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Wahed FTSE USA Shariah ETF

39 hedge funds and large institutions have $24.6M invested in Wahed FTSE USA Shariah ETF in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 8

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

8% more funds holding

Funds holding: 3639 (+3)

0.63% less ownership

Funds ownership: 5.21%4.58% (-0.63%)

1% less capital invested

Capital invested by funds: $24.8M → $24.6M (-$194K)

Holders
39
Holders Change
+3
Holders Change %
+8.33%
% of All Funds
0.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
17
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
26
United Capital Financial Advisors
Texas
$235K
CAPTRUST Financial Advisors
27
CAPTRUST Financial Advisors
North Carolina
$225K
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$213K +$206K +4,062 New
SFCL
29
Strengthening Families & Communities LLC
Massachusetts
$130K +$51.2K +1,008 +68%
JIP
30
Jaffetilchin Investment Partners
Florida
$74.6K +$72.4K +1,426 New
PCA
31
Providence Capital Advisors
North Carolina
$71.5K -$406 -8 -0.6%
PCFFS
32
Pacific Center for Financial Services
California
$51.2K
FCA
33
FinTrust Capital Advisors
South Carolina
$45.9K -$762 -15 -2%
IA
34
IFP Advisors
Florida
$38.7K +$2.39K +47 +7%
Osaic Holdings
35
Osaic Holdings
Arizona
$8.16K
Morgan Stanley
36
Morgan Stanley
New York
$7.85K -$102 -2 -1%
Fidelity Investments
37
Fidelity Investments
Massachusetts
$7.82K
LFG
38
Larson Financial Group
Missouri
$7.22K +$7.01K +138 New
UBS Group
39
UBS Group
Switzerland
$1.57K +$1.52K +30 New
Wells Fargo
40
Wells Fargo
California
$20
KFS
41
Kaizen Financial Strategies
California
-$458K -9,130 Closed
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
-$440K -8,688 Closed
CFGS
43
Concourse Financial Group Securities
Alabama
-$197K -3,887 Closed
1832 Asset Management
44
1832 Asset Management
Ontario, Canada
-$193K -3,808 Closed

HLAL Hedge Fund Activity: Q3 2024 in Review

39 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Wahed FTSE USA Shariah ETF (HLAL) for Q3 2024, worth a combined $24.6M — down 0.78% from $24.8M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new HLAL positions and 4 closed out — a net gain of 3 holders — while 17 added to existing stakes and 8 trimmed.

The largest buyer was Two Sigma Investments, adding an estimated $1.66M. The largest seller was RFG Advisory, cutting an estimated $4.08M.

  • 39 institutional investors held Wahed FTSE USA Shariah ETF (HLAL) as of Q3 2024, up from 36 in Q2 2024.
  • Funds reported $24.6M of Wahed FTSE USA Shariah ETF stock for Q3 2024, down 0.78% quarter-over-quarter.
  • 7 funds opened new Wahed FTSE USA Shariah ETF positions in Q3 2024 and 4 closed out, a net change of +3 holders.
  • The largest Wahed FTSE USA Shariah ETF buyer in Q3 2024 was Two Sigma Investments, an estimated $1.66M added.
  • The largest Wahed FTSE USA Shariah ETF seller in Q3 2024 was RFG Advisory, an estimated $4.08M sold.

Based on aggregated 13F filings for Q3 2024.