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WisdomTree India Earnings Fund ETF

182 hedge funds and large institutions have $1.18B invested in WisdomTree India Earnings Fund ETF in 2018 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 61 increasing their positions, 58 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 24

3% more funds holding

Funds holding: 177182 (+5)

5% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 58

2.26% less ownership

Funds ownership: 72.83%70.57% (-2.3%)

7% less capital invested

Capital invested by funds: $1.27B → $1.18B (-$89.6M)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

37% less call options, than puts

Call options by funds: $58.7M | Put options by funds: $93.9M

Holders
182
Holders Change
+5
Holders Change %
+2.82%
% of All Funds
4.17%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
29
Increased
61
Reduced
58
Closed
24
Calls
$58.7M
Puts
$93.9M
Net Calls
-$35.2M
Net Calls Change
+$91.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Russell Investments Group
51
Russell Investments Group
United Kingdom
$3.09M -$273K -9,915 -8%
PVH
52
Psagot Value Holdings
Israel
$3.08M
Franklin Resources
53
Franklin Resources
California
$2.81M -$167K -6,078 -5%
N
54
Nuveen
North Carolina
$2.54M -$376K -13,652 -12%
MLM
55
Mount Lucas Management
Pennsylvania
$2.51M -$2.04M -74,027 -44%
PAM
56
Panagora Asset Management
Massachusetts
$2.33M -$516K -18,744 -17%
Citadel Advisors
57
Citadel Advisors
Florida
$2.28M -$950K -34,530 -28%
VAM
58
Verity Asset Management
North Carolina
$2.06M +$534K +19,396 +33%
CA
59
Cumberland Advisors
Florida
$1.96M -$152K -5,510 -7%
PP
60
Prudential plc
United Kingdom
$1.56M -$199K -7,235 -11%
Manulife (Manufacturers Life Insurance)
61
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.56M +$1.64M +59,623 New
CSA
62
Cottage Street Advisors
Massachusetts
$1.5M -$27K -983 -2%
NVCHI
63
New Vernon Capital Holdings II
New Jersey
$1.49M -$1.92M -69,869 -55%
CAG
64
Csenge Advisory Group
Florida
$1.44M +$46.2K +1,681 +3%
IUHSA
65
Itau Unibanco Holding S.A.
Brazil
$1.41M +$1.48M +53,750 New
CK
66
Cohen Klingenstein
New York
$1.41M
Zurich Cantonal Bank
67
Zurich Cantonal Bank
Switzerland
$1.37M +$910K +33,100 +174%
Barclays
68
Barclays
United Kingdom
$1.32M -$826K -30,017 -37%
HIIFS
69
Harel Insurance Investments & Financial Services
Israel
$1.28M +$385K +14,000 +40%
WIA
70
Wealthstreet Investment Advisors
Texas
$1.25M -$13.8K -500 -1%
GWM
71
Geneos Wealth Management
Colorado
$1.24M +$1.26M +45,856 +3,492%
G
72
GenTrust
Florida
$1.16M -$22.7K -826 -2%
LWA
73
Lowe Wealth Advisors
Maryland
$1.08M +$7.98K +290 +0.7%
CG
74
Caprock Group
Idaho
$1.05M +$507K +18,435 +85%
SSWM
75
Sheets Smith Wealth Management
North Carolina
$1.05M

EPI Hedge Fund Activity: Q1 2018 in Review

182 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in WisdomTree India Earnings Fund ETF (EPI) for Q1 2018, worth a combined $1.18B — down 7% from $1.27B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new EPI positions and 24 closed out — a net gain of 5 holders — while 61 added to existing stakes and 58 trimmed.

The largest buyer was BlackRock, adding an estimated $51.3M. The largest seller was Causeway Capital Management, cutting an estimated $30.6M.

  • 182 institutional investors held WisdomTree India Earnings Fund ETF (EPI) as of Q1 2018, up from 177 in Q4 2017.
  • Funds reported $1.18B of WisdomTree India Earnings Fund ETF stock for Q1 2018, down 7% quarter-over-quarter.
  • 29 funds opened new WisdomTree India Earnings Fund ETF positions in Q1 2018 and 24 closed out, a net change of +5 holders.
  • The largest WisdomTree India Earnings Fund ETF buyer in Q1 2018 was BlackRock, an estimated $51.3M added.
  • The largest WisdomTree India Earnings Fund ETF seller in Q1 2018 was Causeway Capital Management, an estimated $30.6M sold.

Based on aggregated 13F filings for Q1 2018.