WisdomTree US AI Enhanced Value Fund
AIVL
130 hedge funds and large institutions have $172M invested in WisdomTree US AI Enhanced Value Fund in 2018 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 39 increasing their positions, 34 reducing their positions, and 15 closing their positions.
15% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 34
2.05% less ownership
Funds ownership: 23.42% → 21.37% (-2.1%)
3% less funds holding
Funds holding: 134 → 130 (-4)
9% less capital invested
Capital invested by funds: $190M → $172M (-$17.5M)
20% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SMG
Smart Money Group
Eastland,
Texas
|
+$4.05M |
| 2 |
RCAG
Rehmann Capital Advisory Group
Lansing,
Michigan
|
+$1.94M |
| 3 |
SHGA
Sand Hill Global Advisors
Palo Alto,
California
|
+$769K |
| 4 |
VF
Virtu Financial
New York
|
+$627K |
| 5 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$462K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$10.1M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$3.91M |
| 3 |
Jane Street
New York
|
-$3.29M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$2.21M |
| 5 |
CWM
Capital Wealth Management
W. Warwick,
Rhode Island
|
-$1.97M |
AIVL Hedge Fund Activity: Q2 2018 in Review
130 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US AI Enhanced Value Fund (AIVL) for Q2 2018, worth a combined $172M — down 9.2% from $190M a quarter earlier.
Sellers outnumbered buyers: 15 funds closed out of AIVL and 12 opened new positions — a net loss of 3 holders — while 34 trimmed existing stakes and 39 added.
The largest buyer was Smart Money Group, opening a new position worth an estimated $4.05M. The largest seller was Wells Fargo, cutting an estimated $10.1M.
- 130 institutional investors held WisdomTree US AI Enhanced Value Fund (AIVL) as of Q2 2018, down from 134 in Q1 2018.
- Funds reported $172M of WisdomTree US AI Enhanced Value Fund stock for Q2 2018, down 9.2% quarter-over-quarter.
- 12 funds opened new WisdomTree US AI Enhanced Value Fund positions in Q2 2018 and 15 closed out, a net change of -3 holders.
- The largest WisdomTree US AI Enhanced Value Fund buyer in Q2 2018 was Smart Money Group, an estimated $4.05M added.
- The largest WisdomTree US AI Enhanced Value Fund seller in Q2 2018 was Wells Fargo, an estimated $10.1M sold.
Based on aggregated 13F filings for Q2 2018.