WisdomTree US AI Enhanced Value Fund
AIVL
124 hedge funds and large institutions have $135M invested in WisdomTree US AI Enhanced Value Fund in 2020 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 51 reducing their positions, and 17 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2.21% less ownership
Funds ownership: 28.94% → 26.73% (-2.2%)
7% less funds holding
Funds holding: 133 → 124 (-9)
11% less capital invested
Capital invested by funds: $152M → $135M (-$17.3M)
53% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 17
59% less repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 51
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.4M |
| 2 |
WB
Webster Bank
Waterbury,
Connecticut
|
+$1.06M |
| 3 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$303K |
| 4 |
GHA
GW Henssler & Associates
Kennesaw,
Georgia
|
+$217K |
| 5 |
WPIC
White Pine Investment Company
Livonia,
Michigan
|
+$135K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$3.31M |
| 2 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$2.69M |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$2.31M |
| 4 |
BSAM
Blue Sky Asset Management
Greenwood Village,
Colorado
|
-$1.41M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$1.36M |
AIVL Hedge Fund Activity: Q3 2020 in Review
124 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US AI Enhanced Value Fund (AIVL) for Q3 2020, worth a combined $135M — down 11% from $152M a quarter earlier.
Sellers outnumbered buyers: 17 funds closed out of AIVL and 8 opened new positions — a net loss of 9 holders — while 51 trimmed existing stakes and 21 added.
The largest buyer was Susquehanna International Group, adding an estimated $1.4M. The largest seller was Citadel Advisors, exiting entirely with an estimated $3.31M sold.
- 124 institutional investors held WisdomTree US AI Enhanced Value Fund (AIVL) as of Q3 2020, down from 133 in Q2 2020.
- Funds reported $135M of WisdomTree US AI Enhanced Value Fund stock for Q3 2020, down 11% quarter-over-quarter.
- 8 funds opened new WisdomTree US AI Enhanced Value Fund positions in Q3 2020 and 17 closed out, a net change of -9 holders.
- The largest WisdomTree US AI Enhanced Value Fund buyer in Q3 2020 was Susquehanna International Group, an estimated $1.4M added.
- The largest WisdomTree US AI Enhanced Value Fund seller in Q3 2020 was Citadel Advisors, an estimated $3.31M sold.
Based on aggregated 13F filings for Q3 2020.