AI-driven data-center dealmaking is surging. ETFs like MNA, IAI, KBWB, CHAT offer ways to tap the M&A boom tied to AI infrastructure.
M&A deals are booming in 2025 despite fewer transactions -- megadeals, AI bets and Fed cuts may fuel ETFs like MNA, IAI, KBWB & CHAT.
For investors seeking momentum, NYLI Merger Arbitrage ETF MNA is probably on the radar. The fund just hit a 52-week high and is up 11.56% from its 52-week low price of $30.36/share.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PEP Philip E. Passafiume Protective Life Corp | 182 | $6,615.7 | $6,663.64 | $47.94 | 0.72% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 622 | $21,334.6 | $22,773.53 | $1,438.93 | 6.74% |
| AL Acas LLC Acas LLC | 42,709 | $1.36M | $1.56M | $200,441.73 | 14.7% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 6 | $205.8 | $219.45 | $13.65 | 6.63% |
Candace Cavalier Congress Wealth Management LLC / DE / | 20,886 | $736,649.22 | $763,905.45 | $27,256.23 | 3.7% |
| ARCA Exchange | US Country |
Our company is a specialized investment fund that focuses primarily on capitalizing on merger arbitrage opportunities. We dedicate at least 80% of our net assets, in addition to any borrowings for investment purposes, toward securities included in our underlying index. This underlying index leverages a systematic investment process aimed at uncovering opportunities among companies involved in announced mergers, acquisitions, and other buyout-related transactions. The companies we target through our investments are primarily listed in developed markets, including the U.S., ensuring a mix of stability and growth potential. As a non-diversified fund, we concentrate our investments to capitalize on these unique opportunities, striving to generate superior returns for our investors.
We provide investors with an avenue to invest in companies involved in mergers and acquisitions (M&As) and other buyout-related transactions. Our goal is to exploit the pricing inefficiencies that often occur during the announcement and completion of such deals. Through rigorous analysis and a systematic investment process, we aim to identify the most promising opportunities in developed markets, thereby offering potential for attractive returns.
Our investment strategy is grounded in a systematic process designed to identify high-potential companies engaged in M&As and buyouts. This process encompasses a variety of analytical methods to assess the viability and potential success of each transaction, factoring in the specific dynamics of developed markets. By focusing on a methodical approach, we are better positioned to make informed investment decisions that contribute to the overall performance of the fund.
Investors in our fund gain exposure to a broad range of companies listed in developed markets, including the United States. These markets are known for their stability, robust regulatory environments, and the potential for growth, making them attractive for merger arbitrage opportunities. Our focus on these regions enhances the diversity of our investment portfolio and offers a balanced mix of risk and reward for our clients.