WisdomTree US AI Enhanced Value Fund
AIVL
130 hedge funds and large institutions have $155M invested in WisdomTree US AI Enhanced Value Fund in 2021 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 30 increasing their positions, 47 reducing their positions, and 12 closing their positions.
12% more capital invested
Capital invested by funds: $138M → $155M (+$17M)
1.33% more ownership
Funds ownership: 26.93% → 28.26% (+1.3%)
8% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 12
0% more funds holding
Funds holding: 130 → 130 (0)
36% less repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 47
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$8.2M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.28M |
| 3 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$913K |
| 4 |
FFN
Focus Financial Network
Minneapolis,
Minnesota
|
+$796K |
| 5 |
PFS
Prospera Financial Services
Dallas,
Texas
|
+$574K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$2.71M |
| 2 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$1.22M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.14M |
| 4 |
CA
Cetera Advisors
Denver,
Colorado
|
-$1.05M |
| 5 |
HCP
Holt Capital Partners
Fort Worth,
Texas
|
-$497K |
AIVL Hedge Fund Activity: Q1 2021 in Review
130 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US AI Enhanced Value Fund (AIVL) for Q1 2021, worth a combined $155M — up 12% from $138M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new AIVL positions and 12 closed out — a net gain of 1 holder — while 30 added to existing stakes and 47 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $8.2M. The largest seller was Morgan Stanley, cutting an estimated $2.71M.
- 130 institutional investors held WisdomTree US AI Enhanced Value Fund (AIVL) as of Q1 2021, unchanged from Q4 2020.
- Funds reported $155M of WisdomTree US AI Enhanced Value Fund stock for Q1 2021, up 12% quarter-over-quarter.
- 13 funds opened new WisdomTree US AI Enhanced Value Fund positions in Q1 2021 and 12 closed out, a net change of +1 holder.
- The largest WisdomTree US AI Enhanced Value Fund buyer in Q1 2021 was Envestnet Asset Management, an estimated $8.2M added.
- The largest WisdomTree US AI Enhanced Value Fund seller in Q1 2021 was Morgan Stanley, an estimated $2.71M sold.
Based on aggregated 13F filings for Q1 2021.