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WisdomTree India Earnings Fund ETF

280 hedge funds and large institutions have $1.72B invested in WisdomTree India Earnings Fund ETF in 2024 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 107 increasing their positions, 46 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

372% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 18

133% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 46

108% more call options, than puts

Call options by funds: $5.01M | Put options by funds: $2.41M

67% more capital invested

Capital invested by funds: $1.03B → $1.72B (+$689M)

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

30% more funds holding

Funds holding: 215280 (+65)

7.28% more ownership

Funds ownership: 52.14%59.43% (+7.3%)

Holders
280
Holders Change
+65
Holders Change %
+30.23%
% of All Funds
4.03%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
85
Increased
107
Reduced
46
Closed
18
Calls
$5.01M
Puts
$2.41M
Net Calls
+$2.6M
Net Calls Change
+$2.47M
Name Holding Trade Value Shares
Change
Change in
Stake
SA
251
SRH Advisors
Kansas
$24.6K
Jones Financial Companies
252
Jones Financial Companies
Missouri
$23.1K +$22.7K +529 New
FHA
253
First Horizon Advisors
Tennessee
$21.2K
AC
254
AlphaCore Capital
California
$20.3K -$14.4K -335 -42%
Carson Wealth (CWM LLC)
255
Carson Wealth (CWM LLC)
Nebraska
$19K -$14.2K -331 -43%
HCP
256
Hexagon Capital Partners
Arkansas
$17.6K -$172 -4 -1%
TRCT
257
Tower Research Capital (TRC)
New York
$16.3K -$13.3K -309 -45%
HCM
258
Hollencrest Capital Management
California
$13.1K
CTA
259
Colonial Trust Advisors
South Carolina
$11.2K +$11K +256 New
HT
260
Headlands Technologies
Illinois
$9.97K -$66.9K -1,557 -87%
WTA
261
Washington Trust Advisors
Massachusetts
$9.23K +$9.11K +212 New
HI
262
Harbour Investments
Wisconsin
$8.97K +$8.42K +196 +1,960%
WIA
263
Wetzel Investment Advisors
Indiana
$8.76K
IRAG
264
Investment Research & Advisory Group
Georgia
$8.71K +$8.59K +200 New
SWM
265
Spire Wealth Management
Virginia
$7.41K
RIA
266
Realta Investment Advisors
Delaware
$7.19K +$7.09K +165 New
PCM
267
Penserra Capital Management
California
$7K -$172 -4 -2%
RCM
268
Raleigh Capital Management
North Carolina
$6.67K
GWSG
269
GPS Wealth Strategies Group
Colorado
$6.53K
CWP
270
Concord Wealth Partners
Virginia
$6.1K +$6.01K +140 New
PA
271
PSI Advisors
Florida
$5.45K
KLWA
272
Kelly Lawrence W & Associates
California
$5.23K -$4.3K -100 -45%
RG
273
Retirement Group
California
$4.4K
HWM
274
HighMark Wealth Management
Minnesota
$2.92K
AWM
275
Abound Wealth Management
Tennessee
$2.44K +$2.41K +56 New

EPI Hedge Fund Activity: Q1 2024 in Review

280 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in WisdomTree India Earnings Fund ETF (EPI) for Q1 2024, worth a combined $1.72B — up 67% from $1.03B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new EPI positions and 18 closed out — a net gain of 67 holders — while 107 added to existing stakes and 46 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $207M. The largest seller was Morgan Stanley, cutting an estimated $75.1M.

  • 280 institutional investors held WisdomTree India Earnings Fund ETF (EPI) as of Q1 2024, up from 215 in Q4 2023.
  • Funds reported $1.72B of WisdomTree India Earnings Fund ETF stock for Q1 2024, up 67% quarter-over-quarter.
  • 85 funds opened new WisdomTree India Earnings Fund ETF positions in Q1 2024 and 18 closed out, a net change of +67 holders.
  • The largest WisdomTree India Earnings Fund ETF buyer in Q1 2024 was Jane Street, an estimated $207M added.
  • The largest WisdomTree India Earnings Fund ETF seller in Q1 2024 was Morgan Stanley, an estimated $75.1M sold.

Based on aggregated 13F filings for Q1 2024.