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WisdomTree India Earnings Fund ETF

280 hedge funds and large institutions have $1.72B invested in WisdomTree India Earnings Fund ETF in 2024 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 107 increasing their positions, 46 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

372% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 18

133% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 46

108% more call options, than puts

Call options by funds: $5.01M | Put options by funds: $2.41M

67% more capital invested

Capital invested by funds: $1.03B → $1.72B (+$689M)

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

30% more funds holding

Funds holding: 215280 (+65)

7.28% more ownership

Funds ownership: 52.14%59.43% (+7.3%)

Holders
280
Holders Change
+65
Holders Change %
+30.23%
% of All Funds
4.03%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
85
Increased
107
Reduced
46
Closed
18
Calls
$5.01M
Puts
$2.41M
Net Calls
+$2.6M
Net Calls Change
+$2.47M
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
1
Jane Street
New York
$210M +$207M +4,813,631 New
Morgan Stanley
2
Morgan Stanley
New York
$119M -$75.1M -1,747,467 -39%
MIH
3
Meitav Investment House
Israel
$112M +$51.1M +1,189,980 +86%
AssetMark Inc
4
AssetMark Inc
California
$95.2M +$29.6M +689,493 +46%
BlackRock
5
BlackRock
New York
$79.5M +$10.1M +236,146 +15%
HIIFS
6
Harel Insurance Investments & Financial Services
Israel
$68M +$66.9M +1,556,000 +38,900%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$67.8M +$7.73M +179,841 +13%
DCM
8
Driehaus Capital Management
Illinois
$67.7M -$16M -372,574 -19%
Bank of America
9
Bank of America
North Carolina
$54.9M +$34.6M +804,460 +176%
LPL Financial
10
LPL Financial
California
$54.8M +$19.6M +457,360 +57%
Thrivent Financial for Lutherans
11
Thrivent Financial for Lutherans
Minnesota
$42M +$11.3M +263,586 +38%
MMA
12
Miracle Mile Advisors
California
$39.9M -$4.07M -94,812 -9%
OMC
13
Old Mission Capital
Illinois
$37.4M +$31.9M +741,709 +637%
OPAM
14
Ocean Park Asset Management
California
$29.7M +$11.9M +276,966 +69%
UBS Group
15
UBS Group
Switzerland
$28.6M +$3.82M +88,959 +16%
Wells Fargo
16
Wells Fargo
California
$27.8M +$8.83M +205,549 +47%
KHLMVGHM
17
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$23.9M +$23.6M +548,777 New
NVCHI
18
New Vernon Capital Holdings II
New Jersey
$22.6M
JP Morgan Chase
19
JP Morgan Chase
New York
$21.3M +$13.5M +313,727 +178%
MD
20
Money Design
Japan
$18.3M +$18.1M +420,485 New
CCA
21
Catalyst Capital Advisors
New York
$17.7M +$890K +20,724 +5%
MRC
22
Millburn Ridgefield Corp
New York
$17.7M +$890K +20,724 +5%
Arrowstreet Capital
23
Arrowstreet Capital
Massachusetts
$16.3M +$11.3M +262,501 +234%
VVP
24
Venture Visionary Partners
Ohio
$16.1M +$9.49M +220,866 +148%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$15M +$2.49M +57,938 +20%

EPI Hedge Fund Activity: Q1 2024 in Review

280 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in WisdomTree India Earnings Fund ETF (EPI) for Q1 2024, worth a combined $1.72B — up 67% from $1.03B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new EPI positions and 18 closed out — a net gain of 67 holders — while 107 added to existing stakes and 46 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $207M. The largest seller was Morgan Stanley, cutting an estimated $75.1M.

  • 280 institutional investors held WisdomTree India Earnings Fund ETF (EPI) as of Q1 2024, up from 215 in Q4 2023.
  • Funds reported $1.72B of WisdomTree India Earnings Fund ETF stock for Q1 2024, up 67% quarter-over-quarter.
  • 85 funds opened new WisdomTree India Earnings Fund ETF positions in Q1 2024 and 18 closed out, a net change of +67 holders.
  • The largest WisdomTree India Earnings Fund ETF buyer in Q1 2024 was Jane Street, an estimated $207M added.
  • The largest WisdomTree India Earnings Fund ETF seller in Q1 2024 was Morgan Stanley, an estimated $75.1M sold.

Based on aggregated 13F filings for Q1 2024.