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WisdomTree India Earnings Fund ETF

138 hedge funds and large institutions have $598M invested in WisdomTree India Earnings Fund ETF in 2021 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 35 increasing their positions, 33 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 19

11% more capital invested

Capital invested by funds: $538M → $598M (+$60.1M)

9% more funds holding

Funds holding: 127138 (+11)

5.38% more ownership

Funds ownership: 56.14%61.52% (+5.4%)

6% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 33

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

96% less call options, than puts

Call options by funds: $926K | Put options by funds: $25M

Holders
138
Holders Change
+11
Holders Change %
+8.66%
% of All Funds
2.12%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
30
Increased
35
Reduced
33
Closed
19
Calls
$926K
Puts
$25M
Net Calls
-$24.1M
Net Calls Change
-$13M
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
101
Geneos Wealth Management
Colorado
$181K
MIFH
102
Migdal Insurance & Financial Holdings
Israel
$106K +$108K +2,896 New
BNP Paribas Financial Markets
103
BNP Paribas Financial Markets
France
$87.4K -$338K -9,035 -79%
Parallax Volatility Advisers
104
Parallax Volatility Advisers
California
$64K -$62.7K -1,676 -49%
WIA
105
Wealthstreet Investment Advisors
Texas
$55K
SWM
106
Spire Wealth Management
Virginia
$54K +$55K +1,470 New
National Bank of Canada
107
National Bank of Canada
Quebec, Canada
$43K +$44.3K +1,186 New
MA
108
MUFG Americas
New York
$40K
EWM
109
Edge Wealth Management
New York
$36K
UB
110
UMB Bank
Missouri
$36K +$37.4K +1,000 New
AIA
111
Armor Investment Advisors
North Carolina
$35K
TIM
112
Tortoise Investment Management
New York
$34K
SPIA
113
Steward Partners Investment Advisory
New York
$32K
Carson Wealth (CWM LLC)
114
Carson Wealth (CWM LLC)
Nebraska
$28K +$28.9K +773 New
CFCI
115
Comprehensive Financial Consultants Institutional
Indiana
$26K +$28.4K +760 New
SA
116
SRH Advisors
Kansas
$21K
Bessemer Group
117
Bessemer Group
New Jersey
$21K +$21.6K +577 New
MAM
118
Mystic Asset Management
Rhode Island
$21K +$22.4K +600 New
CAPTRUST Financial Advisors
119
CAPTRUST Financial Advisors
North Carolina
$18K -$31.8K -850 -63%
AA
120
AlphaMark Advisors
Kentucky
$16K
CCM
121
Covington Capital Management
California
$16K +$16.1K +430 New
CFGS
122
Concourse Financial Group Securities
Alabama
$15K +$37 +1 +0.2%
Fidelity Investments
123
Fidelity Investments
Massachusetts
$14K +$14.2K +381 +19,050%
TRCT
124
Tower Research Capital (TRC)
New York
$10K -$31.2K -834 -75%
FWM
125
Focused Wealth Management
New York
$10K

EPI Hedge Fund Activity: Q4 2021 in Review

138 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in WisdomTree India Earnings Fund ETF (EPI) for Q4 2021, worth a combined $598M — up 11% from $538M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new EPI positions and 19 closed out — a net gain of 11 holders — while 35 added to existing stakes and 33 trimmed.

The largest buyer was Jane Street, adding an estimated $71.1M. The largest seller was Money Design, cutting an estimated $12M.

  • 138 institutional investors held WisdomTree India Earnings Fund ETF (EPI) as of Q4 2021, up from 127 in Q3 2021.
  • Funds reported $598M of WisdomTree India Earnings Fund ETF stock for Q4 2021, up 11% quarter-over-quarter.
  • 30 funds opened new WisdomTree India Earnings Fund ETF positions in Q4 2021 and 19 closed out, a net change of +11 holders.
  • The largest WisdomTree India Earnings Fund ETF buyer in Q4 2021 was Jane Street, an estimated $71.1M added.
  • The largest WisdomTree India Earnings Fund ETF seller in Q4 2021 was Money Design, an estimated $12M sold.

Based on aggregated 13F filings for Q4 2021.