WisdomTree US AI Enhanced Value Fund
AIVL
93 hedge funds and large institutions have $261M invested in WisdomTree US AI Enhanced Value Fund in 2013 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 30 increasing their positions, 30 reducing their positions, and 4 closing their positions.
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
2% more funds holding
Funds holding: 91 → 93 (+2)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
0% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 30
1.19% less ownership
Funds ownership: 25.13% → 23.94% (-1.2%)
8% less capital invested
Capital invested by funds: $284M → $261M (-$22.5M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$5.53M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$3.32M |
| 3 |
PI
Placemark Investments
Chicago,
Illinois
|
+$1.89M |
| 4 |
Goldman Sachs
New York
|
+$1.06M |
| 5 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
+$754K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$10.4M |
| 2 |
U
UBS
Zurich,
Switzerland
|
-$8.97M |
| 3 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$5.6M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$5.04M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.39M |
AIVL Hedge Fund Activity: Q3 2013 in Review
93 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US AI Enhanced Value Fund (AIVL) for Q3 2013, worth a combined $261M — down 7.9% from $284M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new AIVL positions and 4 closed out — a net gain of 3 holders — while 30 added to existing stakes and 30 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $5.53M. The largest seller was Envestnet Asset Management, cutting an estimated $10.4M.
- 93 institutional investors held WisdomTree US AI Enhanced Value Fund (AIVL) as of Q3 2013, up from 91 in Q2 2013.
- Funds reported $261M of WisdomTree US AI Enhanced Value Fund stock for Q3 2013, down 7.9% quarter-over-quarter.
- 7 funds opened new WisdomTree US AI Enhanced Value Fund positions in Q3 2013 and 4 closed out, a net change of +3 holders.
- The largest WisdomTree US AI Enhanced Value Fund buyer in Q3 2013 was Royal Bank of Canada, an estimated $5.53M added.
- The largest WisdomTree US AI Enhanced Value Fund seller in Q3 2013 was Envestnet Asset Management, an estimated $10.4M sold.
Based on aggregated 13F filings for Q3 2013.