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WisdomTree India Earnings Fund ETF

124 hedge funds and large institutions have $444M invested in WisdomTree India Earnings Fund ETF in 2020 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 29 increasing their positions, 39 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 7

12% more funds holding

Funds holding: 111124 (+13)

2% less capital invested

Capital invested by funds: $453M → $444M (-$9.35M)

16.01% less ownership

Funds ownership: 76.41%60.4% (-16%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

26% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 39

95% less call options, than puts

Call options by funds: $4.8M | Put options by funds: $99M

Holders
124
Holders Change
+13
Holders Change %
+11.71%
% of All Funds
2.19%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
20
Increased
29
Reduced
39
Closed
7
Calls
$4.8M
Puts
$99M
Net Calls
-$94.2M
Net Calls Change
-$29.2M
Name Holding Trade Value Shares
Change
Change in
Stake
GKIM
26
GW&K Investment Management
Massachusetts
$3.8M
Russell Investments Group
27
Russell Investments Group
United Kingdom
$3.3M +$2.95M +113,053 New
SWIG
28
Strategic Wealth Investment Group
Kentucky
$3.07M -$58K -2,225 -2%
SFS
29
Sowell Financial Services
Arkansas
$2.74M +$2.4M +92,039 +5,531%
Ameriprise
30
Ameriprise
Minnesota
$2.69M +$1.07M +41,042 +80%
Millennium Management
31
Millennium Management
New York
$2.27M +$1.19M +45,508 +142%
GIM
32
Guild Investment Management
California
$2.26M +$2.02M +77,390 New
FDCDDQ
33
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.03M -$24K -922 -1%
Marshall Wace
34
Marshall Wace
United Kingdom
$1.93M +$1.72M +65,979 New
IG
35
ING Group
Netherlands
$1.91M -$55.5M -2,130,558 -97%
CF
36
Centaurus Financial
California
$1.68M +$1.5M +57,440 New
CK
37
Cohen Klingenstein
New York
$1.57M
CG
38
Cutler Group
California
$1.56M +$1.3M +49,896 +1,423%
JMPWA
39
JP Morgan Private Wealth Advisors
California
$1.47M
RJFSA
40
Raymond James Financial Services Advisors
Florida
$1.38M -$11.4K -436 -0.9%
RJA
41
Raymond James & Associates
Florida
$1.35M -$171K -6,578 -12%
Citadel Advisors
42
Citadel Advisors
Florida
$1.34M +$928K +35,617 +343%
PGA
43
Portland Global Advisors
Maine
$1.28M
HF
44
HRT Financial
New York
$1.24M +$1.11M +42,601 New
Zurich Cantonal Bank
45
Zurich Cantonal Bank
Switzerland
$1.24M
GEA
46
Glen Eagle Advisors
New Jersey
$1.11M +$8.65K +332 +0.9%
IUHSA
47
Itau Unibanco Holding S.A.
Brazil
$1.02M
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
$1M +$11.1K +425 +1%
WIA
49
Wealthstreet Investment Advisors
Texas
$991K +$5.66K +217 +0.6%
PAG
50
Private Advisor Group
New Jersey
$980K -$16.1K -617 -2%

EPI Hedge Fund Activity: Q4 2020 in Review

124 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in WisdomTree India Earnings Fund ETF (EPI) for Q4 2020, worth a combined $444M — down 2.1% from $453M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new EPI positions and 7 closed out — a net gain of 13 holders — while 29 added to existing stakes and 39 trimmed.

The largest buyer was BlackRock, adding an estimated $8.28M. The largest seller was ING Group, cutting an estimated $55.5M.

  • 124 institutional investors held WisdomTree India Earnings Fund ETF (EPI) as of Q4 2020, up from 111 in Q3 2020.
  • Funds reported $444M of WisdomTree India Earnings Fund ETF stock for Q4 2020, down 2.1% quarter-over-quarter.
  • 20 funds opened new WisdomTree India Earnings Fund ETF positions in Q4 2020 and 7 closed out, a net change of +13 holders.
  • The largest WisdomTree India Earnings Fund ETF buyer in Q4 2020 was BlackRock, an estimated $8.28M added.
  • The largest WisdomTree India Earnings Fund ETF seller in Q4 2020 was ING Group, an estimated $55.5M sold.

Based on aggregated 13F filings for Q4 2020.