Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF
WIZ was delisted on the 10th of November, 2023.
15 hedge funds and large institutions have $37M invested in Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF in 2021 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 3 reducing their positions, and 3 closing their positions.
133% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 3
73% more capital invested
Capital invested by funds: $21.4M → $37M (+$15.6M)
0% more funds holding
Funds holding: 15 → 15 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
+$705K |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$566K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$555K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$263K |
| 5 |
CWA
Clearview Wealth Advisors
Salem,
Oregon
|
+$211K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCFM
Clear Creek Financial Management
Silverdale,
Washington
|
-$7.22M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.9M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$950K |
| 4 |
VCM
Vivaldi Capital Management
Chicago,
Illinois
|
-$265K |
| 5 |
RJT
Raymond James Trust
St. Petersburg,
Florida
|
-$83.5K |
WIZ Hedge Fund Activity: Q1 2021 in Review
15 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF (WIZ) for Q1 2021, worth a combined $37M — up 73% from $21.4M a quarter earlier.
Fund positioning in WIZ was balanced in Q1 2021: 3 funds opened new positions, 3 closed out, 7 added to existing stakes and 3 trimmed.
The largest buyer was Kestra Private Wealth Services, adding an estimated $705K. The largest seller was Clear Creek Financial Management, exiting entirely with an estimated $7.22M sold.
- 15 institutional investors held Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF (WIZ) as of Q1 2021, unchanged from Q4 2020.
- Funds reported $37M of Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF stock for Q1 2021, up 73% quarter-over-quarter.
- 3 funds opened new Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF positions in Q1 2021 and 3 closed out, a net change of 0 holders.
- The largest Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF buyer in Q1 2021 was Kestra Private Wealth Services, an estimated $705K added.
- The largest Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF seller in Q1 2021 was Clear Creek Financial Management, an estimated $7.22M sold.
Based on aggregated 13F filings for Q1 2021.