WisdomTree US AI Enhanced Value Fund
AIVL
119 hedge funds and large institutions have $94M invested in WisdomTree US AI Enhanced Value Fund in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 47 reducing their positions, and 8 closing their positions.
1.03% more ownership
Funds ownership: 23.95% → 24.98% (+1%)
3% less capital invested
Capital invested by funds: $96.6M → $94M (-$2.58M)
5% less funds holding
Funds holding: 125 → 119 (-6)
25% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 8
42% less call options, than puts
Call options by funds: $302K | Put options by funds: $522K
60% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 47
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$310K |
| 2 |
Creative Planning
Overland Park,
Kansas
|
+$226K |
| 3 |
SWM
Spire Wealth Management
Mclean,
Virginia
|
+$190K |
| 4 |
WPIC
White Pine Investment Company
Livonia,
Michigan
|
+$111K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$104K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.43M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.32M |
| 3 |
Morgan Stanley
New York
|
-$841K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$375K |
| 5 |
LPL Financial
San Diego,
California
|
-$332K |
AIVL Hedge Fund Activity: Q1 2023 in Review
119 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US AI Enhanced Value Fund (AIVL) for Q1 2023, worth a combined $94M — down 2.7% from $96.6M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of AIVL and 6 opened new positions — a net loss of 2 holders — while 47 trimmed existing stakes and 19 added.
The largest buyer was Commonwealth Equity Services, adding an estimated $310K. The largest seller was Citadel Advisors, cutting an estimated $1.43M.
- 119 institutional investors held WisdomTree US AI Enhanced Value Fund (AIVL) as of Q1 2023, down from 125 in Q4 2022.
- Funds reported $94M of WisdomTree US AI Enhanced Value Fund stock for Q1 2023, down 2.7% quarter-over-quarter.
- 6 funds opened new WisdomTree US AI Enhanced Value Fund positions in Q1 2023 and 8 closed out, a net change of -2 holders.
- The largest WisdomTree US AI Enhanced Value Fund buyer in Q1 2023 was Commonwealth Equity Services, an estimated $310K added.
- The largest WisdomTree US AI Enhanced Value Fund seller in Q1 2023 was Citadel Advisors, an estimated $1.43M sold.
Based on aggregated 13F filings for Q1 2023.