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WisdomTree India Earnings Fund ETF

127 hedge funds and large institutions have $342M invested in WisdomTree India Earnings Fund ETF in 2022 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 29 increasing their positions, 47 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more call options, than puts

Call options by funds: $2.6M | Put options by funds: $1.64M

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

2% less capital invested

Capital invested by funds: $348M → $342M (-$6.65M)

2.94% less ownership

Funds ownership: 53.41%50.46% (-2.9%)

4% less funds holding

Funds holding: 132127 (-5)

27% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 15

38% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 47

Holders
127
Holders Change
-5
Holders Change %
-3.79%
% of All Funds
2.19%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
11
Increased
29
Reduced
47
Closed
15
Calls
$2.6M
Puts
$1.64M
Net Calls
+$959K
Net Calls Change
-$1.6M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$56.5M +$4.13M +129,956 +8%
DCM
2
Driehaus Capital Management
Illinois
$46M
Morgan Stanley
3
Morgan Stanley
New York
$26.8M -$1.46M -45,956 -5%
MD
4
Money Design
Japan
$17.6M +$2M +63,056 +12%
MIH
5
Meitav Investment House
Israel
$17.1M +$8.7M +273,988 +95%
Jane Street
6
Jane Street
New York
$12.3M -$5.74M -180,565 -31%
MRC
7
Millburn Ridgefield Corp
New York
$11.4M +$1.43M +45,164 +14%
CCA
8
Catalyst Capital Advisors
New York
$11.4M +$1.44M +45,251 +14%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$10.7M -$439K -13,820 -4%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$9.68M +$197K +6,187 +2%
MG
11
Meditor Group
Bermuda
$6.53M
Ameriprise
12
Ameriprise
Minnesota
$6.17M -$18.9M -594,530 -75%
H6H
13
Hightower 6M Holding
Kansas
$5.67M +$114K +3,583 +2%
CS
14
Credit Suisse
Switzerland
$5.62M -$1.53M -48,053 -21%
Russell Investments Group
15
Russell Investments Group
United Kingdom
$5.37M -$1.04M -32,655 -16%
KCM
16
Karp Capital Management
California
$4.88M -$631K -19,853 -11%
NVCHI
17
New Vernon Capital Holdings II
New Jersey
$4.87M +$4.78M +150,337 +1,631%
SG Americas Securities
18
SG Americas Securities
New York
$4.62M
Wells Fargo
19
Wells Fargo
California
$4.47M +$842K +26,498 +22%
Amundi
20
Amundi
France
$4.31M -$1.83M -57,500 -29%
Citigroup
21
Citigroup
New York
$4.06M +$3.51M +110,606 +497%
LPL Financial
22
LPL Financial
California
$4.05M +$69.2K +2,177 +2%
YAVAPFMC
23
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$3.71M
Bank of America
24
Bank of America
North Carolina
$3.24M -$692K -21,771 -17%
SWIG
25
Strategic Wealth Investment Group
Kentucky
$3.04M +$336K +10,581 +12%

EPI Hedge Fund Activity: Q3 2022 in Review

127 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in WisdomTree India Earnings Fund ETF (EPI) for Q3 2022, worth a combined $342M — down 1.9% from $348M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of EPI and 11 opened new positions — a net loss of 4 holders — while 47 trimmed existing stakes and 29 added.

The largest buyer was Meitav Investment House, adding an estimated $8.7M. The largest seller was Ameriprise, cutting an estimated $18.9M.

  • 127 institutional investors held WisdomTree India Earnings Fund ETF (EPI) as of Q3 2022, down from 132 in Q2 2022.
  • Funds reported $342M of WisdomTree India Earnings Fund ETF stock for Q3 2022, down 1.9% quarter-over-quarter.
  • 11 funds opened new WisdomTree India Earnings Fund ETF positions in Q3 2022 and 15 closed out, a net change of -4 holders.
  • The largest WisdomTree India Earnings Fund ETF buyer in Q3 2022 was Meitav Investment House, an estimated $8.7M added.
  • The largest WisdomTree India Earnings Fund ETF seller in Q3 2022 was Ameriprise, an estimated $18.9M sold.

Based on aggregated 13F filings for Q3 2022.