Merlyn.AI Tactical Growth & Income ETF
SNUG
SNUG was delisted on the 18th of November, 2022.
9 hedge funds and large institutions have $12.7M invested in Merlyn.AI Tactical Growth & Income ETF in 2021 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 0 closing their positions.
285% more capital invested
Capital invested by funds: $3.29M → $12.7M (+$9.38M)
29% more funds holding
Funds holding: 7 → 9 (+2)
67% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$428K |
| 2 |
CCFM
Clear Creek Financial Management
Silverdale,
Washington
|
+$388K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
-$127K |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$35.2K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$28.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MWM
1
MY Wealth Management
Germantown,
Maryland
| $8.75M | +$8.83M | +315,127 | New |
|
|
KPWS
2
Kestra Private Wealth Services
Austin,
Texas
| $2.25M | -$127K | -4,542 | -5% |
|
|
CCFM
3
Clear Creek Financial Management
Silverdale,
Washington
| $948K | +$388K | +13,839 | +68% |
|
|
ASN
4
Advisory Services Network
Atlanta,
Georgia
| $425K | +$428K | +15,289 | New |
|
|
5
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $283K | -$35.2K | -1,256 | -11% |
|
|
JWM
6
Janiczek Wealth Management
Denver,
Colorado
| $14K | – | – | – |
|
|
CWA
7
Clearview Wealth Advisors
Salem,
Oregon
| $3K | – | – | – |
|
|
TRCT
8
Tower Research Capital (TRC)
New York
| $1K | – | – | – |
|
|
9
UBS Group
Zurich,
Switzerland
| – | -$28.9K | -1,030 | -99% |
|
SNUG Hedge Fund Activity: Q4 2021 in Review
9 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Merlyn.AI Tactical Growth & Income ETF (SNUG) for Q4 2021, worth a combined $12.7M — up 285% from $3.29M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new SNUG positions and 0 closed out — a net gain of 2 holders — while 1 added to existing stakes and 3 trimmed.
The largest buyer was Advisory Services Network, opening a new position worth an estimated $428K. The largest seller was Kestra Private Wealth Services, cutting an estimated $127K.
- 9 institutional investors held Merlyn.AI Tactical Growth & Income ETF (SNUG) as of Q4 2021, up from 7 in Q3 2021.
- Funds reported $12.7M of Merlyn.AI Tactical Growth & Income ETF stock for Q4 2021, up 285% quarter-over-quarter.
- 2 funds opened new Merlyn.AI Tactical Growth & Income ETF positions in Q4 2021 and 0 closed out, a net change of +2 holders.
- The largest Merlyn.AI Tactical Growth & Income ETF buyer in Q4 2021 was Advisory Services Network, an estimated $428K added.
- The largest Merlyn.AI Tactical Growth & Income ETF seller in Q4 2021 was Kestra Private Wealth Services, an estimated $127K sold.
Based on aggregated 13F filings for Q4 2021.