WisdomTree US AI Enhanced Value Fund
AIVL
134 hedge funds and large institutions have $143M invested in WisdomTree US AI Enhanced Value Fund in 2020 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 29 increasing their positions, 59 reducing their positions, and 24 closing their positions.
7.57% less ownership
Funds ownership: 34.21% → 26.64% (-7.6%)
13% less funds holding
Funds holding: 154 → 134 (-20)
49% less capital invested
Capital invested by funds: $283M → $143M (-$140M)
51% less repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 59
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
71% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 24
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$3.07M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.63M |
| 3 |
SPIA
Steward Partners Investment Advisory
New York
|
+$2.48M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.35M |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$2.02M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TC
Trilogy Capital
Irvine,
California
|
-$41.5M |
| 2 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$15.5M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$13.6M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$2.97M |
| 5 |
SMG
Smart Money Group
Eastland,
Texas
|
-$1.91M |
AIVL Hedge Fund Activity: Q1 2020 in Review
134 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US AI Enhanced Value Fund (AIVL) for Q1 2020, worth a combined $143M — down 49% from $283M a quarter earlier.
Sellers outnumbered buyers: 24 funds closed out of AIVL and 7 opened new positions — a net loss of 17 holders — while 59 trimmed existing stakes and 29 added.
The largest buyer was Morgan Stanley, adding an estimated $3.07M. The largest seller was Trilogy Capital, exiting entirely with an estimated $41.5M sold.
- 134 institutional investors held WisdomTree US AI Enhanced Value Fund (AIVL) as of Q1 2020, down from 154 in Q4 2019.
- Funds reported $143M of WisdomTree US AI Enhanced Value Fund stock for Q1 2020, down 49% quarter-over-quarter.
- 7 funds opened new WisdomTree US AI Enhanced Value Fund positions in Q1 2020 and 24 closed out, a net change of -17 holders.
- The largest WisdomTree US AI Enhanced Value Fund buyer in Q1 2020 was Morgan Stanley, an estimated $3.07M added.
- The largest WisdomTree US AI Enhanced Value Fund seller in Q1 2020 was Trilogy Capital, an estimated $41.5M sold.
Based on aggregated 13F filings for Q1 2020.