WisdomTree US AI Enhanced Value Fund
AIVL
118 hedge funds and large institutions have $204M invested in WisdomTree US AI Enhanced Value Fund in 2017 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 31 increasing their positions, 46 reducing their positions, and 8 closing their positions.
167% more call options, than puts
Call options by funds: $1.01M | Put options by funds: $379K
0.51% less ownership
Funds ownership: 24.01% → 23.5% (-0.51%)
3% less capital invested
Capital invested by funds: $209M → $204M (-$5.33M)
6% less funds holding
Funds holding: 126 → 118 (-8)
33% less repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 46
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
75% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VF
Virtu Financial
New York
|
+$1.39M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$950K |
| 3 |
FAM
Flaharty Asset Management
Clearwater,
Florida
|
+$722K |
| 4 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$634K |
| 5 |
WDL
Well Done LLC
Holland,
Michigan
|
+$395K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$2.48M |
| 2 |
Jane Street
New York
|
-$2.36M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.28M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$2M |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$1.34M |
AIVL Hedge Fund Activity: Q3 2017 in Review
118 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US AI Enhanced Value Fund (AIVL) for Q3 2017, worth a combined $204M — down 2.5% from $209M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of AIVL and 2 opened new positions — a net loss of 6 holders — while 46 trimmed existing stakes and 31 added.
The largest buyer was Virtu Financial, opening a new position worth an estimated $1.39M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $2.48M.
- 118 institutional investors held WisdomTree US AI Enhanced Value Fund (AIVL) as of Q3 2017, down from 126 in Q2 2017.
- Funds reported $204M of WisdomTree US AI Enhanced Value Fund stock for Q3 2017, down 2.5% quarter-over-quarter.
- 2 funds opened new WisdomTree US AI Enhanced Value Fund positions in Q3 2017 and 8 closed out, a net change of -6 holders.
- The largest WisdomTree US AI Enhanced Value Fund buyer in Q3 2017 was Virtu Financial, an estimated $1.39M added.
- The largest WisdomTree US AI Enhanced Value Fund seller in Q3 2017 was Raymond James Financial Services Advisors, an estimated $2.48M sold.
Based on aggregated 13F filings for Q3 2017.