WisdomTree India Earnings Fund ETF
126 hedge funds and large institutions have $502M invested in WisdomTree India Earnings Fund ETF in 2020 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 34 increasing their positions, 54 reducing their positions, and 43 closing their positions.
4.89% more ownership
Funds ownership: 43.68% → 48.56% (+4.9%)
22% less funds holding
Funds holding: 162 → 126 (-36)
27% less capital invested
Capital invested by funds: $692M → $502M (-$189M)
37% less repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 54
50% less funds holding in top 10
Funds holding in top 10: 6 → 3 (-3)
77% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 43
97% less call options, than puts
Call options by funds: $3.77M | Put options by funds: $125M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$37M |
| 2 |
CI
Clal Insurance
Tel-Aviv,
Israel
|
+$28.3M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$21.4M |
| 4 |
SG Americas Securities
New York
|
+$19.4M |
| 5 |
HSBC Holdings
London,
United Kingdom
|
+$16.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$21.4M |
| 2 |
Squarepoint
New York
|
-$12.8M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
-$12.7M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$8.68M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$8.58M |
EPI Hedge Fund Activity: Q1 2020 in Review
126 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in WisdomTree India Earnings Fund ETF (EPI) for Q1 2020, worth a combined $502M — down 27% from $692M a quarter earlier.
Sellers outnumbered buyers: 43 funds closed out of EPI and 10 opened new positions — a net loss of 33 holders — while 54 trimmed existing stakes and 34 added.
The largest buyer was UBS Group, adding an estimated $37M. The largest seller was Morgan Stanley, cutting an estimated $21.4M.
- 126 institutional investors held WisdomTree India Earnings Fund ETF (EPI) as of Q1 2020, down from 162 in Q4 2019.
- Funds reported $502M of WisdomTree India Earnings Fund ETF stock for Q1 2020, down 27% quarter-over-quarter.
- 10 funds opened new WisdomTree India Earnings Fund ETF positions in Q1 2020 and 43 closed out, a net change of -33 holders.
- The largest WisdomTree India Earnings Fund ETF buyer in Q1 2020 was UBS Group, an estimated $37M added.
- The largest WisdomTree India Earnings Fund ETF seller in Q1 2020 was Morgan Stanley, an estimated $21.4M sold.
Based on aggregated 13F filings for Q1 2020.