WisdomTree International AI Enhanced Value Fund
AIVI
41 hedge funds and large institutions have $40.8M invested in WisdomTree International AI Enhanced Value Fund in 2020 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 8 reducing their positions, and 5 closing their positions.
75% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 8
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
25% more capital invested
Capital invested by funds: $32.7M → $40.8M (+$8.16M)
8% more funds holding
Funds holding: 38 → 41 (+3)
2.98% more ownership
Funds ownership: 26.74% → 29.72% (+3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$1.19M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.02M |
| 3 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
+$707K |
| 4 |
XF
XML Financial
Bethesda,
Maryland
|
+$517K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$485K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$1.16M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$107K |
| 3 |
CAL
Capital Advisors Ltd
Shaker Heights,
Ohio
|
-$82K |
| 4 |
TCM
Telos Capital Management
San Diego,
California
|
-$81.2K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$75K |
AIVI Hedge Fund Activity: Q4 2020 in Review
41 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International AI Enhanced Value Fund (AIVI) for Q4 2020, worth a combined $40.8M — up 25% from $32.7M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new AIVI positions and 5 closed out — a net gain of 3 holders — while 14 added to existing stakes and 8 trimmed.
The largest buyer was Jane Street, adding an estimated $1.19M. The largest seller was Avantax Advisory Services, exiting entirely with an estimated $1.16M sold.
- 41 institutional investors held WisdomTree International AI Enhanced Value Fund (AIVI) as of Q4 2020, up from 38 in Q3 2020.
- Funds reported $40.8M of WisdomTree International AI Enhanced Value Fund stock for Q4 2020, up 25% quarter-over-quarter.
- 8 funds opened new WisdomTree International AI Enhanced Value Fund positions in Q4 2020 and 5 closed out, a net change of +3 holders.
- The largest WisdomTree International AI Enhanced Value Fund buyer in Q4 2020 was Jane Street, an estimated $1.19M added.
- The largest WisdomTree International AI Enhanced Value Fund seller in Q4 2020 was Avantax Advisory Services, an estimated $1.16M sold.
Based on aggregated 13F filings for Q4 2020.