Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF
WIZ was delisted on the 10th of November, 2023.
12 hedge funds and large institutions have $8.43M invested in Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF in 2022 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 5 closing their positions.
0% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 4
25% less funds holding
Funds holding: 16 → 12 (-4)
45% less capital invested
Capital invested by funds: $15.4M → $8.43M (-$6.98M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
80% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OPOWM
One Plus One Wealth Management
Jupiter,
Florida
|
+$832K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$761K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$117K |
| 4 |
HGERS
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
|
+$61.8K |
| 5 |
SCFS
S.C. Financial Services
Scottsdale,
Arizona
|
+$4.16K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SPW
Surience Private Wealth
Yakima,
Washington
|
-$4.88M |
| 2 |
WEG
World Equity Group
Schaumburg,
Illinois
|
-$2.58M |
| 3 |
RJT
Raymond James Trust
St. Petersburg,
Florida
|
-$266K |
| 4 |
LPL Financial
San Diego,
California
|
-$215K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$75.9K |
WIZ Hedge Fund Activity: Q3 2022 in Review
12 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF (WIZ) for Q3 2022, worth a combined $8.43M — down 45% from $15.4M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of WIZ and 1 opened new positions — a net loss of 4 holders — while 4 trimmed existing stakes and 4 added.
The largest buyer was One Plus One Wealth Management, adding an estimated $832K. The largest seller was Surience Private Wealth, exiting entirely with an estimated $4.88M sold.
- 12 institutional investors held Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF (WIZ) as of Q3 2022, down from 16 in Q2 2022.
- Funds reported $8.43M of Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF stock for Q3 2022, down 45% quarter-over-quarter.
- 1 fund opened new Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF positions in Q3 2022 and 5 closed out, a net change of -4 holders.
- The largest Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF buyer in Q3 2022 was One Plus One Wealth Management, an estimated $832K added.
- The largest Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF seller in Q3 2022 was Surience Private Wealth, an estimated $4.88M sold.
Based on aggregated 13F filings for Q3 2022.