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Wahed FTSE USA Shariah ETF
HLAL

36 hedge funds and large institutions have $24.8M invested in Wahed FTSE USA Shariah ETF in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more capital invested

Capital invested by funds: $16.9M → $24.8M (+$7.87M)

1.18% more ownership

Funds ownership: 4.03% → 5.21% (+1.2%)

8% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 12

0% more funds holding

Funds holding: 36 → 36 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

Holders
36
Holders Change
–
Holders Change %
0%
% of All Funds
0.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
13
Reduced
12
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RA
RFG Advisory
Alabama
+$4.21M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$937K
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$901K
4
Goldman Sachs
Goldman Sachs
New York
+$637K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$422K

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$319K
2
HF
HRT Financial
New York
-$240K
3
Jane Street
Jane Street
New York
-$239K
4
TRCT
Tower Research Capital (TRC)
New York
-$173K
5
Two Sigma Investments
Two Sigma Investments
New York
-$92.3K
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$202K +$3.74K +77 +2%
CFGS
27
Concourse Financial Group Securities
Alabama
$197K +$194 +4 +0.1%
1832 Asset Management
28
1832 Asset Management
Ontario, Canada
$193K -$53.4K -1,100 -22%
SFCL
29
Strengthening Families & Communities LLC
Massachusetts
$75K +$49 +1 +0.1%
PCA
30
Providence Capital Advisors
North Carolina
$69.6K -$680 -14 -1%
PCFFS
31
Pacific Center for Financial Services
California
$49.5K – – –
FCA
32
FinTrust Capital Advisors
South Carolina
$45.2K -$194 -4 -0.4%
IA
33
IFP Advisors
Florida
$35.1K +$4.08K +84 +14%
Osaic Holdings
34
Osaic Holdings
Arizona
$7.9K -$319K -6,564 -98%
Morgan Stanley
35
Morgan Stanley
New York
$7.7K +$97 +2 +1%
Fidelity Investments
36
Fidelity Investments
Massachusetts
$7.57K – – –
Wells Fargo
37
Wells Fargo
California
$19 – – –
HF
38
HRT Financial
New York
– -$240K -4,970 Closed
Jane Street
39
Jane Street
New York
– -$239K -4,949 Closed
LFG
40
Larson Financial Group
Missouri
– -$9.38K -194 Closed
FIA
41
FNY Investment Advisers
New York
– -$2 -50 Closed
OLVIG
42
Oliver Lagore Vanvalin Investment Group
Michigan
– -$1.21K -25 Closed
1
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HLAL Hedge Fund Activity: Q2 2024 in Review

36 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Wahed FTSE USA Shariah ETF (HLAL) for Q2 2024, worth a combined $24.8M — up 46% from $16.9M a quarter earlier.

Fund positioning in HLAL was balanced in Q2 2024: 5 funds opened new positions, 5 closed out, 13 added to existing stakes and 12 trimmed.

The largest buyer was RFG Advisory, adding an estimated $4.21M. The largest seller was Osaic Holdings, cutting an estimated $319K.

  • 36 institutional investors held Wahed FTSE USA Shariah ETF (HLAL) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $24.8M of Wahed FTSE USA Shariah ETF stock for Q2 2024, up 46% quarter-over-quarter.
  • 5 funds opened new Wahed FTSE USA Shariah ETF positions in Q2 2024 and 5 closed out, a net change of 0 holders.
  • The largest Wahed FTSE USA Shariah ETF buyer in Q2 2024 was RFG Advisory, an estimated $4.21M added.
  • The largest Wahed FTSE USA Shariah ETF seller in Q2 2024 was Osaic Holdings, an estimated $319K sold.

Based on aggregated 13F filings for Q2 2024.