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WisdomTree India Earnings Fund ETF

158 hedge funds and large institutions have $1.18B invested in WisdomTree India Earnings Fund ETF in 2017 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 53 increasing their positions, 40 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 14

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

33% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 40

31% more capital invested

Capital invested by funds: $908M → $1.18B (+$277M)

14% more funds holding

Funds holding: 139158 (+19)

6.61% more ownership

Funds ownership: 71.56%78.16% (+6.6%)

30% less call options, than puts

Call options by funds: $141M | Put options by funds: $203M

Holders
158
Holders Change
+19
Holders Change %
+13.67%
% of All Funds
3.93%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.15%
New
36
Increased
53
Reduced
40
Closed
14
Calls
$141M
Puts
$203M
Net Calls
-$61.6M
Net Calls Change
-$32.2M
Name Holding Trade Value Shares
Change
Change in
Stake
AGM
76
Alpine Global Management
New York
$991K +$915K +41,083 New
ACM
77
Avalon Capital Management
California
$982K +$907K +40,705 New
PAG
78
Private Advisor Group
New Jersey
$970K +$36.7K +1,648 +4%
LWA
79
Lowe Wealth Advisors
Maryland
$940K +$867K +38,945 New
WI
80
WBI Investments
New Jersey
$903K +$834K +37,440 New
TRCT
81
Tower Research Capital (TRC)
New York
$843K +$197K +8,843 +34%
Twin Tree Management
82
Twin Tree Management
Texas
$842K +$775K +34,811 +40,954%
Barclays
83
Barclays
United Kingdom
$821K -$5.91M -265,441 -89%
SC
84
Savant Capital
Illinois
$806K -$9.89K -444 -1%
GEA
85
Glen Eagle Advisors
New Jersey
$804K +$42.3K +1,900 +6%
FIM
86
Freedom Investment Management
Connecticut
$638K +$358K +16,063 +155%
SF
87
Synovus Financial
Georgia
$554K +$356 +16 +0.1%
KBFS
88
Kohmann Bosshard Financial Services
Ohio
$517K -$23.4K -1,050 -5%
CG
89
Caprock Group
Idaho
$517K +$134 +6 +0%
AG
90
Advisor Group
Arizona
$510K +$372K +16,692 +380%
IUHSA
91
Itau Unibanco Holding S.A.
Brazil
$507K -$1.23M -55,400 -73%
HCA
92
Harbour Capital Advisors
Virginia
$500K
HIIFS
93
Harel Insurance Investments & Financial Services
Israel
$493K +$430K +19,300 +2,413%
VCM
94
Versant Capital Management
Arizona
$481K +$156 +7 +0%
IFS
95
Ifrah Financial Services
Arkansas
$474K -$4.05K -182 -0.9%
MWM
96
Merriman Wealth Management
Washington
$473K +$437K +19,600 New
LTFS
97
Ladenburg Thalmann Financial Services
Florida
$462K +$311K +13,963 +268%
EDRH
98
Edmond de Rothschild Holding
Switzerland
$456K -$114K -5,100 -21%
ACM
99
Advisors Capital Management
New Jersey
$456K -$10.1K -452 -2%
LS
100
Lattice Strategies
Pennsylvania
$448K +$90.6K +4,070 +28%

EPI Hedge Fund Activity: Q1 2017 in Review

158 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in WisdomTree India Earnings Fund ETF (EPI) for Q1 2017, worth a combined $1.18B — up 31% from $908M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new EPI positions and 14 closed out — a net gain of 22 holders — while 53 added to existing stakes and 40 trimmed.

The largest buyer was Clal Insurance, opening a new position worth an estimated $66.9M. The largest seller was Migdal Insurance & Financial Holdings, cutting an estimated $35.3M.

  • 158 institutional investors held WisdomTree India Earnings Fund ETF (EPI) as of Q1 2017, up from 139 in Q4 2016.
  • Funds reported $1.18B of WisdomTree India Earnings Fund ETF stock for Q1 2017, up 31% quarter-over-quarter.
  • 36 funds opened new WisdomTree India Earnings Fund ETF positions in Q1 2017 and 14 closed out, a net change of +22 holders.
  • The largest WisdomTree India Earnings Fund ETF buyer in Q1 2017 was Clal Insurance, an estimated $66.9M added.
  • The largest WisdomTree India Earnings Fund ETF seller in Q1 2017 was Migdal Insurance & Financial Holdings, an estimated $35.3M sold.

Based on aggregated 13F filings for Q1 2017.