WisdomTree US AI Enhanced Value Fund
AIVL
116 hedge funds and large institutions have $239M invested in WisdomTree US AI Enhanced Value Fund in 2016 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 35 increasing their positions, 38 reducing their positions, and 9 closing their positions.
15% more call options, than puts
Call options by funds: $1.64M | Put options by funds: $1.43M
11% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 9
3% more capital invested
Capital invested by funds: $232M → $239M (+$6.83M)
1% more funds holding
Funds holding: 115 → 116 (+1)
0.05% more ownership
Funds ownership: 25.34% → 25.39% (+0.05%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
8% less repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 38
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$10.5M |
| 2 |
Jane Street
New York
|
+$2.32M |
| 3 |
FIG
FundX Investment Group
San Francisco,
California
|
+$2.03M |
| 4 |
Bank of New York Mellon
New York
|
+$875K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$576K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$4.24M |
| 2 |
Morgan Stanley
New York
|
-$2.27M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$2.15M |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$1.75M |
| 5 |
AIG
American International Group
New York
|
-$1.75M |
AIVL Hedge Fund Activity: Q2 2016 in Review
116 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US AI Enhanced Value Fund (AIVL) for Q2 2016, worth a combined $239M — up 2.9% from $232M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new AIVL positions and 9 closed out — a net gain of 1 holder — while 35 added to existing stakes and 38 trimmed.
The largest buyer was Bank of America, adding an estimated $10.5M. The largest seller was LPL Financial, cutting an estimated $4.24M.
- 116 institutional investors held WisdomTree US AI Enhanced Value Fund (AIVL) as of Q2 2016, up from 115 in Q1 2016.
- Funds reported $239M of WisdomTree US AI Enhanced Value Fund stock for Q2 2016, up 2.9% quarter-over-quarter.
- 10 funds opened new WisdomTree US AI Enhanced Value Fund positions in Q2 2016 and 9 closed out, a net change of +1 holder.
- The largest WisdomTree US AI Enhanced Value Fund buyer in Q2 2016 was Bank of America, an estimated $10.5M added.
- The largest WisdomTree US AI Enhanced Value Fund seller in Q2 2016 was LPL Financial, an estimated $4.24M sold.
Based on aggregated 13F filings for Q2 2016.