We are live on ! Find out more
EPI icon

WisdomTree India Earnings Fund ETF
EPI

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: 3 → 6 (+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: 139 → 158 (+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

Top Buyers

Rank Fund Capital Flow
1
CI
Clal Insurance
Israel
+$66.9M
2
DCM
Discovery Capital Management
Connecticut
+$40.8M
3
JCG
JHL Capital Group
Illinois
+$20M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$18.7M
5
BlackRock
BlackRock
New York
+$17.5M

Top Sellers

Rank Fund Capital Flow
1
MIFH
Migdal Insurance & Financial Holdings
Israel
-$35.3M
2
JP Morgan Chase
JP Morgan Chase
New York
-$32.1M
3
HT
HAP Trading
New York
-$13.1M
4
SG Americas Securities
SG Americas Securities
New York
-$11.6M
5
CCM
Causeway Capital Management
California
-$9.69M
Name Holding Trade Value Shares
Change 		Change in
Stake
MC
101
Moors & Cabot
Massachusetts
$437K +$404K +18,147 New
FWM
102
Focused Wealth Management
New York
$435K – – –
MCG
103
Meru Capital Group
New York
$422K – – –
UR
104
USCA RIA
Texas
$403K +$45.6K +2,047 +14%
ACM
105
Azimuth Capital Management
Michigan
$394K +$22.2K +995 +6%
Nomura Holdings
106
Nomura Holdings
Japan
$392K -$1.33M -59,627 -79%
WCM
107
Wunderlich Capital Managemnt
Tennessee
$392K +$43.2K +1,940 +14%
ID
108
Integral Derivatives
New York
$386K +$356K +16,001 New
Cerity Partners
109
Cerity Partners
New York
$372K +$343K +15,400 New
RVPG
110
Relative Value Partners Group
$366K – – –
Commonwealth Equity Services
111
Commonwealth Equity Services
Massachusetts
$357K -$186K -8,363 -36%
JGC
112
J. Goldman & Co
New York
$343K +$316K +14,200 New
RJFSA
113
Raymond James Financial Services Advisors
Florida
$306K +$282K +12,668 New
PNC Financial Services Group
114
PNC Financial Services Group
Pennsylvania
$305K +$22.3K +1,000 +9%
FTUS
115
Flow Traders U.S.
New York
$302K +$278K +12,498 New
TSS
116
Two Sigma Securities
New York
$280K +$259K +11,611 New
Envestnet Asset Management
117
Envestnet Asset Management
Illinois
$279K -$1.75M -78,582 -87%
Bank of Montreal
118
Bank of Montreal
Ontario, Canada
$247K -$46K -2,066 -17%
KTA
119
Keeley-Teton Advisors
Illinois
$235K +$217K +9,729 New
PP
120
Paloma Partners
Connecticut
$227K +$209K +9,403 New
PGA
121
Portland Global Advisors
Maine
$226K +$208K +9,350 New
FAAS
122
First Allied Advisory Services
California
$206K +$189K +8,499 New
CAL
123
Capital Analysts LLC
Pennsylvania
$187K +$8.91K +400 +5%
MC
124
Martin Currie
United Kingdom
$154K – – –
SA
125
SpiderRock Advisors
Delaware
$140K – – –
3 4
5
6 7

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.