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WisdomTree India Earnings Fund ETF

169 hedge funds and large institutions have $956M invested in WisdomTree India Earnings Fund ETF in 2019 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 53 increasing their positions, 52 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 16

4% more funds holding

Funds holding: 163169 (+6)

2.06% more ownership

Funds ownership: 55.31%57.38% (+2.1%)

3% more capital invested

Capital invested by funds: $932M → $956M (+$24.5M)

2% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 52

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

47% less call options, than puts

Call options by funds: $90.8M | Put options by funds: $173M

Holders
169
Holders Change
+6
Holders Change %
+3.68%
% of All Funds
3.67%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.11%
New
23
Increased
53
Reduced
52
Closed
16
Calls
$90.8M
Puts
$173M
Net Calls
-$81.9M
Net Calls Change
-$12.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CI
1
Clal Insurance
Israel
$150M +$19.4M +748,292 +15%
Morgan Stanley
2
Morgan Stanley
New York
$87.1M +$5.05M +194,523 +6%
IG
3
ING Group
Netherlands
$57.2M
BlackRock
4
BlackRock
New York
$56.6M -$346K -13,352 -0.6%
CCM
5
Causeway Capital Management
California
$38.6M -$1.14M -43,903 -3%
SG Americas Securities
6
SG Americas Securities
New York
$30M +$18.9M +726,720 +171%
Ameriprise
7
Ameriprise
Minnesota
$28.9M +$576K +22,207 +2%
UBS Group
8
UBS Group
Switzerland
$25.6M +$2.15M +83,037 +9%
Wells Fargo
9
Wells Fargo
California
$22.7M -$751K -28,945 -3%
CIBC Private Wealth Group
10
CIBC Private Wealth Group
Georgia
$18.9M -$457K -17,600 -2%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$17.5M +$5.16M +198,896 +42%
PVH
12
Psagot Value Holdings
Israel
$16.6M +$15.7M +604,528 +1,786%
DCM
13
Discovery Capital Management
Connecticut
$16.2M -$25.7M -991,790 -61%
DCM
14
Driehaus Capital Management
Illinois
$15.6M +$15.5M +598,376 New
Massachusetts Financial Services
15
Massachusetts Financial Services
Massachusetts
$15M +$5.37M +206,967 +56%
William Blair Investment Management
16
William Blair Investment Management
Illinois
$14.7M +$1.25M +48,062 +9%
Wellington Management Group
17
Wellington Management Group
Massachusetts
$14.6M
GC
18
Globeflex Capital
California
$14.3M -$387K -14,921 -3%
Bank of America
19
Bank of America
North Carolina
$14.1M +$191K +7,379 +1%
BTS
20
BB&T Securities
Virginia
$13.9M -$326K -12,575 -2%
CCA
21
Catalyst Capital Advisors
New York
$13.8M +$891K +34,345 +7%
MRC
22
Millburn Ridgefield Corp
New York
$13.8M +$891K +34,345 +7%
Squarepoint
23
Squarepoint
New York
$13.1M +$13.1M +503,973 New
BIA
24
Barry Investment Advisors
Massachusetts
$12.5M -$321K -12,391 -3%
Barclays
25
Barclays
United Kingdom
$11M +$147K +5,675 +1%

EPI Hedge Fund Activity: Q2 2019 in Review

169 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in WisdomTree India Earnings Fund ETF (EPI) for Q2 2019, worth a combined $956M — up 2.6% from $932M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new EPI positions and 16 closed out — a net gain of 7 holders — while 53 added to existing stakes and 52 trimmed.

The largest buyer was Clal Insurance, adding an estimated $19.4M. The largest seller was Discovery Capital Management, cutting an estimated $25.7M.

  • 169 institutional investors held WisdomTree India Earnings Fund ETF (EPI) as of Q2 2019, up from 163 in Q1 2019.
  • Funds reported $956M of WisdomTree India Earnings Fund ETF stock for Q2 2019, up 2.6% quarter-over-quarter.
  • 23 funds opened new WisdomTree India Earnings Fund ETF positions in Q2 2019 and 16 closed out, a net change of +7 holders.
  • The largest WisdomTree India Earnings Fund ETF buyer in Q2 2019 was Clal Insurance, an estimated $19.4M added.
  • The largest WisdomTree India Earnings Fund ETF seller in Q2 2019 was Discovery Capital Management, an estimated $25.7M sold.

Based on aggregated 13F filings for Q2 2019.