WIZ

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

Overview Fund Activity
Delisted

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

Back to rankings

18 hedge funds and large institutions have $21.2M invested in Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF in 2021 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 1 closing their positions.

Holders
18
Holders Change
+3
Holders Change %
+20%
% of All Funds
0.31%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
4
Increased
5
Reduced
7
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KPWS
1
Kestra Private Wealth Services
Texas
$8.83M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.02M
3
LPL Financial
3
LPL Financial
California
$592K
4
CCFM
4
Clear Creek Financial Management
Washington
$224K
5
OMC
5
Old Mission Capital
Illinois
$704K

Top Sellers

1
OPOWM
1
One Plus One Wealth Management
Florida
$5.58M
2
EF
2
Empirical Finance
Pennsylvania
$466K
3
RJA
3
Raymond James & Associates
Florida
$1.08M
4
GCA
4
Genesee Capital Advisors
New York
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$232K
Name Market Value Shares Shares
Change 		Shares
Change %
KPWS
1
Kestra Private Wealth Services
Texas
$8.83M 246,343 +57,999 +31%
OPOWM
2
One Plus One Wealth Management
Florida
$5.58M 155,647 -552,328 -78%
RJA
3
Raymond James & Associates
Florida
$1.08M 30,042 -19,607 -39%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.02M 28,505 +28,175 +8,538%
OMC
5
Old Mission Capital
Illinois
$704K 19,637 +3,346 +21%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$614K 17,127 +700 +4%
LPL Financial
7
LPL Financial
California
$592K 16,509 +16,509 New
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$541K 15,091 -882 -6%
CWA
9
Clearview Wealth Advisors
Oregon
$487K 13,585 -130 -0.9%
EF
10
Empirical Finance
Pennsylvania
$466K 13,001 -49,892 -79%
RJT
11
Raymond James Trust
Florida
$367K 10,244 – –
Citadel Advisors
12
Citadel Advisors
Florida
$232K 6,481 -2,046 -24%
CCFM
13
Clear Creek Financial Management
Washington
$224K 6,252 +6,252 New
Osaic Holdings
14
Osaic Holdings
Arizona
$220K 6,137 -1,645 -21%
Morgan Stanley
15
Morgan Stanley
New York
$72K 1,999 +1,999 New
UBS Group
16
UBS Group
Switzerland
$53K 1,477 +1,476 +147,600%
JWM
17
Janiczek Wealth Management
Colorado
$43K 1,200 – –
Wells Fargo
18
Wells Fargo
California
$36K 1,010 +1,010 New
GCA
19
Genesee Capital Advisors
New York
– – -6,514 Closed
CFGS
20
Concourse Financial Group Securities
Alabama
– – – –