WisdomTree US AI Enhanced Value Fund
AIVL
134 hedge funds and large institutions have $190M invested in WisdomTree US AI Enhanced Value Fund in 2018 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 49 reducing their positions, and 16 closing their positions.
2.49% less ownership
Funds ownership: 25.91% → 23.42% (-2.5%)
3% less funds holding
Funds holding: 138 → 134 (-4)
13% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 16
17% less capital invested
Capital invested by funds: $230M → $190M (-$40.2M)
33% less repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 49
100% less funds holding in top 10
Funds holding in top 10: 3 → 0 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFG
Beacon Financial Group
Dallas,
Texas
|
+$3.48M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$2.79M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.37M |
| 4 |
CA
Cetera Advisors
Denver,
Colorado
|
+$1.2M |
| 5 |
Jane Street
New York
|
+$1.19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$9.8M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$5.69M |
| 3 |
Morgan Stanley
New York
|
-$3.53M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$2.01M |
| 5 |
SG Americas Securities
New York
|
-$1.31M |
AIVL Hedge Fund Activity: Q1 2018 in Review
134 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US AI Enhanced Value Fund (AIVL) for Q1 2018, worth a combined $190M — down 17% from $230M a quarter earlier.
Sellers outnumbered buyers: 16 funds closed out of AIVL and 14 opened new positions — a net loss of 2 holders — while 49 trimmed existing stakes and 33 added.
The largest buyer was Beacon Financial Group, opening a new position worth an estimated $3.48M. The largest seller was JP Morgan Private Wealth Advisors, cutting an estimated $9.8M.
- 134 institutional investors held WisdomTree US AI Enhanced Value Fund (AIVL) as of Q1 2018, down from 138 in Q4 2017.
- Funds reported $190M of WisdomTree US AI Enhanced Value Fund stock for Q1 2018, down 17% quarter-over-quarter.
- 14 funds opened new WisdomTree US AI Enhanced Value Fund positions in Q1 2018 and 16 closed out, a net change of -2 holders.
- The largest WisdomTree US AI Enhanced Value Fund buyer in Q1 2018 was Beacon Financial Group, an estimated $3.48M added.
- The largest WisdomTree US AI Enhanced Value Fund seller in Q1 2018 was JP Morgan Private Wealth Advisors, an estimated $9.8M sold.
Based on aggregated 13F filings for Q1 2018.