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WisdomTree India Earnings Fund ETF

160 hedge funds and large institutions have $831M invested in WisdomTree India Earnings Fund ETF in 2019 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 54 increasing their positions, 53 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

2% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 53

2.9% less ownership

Funds ownership: 57.38%54.47% (-2.9%)

5% less funds holding

Funds holding: 169160 (-9)

13% less capital invested

Capital invested by funds: $956M → $831M (-$125M)

36% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 25

53% less call options, than puts

Call options by funds: $72.1M | Put options by funds: $155M

Holders
160
Holders Change
-9
Holders Change %
-5.33%
% of All Funds
3.51%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.15%
New
16
Increased
54
Reduced
53
Closed
25
Calls
$72.1M
Puts
$155M
Net Calls
-$82.6M
Net Calls Change
-$770K
Name Holding Trade Value Shares
Change
Change in
Stake
FIB
126
First Interstate Bank
Montana
$136K
Deutsche Bank
127
Deutsche Bank
Germany
$123K -$682K -28,370 -85%
BWA
128
BDO Wealth Advisors
Florida
$119K
FCA
129
FinTrust Capital Advisors
South Carolina
$105K
PNC Financial Services Group
130
PNC Financial Services Group
Pennsylvania
$91K -$18.7K -778 -17%
EWM
131
Edge Wealth Management
New York
$90K
APA
132
American Portfolios Advisors
New York
$84.4K
SFS
133
Sowell Financial Services
Arkansas
$63K +$63.8K +2,655 New
MA
134
MUFG Americas
New York
$34K
TRCT
135
Tower Research Capital (TRC)
New York
$33K -$28.1K -1,169 -46%
OAM
136
Oppenheimer Asset Management
New York
$33K
PO
137
Private Ocean
California
$29K +$29.1K +1,210 New
AA
138
AlphaMark Advisors
Kentucky
$27K
Carson Wealth (CWM LLC)
139
Carson Wealth (CWM LLC)
Nebraska
$26K
MIFH
140
Migdal Insurance & Financial Holdings
Israel
$25K -$1.33M -55,510 -98%
WAP
141
Wealthcare Advisory Partners
Pennsylvania
$21K
AIA
142
Armor Investment Advisors
North Carolina
$19K
LWM
143
Liberty Wealth Management
California
$16K
FGAM
144
Financial Gravity Asset Management
Texas
$13K
MWP
145
MYCIO Wealth Partners
Pennsylvania
$13K
SA
146
SRH Advisors
Kansas
$13K
PA
147
Parallel Advisors
California
$12K
OIA
148
Optimum Investment Advisors
Illinois
$11K -$22.8K -950 -68%
CCM
149
Cribstone Capital Management
Maine
$8K -$6.01K -250 -42%
SPIA
150
Steward Partners Investment Advisory
New York
$8K

EPI Hedge Fund Activity: Q3 2019 in Review

160 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in WisdomTree India Earnings Fund ETF (EPI) for Q3 2019, worth a combined $831M — down 13% from $956M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of EPI and 16 opened new positions — a net loss of 9 holders — while 53 trimmed existing stakes and 54 added.

The largest buyer was Discovery Capital Management, adding an estimated $39.6M. The largest seller was Clal Insurance, cutting an estimated $107M.

  • 160 institutional investors held WisdomTree India Earnings Fund ETF (EPI) as of Q3 2019, down from 169 in Q2 2019.
  • Funds reported $831M of WisdomTree India Earnings Fund ETF stock for Q3 2019, down 13% quarter-over-quarter.
  • 16 funds opened new WisdomTree India Earnings Fund ETF positions in Q3 2019 and 25 closed out, a net change of -9 holders.
  • The largest WisdomTree India Earnings Fund ETF buyer in Q3 2019 was Discovery Capital Management, an estimated $39.6M added.
  • The largest WisdomTree India Earnings Fund ETF seller in Q3 2019 was Clal Insurance, an estimated $107M sold.

Based on aggregated 13F filings for Q3 2019.