WisdomTree US AI Enhanced Value Fund
AIVL
139 hedge funds and large institutions have $231M invested in WisdomTree US AI Enhanced Value Fund in 2017 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 36 increasing their positions, 39 reducing their positions, and 9 closing their positions.
256% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 9
254% more call options, than puts
Call options by funds: $1.13M | Put options by funds: $318K
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
18% more funds holding
Funds holding: 118 → 139 (+21)
13% more capital invested
Capital invested by funds: $204M → $231M (+$27M)
2.52% more ownership
Funds ownership: 23.5% → 26.02% (+2.5%)
8% less repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 39
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$3.58M |
| 2 |
Jane Street
New York
|
+$2.49M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.92M |
| 4 |
B
Barings
Charlotte,
North Carolina
|
+$1.43M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$1.27M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VF
Virtu Financial
New York
|
-$1.42M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.41M |
| 3 |
ICOA
Investment Centers of America
Bismarck,
North Dakota
|
-$1.22M |
| 4 |
CA
Cetera Advisors
Denver,
Colorado
|
-$1.2M |
| 5 |
HCP
Holt Capital Partners
Fort Worth,
Texas
|
-$927K |
AIVL Hedge Fund Activity: Q4 2017 in Review
139 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US AI Enhanced Value Fund (AIVL) for Q4 2017, worth a combined $231M — up 13% from $204M a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new AIVL positions and 9 closed out — a net gain of 23 holders — while 36 added to existing stakes and 39 trimmed.
The largest buyer was Curi RMB Capital, opening a new position worth an estimated $3.58M. The largest seller was Virtu Financial, exiting entirely with an estimated $1.42M sold.
- 139 institutional investors held WisdomTree US AI Enhanced Value Fund (AIVL) as of Q4 2017, up from 118 in Q3 2017.
- Funds reported $231M of WisdomTree US AI Enhanced Value Fund stock for Q4 2017, up 13% quarter-over-quarter.
- 32 funds opened new WisdomTree US AI Enhanced Value Fund positions in Q4 2017 and 9 closed out, a net change of +23 holders.
- The largest WisdomTree US AI Enhanced Value Fund buyer in Q4 2017 was Curi RMB Capital, an estimated $3.58M added.
- The largest WisdomTree US AI Enhanced Value Fund seller in Q4 2017 was Virtu Financial, an estimated $1.42M sold.
Based on aggregated 13F filings for Q4 2017.