WisdomTree US AI Enhanced Value Fund
AIVL
133 hedge funds and large institutions have $152M invested in WisdomTree US AI Enhanced Value Fund in 2020 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 24 increasing their positions, 55 reducing their positions, and 12 closing their positions.
6% more capital invested
Capital invested by funds: $143M → $152M (+$8.95M)
1.57% more ownership
Funds ownership: 27.36% → 28.94% (+1.6%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
8% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 12
1% less funds holding
Funds holding: 135 → 133 (-2)
56% less repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 55
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$2.95M |
| 2 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$2.3M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$2.29M |
| 4 |
GHA
GW Henssler & Associates
Kennesaw,
Georgia
|
+$840K |
| 5 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$598K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LWA
Lowe Wealth Advisors
Columbia,
Maryland
|
-$3.08M |
| 2 |
SL
Salomon & Ludwin
Richmond,
Virginia
|
-$2.25M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.01M |
| 4 |
Jane Street
New York
|
-$1.31M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.21M |
AIVL Hedge Fund Activity: Q2 2020 in Review
133 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US AI Enhanced Value Fund (AIVL) for Q2 2020, worth a combined $152M — up 6.3% from $143M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of AIVL and 11 opened new positions — a net loss of 1 holder — while 55 trimmed existing stakes and 24 added.
The largest buyer was Goldman Sachs, opening a new position worth an estimated $2.95M. The largest seller was Lowe Wealth Advisors, cutting an estimated $3.08M.
- 133 institutional investors held WisdomTree US AI Enhanced Value Fund (AIVL) as of Q2 2020, down from 135 in Q1 2020.
- Funds reported $152M of WisdomTree US AI Enhanced Value Fund stock for Q2 2020, up 6.3% quarter-over-quarter.
- 11 funds opened new WisdomTree US AI Enhanced Value Fund positions in Q2 2020 and 12 closed out, a net change of -1 holder.
- The largest WisdomTree US AI Enhanced Value Fund buyer in Q2 2020 was Goldman Sachs, an estimated $2.95M added.
- The largest WisdomTree US AI Enhanced Value Fund seller in Q2 2020 was Lowe Wealth Advisors, an estimated $3.08M sold.
Based on aggregated 13F filings for Q2 2020.