WisdomTree US AI Enhanced Value Fund
AIVL
132 hedge funds and large institutions have $242M invested in WisdomTree US AI Enhanced Value Fund in 2019 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 34 increasing their positions, 48 reducing their positions, and 16 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
4% more capital invested
Capital invested by funds: $233M → $242M (+$8.41M)
0.51% more ownership
Funds ownership: 29.63% → 30.13% (+0.51%)
5% less funds holding
Funds holding: 139 → 132 (-7)
29% less repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 48
38% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$9.39M |
| 2 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$7.53M |
| 3 |
FGAM
Financial Gravity Asset Management
Lakeway,
Texas
|
+$2.56M |
| 4 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$764K |
| 5 |
Jane Street
New York
|
+$643K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TC
Trilogy Capital
Irvine,
California
|
-$5.44M |
| 2 |
RCAG
Rehmann Capital Advisory Group
Lansing,
Michigan
|
-$2.05M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.04M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$1.25M |
| 5 |
SMG
Smart Money Group
Eastland,
Texas
|
-$959K |
AIVL Hedge Fund Activity: Q3 2019 in Review
132 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US AI Enhanced Value Fund (AIVL) for Q3 2019, worth a combined $242M — up 3.6% from $233M a quarter earlier.
Sellers outnumbered buyers: 16 funds closed out of AIVL and 10 opened new positions — a net loss of 6 holders — while 48 trimmed existing stakes and 34 added.
The largest buyer was AE Wealth Management, opening a new position worth an estimated $9.39M. The largest seller was Trilogy Capital, cutting an estimated $5.44M.
- 132 institutional investors held WisdomTree US AI Enhanced Value Fund (AIVL) as of Q3 2019, down from 139 in Q2 2019.
- Funds reported $242M of WisdomTree US AI Enhanced Value Fund stock for Q3 2019, up 3.6% quarter-over-quarter.
- 10 funds opened new WisdomTree US AI Enhanced Value Fund positions in Q3 2019 and 16 closed out, a net change of -6 holders.
- The largest WisdomTree US AI Enhanced Value Fund buyer in Q3 2019 was AE Wealth Management, an estimated $9.39M added.
- The largest WisdomTree US AI Enhanced Value Fund seller in Q3 2019 was Trilogy Capital, an estimated $5.44M sold.
Based on aggregated 13F filings for Q3 2019.