WisdomTree India Earnings Fund ETF
172 hedge funds and large institutions have $616M invested in WisdomTree India Earnings Fund ETF in 2023 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 59 increasing their positions, 38 reducing their positions, and 10 closing their positions.
210% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 10
100% more funds holding in top 10
Funds holding in top 10: 3 → 6 (+3)
55% more repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 38
35% more capital invested
Capital invested by funds: $457M → $616M (+$159M)
14% more funds holding
Funds holding: 151 → 172 (+21)
1.41% less ownership
Funds ownership: 49.04% → 47.63% (-1.4%)
38% less call options, than puts
Call options by funds: $942K | Put options by funds: $1.52M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$32.3M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$22.5M |
| 3 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
+$13.5M |
| 4 |
LPL Financial
San Diego,
California
|
+$12.1M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$8.98M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$7.3M |
| 2 |
MIH
Meitav Investment House
Bene-Beraq,
Israel
|
-$5.84M |
| 3 |
Millennium Management
New York
|
-$4.17M |
| 4 |
MG
Meditor Group
Hamilton,
Bermuda
|
-$3.3M |
| 5 |
MD
Money Design
Tokyo,
Japan
|
-$3.28M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IUHSA
176
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
| – | -$766K | -22,000 | Closed |
|
|
JGC
177
J. Goldman & Co
New York
| – | -$522K | -15,000 | Closed |
|
|
OMC
178
Old Mission Capital
Chicago,
Illinois
| – | -$267K | -7,677 | Closed |
|
179
Citadel Advisors
Miami,
Florida
| – | -$128K | -3,529 | Closed |
|
|
TRCT
180
Tower Research Capital (TRC)
New York
| – | -$17.3K | -498 | Closed |
|
|
WP
181
WealthPLAN Partners
Omaha,
Nebraska
| – | -$5.78K | -166 | Closed |
|
|
VAG
182
VisionPoint Advisory Group
Dallas,
Texas
| – | -$487 | -14 | Closed |
|
|
ODG
183
O'Dell Group
Cincinnati,
Ohio
| – | -$174 | -5 | Closed |
|
EPI Hedge Fund Activity: Q3 2023 in Review
172 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in WisdomTree India Earnings Fund ETF (EPI) for Q3 2023, worth a combined $616M — up 35% from $457M a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new EPI positions and 10 closed out — a net gain of 21 holders — while 59 added to existing stakes and 38 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $32.3M. The largest seller was BlackRock, cutting an estimated $7.3M.
- 172 institutional investors held WisdomTree India Earnings Fund ETF (EPI) as of Q3 2023, up from 151 in Q2 2023.
- Funds reported $616M of WisdomTree India Earnings Fund ETF stock for Q3 2023, up 35% quarter-over-quarter.
- 31 funds opened new WisdomTree India Earnings Fund ETF positions in Q3 2023 and 10 closed out, a net change of +21 holders.
- The largest WisdomTree India Earnings Fund ETF buyer in Q3 2023 was Morgan Stanley, an estimated $32.3M added.
- The largest WisdomTree India Earnings Fund ETF seller in Q3 2023 was BlackRock, an estimated $7.3M sold.
Based on aggregated 13F filings for Q3 2023.