We are live on ! Find out more
WIZ

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

Delisted

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

18 hedge funds and large institutions have $27.4M invested in Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF in 2021 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

35% more capital invested

Capital invested by funds: $20.3M → $27.4M (+$7.1M)

5% less funds holding

Funds holding: 1918 (-1)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

67% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 9

Holders
18
Holders Change
-1
Holders Change %
-5.26%
% of All Funds
0.28%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
2
Increased
3
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
1
Kestra Private Wealth Services
Texas
$9.63M -$135K -3,687 -1%
MWM
2
MY Wealth Management
Maryland
$7.21M +$7.15M +195,470 New
OPOWM
3
One Plus One Wealth Management
Florida
$4.84M -$547K -14,937 -10%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.4M +$301K +8,220 +28%
RJA
5
Raymond James & Associates
Florida
$664K +$14.2K +389 +2%
SCFS
6
S.C. Financial Services
Arizona
$630K +$646K +17,644 New
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$581K +$17.6K +480 +3%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$486K -$128K -3,510 -21%
EF
9
Empirical Finance
Pennsylvania
$479K -$37 -1 -0%
CWA
10
Clearview Wealth Advisors
Oregon
$467K -$50.8K -1,387 -10%
RJT
11
Raymond James Trust
Florida
$320K -$57.3K -1,565 -15%
LPL Financial
12
LPL Financial
California
$255K -$356K -9,728 -58%
CCFM
13
Clear Creek Financial Management
Washington
$227K
Morgan Stanley
14
Morgan Stanley
New York
$74K
JWM
15
Janiczek Wealth Management
Colorado
$44K
Wells Fargo
16
Wells Fargo
California
$37K
Osaic Holdings
17
Osaic Holdings
Arizona
$23K -$33.2K -908 -59%
UBS Group
18
UBS Group
Switzerland
$17K -$79K -2,160 -82%
OMC
19
Old Mission Capital
Illinois
-$433K -12,455 Closed
GCA
20
Genesee Capital Advisors
New York
-$227K -6,525 Closed
Citadel Advisors
21
Citadel Advisors
Florida
-$206K -5,927 Closed

WIZ Hedge Fund Activity: Q4 2021 in Review

18 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF (WIZ) for Q4 2021, worth a combined $27.4M — up 35% from $20.3M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of WIZ and 2 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 3 added.

The largest buyer was Royal Bank of Canada, adding an estimated $301K. The largest seller was One Plus One Wealth Management, cutting an estimated $547K.

  • 18 institutional investors held Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF (WIZ) as of Q4 2021, down from 19 in Q3 2021.
  • Funds reported $27.4M of Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF stock for Q4 2021, up 35% quarter-over-quarter.
  • 2 funds opened new Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF positions in Q4 2021 and 3 closed out, a net change of -1 holder.
  • The largest Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF buyer in Q4 2021 was Royal Bank of Canada, an estimated $301K added.
  • The largest Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF seller in Q4 2021 was One Plus One Wealth Management, an estimated $547K sold.

Based on aggregated 13F filings for Q4 2021.