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 $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.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
35% more capital invested
Capital invested by funds: $20.3M → $27.4M (+$7.1M)
11.1% more ownership
Funds ownership: 26.06% → 37.15% (+11%)
5% less funds holding
Funds holding: 19 → 18 (-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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$301K |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$17.6K |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$14.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OPOWM
One Plus One Wealth Management
Jupiter,
Florida
|
-$547K |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$433K |
| 3 |
LPL Financial
San Diego,
California
|
-$356K |
| 4 |
GCA
Genesee Capital Advisors
Auburn,
New York
|
-$227K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$206K |
WIZ Hedge Fund Activity: Q4 2021 in Review
18 of the 6,518 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.