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WisdomTree India Earnings Fund ETF

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: 36 (+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: 139158 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
FIB
126
First Interstate Bank
Montana
$138K +$60.1K +2,700 +90%
IPC
127
Independent Portfolio Consultants
Florida
$133K -$45.3K -2,035 -27%
Macquarie Group
128
Macquarie Group
Australia
$125K -$434K -19,500 -79%
BFEC
129
Benjamin F. Edwards & Company
Missouri
$121K +$49K +2,200 +78%
EWM
130
Evercore Wealth Management
New York
$108K +$99.7K +4,475 New
CPA
131
Clear Perspective Advisors
Illinois
$97K
EWM
132
Edge Wealth Management
New York
$92K
DADC
133
D.A. Davidson & Co
Montana
$87K +$89 +4 +0.1%
IA
134
IFP Advisors
Florida
$87K +$62.4K +2,802 +353%
NFG
135
Next Financial Group
Texas
$84K -$6.06K -272 -7%
SIM
136
Sonora Investment Management
Arizona
$59.1K
MA
137
MUFG Americas
New York
$58K
SFG
138
SevenBridge Financial Group
Pennsylvania
$57K
OAM
139
Oppenheimer Asset Management
New York
$57K +$52.5K +2,358 New
CFA
140
Carroll Financial Associates
North Carolina
$40K
AA
141
AlphaMark Advisors
Kentucky
$33K
LWM
142
Lenox Wealth Management
Ohio
$30K
CFA
143
CT Financial Advisors
Pennsylvania
$24.3K +$67 +3 +0.3%
PA
144
Parallel Advisors
California
$22K +$19.3K +867 New
AIA
145
Armor Investment Advisors
North Carolina
$19K
CCM
146
Cribstone Capital Management
Maine
$17K
Fifth Third Bancorp
147
Fifth Third Bancorp
Ohio
$16K +$14.9K +670 New
SA
148
SRH Advisors
Kansas
$14K
Chevy Chase Trust
149
Chevy Chase Trust
Maryland
$13K +$12.3K +550 New
RWML
150
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$12.1K

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.