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 $25.8M invested in Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF in 2022 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 6 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
6% more funds holding
Funds holding: 18 → 19 (+1)
3.01% more ownership
Funds ownership: 37.15% → 40.17% (+3%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
6% less capital invested
Capital invested by funds: $27.4M → $25.8M (-$1.57M)
33% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SPW
Surience Private Wealth
Yakima,
Washington
|
+$5.69M |
| 2 |
Jane Street
New York
|
+$454K |
| 3 |
OPOWM
One Plus One Wealth Management
Jupiter,
Florida
|
+$37.4K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$7.32K |
| 5 |
LPL Financial
San Diego,
California
|
+$3.92K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWM
MY Wealth Management
Germantown,
Maryland
|
-$7.21M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.32M |
| 3 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
-$785K |
| 4 |
SCFS
S.C. Financial Services
Scottsdale,
Arizona
|
-$57.6K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$27.3K |
WIZ Hedge Fund Activity: Q1 2022 in Review
19 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF (WIZ) for Q1 2022, worth a combined $25.8M — down 5.7% from $27.4M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new WIZ positions and 2 closed out — a net gain of 1 holder — while 4 added to existing stakes and 6 trimmed.
The largest buyer was Surience Private Wealth, opening a new position worth an estimated $5.69M. The largest seller was MY Wealth Management, exiting entirely with an estimated $7.21M sold.
- 19 institutional investors held Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF (WIZ) as of Q1 2022, up from 18 in Q4 2021.
- Funds reported $25.8M of Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF stock for Q1 2022, down 5.7% quarter-over-quarter.
- 3 funds opened new Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF positions in Q1 2022 and 2 closed out, a net change of +1 holder.
- The largest Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF buyer in Q1 2022 was Surience Private Wealth, an estimated $5.69M added.
- The largest Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF seller in Q1 2022 was MY Wealth Management, an estimated $7.21M sold.
Based on aggregated 13F filings for Q1 2022.