Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF
WIZ was delisted on the 10th of November, 2023.
7 hedge funds and large institutions have $1.64M invested in Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF in 2023 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 2 closing their positions.
0% less capital invested
Capital invested by funds: $1.64M → $1.64M (-$3.59K)
22% less funds holding
Funds holding: 9 → 7 (-2)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
Avior Wealth Management
Omaha,
Nebraska
|
+$1.57K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$230K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$88.7K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$28.1K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.51K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $1.07M | -$1.51K | -55 | -0.2% |
|
|
GS
2
GTS Securities
New York
| $317K | +$299K | +10,862 | New |
|
|
AWM
3
Avior Wealth Management
Omaha,
Nebraska
| $178K | +$1.57K | +57 | +0.9% |
|
|
JWM
4
Janiczek Wealth Management
Denver,
Colorado
| $35K | – | – | – |
|
|
GRP
5
Global Retirement Partners
San Rafael,
California
| $29.7K | – | – | – |
|
6
Osaic Holdings
Scottsdale,
Arizona
| $6.33K | – | – | – |
|
|
7
UBS Group
Zurich,
Switzerland
| $2.39K | -$88.7K | -3,223 | -98% |
|
|
8
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$230K | -8,256 | Closed |
|
|
9
Wells Fargo
San Francisco,
California
| – | -$28.1K | -1,010 | Closed |
|
WIZ Hedge Fund Activity: Q2 2023 in Review
7 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF (WIZ) for Q2 2023, worth a combined $1.64M — down 0.22% from $1.64M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of WIZ and 1 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 1 added.
The largest buyer was Avior Wealth Management, adding an estimated $1.57K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $230K sold.
- 7 institutional investors held Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF (WIZ) as of Q2 2023, down from 9 in Q1 2023.
- Funds reported $1.64M of Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF stock for Q2 2023, down 0.22% quarter-over-quarter.
- 1 fund opened new Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF positions in Q2 2023 and 2 closed out, a net change of -1 holder.
- The largest Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF buyer in Q2 2023 was Avior Wealth Management, an estimated $1.57K added.
- The largest Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF seller in Q2 2023 was Susquehanna International Group, an estimated $230K sold.
Based on aggregated 13F filings for Q2 2023.