WisdomTree US AI Enhanced Value Fund
AIVL
126 hedge funds and large institutions have $209M invested in WisdomTree US AI Enhanced Value Fund in 2017 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 32 increasing their positions, 48 reducing their positions, and 7 closing their positions.
71% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 7
52% more call options, than puts
Call options by funds: $749K | Put options by funds: $494K
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
3% more funds holding
Funds holding: 122 → 126 (+4)
0.1% less ownership
Funds ownership: 24.12% → 24.01% (-0.1%)
4% less capital invested
Capital invested by funds: $218M → $209M (-$8.68M)
33% less repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 48
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.08M |
| 2 |
Jane Street
New York
|
+$870K |
| 3 |
PAG
Private Advisory Group
Redmond,
Washington
|
+$738K |
| 4 |
WDL
Well Done LLC
Holland,
Michigan
|
+$458K |
| 5 |
SG Americas Securities
New York
|
+$417K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$2.15M |
| 2 |
Morgan Stanley
New York
|
-$1.71M |
| 3 |
Credit Agricole
Montrouge Cedex,
France
|
-$1.36M |
| 4 |
CWM
Concert Wealth Management
San Jose,
California
|
-$905K |
| 5 |
FAM
Flaharty Asset Management
Clearwater,
Florida
|
-$861K |
AIVL Hedge Fund Activity: Q2 2017 in Review
126 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US AI Enhanced Value Fund (AIVL) for Q2 2017, worth a combined $209M — down 4% from $218M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new AIVL positions and 7 closed out — a net gain of 5 holders — while 32 added to existing stakes and 48 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $2.08M. The largest seller was UBS Group, cutting an estimated $2.15M.
- 126 institutional investors held WisdomTree US AI Enhanced Value Fund (AIVL) as of Q2 2017, up from 122 in Q1 2017.
- Funds reported $209M of WisdomTree US AI Enhanced Value Fund stock for Q2 2017, down 4% quarter-over-quarter.
- 12 funds opened new WisdomTree US AI Enhanced Value Fund positions in Q2 2017 and 7 closed out, a net change of +5 holders.
- The largest WisdomTree US AI Enhanced Value Fund buyer in Q2 2017 was Susquehanna International Group, an estimated $2.08M added.
- The largest WisdomTree US AI Enhanced Value Fund seller in Q2 2017 was UBS Group, an estimated $2.15M sold.
Based on aggregated 13F filings for Q2 2017.