We are live on ! Find out more
HLAL icon

Wahed FTSE USA Shariah ETF
HLAL

6 hedge funds and large institutions have $1.77M invested in Wahed FTSE USA Shariah ETF in 2019 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding

Funds holding: 2 → 6 (+4)

46% more capital invested

Capital invested by funds: $1.21M → $1.77M (+$561K)

0.57% more ownership

Funds ownership: 7.11% → 7.68% (+0.57%)

Holders
6
Holders Change
+4
Holders Change %
+200%
% of All Funds
0.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
1
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CFGS
Concourse Financial Group Securities
Alabama
+$192K
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$192K
3
TRCT
Tower Research Capital (TRC)
New York
+$52.4K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$33.7K
5
UBS Group
UBS Group
Switzerland
+$24.7K

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
1
Azzad Asset Management
Virginia
$882K – – –
TRCT
2
Tower Research Capital (TRC)
New York
$420K +$52.4K +2,019 +15%
CFGS
3
Concourse Financial Group Securities
Alabama
$205K +$192K +7,410 New
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$204K +$192K +7,410 New
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$36K +$33.7K +1,300 New
UBS Group
6
UBS Group
Switzerland
$26K +$24.7K +950 New

HLAL Hedge Fund Activity: Q4 2019 in Review

6 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Wahed FTSE USA Shariah ETF (HLAL) for Q4 2019, worth a combined $1.77M — up 46% from $1.21M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new HLAL positions and 0 closed out — a net gain of 4 holders — while 1 added to existing stakes and 0 trimmed.

The largest buyer was Concourse Financial Group Securities, opening a new position worth an estimated $192K.

  • 6 institutional investors held Wahed FTSE USA Shariah ETF (HLAL) as of Q4 2019, up from 2 in Q3 2019.
  • Funds reported $1.77M of Wahed FTSE USA Shariah ETF stock for Q4 2019, up 46% quarter-over-quarter.
  • 4 funds opened new Wahed FTSE USA Shariah ETF positions in Q4 2019 and 0 closed out, a net change of +4 holders.
  • The largest Wahed FTSE USA Shariah ETF buyer in Q4 2019 was Concourse Financial Group Securities, an estimated $192K added.

Based on aggregated 13F filings for Q4 2019.