We are live on ! Find out more
EPI icon

WisdomTree India Earnings Fund ETF
EPI

169 hedge funds and large institutions have $956M invested in WisdomTree India Earnings Fund ETF in 2019 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 53 increasing their positions, 52 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 16

4% more funds holding

Funds holding: 163 → 169 (+6)

2.06% more ownership

Funds ownership: 55.31% → 57.38% (+2.1%)

3% more capital invested

Capital invested by funds: $932M → $956M (+$24.5M)

2% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 52

29% less funds holding in top 10

Funds holding in top 10: 7 → 5 (-2)

47% less call options, than puts

Call options by funds: $90.8M | Put options by funds: $173M

Holders
169
Holders Change
+6
Holders Change %
+3.68%
% of All Funds
3.67%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.11%
New
23
Increased
53
Reduced
52
Closed
16
Calls
$90.8M
Puts
$173M
Net Calls
-$81.9M
Net Calls Change
-$12.6M

Top Buyers

Rank Fund Capital Flow
1
CI
Clal Insurance
Israel
+$19.4M
2
SG Americas Securities
SG Americas Securities
New York
+$18.9M
3
PVH
Psagot Value Holdings
Israel
+$15.7M
4
DCM
Driehaus Capital Management
Illinois
+$15.5M
5
Squarepoint
Squarepoint
New York
+$13.1M

Top Sellers

Rank Fund Capital Flow
1
DCM
Discovery Capital Management
Connecticut
-$25.7M
2
CCP
Clough Capital Partners
Massachusetts
-$21.4M
3
Twin Tree Management
Twin Tree Management
Texas
-$16.3M
4
CS
Credit Suisse
Switzerland
-$4.63M
5
Citigroup
Citigroup
New York
-$3.83M
Name Holding Trade Value Shares
Change 		Change in
Stake
HCA
101
Harbour Capital Advisors
Virginia
$478K – – –
TD Asset Management
102
TD Asset Management
Ontario, Canada
$472K – – –
KBFS
103
Kohmann Bosshard Financial Services
Ohio
$463K -$27.2K -1,048 -6%
Commonwealth Equity Services
104
Commonwealth Equity Services
Massachusetts
$457K +$38.7K +1,492 +9%
Bank of Montreal
105
Bank of Montreal
Ontario, Canada
$390K -$221K -8,500 -36%
Millennium Management
106
Millennium Management
New York
$385K +$121K +4,671 +46%
WCM
107
Wunderlich Capital Managemnt
Tennessee
$373K -$16.6K -638 -4%
FIM
108
Freedom Investment Management
Connecticut
$340K -$20.4K -785 -6%
BCM
109
Bluefin Capital Management
New York
$339K +$337K +13,000 New
RVPG
110
Relative Value Partners Group
$335K – – –
SS
111
Sunbelt Securities
Texas
$320K – – –
MC
112
Moors & Cabot
Massachusetts
$316K -$6.49K -250 -2%
OC
113
Oppenheimer & Co
New York
$300K +$298K +11,498 New
Cambridge Investment Research Advisors
114
Cambridge Investment Research Advisors
Iowa
$294K +$1.53K +59 +0.5%
LTFS
115
Ladenburg Thalmann Financial Services
Florida
$293K +$79.4K +3,060 +38%
LRIA
116
Leonard Rickey Investment Advisors
Washington
$270K -$74.8K -2,884 -22%
FAAS
117
First Allied Advisory Services
California
$252K +$7.21K +278 +3%
KTA
118
Keeley-Teton Advisors
Illinois
$248K – – –
FEG
119
Financial Enhancement Group
Indiana
$243K -$11.1K -427 -4%
GIA
120
GHP Investment Advisors
Colorado
$240K +$239K +9,207 New
DDC
121
DF Dent & Co
Maryland
$235K – – –
Manulife (Manufacturers Life Insurance)
122
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$226K -$828K -31,909 -79%
GCA
123
Greenwood Capital Associates
South Carolina
$218K -$120K -4,625 -36%
BFEC
124
Benjamin F. Edwards & Company
Missouri
$214K -$105K -4,056 -33%
MML Investors Services
125
MML Investors Services
Massachusetts
$213K -$2.59K -100 -1%
3 4
5
6 7

EPI Hedge Fund Activity: Q2 2019 in Review

169 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in WisdomTree India Earnings Fund ETF (EPI) for Q2 2019, worth a combined $956M — up 2.6% from $932M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new EPI positions and 16 closed out — a net gain of 7 holders — while 53 added to existing stakes and 52 trimmed.

The largest buyer was Clal Insurance, adding an estimated $19.4M. The largest seller was Discovery Capital Management, cutting an estimated $25.7M.

  • 169 institutional investors held WisdomTree India Earnings Fund ETF (EPI) as of Q2 2019, up from 163 in Q1 2019.
  • Funds reported $956M of WisdomTree India Earnings Fund ETF stock for Q2 2019, up 2.6% quarter-over-quarter.
  • 23 funds opened new WisdomTree India Earnings Fund ETF positions in Q2 2019 and 16 closed out, a net change of +7 holders.
  • The largest WisdomTree India Earnings Fund ETF buyer in Q2 2019 was Clal Insurance, an estimated $19.4M added.
  • The largest WisdomTree India Earnings Fund ETF seller in Q2 2019 was Discovery Capital Management, an estimated $25.7M sold.

Based on aggregated 13F filings for Q2 2019.