Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF
WIZ was delisted on the 10th of November, 2023.
16 hedge funds and large institutions have $15.4M invested in Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF in 2022 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 6 reducing their positions, and 5 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
6.65% less ownership
Funds ownership: 40.17% → 33.52% (-6.6%)
16% less funds holding
Funds holding: 19 → 16 (-3)
40% less capital invested
Capital invested by funds: $25.8M → $15.4M (-$10.4M)
50% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 6
60% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OPOWM
One Plus One Wealth Management
Jupiter,
Florida
|
+$1.29M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$289K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$71.3K |
| 4 |
EF
Empirical Finance
Havertown,
Pennsylvania
|
+$3.09K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$2.16K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
-$8.24M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$596K |
| 3 |
Jane Street
New York
|
-$448K |
| 4 |
SCFS
S.C. Financial Services
Scottsdale,
Arizona
|
-$259K |
| 5 |
CCFM
Clear Creek Financial Management
Silverdale,
Washington
|
-$213K |
WIZ Hedge Fund Activity: Q2 2022 in Review
16 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF (WIZ) for Q2 2022, worth a combined $15.4M — down 40% from $25.8M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of WIZ and 2 opened new positions — a net loss of 3 holders — while 6 trimmed existing stakes and 3 added.
The largest buyer was One Plus One Wealth Management, adding an estimated $1.29M. The largest seller was Kestra Private Wealth Services, exiting entirely with an estimated $8.24M sold.
- 16 institutional investors held Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF (WIZ) as of Q2 2022, down from 19 in Q1 2022.
- Funds reported $15.4M of Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF stock for Q2 2022, down 40% quarter-over-quarter.
- 2 funds opened new Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF positions in Q2 2022 and 5 closed out, a net change of -3 holders.
- The largest Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF buyer in Q2 2022 was One Plus One Wealth Management, an estimated $1.29M added.
- The largest Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF seller in Q2 2022 was Kestra Private Wealth Services, an estimated $8.24M sold.
Based on aggregated 13F filings for Q2 2022.