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WIZ

Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF
WIZ

Delisted

WIZ was delisted on the 10th of November, 2023.

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15 hedge funds and large institutions have $21.4M invested in Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF in 2020 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

396% more capital invested

Capital invested by funds: $4.31M → $21.4M (+$17.1M)

100% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 1

88% more funds holding

Funds holding: 8 → 15 (+7)

Holders
15
Holders Change
+7
Holders Change %
+87.5%
% of All Funds
0.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
2
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CCFM
Clear Creek Financial Management
Washington
+$6.89M
2
KPWS
Kestra Private Wealth Services
Texas
+$5.36M
3
RJA
Raymond James & Associates
Florida
+$2.34M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$574K
5
RJT
Raymond James Trust
Florida
+$403K

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$264K
Name Holding Trade Value Shares
Change 		Change in
Stake
CCFM
1
Clear Creek Financial Management
Washington
$7.22M +$6.89M +216,381 New
KPWS
2
Kestra Private Wealth Services
Texas
$5.6M +$5.36M +168,056 New
RJA
3
Raymond James & Associates
Florida
$3.48M +$2.34M +73,561 +240%
EF
4
Empirical Finance
Pennsylvania
$2.1M – – –
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$950K +$574K +18,025 +173%
RJT
6
Raymond James Trust
Florida
$422K +$403K +12,647 New
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$295K +$283K +8,866 New
VCM
8
Vivaldi Capital Management
Illinois
$265K – – –
CWA
9
Clearview Wealth Advisors
Oregon
$255K +$244K +7,646 New
Osaic Holdings
10
Osaic Holdings
Arizona
$241K -$264K -8,295 -54%
Citadel Advisors
11
Citadel Advisors
Florida
$236K +$226K +7,085 New
GCA
12
Genesee Capital Advisors
New York
$216K – – –
UBS Group
13
UBS Group
Switzerland
$63K +$60K +1,882 New
JWM
14
Janiczek Wealth Management
Colorado
$40K – – –
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$8K – – –

WIZ Hedge Fund Activity: Q4 2020 in Review

15 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF (WIZ) for Q4 2020, worth a combined $21.4M — up 396% from $4.31M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new WIZ positions and 0 closed out — a net gain of 7 holders — while 2 added to existing stakes and 1 trimmed.

The largest buyer was Clear Creek Financial Management, opening a new position worth an estimated $6.89M. The largest seller was Osaic Holdings, cutting an estimated $264K.

  • 15 institutional investors held Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF (WIZ) as of Q4 2020, up from 8 in Q3 2020.
  • Funds reported $21.4M of Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF stock for Q4 2020, up 396% quarter-over-quarter.
  • 7 funds opened new Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF positions in Q4 2020 and 0 closed out, a net change of +7 holders.
  • The largest Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF buyer in Q4 2020 was Clear Creek Financial Management, an estimated $6.89M added.
  • The largest Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF seller in Q4 2020 was Osaic Holdings, an estimated $264K sold.

Based on aggregated 13F filings for Q4 2020.