Who Owns MNA?
NYLI Merger Arbitrage ETF — Institutional Ownership & 13F Holdings
$36.35
-0.03 (-0.09%)
Market Cap
$249.3M
Shares Outstanding
6,955,520
Institutional Holders
67
Total Inst. Value
$91.1M
% of Float Held
—
QoQ Holder Change
+13
Institutional data as of Q1 2025
New Positions
13
Closed Positions
9
Increased
15
Decreased
31
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | MORGAN STANLEY | $22.0M | 640,673 |
| 2 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | $17.9M | 521,123 |
| 3 | OPPENHEIMER ASSET MANAGEMENT INC. | $8.7M | 252,929 |
| 4 | ASPIRIANT, LLC | $4.3M | 125,647 |
| 5 | Equitable Holdings, Inc. | $4.0M | 115,210 |
| 6 | Q3 Asset ManagementNew | $3.8M | 110,696 |
| 7 | AMERIPRISE FINANCIAL INC | $3.5M | 100,694 |
| 8 | LIBERTY SQUARE WEALTH PARTNERS LLC | $2.9M | 85,984 |
| 9 | Savant Capital, LLC | $2.6M | 76,563 |
| 10 | ROYAL BANK OF CANADA | $2.6M | 76,104 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| MORGAN STANLEY | +19K | $22.0M |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | +50K | $17.9M |
| OPPENHEIMER ASSET MANAGEMENT INC. | +857 | $8.7M |
| ASPIRIANT, LLC | +19K | $4.3M |
| Equitable Holdings, Inc. | +7K | $4.0M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | -279K | $28K |
| GREENLEAF TRUST | -33K | $535K |
| MAI Capital Management | -31K | $620K |
| OneDigital Investment Advisors LLC | -17K | $3K |
| Savant Capital, LLC | -15K | $2.6M |
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Frequently Asked Questions
How many institutional investors hold MNA?
As of Q1 2025, 67 institutional investors report holding MNA (NYLI Merger Arbitrage ETF) in their 13F filings.
Which hedge fund owns the most MNA?
The largest institutional holder of MNA is MORGAN STANLEY with $22.0M in shares.
Are institutions buying or selling MNA?
This quarter, 13 institutions opened new positions in MNA and 9 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.