WisdomTree US AI Enhanced Value Fund
AIVL
139 hedge funds and large institutions have $233M invested in WisdomTree US AI Enhanced Value Fund in 2019 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 37 increasing their positions, 51 reducing their positions, and 9 closing their positions.
6% more capital invested
Capital invested by funds: $221M → $233M (+$12.7M)
1.2% more ownership
Funds ownership: 28.43% → 29.63% (+1.2%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
3% less funds holding
Funds holding: 143 → 139 (-4)
11% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 9
27% less repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 51
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TC
Trilogy Capital
Irvine,
California
|
+$17.7M |
| 2 |
FGAM
Financial Gravity Asset Management
Lakeway,
Texas
|
+$1.37M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$1.35M |
| 4 |
CA
Cetera Advisors
Denver,
Colorado
|
+$901K |
| 5 |
SFG
StrategIQ Financial Group
Merrillville,
Indiana
|
+$445K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$3.51M |
| 2 |
Jane Street
New York
|
-$3.18M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$2.25M |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
-$1.76M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$1.22M |
AIVL Hedge Fund Activity: Q2 2019 in Review
139 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US AI Enhanced Value Fund (AIVL) for Q2 2019, worth a combined $233M — up 5.7% from $221M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of AIVL and 8 opened new positions — a net loss of 1 holder — while 51 trimmed existing stakes and 37 added.
The largest buyer was Trilogy Capital, adding an estimated $17.7M. The largest seller was Royal Bank of Canada, cutting an estimated $3.51M.
- 139 institutional investors held WisdomTree US AI Enhanced Value Fund (AIVL) as of Q2 2019, down from 143 in Q1 2019.
- Funds reported $233M of WisdomTree US AI Enhanced Value Fund stock for Q2 2019, up 5.7% quarter-over-quarter.
- 8 funds opened new WisdomTree US AI Enhanced Value Fund positions in Q2 2019 and 9 closed out, a net change of -1 holder.
- The largest WisdomTree US AI Enhanced Value Fund buyer in Q2 2019 was Trilogy Capital, an estimated $17.7M added.
- The largest WisdomTree US AI Enhanced Value Fund seller in Q2 2019 was Royal Bank of Canada, an estimated $3.51M sold.
Based on aggregated 13F filings for Q2 2019.