WisdomTree US AI Enhanced Value Fund
AIVL
133 hedge funds and large institutions have $163M invested in WisdomTree US AI Enhanced Value Fund in 2021 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 31 increasing their positions, 45 reducing their positions, and 10 closing their positions.
30% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 10
6% more capital invested
Capital invested by funds: $155M → $163M (+$8.53M)
2% more funds holding
Funds holding: 130 → 133 (+3)
1.22% more ownership
Funds ownership: 28.26% → 29.48% (+1.2%)
31% less repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 45
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JIP
Jaffetilchin Investment Partners
Tampa,
Florida
|
+$8.1M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$1.58M |
| 3 |
Goldman Sachs
New York
|
+$632K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$620K |
| 5 |
FTUS
Flow Traders U.S.
New York
|
+$521K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFG
Beacon Financial Group
Dallas,
Texas
|
-$3.47M |
| 2 |
HCP
Holt Capital Partners
Fort Worth,
Texas
|
-$1.19M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.04M |
| 4 |
Morgan Stanley
New York
|
-$914K |
| 5 |
JWS
Juncture Wealth Strategies
Scottsdale,
Arizona
|
-$499K |
AIVL Hedge Fund Activity: Q2 2021 in Review
133 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US AI Enhanced Value Fund (AIVL) for Q2 2021, worth a combined $163M — up 5.5% from $155M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new AIVL positions and 10 closed out — a net gain of 3 holders — while 31 added to existing stakes and 45 trimmed.
The largest buyer was Jaffetilchin Investment Partners, adding an estimated $8.1M. The largest seller was Beacon Financial Group, exiting entirely with an estimated $3.47M sold.
- 133 institutional investors held WisdomTree US AI Enhanced Value Fund (AIVL) as of Q2 2021, up from 130 in Q1 2021.
- Funds reported $163M of WisdomTree US AI Enhanced Value Fund stock for Q2 2021, up 5.5% quarter-over-quarter.
- 13 funds opened new WisdomTree US AI Enhanced Value Fund positions in Q2 2021 and 10 closed out, a net change of +3 holders.
- The largest WisdomTree US AI Enhanced Value Fund buyer in Q2 2021 was Jaffetilchin Investment Partners, an estimated $8.1M added.
- The largest WisdomTree US AI Enhanced Value Fund seller in Q2 2021 was Beacon Financial Group, an estimated $3.47M sold.
Based on aggregated 13F filings for Q2 2021.