WisdomTree US AI Enhanced Value Fund
AIVL
131 hedge funds and large institutions have $113M invested in WisdomTree US AI Enhanced Value Fund in 2022 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 24 increasing their positions, 48 reducing their positions, and 13 closing their positions.
2.71% less ownership
Funds ownership: 26.1% → 23.39% (-2.7%)
7% less funds holding
Funds holding: 141 → 131 (-10)
19% less capital invested
Capital invested by funds: $141M → $113M (-$27.1M)
50% less repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 48
54% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$1.12M |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
+$331K |
| 3 |
RBC
Roble Belko & Company
Sewickley,
Pennsylvania
|
+$186K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$66.1K |
| 5 |
S
SignatureFD
Atlanta,
Georgia
|
+$48.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$5.17M |
| 2 |
GHA
GW Henssler & Associates
Kennesaw,
Georgia
|
-$3.51M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$2.33M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.1M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$2M |
AIVL Hedge Fund Activity: Q1 2022 in Review
131 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US AI Enhanced Value Fund (AIVL) for Q1 2022, worth a combined $113M — down 19% from $141M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of AIVL and 6 opened new positions — a net loss of 7 holders — while 48 trimmed existing stakes and 24 added.
The largest buyer was Citadel Advisors, adding an estimated $1.12M. The largest seller was Bank of America, cutting an estimated $5.17M.
- 131 institutional investors held WisdomTree US AI Enhanced Value Fund (AIVL) as of Q1 2022, down from 141 in Q4 2021.
- Funds reported $113M of WisdomTree US AI Enhanced Value Fund stock for Q1 2022, down 19% quarter-over-quarter.
- 6 funds opened new WisdomTree US AI Enhanced Value Fund positions in Q1 2022 and 13 closed out, a net change of -7 holders.
- The largest WisdomTree US AI Enhanced Value Fund buyer in Q1 2022 was Citadel Advisors, an estimated $1.12M added.
- The largest WisdomTree US AI Enhanced Value Fund seller in Q1 2022 was Bank of America, an estimated $5.17M sold.
Based on aggregated 13F filings for Q1 2022.