Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SPAX 2.42%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Westchester Capital Management LLC 1.13M (9.88%) 0.00
Increased by 0.00%
Sep 30, 23
2 First Trust Capital Management L.P. 1.03M (9.04%) 1.03M
Increased by +100.00%
Sep 30, 23
3 Mizuho Securities USA Inc 800.00K (6.99%) 0.00
Increased by 0.00%
Sep 30, 23
4 Schechter Investment Advisors, LLC 699.39K (6.12%) 82.20K
Increased by +11.75%
Sep 30, 23
5 Radcliffe Group Inc 634.75K (5.55%) 0.00
Increased by 0.00%
Sep 30, 23
6 Nomura Holdings Inc 597.45K (5.22%) 0.00
Increased by 0.00%
Sep 30, 23
7 KIM, LLC 550.00K (4.81%) 0.00
Increased by 0.00%
Sep 30, 23
8 Berkley W R Corp 530.50K (4.64%) 0.00
Increased by 0.00%
Sep 30, 23
9 Castle Creek Arbitrage, LLC 441.56K (3.86%) -250.00K
Decreased by -56.62%
Sep 30, 23
10 Periscope Capital Inc. 400.00K (3.50%) 0.00
Increased by 0.00%
Sep 30, 23
11 Verition Fund Managegment, LLC 400.00K (3.50%) 0.00
Increased by 0.00%
Sep 30, 23
12 Polar Asset Management Partners 370.21K (3.24%) 0.00
Increased by 0.00%
Sep 30, 23
13 Fir Tree Inc 334.24K (2.92%) 237.02K
Increased by +70.91%
Sep 30, 23
14 Atlas Merchant Capital LLC 280.76K (2.45%) 0.00
Increased by 0.00%
Sep 30, 23
15 Saba Capital Management, LP 277.77K (2.43%) 0.00
Increased by 0.00%
Sep 30, 23
16 Walleye Trading Advisors, LLC 256.00K (2.24%) 0.00
Increased by 0.00%
Sep 30, 23
17 UBS O'Connor LLC 226.58K (1.98%) 0.00
Increased by 0.00%
Sep 30, 23
18 Flow State Investments LP 200.00K (1.75%) 200.00K
Increased by +100.00%
Sep 30, 23
19 BMO Capital Markets Corp. 182.95K (1.60%) 0.00
Increased by 0.00%
Sep 30, 23
20 Bank of Montreal 182.95K (1.60%) 0.00
Increased by 0.00%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 First Trust Merger Arbitrage Cl I 986.37K (8.62%) 986.37K
Increased by +100.00%
Sep 30, 23
2 The Merger Fund A 938.92K (8.21%) 0.00
Increased by 0.00%
Sep 30, 23
3 Picton Mahoney Fortified Arbtrg Alt Fd F 119.10K (1.04%) -4.82K
Decreased by -4.05%
Mar 31, 23
4 Karpus Taxable Fixed Income 85.74K (0.75%) -400.00
Decreased by -0.47%
Sep 30, 23
5 Virtus Westchester Event-Driven Fd I 80.92K (0.71%) 0.00
Increased by 0.00%
Sep 30, 23
6 Karpus Conservative Balanced 68.94K (0.60%) -400.00
Decreased by -0.58%
Sep 30, 23
7 JNL Multi-Manager Alternative A 41.84K (0.37%) 0.00
Increased by 0.00%
Sep 30, 23
8 Robinson Alternative Yld Pr-Mrgr SPACETF 40.00K (0.35%) 0.00
Increased by 0.00%
Dec 29, 23
9 First Trust Multi-Strategy Cl I 31.60K (0.28%) 31.60K
Increased by +100.00%
Sep 30, 23
10 JNL/Westchester Capital Event Driven A 31.43K (0.27%) 0.00
Increased by 0.00%
Sep 30, 23
11 Picton Mahoney Arbitrage Fund F 22.90K (0.20%) -900.00
Decreased by -3.93%
Mar 31, 23
12 High Income Securities 14.00K (0.12%) 14.00K
Increased by +100.00%
May 31, 23
13 Karpus Growth Balanced 11.65K (0.10%) 0.00
Increased by 0.00%
Sep 30, 23
14 The Merger Fund VL I 11.20K (0.10%) 0.00
Increased by 0.00%
Sep 30, 23
15 Karpus Tax Sensitive Fixed Income 150.00 (0.00%) 0.00
Increased by 0.00%
Sep 30, 23