Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF
WIZ was delisted on the 10th of November, 2023.
9 hedge funds and large institutions have $1.64M invested in Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
29% more funds holding
Funds holding: 7 → 9 (+2)
15% more capital invested
Capital invested by funds: $1.43M → $1.64M (+$212K)
67% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
Avior Wealth Management
Omaha,
Nebraska
|
+$166K |
| 2 |
HGERS
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
|
+$35.4K |
| 3 |
GRP
Global Retirement Partners
San Rafael,
California
|
+$27.8K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$14.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$24K |
| 2 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
-$13.7K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$8.71K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$3.48K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $1.02M | -$3.48K | -127 | -0.3% |
|
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $230K | +$14.3K | +522 | +7% |
|
|
AWM
3
Avior Wealth Management
Omaha,
Nebraska
| $168K | +$166K | +6,051 | New |
|
|
4
UBS Group
Zurich,
Switzerland
| $92K | -$24K | -875 | -21% |
|
|
HGERS
5
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
| $36K | +$35.4K | +1,293 | New |
|
|
JWM
6
Janiczek Wealth Management
Denver,
Colorado
| $32.9K | – | – | – |
|
7
Wells Fargo
San Francisco,
California
| $28.1K | – | – | – |
|
|
GRP
8
Global Retirement Partners
San Rafael,
California
| $27K | +$27.8K | +1,016 | New |
|
|
9
Osaic Holdings
Scottsdale,
Arizona
| $6.04K | -$8.71K | -318 | -59% |
|
|
MCC
10
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$13.7K | -500 | Closed |
|
WIZ Hedge Fund Activity: Q1 2023 in Review
9 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF (WIZ) for Q1 2023, worth a combined $1.64M — up 15% from $1.43M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new WIZ positions and 1 closed out — a net gain of 2 holders — while 1 added to existing stakes and 3 trimmed.
The largest buyer was Avior Wealth Management, opening a new position worth an estimated $166K. The largest seller was UBS Group, cutting an estimated $24K.
- 9 institutional investors held Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF (WIZ) as of Q1 2023, up from 7 in Q4 2022.
- Funds reported $1.64M of Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF stock for Q1 2023, up 15% quarter-over-quarter.
- 3 funds opened new Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF positions in Q1 2023 and 1 closed out, a net change of +2 holders.
- The largest Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF buyer in Q1 2023 was Avior Wealth Management, an estimated $166K added.
- The largest Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF seller in Q1 2023 was UBS Group, an estimated $24K sold.
Based on aggregated 13F filings for Q1 2023.