 New York Life Investment Management LLC1,385,514$43.77M0.5%+34.5%9.115%
11/8/2023Oppenheimer Asset Management Inc.124,777$3.94M0.1%+4.6%0.821%
11/7/2023 Savant Capital LLC112,926$3.57M0.1%-8.8%0.743%
11/3/2023SageView Advisory Group LLC31,837$1.01M0.1%-17.0%0.209%
11/1/2023Orion Portfolio Solutions LLC27,590$872K0.0%-12.8%0.182%
10/31/2023 McAdam LLC9,441$298K0.0%-6.6%0.062%
10/31/2023 Allworth Financial LP50,931$1.61M0.0%-18.6%0.335%
10/26/2023 Osborne Partners Capital Management LLC439,675$13.89M1.0%+0.9%2.893%
10/24/2023 Acas LLC50,702$1.60M2.0%+1.8%0.334%
10/24/2023 Eudaimonia Advisors LLC27,848$880K0.6%+3.0%0.183%
10/23/2023Commonwealth Equity Services LLC497,221$15.71M0.0%-13.2%3.271%
10/20/2023Avestar Capital LLC96,784$3.06M0.4%N/A0.637%
10/20/2023 Modus Advisors LLC81,057$2.56M1.1%-2.2%0.533%
10/18/2023 Pinnacle Bancorp Inc.1,584$50K0.0%-26.3%0.010%
10/17/2023CreativeOne Wealth LLC23,867$754K0.1%-9.4%0.157%
10/13/2023 Global Retirement Partners LLC9,240$291K0.0%-32.2%0.061%
10/12/2023 Wealthcare Capital Management LLC11,685$369K0.0%-5.1%0.077%
10/12/2023 Wealthcare Advisory Partners LLC454,115$14.35M0.7%-5.2%2.988%
10/10/2023National Bank of Canada FI1,305$41K0.0%+44.2%0.009%
9/21/2023Baystate Wealth Management LLC24,795$774K0.1%N/A0.163%
9/12/2023Farther Finance Advisors LLC59,167$1.85M0.4%+43.8%0.389%
8/17/2023Imprint Wealth LLC167,544$16.75M0.7%+1,602.0%1.102%
8/15/2023Cantor Fitzgerald L. P.127,609$3.98M0.1%-2.2%0.840%
8/14/2023Eqis Capital Management Inc.10,161$317K0.0%+45.0%0.067%
8/11/2023SageView Advisory Group LLC38,378$1.20M0.1%+151.4%0.252%
8/11/2023The Manufacturers Life Insurance Company980,741$30.60M0.0%+7.9%6.452%
8/11/2023ESL Trust Services LLC15,222$475K0.1%-10.0%0.100%
8/10/2023GeoWealth Management LLC4,224$132K0.0%-30.5%0.028%
8/10/2023Personal CFO Solutions LLC117,590$3.67M0.7%+3.6%0.774%
8/10/2023Commonwealth Equity Services LLC573,013$17.88M0.0%-1.6%3.770%
8/8/2023Arbor Capital Management Inc. ADV101,460$3.15M2.4%-0.7%0.668%
8/7/2023 New York Life Investment Management LLC1,030,024$32.14M0.3%N/A6.776%
8/4/2023Envestnet Asset Management Inc.446,126$13.92M0.0%-12.5%2.935%
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8/4/2023 Savant Capital LLC123,885$3.87M0.1%+9.1%0.815%
8/4/2023IFP Advisors Inc15,327$433K0.0%-22.2%0.101%
8/3/2023 CWM LLC4,207$131K0.0%+47.2%0.028%
8/3/2023Oppenheimer Asset Management Inc.119,244$3.72M0.1%-1.4%0.785%
8/2/2023Baystate Wealth Management LLC24,795$774K0.1%N/A0.163%
8/2/2023 McAdam LLC10,105$315K0.0%-45.4%0.066%
7/31/2023Curi Wealth Management LLC13,211$412K0.1%-93.8%0.087%
7/31/2023LPL Financial LLC465,084$14.51M0.0%-2.2%3.060%
7/27/2023B. Riley Wealth Advisors Inc.309,285$9.65M0.2%-13.8%2.118%
7/27/2023 Pinnacle Associates Ltd.53,803$1.68M0.0%-36.9%0.369%
(Data available from 1/1/2016 forward)

MNA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MNA shares?

During the previous two years, 107 institutional investors and hedge funds held shares of IQ Merger Arbitrage ETF. The most heavily invested institutionals were New York Life Investment Management LLC ($41.95M), The Manufacturers Life Insurance Company ($29.10M), Resources Investment Advisors LLC. ($28.06M), Imprint Wealth LLC ($16.75M), Commonwealth Equity Services LLC ($14.87M), SageView Advisory Group LLC ($14.44M), and Osborne Partners Capital Management LLC ($14.42M).Learn more on MNA's institutional investors.

Which institutional investors have been buying IQ Merger Arbitrage ETF stock?

Of the 79 institutional investors that purchased IQ Merger Arbitrage ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: New York Life Investment Management LLC ($1.39M), SageView Advisory Group LLC ($879.07K), Aspiriant LLC ($823.11K), B. Riley Wealth Advisors Inc. ($532.30K), Savant Capital LLC ($291.03K), Envestnet Asset Management Inc. ($279.44K), and The Manufacturers Life Insurance Company ($242.92K).

How much institutional buying is happening at IQ Merger Arbitrage ETF?

Institutional investors have bought a total of 6,438,931 shares in the last 24 months. This purchase volume represents approximately $201.70M in transactions.

Which IQ Merger Arbitrage ETF major shareholders have been selling company stock?

Of the 70 institutional investors that sold IQ Merger Arbitrage ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Greenleaf Trust ($2.57M), Brinker Capital Investments LLC ($1.65M), Resources Investment Advisors LLC. ($1.32M), Aspiriant LLC ($762.57K), Wealthcare Advisory Partners LLC ($502.33K), Orion Portfolio Solutions LLC ($347.02K), and B. Riley Wealth Advisors Inc. ($261.23K).

How much institutional selling is happening at IQ Merger Arbitrage ETF?

Institutional investors have sold a total of 9,147,036 shares in the last 24 months. This volume of shares sold represents approximately $288.05M in transactions.


This page (NYSEARCA:MNA) was last updated on 5/9/2024 by MarketBeat.com Staff

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