WisdomTree US AI Enhanced Value Fund
AIVL
121 hedge funds and large institutions have $88.3M invested in WisdomTree US AI Enhanced Value Fund in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 26 increasing their positions, 44 reducing their positions, and 8 closing their positions.
0.39% more ownership
Funds ownership: 23.11% → 23.5% (+0.39%)
3% less funds holding
Funds holding: 125 → 121 (-4)
8% less capital invested
Capital invested by funds: $95.7M → $88.3M (-$7.46M)
34% less call options, than puts
Call options by funds: $343K | Put options by funds: $522K
41% less repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 44
50% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$4.06M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.15M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1M |
| 4 |
PFS
Prospera Financial Services
Dallas,
Texas
|
+$355K |
| 5 |
Mariner
Overland Park,
Kansas
|
+$257K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCP
Holt Capital Partners
Fort Worth,
Texas
|
-$1.94M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.1M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$840K |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
-$673K |
| 5 |
NFG
Nadler Financial Group
Deerfield,
Illinois
|
-$365K |
AIVL Hedge Fund Activity: Q3 2022 in Review
121 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US AI Enhanced Value Fund (AIVL) for Q3 2022, worth a combined $88.3M — down 7.8% from $95.7M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of AIVL and 4 opened new positions — a net loss of 4 holders — while 44 trimmed existing stakes and 26 added.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $4.06M. The largest seller was Holt Capital Partners, cutting an estimated $1.94M.
- 121 institutional investors held WisdomTree US AI Enhanced Value Fund (AIVL) as of Q3 2022, down from 125 in Q2 2022.
- Funds reported $88.3M of WisdomTree US AI Enhanced Value Fund stock for Q3 2022, down 7.8% quarter-over-quarter.
- 4 funds opened new WisdomTree US AI Enhanced Value Fund positions in Q3 2022 and 8 closed out, a net change of -4 holders.
- The largest WisdomTree US AI Enhanced Value Fund buyer in Q3 2022 was Citadel Advisors, an estimated $4.06M added.
- The largest WisdomTree US AI Enhanced Value Fund seller in Q3 2022 was Holt Capital Partners, an estimated $1.94M sold.
Based on aggregated 13F filings for Q3 2022.