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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
MWM
101
Merriman Wealth Management
Washington
$493K
IFS
102
Ifrah Financial Services
Arkansas
$491K -$3.35K -129 -0.7%
Prudential Financial
103
Prudential Financial
New Jersey
$478K +$494K +19,000 New
BNP Paribas Financial Markets
104
BNP Paribas Financial Markets
France
$440K -$4.53M -174,184 -91%
Creative Planning
105
Creative Planning
Kansas
$431K -$316K -12,159 -42%
ID
106
Integral Derivatives
New York
$417K +$199K +7,670 +86%
VCM
107
Versant Capital Management
Arizona
$403K +$936 +36 +0.2%
WCM
108
Wunderlich Capital Managemnt
Tennessee
$402K -$45.4K -1,745 -10%
OC
109
Oppenheimer & Co
New York
$397K -$101K -3,873 -20%
Cerity Partners
110
Cerity Partners
New York
$388K
PNC Financial Services Group
111
PNC Financial Services Group
Pennsylvania
$364K +$24K +923 +7%
Fidelity Investments
112
Fidelity Investments
Massachusetts
$360K +$372K +14,292 New
RVPG
113
Relative Value Partners Group
$356K
VF
114
Virtu Financial
New York
$352K +$364K +13,995 New
Nomura Holdings
115
Nomura Holdings
Japan
$316K +$57.4K +2,207 +21%
DDC
116
DF Dent & Co
Maryland
$315K
FIM
117
Freedom Investment Management
Connecticut
$309K -$172K -6,605 -35%
Commonwealth Equity Services
118
Commonwealth Equity Services
Massachusetts
$305K +$12.8K +493 +4%
FAAS
119
First Allied Advisory Services
California
$266K -$6.68K -257 -2%
KTA
120
Keeley-Teton Advisors
Illinois
$245K +$26 +1 +0%
PGA
121
Portland Global Advisors
Maine
$235K
X
122
Xponance
Pennsylvania
$218K -$15.8M -606,831 -99%
Bank of New York Mellon
123
Bank of New York Mellon
New York
$217K -$30.4K -1,170 -12%
SS
124
Sunbelt Securities
Texas
$216K +$223K +8,565 New
Janney Montgomery Scott
125
Janney Montgomery Scott
Pennsylvania
$209K +$216K +8,293 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.