Nylim Merger Arbtrage ETF-UiMNAETF

13F holders, Q1 2024 (March 31)
78holders
1famous investor
$31.49avg. 13F price*

At the end of Q1 2024, 78 institutions reported holding Nylim Merger Arbtrage ETF-Ui (MNA) in their 13F filings. The largest holders were Manufacturers Life Insurance Company, The ($31.7M), New York Life Investment Management LLC ($28.1M) and Morgan Stanley ($20.9M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Nylim Merger Arbtrage ETF-Ui
Filed as
INDEXIQ ETF TR (Q1 2024)
CUSIP
45409B800
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080100 Q1 2024: 78Q1 2024Q2 2024: 71Q2 2024Q3 2024: 68Q3 2024Q4 2024: 72Q4 2024Q1 2025: 69Q1 2025Q2 2025: 73Q2 2025Q3 2025: 82Q3 2025Q4 2025: 86Q4 2025Q1 2026: 80Q1 2026Q2 2026: 82Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions5$583K
Exits19$9.9M

Ownership 78 holders

Manufacturers Life Insurance Company, The 0.03% Add +8.7% 1,006,363 $31.7M
New York Life Investment Management LLC 0.28% Reduce -33.2% 892,123 $28.1M
Morgan Stanley 0.00% Reduce -2.7% 665,324 $20.9M
B. Riley Wealth Advisors, Inc. 0.41% Add +69.5% 473,974 $15.0M
Commonwealth Equity Services, LLC 0.02% Reduce -7.1% 472,499 $14.9M
Osborne Partners Capital Management, LLC 0.89% Add +0.8% 458,012 $14.4M
Susquehanna International Group, LLP 0.01% Add +23.3% 313,590 $9.9M
Bank of America Corp. 0.00% Reduce -24.6% 281,124 $8.8M
Envestnet Asset Management Inc. 0.00% Reduce -20.7% 259,865 $8.2M
Oppenheimer Asset Management Inc. 0.09% Add +58.0% 201,929 $6.4M
OneDigital Investment Advisors LLC 0.09% Reduce -15.9% 172,141 $5.4M
LPL Financial LLC 0.00% Reduce -54.7% 163,885 $5.2M
Aspiriant, LLC 0.18% Reduce -16.7% 135,681 $4.3M
Personal Cfo Solutions, LLC 0.59% Add +1.2% 119,431 $3.8M
Captrust Financial Advisors 0.01% Reduce -4.1% 119,228 $3.8M
Ameriprise Financial Inc. 0.00% Add +4.0% 110,399 $3.5M
Savant Capital, LLC 0.04% Reduce -9.3% 105,870 $3.3M
Equitable Holdings, Inc. 0.03% Reduce -5.0% 86,378 $2.7M
Greenleaf Trust 0.02% Reduce -77.2% 77,099 $2.4M
Citadel Advisors 0.00% Reduce -32.1% 73,266 $2.3M
Cantor Fitzgerald Investment Advisors L.P. 0.14% Add +0.8% 60,258 $1.9M
Farther Finance Advisors, LLC 0.10% Reduce -10.0% 50,778 $1.6M
Acas, LLC 1.48% Reduce -0.9% 48,703 $1.5M
Jane Street Group, LLC 0.00% Reduce -93.8% 48,201 $1.5M
Raymond James Financial Services Advisors, Inc. 0.00% Add +4.0% 43,685 $1.4M
Royal Bank of Canada 0.00% Add +2.1% 35,493 $1.1M
Raymond James & Associates 0.00% Reduce -66.7% 31,870 $1.0M
Eudaimonia Advisors LLC 0.49% Add +8.5% 29,437 $927K
Wealthcare Advisory Partners LLC 0.03% Reduce -23.5% 28,786 $906K
Integrated Wealth Concepts LLC 0.01% Reduce -48.4% 22,367 $704K
CreativeOne Wealth, LLC 0.03% Reduce -44.5% 20,377 $641K
Kestra Advisory Services, LLC 0.00% Add +9.5% 20,296 $639K
Orion Porfolio Solutions, LLC 0.01% Reduce -2.9% 19,777 $623K
Orion Portfolio Solutions, LLC 0.01% Reduce -2.9% 19,777 $623K
Cornerstone Advisors Asset Management, LLC 0.21% Add +2.8% 19,028 $599K
Focus Financial Network, Inc. 0.03% — 18,523 $572K
Eudaimonia Partners, LLC 0.13% Add +3.4% 17,999 $567K
Wells Fargo & Company 0.00% Reduce -76.2% 17,934 $565K
Creative Financial Designs Inc. 0.05% Add +1.9% 16,530 $520K
Old National Bancorp 0.01% Reduce -0.7% 14,858 $468K
Integrated Advisors Network LLC 0.02% Reduce -4.7% 14,225 $448K
Osaic Holdings, Inc. 0.00% Add +13.2% 13,273 $418K
MML Investors Services, LLC 0.00% Add +3.2% 11,065 $348K
Focus Partners Wealth 0.00% Reduce -1.7% 10,566 $333K
Legacy Financial Strategies, LLC 0.08% Reduce -0.3% 10,173 $320K
Cambridge Investment Research Advisors, Inc. 0.00% Add +0.2% 9,369 $295K
RHS Financial, LLC 0.16% Reduce -8.9% 8,769 $276K
McAdam, LLC 0.02% Add +9.2% 8,598 $271K
Cetera Investment Advisers 0.00% New 8,408 $265K
ESL Trust Services, LLC 0.07% Reduce -16.0% 8,273 $260K
Stephens Inc. 0.00% New 8,039 $253K
Rogco, LP 0.06% No change 4,383 $138K
Steward Partners Investment Advisory, LLC 0.00% Add +115.4% 2,272 $72K
IFP Advisors, Inc 0.00% Reduce -0.8% 2,249 $71K
Global Retirement Partners, LLC 0.00% Reduce -67.4% 2,235 $70K
Principal Securities, Inc. 0.00% Add +28.1% 2,086 $66K
Western Pacific Wealth Management, LP 0.05% No change 2,000 $63K
Global Trust Asset Management, LLC 0.03% No change 1,989 $63K
Cwm, LLC 0.00% Reduce -78.8% 1,778 $56K
Comerica Bank 0.00% Add +1562.1% 1,712 $54K
Pinnacle Bancorp, Inc. 0.01% No change 1,584 $50K
GeoWealth Management, LLC 0.00% Reduce -77.4% 1,557 $49K
Avior Wealth Management, LLC 0.00% New 1,400 $44K
Sachetta, LLC 0.02% No change 1,229 $39K
Scarborough Advisors, LLC 0.01% No change 673 $21K
Global Financial Private Client, LLC 0.01% No change 667 $21K
CoreCap Advisors, LLC 0.00% New 573 $18K
Parallel Advisors, LLC 0.00% Reduce -38.5% 475 $15K
UBS Group AG 0.00% Reduce -73.5% 471 $15K
JPMorgan Chase & Co. 0.00% Reduce -54.6% 431 $14K
Harbour Investments, Inc. 0.00% No change 162 $5K
True Wealth Design, LLC 0.00% New 91 $3K
FMR LLC 0.00% No change 74 $2K
NFSG Corp 0.00% No change 49 $2K
Valley National Advisers Inc. 0.00% No change 52 $1K
Sugarloaf Wealth Management, LLC 0.00% No change 26 $815
ICA Group Wealth Management, LLC 0.00% No change 25 $787
Key Financial Inc 0.00% No change 13 $409

"% of holder's portfolio" is MNA's weight in each manager's 13F, not the share of Nylim Merger Arbtrage ETF-Ui the manager owns.