WisdomTree US AI Enhanced Value Fund
AIVL
116 hedge funds and large institutions have $236M invested in WisdomTree US AI Enhanced Value Fund in 2016 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 38 increasing their positions, 40 reducing their positions, and 7 closing their positions.
233% more call options, than puts
Call options by funds: $1.65M | Put options by funds: $495K
14% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 7
0% more funds holding
Funds holding: 116 → 116 (0)
0.63% less ownership
Funds ownership: 25.39% → 24.76% (-0.63%)
1% less capital invested
Capital invested by funds: $239M → $236M (-$2.69M)
5% less repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 40
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIG
FundX Investment Group
San Francisco,
California
|
+$1.66M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$897K |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$607K |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$594K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$497K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$3.68M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.98M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$2.21M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.98M |
| 5 |
Jane Street
New York
|
-$708K |
AIVL Hedge Fund Activity: Q3 2016 in Review
116 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US AI Enhanced Value Fund (AIVL) for Q3 2016, worth a combined $236M — down 1.1% from $239M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new AIVL positions and 7 closed out — a net gain of 1 holder — while 38 added to existing stakes and 40 trimmed.
The largest buyer was FundX Investment Group, adding an estimated $1.66M. The largest seller was Bank of America, cutting an estimated $3.68M.
- 116 institutional investors held WisdomTree US AI Enhanced Value Fund (AIVL) as of Q3 2016, unchanged from Q2 2016.
- Funds reported $236M of WisdomTree US AI Enhanced Value Fund stock for Q3 2016, down 1.1% quarter-over-quarter.
- 8 funds opened new WisdomTree US AI Enhanced Value Fund positions in Q3 2016 and 7 closed out, a net change of +1 holder.
- The largest WisdomTree US AI Enhanced Value Fund buyer in Q3 2016 was FundX Investment Group, an estimated $1.66M added.
- The largest WisdomTree US AI Enhanced Value Fund seller in Q3 2016 was Bank of America, an estimated $3.68M sold.
Based on aggregated 13F filings for Q3 2016.