Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF
WIZ was delisted on the 10th of November, 2023.
8 hedge funds and large institutions have $4.31M invested in Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF in 2020 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
60% more funds holding
Funds holding: 5 → 8 (+3)
56% more capital invested
Capital invested by funds: $2.77M → $4.31M (+$1.54M)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$949K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$467K |
| 3 |
GCA
Genesee Capital Advisors
Auburn,
New York
|
+$201K |
| 4 |
JWM
Janiczek Wealth Management
Denver,
Colorado
|
+$37.2K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$7.74K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$372K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$70K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EF
1
Empirical Finance
Havertown,
Pennsylvania
| $2.01M | – | – | – |
|
|
RJA
2
Raymond James & Associates
St Petersburg,
Florida
| $977K | +$949K | +30,636 | New |
|
|
3
Osaic Holdings
Scottsdale,
Arizona
| $493K | +$467K | +15,086 | +3,743% |
|
|
4
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $333K | -$372K | -12,009 | -53% |
|
|
VCM
5
Vivaldi Capital Management
Chicago,
Illinois
| $250K | – | – | – |
|
|
GCA
6
Genesee Capital Advisors
Auburn,
New York
| $206K | +$201K | +6,483 | New |
|
|
JWM
7
Janiczek Wealth Management
Denver,
Colorado
| $38K | +$37.2K | +1,200 | New |
|
|
8
Royal Bank of Canada
Toronto,
Ontario, Canada
| $8K | +$7.74K | +250 | New |
|
|
9
UBS Group
Zurich,
Switzerland
| – | -$70K | -2,448 | Closed |
|
WIZ Hedge Fund Activity: Q3 2020 in Review
8 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF (WIZ) for Q3 2020, worth a combined $4.31M — up 56% from $2.77M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new WIZ positions and 1 closed out — a net gain of 3 holders — while 1 added to existing stakes and 1 trimmed.
The largest buyer was Raymond James & Associates, opening a new position worth an estimated $949K. The largest seller was Susquehanna International Group, cutting an estimated $372K.
- 8 institutional investors held Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF (WIZ) as of Q3 2020, up from 5 in Q2 2020.
- Funds reported $4.31M of Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF stock for Q3 2020, up 56% quarter-over-quarter.
- 4 funds opened new Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF positions in Q3 2020 and 1 closed out, a net change of +3 holders.
- The largest Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF buyer in Q3 2020 was Raymond James & Associates, an estimated $949K added.
- The largest Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF seller in Q3 2020 was Susquehanna International Group, an estimated $372K sold.
Based on aggregated 13F filings for Q3 2020.