Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF
WIZ was delisted on the 10th of November, 2023.
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.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
20% more funds holding
Funds holding: 15 → 18 (+3)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
29% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 7
43% less capital invested
Capital invested by funds: $37M → $21.2M (-$15.9M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
+$2.02M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$982K |
| 3 |
LPL Financial
San Diego,
California
|
+$575K |
| 4 |
CCFM
Clear Creek Financial Management
Silverdale,
Washington
|
+$218K |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$117K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OPOWM
One Plus One Wealth Management
Jupiter,
Florida
|
-$19.2M |
| 2 |
EF
Empirical Finance
Havertown,
Pennsylvania
|
-$1.74M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$683K |
| 4 |
GCA
Genesee Capital Advisors
Auburn,
New York
|
-$218K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$71.3K |
WIZ Hedge Fund Activity: Q2 2021 in Review
18 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF (WIZ) for Q2 2021, worth a combined $21.2M — down 43% from $37M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new WIZ positions and 1 closed out — a net gain of 3 holders — while 5 added to existing stakes and 7 trimmed.
The largest buyer was Kestra Private Wealth Services, adding an estimated $2.02M. The largest seller was One Plus One Wealth Management, cutting an estimated $19.2M.
- 18 institutional investors held Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF (WIZ) as of Q2 2021, up from 15 in Q1 2021.
- Funds reported $21.2M of Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF stock for Q2 2021, down 43% quarter-over-quarter.
- 4 funds opened new Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF positions in Q2 2021 and 1 closed out, a net change of +3 holders.
- The largest Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF buyer in Q2 2021 was Kestra Private Wealth Services, an estimated $2.02M added.
- The largest Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF seller in Q2 2021 was One Plus One Wealth Management, an estimated $19.2M sold.
Based on aggregated 13F filings for Q2 2021.