WisdomTree US AI Enhanced Value Fund
AIVL
143 hedge funds and large institutions have $221M invested in WisdomTree US AI Enhanced Value Fund in 2019 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 40 increasing their positions, 42 reducing their positions, and 13 closing their positions.
567% more call options, than puts
Call options by funds: $1.37M | Put options by funds: $205K
46% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 13
30% more capital invested
Capital invested by funds: $170M → $221M (+$50.9M)
4.54% more ownership
Funds ownership: 23.89% → 28.43% (+4.5%)
3% more funds holding
Funds holding: 139 → 143 (+4)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
5% less repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 42
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TC
Trilogy Capital
Irvine,
California
|
+$12.2M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$7.01M |
| 3 |
Jane Street
New York
|
+$3.31M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$2.12M |
| 5 |
RCAG
Rehmann Capital Advisory Group
Lansing,
Michigan
|
+$2.11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CC
Claybrook Capital
Wellesley,
Massachusetts
|
-$3.11M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$2.24M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$1.52M |
| 4 |
CA
Cetera Advisors
Denver,
Colorado
|
-$1.06M |
| 5 |
SMG
Smart Money Group
Eastland,
Texas
|
-$884K |
AIVL Hedge Fund Activity: Q1 2019 in Review
143 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US AI Enhanced Value Fund (AIVL) for Q1 2019, worth a combined $221M — up 30% from $170M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new AIVL positions and 13 closed out — a net gain of 6 holders — while 40 added to existing stakes and 42 trimmed.
The largest buyer was Trilogy Capital, adding an estimated $12.2M. The largest seller was Claybrook Capital, exiting entirely with an estimated $3.11M sold.
- 143 institutional investors held WisdomTree US AI Enhanced Value Fund (AIVL) as of Q1 2019, up from 139 in Q4 2018.
- Funds reported $221M of WisdomTree US AI Enhanced Value Fund stock for Q1 2019, up 30% quarter-over-quarter.
- 19 funds opened new WisdomTree US AI Enhanced Value Fund positions in Q1 2019 and 13 closed out, a net change of +6 holders.
- The largest WisdomTree US AI Enhanced Value Fund buyer in Q1 2019 was Trilogy Capital, an estimated $12.2M added.
- The largest WisdomTree US AI Enhanced Value Fund seller in Q1 2019 was Claybrook Capital, an estimated $3.11M sold.
Based on aggregated 13F filings for Q1 2019.