Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Wisdomtree Tr (AIVI)

37 + Investors. Track Smart Money conviction in AIVI. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
2Q ▲
Buyers last Q
58%

Smart Money Signals — AIVI

Based on 37 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added AIVI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
37 hedge funds hold AIVI right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +23% more funds vs a year ago

fund count last 6Q
+7 new funds entered over the past year (+23% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 58% buying

19 buying14 selling
Last quarter: 19 funds bought or added vs 14 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~8 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 6 → 8 → 7 → 8. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

65% of holders stayed for 2+ years

■ 65% conviction (2yr+) ■ 14% medium ■ 22% new
24 out of 37 hedge funds have held AIVI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~8 new funds/quarter

3 → 6 → 8 → 7 → 8 new funds/Q
New funds entering each quarter: 6 → 8 → 7 → 8. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 68% veterans vs 24% newcomers

■ 68% veterans ■ 8% 1-2yr ■ 24% new
Entry-cohort mix of 37 holders: 25 (68%) are 2+ year veterans, 3 entered 1–2 years ago, and 9 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 56% AUM from top-100 funds

56% from top-100 AUM funds
13 of 37 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in AIVI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — AIVI

In 2026 Q2, 19 hedge funds were net buyers of AIVI (8 opened a new position, 11 added to an existing one), while 14 reduced or exited (9 trimmed, 5 sold completely) — a 58% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 56% of total institutional value in AIVI is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 37.

Hedge Fund Ownership: AIVI

How many hedge funds hold AIVI — quarterly history vs. share price
Quarterly hedge fund ownership of AIVI vs. share price

Market Analysis: AIVI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AIVI

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
0.0
/ 10
conviction
Hedge Fund Positioning: AIVI
37 + Investors

Track Smart Money conviction in AIVI. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 37 34 8.82%
13F Shares 254K 285K -10.87%
Total Value $14M $13M 2.77%
New Positions 8 7 +1
Increased Positions 11 10 +1
Closed Positions 5 6 -1
Reduced Positions 9 9 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: AIVI

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Institutional Holders (2026 Q2)

37 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in AIVI. Verified SEC 13F-HR filings.

QUARTER:
Top 25 AIVI holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Truvestments Capital LLC 0.12% 14,717 $829K
2 BIP Wealth, LLC 0.05% 34,027 $1.9M
3 Mezzasalma Advisors, LLC 0.05% 4,548 $256K
4 XML Financial, LLC 0.04% 8,938 $503K
5 Ameriflex Group, INC. 0.02% 812 $46K
6 Institute for Wealth Management, LLC. 0.01% 2,679 $151K
7 GHP Investment Advisors, Inc. 0.01% 2,652 $149K
8 IMA Advisory Services, Inc. 0.00% 1,377 $78K
9 Larson Financial Group LLC 0.00% 2,629 $148K
10 Spire Wealth Management 0.00% 991 $56K
11 Savant Capital, LLC 0.00% 9,960 $550K
12 EP Wealth Advisors, LLC 0.00% 5,960 $336K
13 Arax Advisory Partners 0.00% 1,753 $99K
14 LPL Financial LLC 0.00% 46,897 $2.6M
15 NewEdge Advisors, LLC 0.00% 3,228 $182K
16 TD Waterhouse Canada Inc. 0.00% 2,600 $145K
17 Jones Financial Companies Lllp 0.00% 15,441 $863K
18 Stifel Financial Corp 0.00% 4,000 $225K
19 Blair William & Co/Il 0.00% 1,210 $68K
20 Creative Planning 0.00% 5,211 $293K
21 Morgan Stanley 0.00% 50,789 $2.9M
22 Raymond James Financial Inc 0.00% 4,812 $271K
23 Steward Partners Investment Advisory, LLC 0.00% 250 $14K
24 Citadel Advisors LLC 0.00% 7,238 $407K
25 Wells Fargo & Company/Mn 0.00% 4,136 $233K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Wisdomtree Tr (AIVI)

What does the Smart Money Trend signal show for AIVI?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added AIVI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for AIVI?

Slight buying edge — 58% buying: Last quarter: 19 funds bought or added vs 14 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for AIVI holders?

Elite ownership — 56% AUM from top-100 funds: 13 of 37 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in AIVI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held AIVI?

65% of holders stayed for 2+ years: 24 out of 37 hedge funds have held AIVI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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