We are live on ! Find out more
HLAL icon

Wahed FTSE USA Shariah ETF

42 hedge funds and large institutions have $28.7M invested in Wahed FTSE USA Shariah ETF in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 6

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

17% more capital invested

Capital invested by funds: $24.6M → $28.7M (+$4.11M)

8% more funds holding

Funds holding: 3942 (+3)

0.4% more ownership

Funds ownership: 4.58%4.99% (+0.4%)

Holders
42
Holders Change
+3
Holders Change %
+7.69%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
21
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$246K +$31.3K +594 +15%
WSFG
27
Wall Street Financial Group
Illinois
$241K +$53 +1 +0%
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$231K -$18.7K -355 -8%
CAPTRUST Financial Advisors
29
CAPTRUST Financial Advisors
North Carolina
$224K -$3.06K -58 -1%
NA
30
NewEdge Advisors
Louisiana
$206K +$205K +3,899 New
1832 Asset Management
31
1832 Asset Management
Ontario, Canada
$201K +$201K +3,808 New
SFCL
32
Strengthening Families & Communities LLC
Massachusetts
$79K -$52.7K -1,001 -40%
PCFFS
33
Pacific Center for Financial Services
California
$51.6K
IA
34
IFP Advisors
Florida
$39.1K +$53 +1 +0.1%
LFG
35
Larson Financial Group
Missouri
$34.1K +$26.8K +509 +369%
Jones Financial Companies
36
Jones Financial Companies
Missouri
$22.8K +$22.8K +432 New
Morgan Stanley
37
Morgan Stanley
New York
$8.39K +$474 +9 +6%
Fidelity Investments
38
Fidelity Investments
Massachusetts
$7.88K
Osaic Holdings
39
Osaic Holdings
Arizona
$7.49K -$738 -14 -9%
AF
40
Atala Financial
California
$5.27K +$5.27K +100 New
UBS Group
41
UBS Group
Switzerland
$2.11K +$527 +10 +33%
Wells Fargo
42
Wells Fargo
California
$49 +$53 +1 New
Goldman Sachs
43
Goldman Sachs
New York
-$762K -14,568 Closed
JIP
44
Jaffetilchin Investment Partners
Florida
-$74.6K -1,426 Closed
PCA
45
Providence Capital Advisors
North Carolina
-$71.5K -1,366 Closed

HLAL Hedge Fund Activity: Q4 2024 in Review

42 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Wahed FTSE USA Shariah ETF (HLAL) for Q4 2024, worth a combined $28.7M — up 17% from $24.6M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new HLAL positions and 3 closed out — a net gain of 5 holders — while 21 added to existing stakes and 6 trimmed.

The largest buyer was RFG Advisory, adding an estimated $1.99M. The largest seller was Goldman Sachs, exiting entirely with an estimated $762K sold.

  • 42 institutional investors held Wahed FTSE USA Shariah ETF (HLAL) as of Q4 2024, up from 39 in Q3 2024.
  • Funds reported $28.7M of Wahed FTSE USA Shariah ETF stock for Q4 2024, up 17% quarter-over-quarter.
  • 8 funds opened new Wahed FTSE USA Shariah ETF positions in Q4 2024 and 3 closed out, a net change of +5 holders.
  • The largest Wahed FTSE USA Shariah ETF buyer in Q4 2024 was RFG Advisory, an estimated $1.99M added.
  • The largest Wahed FTSE USA Shariah ETF seller in Q4 2024 was Goldman Sachs, an estimated $762K sold.

Based on aggregated 13F filings for Q4 2024.