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WisdomTree India Earnings Fund ETF
EPI

182 hedge funds and large institutions have $1.18B invested in WisdomTree India Earnings Fund ETF in 2018 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 61 increasing their positions, 58 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 24

3% more funds holding

Funds holding: 177 → 182 (+5)

5% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 58

2.26% less ownership

Funds ownership: 72.83% → 70.57% (-2.3%)

7% less capital invested

Capital invested by funds: $1.27B → $1.18B (-$89.6M)

33% less funds holding in top 10

Funds holding in top 10: 6 → 4 (-2)

37% less call options, than puts

Call options by funds: $58.7M | Put options by funds: $93.9M

Holders
182
Holders Change
+5
Holders Change %
+2.82%
% of All Funds
4.17%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
29
Increased
61
Reduced
58
Closed
24
Calls
$58.7M
Puts
$93.9M
Net Calls
-$35.2M
Net Calls Change
+$91.9M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$51.3M
2
CS
Credit Suisse
Switzerland
+$14.3M
3
Morgan Stanley
Morgan Stanley
New York
+$14.2M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$12.5M
5
SG Americas Securities
SG Americas Securities
New York
+$11.4M

Top Sellers

Rank Fund Capital Flow
1
CCM
Causeway Capital Management
California
-$30.6M
2
USAA
United Services Automobile Association
Texas
-$28.9M
3
Goldman Sachs
Goldman Sachs
New York
-$21.3M
4
Wells Fargo
Wells Fargo
California
-$14.1M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$11M
Name Holding Trade Value Shares
Change 		Change in
Stake
AA
151
AlphaMark Advisors
Kentucky
$35K – – –
SWM
152
SeaCrest Wealth Management
New York
$33K – – –
SWP
153
Stratos Wealth Partners
Ohio
$33K +$33.4K +1,214 +2,890%
AIA
154
Armor Investment Advisors
North Carolina
$21K – – –
LFG
155
LifePlan Financial Group
Ohio
$20K +$20.5K +744 New
CCM
156
Cribstone Capital Management
Maine
$19K – – –
WAP
157
Wealthcare Advisory Partners
Pennsylvania
$17K +$825 +30 +5%
KLWA
158
Kelly Lawrence W & Associates
California
$15K – – –
SA
159
SRH Advisors
Kansas
$15K – – –
Chevy Chase Trust
160
Chevy Chase Trust
Maryland
$14K – – –
PA
161
Parallel Advisors
California
$14K +$358 +13 +3%
PWAG
162
Polaris Wealth Advisory Group
California
$14K +$14.9K +541 New
RWML
163
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$13.1K – – –
IWM
164
IHT Wealth Management
Illinois
$11K – – –
FGC
165
Financial Gravity Companies
Texas
$11K +$1.62K +59 +16%
FGAM
166
Financial Gravity Asset Management
Texas
$11K +$11.6K +420 New
SFG
167
SevenBridge Financial Group
Pennsylvania
$8K -$11K -400 -57%
UBS AM
168
UBS AM
Illinois
$7.08K +$7.43K +270 New
SFM
169
Signet Financial Management
New Jersey
$6K +$6.38K +232 New
RFM
170
Royal Fund Management
Florida
$5K – – –
CAC
171
Certified Advisory Corp
Florida
$5K +$28 +1 +0.5%
LA
172
Legacy Advisors
Pennsylvania
$5K +$5.5K +200 New
WWMSC
173
Wagner Wealth Management (South Carolina)
South Carolina
$4K -$6.19K -225 -60%
Fifth Third Bancorp
174
Fifth Third Bancorp
Ohio
$4K +$3.82K +139 New
VIA
175
Vantage Investment Advisors
Pennsylvania
$3K – – –
5 6
7
8 9

EPI Hedge Fund Activity: Q1 2018 in Review

182 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in WisdomTree India Earnings Fund ETF (EPI) for Q1 2018, worth a combined $1.18B — down 7% from $1.27B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new EPI positions and 24 closed out — a net gain of 5 holders — while 61 added to existing stakes and 58 trimmed.

The largest buyer was BlackRock, adding an estimated $51.3M. The largest seller was Causeway Capital Management, cutting an estimated $30.6M.

  • 182 institutional investors held WisdomTree India Earnings Fund ETF (EPI) as of Q1 2018, up from 177 in Q4 2017.
  • Funds reported $1.18B of WisdomTree India Earnings Fund ETF stock for Q1 2018, down 7% quarter-over-quarter.
  • 29 funds opened new WisdomTree India Earnings Fund ETF positions in Q1 2018 and 24 closed out, a net change of +5 holders.
  • The largest WisdomTree India Earnings Fund ETF buyer in Q1 2018 was BlackRock, an estimated $51.3M added.
  • The largest WisdomTree India Earnings Fund ETF seller in Q1 2018 was Causeway Capital Management, an estimated $30.6M sold.

Based on aggregated 13F filings for Q1 2018.