WisdomTree US AI Enhanced Value Fund
AIVL
130 hedge funds and large institutions have $138M invested in WisdomTree US AI Enhanced Value Fund in 2020 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 32 increasing their positions, 45 reducing their positions, and 13 closing their positions.
54% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 13
5% more funds holding
Funds holding: 124 → 130 (+6)
2% more capital invested
Capital invested by funds: $135M → $138M (+$2.93M)
0.2% more ownership
Funds ownership: 26.73% → 26.93% (+0.2%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
29% less repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 45
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$1.09M |
| 2 |
PFS
Prospera Financial Services
Dallas,
Texas
|
+$357K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$236K |
| 4 |
LP
LGL Partners
Philadelphia,
Pennsylvania
|
+$213K |
| 5 |
SPIA
Steward Partners Investment Advisory
New York
|
+$206K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$3.1M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.73M |
| 3 |
Morgan Stanley
New York
|
-$1.71M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$1.18M |
| 5 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$1.11M |
AIVL Hedge Fund Activity: Q4 2020 in Review
130 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US AI Enhanced Value Fund (AIVL) for Q4 2020, worth a combined $138M — up 2.2% from $135M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new AIVL positions and 13 closed out — a net gain of 7 holders — while 32 added to existing stakes and 45 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $1.09M. The largest seller was Goldman Sachs, exiting entirely with an estimated $3.1M sold.
- 130 institutional investors held WisdomTree US AI Enhanced Value Fund (AIVL) as of Q4 2020, up from 124 in Q3 2020.
- Funds reported $138M of WisdomTree US AI Enhanced Value Fund stock for Q4 2020, up 2.2% quarter-over-quarter.
- 20 funds opened new WisdomTree US AI Enhanced Value Fund positions in Q4 2020 and 13 closed out, a net change of +7 holders.
- The largest WisdomTree US AI Enhanced Value Fund buyer in Q4 2020 was Citadel Advisors, an estimated $1.09M added.
- The largest WisdomTree US AI Enhanced Value Fund seller in Q4 2020 was Goldman Sachs, an estimated $3.1M sold.
Based on aggregated 13F filings for Q4 2020.