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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
WA
151
WFG Advisors
Texas
$12K +$22 +1 +0.2%
US Bancorp
152
US Bancorp
Minnesota
$9K +$8.24K +370 New
BBPWM
153
Blue Bell Private Wealth Management
Pennsylvania
$5K
CHP
154
Cable Hill Partners
Oregon
$5K +$4.45K +200 New
VIA
155
Vantage Investment Advisors
Pennsylvania
$3K
GI
156
Gradient Investments
Minnesota
$2K
Thrivent Financial for Lutherans
157
Thrivent Financial for Lutherans
Minnesota
$2K
IWM
158
IHT Wealth Management
Illinois
$1K
HT
159
HAP Trading
New York
-$13.1M -590,075 Closed
Parallax Volatility Advisers
160
Parallax Volatility Advisers
California
-$6.11M -274,339 -100%
GI
161
Glovista Investments
New Jersey
-$3.44M -170,062 Closed
GWM
162
Geneos Wealth Management
Colorado
-$1.88M -93,191 Closed
UCFA
163
United Capital Financial Advisors
Texas
-$1.8M -89,022 Closed
Citadel Advisors
164
Citadel Advisors
Florida
-$1.15M -51,593 Closed
ST
165
Spot Trading
Illinois
-$724K -35,858 Closed
NEI
166
Northwest & Ethical Investments
Ontario, Canada
-$607K -30,045 Closed
IAA
167
Ironsides Asset Advisors
North Carolina
-$515K -25,475 Closed
Capital Fund Management (CFM)
168
Capital Fund Management (CFM)
France
-$391K -19,366 Closed
Walleye Trading
169
Walleye Trading
New York
-$223K -10,019 Closed
Bessemer Group
170
Bessemer Group
New Jersey
-$81K -3,995 Closed
TCM
171
TimesSquare Capital Management
New York
-$67K -3,300 Closed
SFS
172
Sowell Financial Services
Arkansas
-$56K -2,532 Closed
Simplex Trading
173
Simplex Trading
Illinois
-$35K -1,748 Closed

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.