Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF
WIZ was delisted on the 10th of November, 2023.
6 hedge funds and large institutions have $428K invested in Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF in 2023 Q3 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.
14% less funds holding
Funds holding: 7 → 6 (-1)
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
74% less capital invested
Capital invested by funds: $1.64M → $428K (-$1.21M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$406 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.07M |
| 2 |
AWM
Avior Wealth Management
Omaha,
Nebraska
|
-$178K |
| 3 |
GRP
Global Retirement Partners
San Rafael,
California
|
-$21.3K |
| 4 |
GS
GTS Securities
New York
|
-$11.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GS
1
GTS Securities
New York
| $291K | -$11.6K | -398 | -4% |
|
|
HGERS
2
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
| $87K | +$90.9K | +3,130 | New |
|
|
JWM
3
Janiczek Wealth Management
Denver,
Colorado
| $33.4K | – | – | – |
|
|
GRP
4
Global Retirement Partners
San Rafael,
California
| $7.71K | -$21.3K | -732 | -72% |
|
5
Osaic Holdings
Scottsdale,
Arizona
| $6.04K | – | – | – |
|
|
6
UBS Group
Zurich,
Switzerland
| $2.67K | +$406 | +14 | +17% |
|
|
7
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$1.07M | -36,554 | Closed |
|
|
AWM
8
Avior Wealth Management
Omaha,
Nebraska
| – | -$178K | -6,108 | Closed |
|
WIZ Hedge Fund Activity: Q3 2023 in Review
6 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF (WIZ) for Q3 2023, worth a combined $428K — down 74% 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 UBS Group, adding an estimated $406. The largest seller was Cambridge Investment Research Advisors, exiting entirely with an estimated $1.07M sold.
- 6 institutional investors held Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF (WIZ) as of Q3 2023, down from 7 in Q2 2023.
- Funds reported $428K of Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF stock for Q3 2023, down 74% quarter-over-quarter.
- 1 fund opened new Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF positions in Q3 2023 and 2 closed out, a net change of -1 holder.
- The largest Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF buyer in Q3 2023 was UBS Group, an estimated $406 added.
- The largest Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF seller in Q3 2023 was Cambridge Investment Research Advisors, an estimated $1.07M sold.
Based on aggregated 13F filings for Q3 2023.