As of the latest SEC filings, Inflection Point Acquisition Corp. V (IPEX) is held by 7 institutional funds. The largest fund shareholder is The Merger Fund (MERIX), holding an estimated $5,218,428.80 in market value, representing 0.21% of its portfolio.
Funds holding Inflection Point Acquisition Corp. V (IPEX)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- IPEX
- CIK:
- 0002028355
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
MERIX
The Merger Fund
|
MF | Independent / Boutique | 0.21% | $5,218,428.80 | 501,772 | Mar 31, 2026 | May 29, 2026 |
|
RIV
RiverNorth Opportunities Fund Inc.
|
CEF | Independent / Boutique | 0.27% | $866,673.60 | 83,334 | Mar 31, 2026 | May 28, 2026 |
|
-
JNL Multi-Manager Alternative Fund
|
ETF | Independent / Boutique | 0.03% | $257,171.20 | 24,728 | Mar 31, 2026 | May 28, 2026 |
|
WCEIX
Virtus Westchester Event-Driven Fund
|
MF | Duff & Phelps / Virtus | 0.03% | $32,728.80 | 3,147 | Mar 31, 2026 | May 29, 2026 |
|
SPCZ
Rivernorth Enhanced Pre-Merger SPAC ETF
|
ETF | Independent / Boutique | 0.33% | $19,562.40 | 1,881 | Mar 31, 2026 | May 28, 2026 |
|
PMSAX
Global Multi-Strategy Fund
|
MF | Independent / Boutique | 0.00% | $14,603.85 | 1,411 | Feb 28, 2026 | Apr 24, 2026 |
|
-
JNL/Westchester Capital Event Driven Fund
|
ETF | Independent / Boutique | 0.02% | $11,606.40 | 1,116 | Mar 31, 2026 | May 28, 2026 |
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