WisdomTree US AI Enhanced Value Fund
AIVL
116 hedge funds and large institutions have $233M invested in WisdomTree US AI Enhanced Value Fund in 2015 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 19 increasing their positions, 48 reducing their positions, and 9 closing their positions.
111% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 9
9% more funds holding
Funds holding: 106 → 116 (+10)
7% more capital invested
Capital invested by funds: $218M → $233M (+$14.6M)
2.25% more ownership
Funds ownership: 23.42% → 25.67% (+2.3%)
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
60% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 48
66% less call options, than puts
Call options by funds: $1.18M | Put options by funds: $3.52M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$3.32M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$2.34M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.23M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.54M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.41M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.2M |
| 2 |
TCM
Twele Capital Management
Minnetonka,
Minnesota
|
-$1.91M |
| 3 |
Morgan Stanley
New York
|
-$1.23M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$1.16M |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$923K |
AIVL Hedge Fund Activity: Q4 2015 in Review
116 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US AI Enhanced Value Fund (AIVL) for Q4 2015, worth a combined $233M — up 6.7% from $218M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new AIVL positions and 9 closed out — a net gain of 10 holders — while 19 added to existing stakes and 48 trimmed.
The largest buyer was LPL Financial, adding an estimated $3.32M. The largest seller was Susquehanna International Group, cutting an estimated $2.2M.
- 116 institutional investors held WisdomTree US AI Enhanced Value Fund (AIVL) as of Q4 2015, up from 106 in Q3 2015.
- Funds reported $233M of WisdomTree US AI Enhanced Value Fund stock for Q4 2015, up 6.7% quarter-over-quarter.
- 19 funds opened new WisdomTree US AI Enhanced Value Fund positions in Q4 2015 and 9 closed out, a net change of +10 holders.
- The largest WisdomTree US AI Enhanced Value Fund buyer in Q4 2015 was LPL Financial, an estimated $3.32M added.
- The largest WisdomTree US AI Enhanced Value Fund seller in Q4 2015 was Susquehanna International Group, an estimated $2.2M sold.
Based on aggregated 13F filings for Q4 2015.