Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF
WIZ was delisted on the 10th of November, 2023.
19 hedge funds and large institutions have $20.3M invested in Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF in 2021 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 0 closing their positions.
6% more funds holding
Funds holding: 18 → 19 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4% less capital invested
Capital invested by funds: $21.2M → $20.3M (-$884K)
25% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
+$658K |
| 2 |
GCA
Genesee Capital Advisors
Auburn,
New York
|
+$234K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$45.6K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$41K |
| 5 |
CWA
Clearview Wealth Advisors
Salem,
Oregon
|
+$16.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$445K |
| 2 |
OPOWM
One Plus One Wealth Management
Jupiter,
Florida
|
-$337K |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$257K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$165K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$19.8K |
WIZ Hedge Fund Activity: Q3 2021 in Review
19 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF (WIZ) for Q3 2021, worth a combined $20.3M — down 4.2% from $21.2M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new WIZ positions and 0 closed out — a net gain of 1 holder — while 6 added to existing stakes and 8 trimmed.
The largest buyer was Kestra Private Wealth Services, adding an estimated $658K. The largest seller was Raymond James & Associates, cutting an estimated $445K.
- 19 institutional investors held Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF (WIZ) as of Q3 2021, up from 18 in Q2 2021.
- Funds reported $20.3M of Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF stock for Q3 2021, down 4.2% quarter-over-quarter.
- 1 fund opened new Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF positions in Q3 2021 and 0 closed out, a net change of +1 holder.
- The largest Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF buyer in Q3 2021 was Kestra Private Wealth Services, an estimated $658K added.
- The largest Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF seller in Q3 2021 was Raymond James & Associates, an estimated $445K sold.
Based on aggregated 13F filings for Q3 2021.