WisdomTree India Earnings Fund ETF
216 hedge funds and large institutions have $939M invested in WisdomTree India Earnings Fund ETF in 2023 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 77 increasing their positions, 40 reducing their positions, and 8 closing their positions.
550% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 8
93% more repeat investments, than reductions
Existing positions increased: 77 | Existing positions reduced: 40
52% more capital invested
Capital invested by funds: $617M → $939M (+$322M)
25% more funds holding
Funds holding: 173 → 216 (+43)
11% more call options, than puts
Call options by funds: $1.26M | Put options by funds: $1.14M
0.15% less ownership
Funds ownership: 47.65% → 47.5% (-0.15%)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$56.7M |
| 2 |
MIH
Meitav Investment House
Bene-Beraq,
Israel
|
+$37.3M |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$18.2M |
| 4 |
MMA
Miracle Mile Advisors
Los Angeles,
California
|
+$15.6M |
| 5 |
Morgan Stanley
New York
|
+$12.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MD
Money Design
Tokyo,
Japan
|
-$17.4M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$6.18M |
| 3 |
Allianz Asset Management
Munich,
Germany
|
-$4.5M |
| 4 |
Amundi
Paris,
France
|
-$3.68M |
| 5 |
SG Americas Securities
New York
|
-$3.55M |
EPI Hedge Fund Activity: Q4 2023 in Review
216 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in WisdomTree India Earnings Fund ETF (EPI) for Q4 2023, worth a combined $939M — up 52% from $617M a quarter earlier.
Buyers outnumbered sellers: 52 funds opened new EPI positions and 8 closed out — a net gain of 44 holders — while 77 added to existing stakes and 40 trimmed.
The largest buyer was AssetMark Inc, adding an estimated $56.7M. The largest seller was Money Design, exiting entirely with an estimated $17.4M sold.
- 216 institutional investors held WisdomTree India Earnings Fund ETF (EPI) as of Q4 2023, up from 173 in Q3 2023.
- Funds reported $939M of WisdomTree India Earnings Fund ETF stock for Q4 2023, up 52% quarter-over-quarter.
- 52 funds opened new WisdomTree India Earnings Fund ETF positions in Q4 2023 and 8 closed out, a net change of +44 holders.
- The largest WisdomTree India Earnings Fund ETF buyer in Q4 2023 was AssetMark Inc, an estimated $56.7M added.
- The largest WisdomTree India Earnings Fund ETF seller in Q4 2023 was Money Design, an estimated $17.4M sold.
Based on aggregated 13F filings for Q4 2023.