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WisdomTree India Earnings Fund ETF
EPI

159 hedge funds and large institutions have $1.26B invested in WisdomTree India Earnings Fund ETF in 2017 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 60 increasing their positions, 44 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 15

36% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 44

5% more funds holding

Funds holding: 152 → 159 (+7)

2% more capital invested

Capital invested by funds: $1.24B → $1.26B (+$21.2M)

0.25% less ownership

Funds ownership: 80.1% → 79.84% (-0.25%)

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

34% less call options, than puts

Call options by funds: $122M | Put options by funds: $185M

Holders
159
Holders Change
+7
Holders Change %
+4.61%
% of All Funds
3.96%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.12%
New
24
Increased
60
Reduced
44
Closed
15
Calls
$122M
Puts
$185M
Net Calls
-$62.9M
Net Calls Change
+$64.2M

Top Buyers

Rank Fund Capital Flow
1
CI
Clal Insurance
Israel
+$40.4M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$9.13M
3
Wells Fargo
Wells Fargo
California
+$8.36M
4
ED
Exane Derivatives
France
+$7.88M
5
Bank of America
Bank of America
North Carolina
+$7.04M

Top Sellers

Rank Fund Capital Flow
1
RMPT
Raytheon Master Pension Trust
Massachusetts
-$23.7M
2
GCM
Graham Capital Management
Connecticut
-$21.3M
3
X
Xponance
Pennsylvania
-$15.8M
4
CCM
Causeway Capital Management
California
-$13.7M
5
DCM
Discovery Capital Management
Connecticut
-$7.94M
Name Holding Trade Value Shares
Change 		Change in
Stake
N
51
Nuveen
North Carolina
$2.78M +$2.88M +110,624 New
CIBC World Market
52
CIBC World Market
Ontario, Canada
$2.69M -$530K -20,400 -16%
Ameriprise
53
Ameriprise
Minnesota
$2.52M +$492K +18,928 +23%
CO
54
Caldwell & Orkin
Georgia
$2.44M +$1.42M +54,650 +129%
LPL Financial
55
LPL Financial
California
$2.17M +$313K +12,018 +16%
CA
56
Cumberland Advisors
Florida
$1.95M -$238K -9,140 -11%
JG
57
Jefferies Group
New York
$1.86M +$1.92M +74,000 New
ZIM
58
Zacks Investment Management
Illinois
$1.85M +$60.3K +2,320 +3%
Verition Fund Management
59
Verition Fund Management
Connecticut
$1.75M +$1.81M +69,636 New
SEI Investments
60
SEI Investments
Pennsylvania
$1.59M – – –
VanEck Associates
61
VanEck Associates
New York
$1.59M – – –
HCM
62
Hollencrest Capital Management
California
$1.56M +$3.48K +134 +0.2%
CSA
63
Cottage Street Advisors
Massachusetts
$1.41M +$39.2K +1,508 +3%
PVH
64
Psagot Value Holdings
Israel
$1.38M -$1.6M -61,463 -53%
VAM
65
Verity Asset Management
North Carolina
$1.35M +$266K +10,222 +26%
CK
66
Cohen Klingenstein
New York
$1.35M – – –
CAG
67
Csenge Advisory Group
Florida
$1.31M +$1.36M +52,206 New
G
68
GenTrust
Florida
$1.23M +$468 +18 +0%
GLRA
69
Gerald L. Ray & Associates
Texas
$1.19M -$21.3K -819 -2%
CS
70
Credit Suisse
Switzerland
$1.19M -$2.42M -93,014 -66%
OIM
71
Orca Investment Management
Oregon
$1.12M -$44.3K -1,705 -4%
Dimensional Fund Advisors
72
Dimensional Fund Advisors
Texas
$1.06M +$1.09M +42,000 New
Citadel Advisors
73
Citadel Advisors
Florida
$1.04M +$1.07M +41,246 New
LWA
74
Lowe Wealth Advisors
Maryland
$1.01M +$27.7K +1,065 +3%
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
$1.01M +$778K +29,914 +294%
1 2
3
4 5

EPI Hedge Fund Activity: Q3 2017 in Review

159 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in WisdomTree India Earnings Fund ETF (EPI) for Q3 2017, worth a combined $1.26B — up 1.7% from $1.24B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new EPI positions and 15 closed out — a net gain of 9 holders — while 60 added to existing stakes and 44 trimmed.

The largest buyer was Clal Insurance, adding an estimated $40.4M. The largest seller was Raytheon Master Pension Trust, exiting entirely with an estimated $23.7M sold.

  • 159 institutional investors held WisdomTree India Earnings Fund ETF (EPI) as of Q3 2017, up from 152 in Q2 2017.
  • Funds reported $1.26B of WisdomTree India Earnings Fund ETF stock for Q3 2017, up 1.7% quarter-over-quarter.
  • 24 funds opened new WisdomTree India Earnings Fund ETF positions in Q3 2017 and 15 closed out, a net change of +9 holders.
  • The largest WisdomTree India Earnings Fund ETF buyer in Q3 2017 was Clal Insurance, an estimated $40.4M added.
  • The largest WisdomTree India Earnings Fund ETF seller in Q3 2017 was Raytheon Master Pension Trust, an estimated $23.7M sold.

Based on aggregated 13F filings for Q3 2017.