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WisdomTree India Earnings Fund ETF

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: 152159 (+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: 65 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
SSWM
76
Sheets Smith Wealth Management
North Carolina
$1.01M
PAG
77
Private Advisor Group
New Jersey
$941K -$73K -2,807 -7%
RJFSA
78
Raymond James Financial Services Advisors
Florida
$864K +$42.3K +1,627 +5%
NGA
79
Naples Global Advisors
Florida
$855K +$38.4K +1,475 +5%
SC
80
Savant Capital
Illinois
$807K -$2.47K -95 -0.3%
AG
81
Advisor Group
Arizona
$794K +$375K +14,427 +84%
Simplex Trading
82
Simplex Trading
Illinois
$770K +$330K +12,705 +71%
HIIFS
83
Harel Insurance Investments & Financial Services
Israel
$760K +$72.9K +2,805 +10%
William Blair & Company
84
William Blair & Company
Illinois
$697K +$13K +500 +2%
FWM
85
Focused Wealth Management
New York
$693K +$282K +10,829 +65%
LS
86
Lattice Strategies
Pennsylvania
$684K +$44.1K +1,695 +7%
GEA
87
Glen Eagle Advisors
New Jersey
$618K -$433K -16,644 -40%
TSS
88
Two Sigma Securities
New York
$616K +$636K +24,462 New
SF
89
Synovus Financial
Georgia
$598K +$20.4K +785 +3%
ACM
90
Azimuth Capital Management
Michigan
$568K -$130 -5 -0%
EDRH
91
Edmond de Rothschild Holding
Switzerland
$556K +$157K +6,050 +37%
Cambridge Investment Research Advisors
92
Cambridge Investment Research Advisors
Iowa
$555K +$256K +9,851 +81%
CG
93
Caprock Group
Idaho
$542K +$1.12K +43 +0.2%
HCA
94
Harbour Capital Advisors
Virginia
$535K +$19.5K +750 +4%
ACM
95
Advisors Capital Management
New Jersey
$526K -$18K -694 -3%
MC
96
Moors & Cabot
Massachusetts
$522K -$28.9K -1,111 -5%
SM
97
Sciencast Management
New Jersey
$520K +$496K +19,090 New
KBFS
98
Kohmann Bosshard Financial Services
Ohio
$512K +$529K +20,343 New
US Bancorp
99
US Bancorp
Minnesota
$503K
OMC
100
Old Mission Capital
Illinois
$499K +$516K +19,832 New

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.