IQ ARB Merger Arbitrage ETFMNA
MNA
0
Funds holding %
of 6,815 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
6% less funds holding
Funds holding: 70 [Q2] → 66 (-4) [Q3]
7% less capital invested
Capital invested by funds: $205M [Q2] → $191M (-$13.6M) [Q3]
8.06% less ownership
Funds ownership: 78.62% [Q2] → 70.56% (-8.06%) [Q3]
27% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 11
59% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 34
Research analyst outlook
We haven’t received any recent analyst ratings for MNA.
Financial journalist opinion
Positive
Zacks Investment Research
1 month ago
Upbeat Year Ahead for Mergers and Acquisitions? ETFs to Consider
Driven by increasing global M&A deal notifications and easing financial market conditions, investing in ETFs employing a merger arbitrage strategy can be a smart play.
Positive
Zacks Investment Research
3 months ago
Time for Merger & Acquisition ETFs With Deal-Making Staging a Comeback?
Deal making should rise in 2024 due to easing inflation and interest rate cuts, pent-up demand for deals, and strategic initiatives taken by companies.
Positive
Zacks Investment Research
8 months ago
Wall Street Investment Banking Gains Momentum: ETFs in Focus
After two years of subdued dealmaking, key Wall Street banks have been witnessing a resurgence in investment banking activity.
Negative
Seeking Alpha
9 months ago
MNA: Merger Arbitrage Improving With Discounts As Biden FTC Risk Is Discounted
Merger arbitrage strategy ETFs like MNA were highly profitable from 2010 to 2020 due to quick government approval of mergers and high M&A deal volumes. Since 2020, the M&A fund MNA has underperformed as the Biden Administration has blocked numerous large mergers, and overall volumes have declined. In the coming months, the impact of US government politics on the alpha generation of the merger arbitrage strategy should be closely watched.
Positive
Zacks Investment Research
10 months ago
M&A to Bounce Back in 2024? ETFs in Focus
After a weak M&A year of 2023, things are looking bright for space due to chances of Fed rate cuts, higher pent-up demand and improving financial markets.
Negative
Seeking Alpha
10 months ago
MNA: Merger Arbitrage Fund That Fails To Impress
MNA IQ Merger Arbitrage ETF is a fund that focuses on investing in companies involved in mergers and acquisitions. The fund uses a strategy called merger arbitrage to profit from price discrepancies between the target company's stock and the offer price. Mergers are highly scrutinized transactions, especially for certain regulated sectors.
Positive
Zacks Investment Research
10 months ago
ETFs to Make the Most of the M&A Comeback
After several quiet years, global M&A activity gathered steam early in 2024 following a flurry of deals. The deal value surged 55% year over year to $425 billion, signaling a robust revival in the sector.
Positive
ETF Trends
11 months ago
How ETF Investors Can Take Advantage of Deal Activity
With lower interest rates now in sight and renewed confidence in the stock market, deal making activity should pick up in 2024 after a slow couple of years. For retail investors, this could lead to new opportunities to invest in emerging industries and the potential to capture early returns.
Positive
Zacks Investment Research
11 months ago
What Lies Ahead of M&A ETFs in 2024?
As we move into 2024, optimism around a comeback year for deal-making exists. However, the M&A landscape continues to evolve, with private equity becoming an increasingly attractive option for companies and investors seeking smoother and more predictable exits.
Positive
InvestorPlace
1 year ago
Modernizing a Classic: 3 Fresh Takes on How to Play the 60/40 Portfolio Strategy
The 60/40 portfolio strategy was thought to be dead and buried. And yet, it made a comeback in 2023, up more than 11% through the end of November.
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