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WisdomTree India Earnings Fund ETF
EPI

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: 111 → 124 (+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: 4 → 3 (-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

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$8.28M
2
MD
Money Design
Japan
+$5.79M
3
Russell Investments Group
Russell Investments Group
United Kingdom
+$2.95M
4
SFS
Sowell Financial Services
Arkansas
+$2.4M
5
GIM
Guild Investment Management
California
+$2.02M

Top Sellers

Rank Fund Capital Flow
1
IG
ING Group
Netherlands
-$55.5M
2
SG Americas Securities
SG Americas Securities
New York
-$16.3M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$14.8M
4
UBS Group
UBS Group
Switzerland
-$14.5M
5
N
Natixis
France
-$10.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
MLL
76
Moody Lynn & Lieberson
Massachusetts
$310K -$13K -500 -4%
KBFS
77
Kohmann Bosshard Financial Services
Ohio
$292K – – –
EH
78
Equitable Holdings
New York
$284K +$253K +9,706 New
GWM
79
Geneos Wealth Management
Colorado
$274K -$130K -4,973 -37%
KTA
80
Keeley-Teton Advisors
Illinois
$272K – – –
GIA
81
GHP Investment Advisors
Colorado
$269K – – –
AWS
82
AJ Wealth Strategies
New York
$263K -$235K -9,000 -50%
DDC
83
DF Dent & Co
Maryland
$263K – – –
TSS
84
Two Sigma Securities
New York
$261K +$233K +8,921 New
APA
85
American Portfolios Advisors
New York
$256K +$45K +1,725 +24%
DT
86
Diversified Trust
Tennessee
$250K – – –
Simplex Trading
87
Simplex Trading
Illinois
$236K +$211K +8,110 New
FCA
88
FinTrust Capital Advisors
South Carolina
$233K – – –
MCM
89
Monarch Capital Management
Indiana
$231K +$206K +7,900 New
Bank of New York Mellon
90
Bank of New York Mellon
New York
$230K +$205K +7,861 New
Envestnet Asset Management
91
Envestnet Asset Management
Illinois
$223K +$199K +7,622 New
VWM
92
Valley Wealth Managers
New Jersey
$210K -$444K -17,019 -70%
FIM
93
Freedom Investment Management
Connecticut
$210K +$187K +7,181 New
MHR
94
Matthew Hamilton Rosenberg
$145K -$5.76K -221 -4%
APWA
95
Atlas Private Wealth Advisors
New Jersey
$92K – – –
HFA
96
Hoover Financial Advisors
Pennsylvania
$80K – – –
TRCT
97
Tower Research Capital (TRC)
New York
$68K -$23.4K -898 -28%
Deutsche Bank
98
Deutsche Bank
Germany
$63K +$55.9K +2,145 New
MA
99
MUFG Americas
New York
$41K – – –
EWM
100
Edge Wealth Management
New York
$29K – – –
2 3
4
5 6

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.