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Wahed FTSE USA Shariah ETF
HLAL

13 hedge funds and large institutions have $4.11M invested in Wahed FTSE USA Shariah ETF in 2021 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 1

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

30% more funds holding

Funds holding: 10 → 13 (+3)

1.07% less ownership

Funds ownership: 3.38% → 2.31% (-1.1%)

15% less capital invested

Capital invested by funds: $4.83M → $4.11M (-$715K)

Holders
13
Holders Change
+3
Holders Change %
+30%
% of All Funds
0.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
5
Reduced
1
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MWM
Mission Wealth Management
California
+$343K
2
CIBC World Market
CIBC World Market
Ontario, Canada
+$211K
3
TRCT
Tower Research Capital (TRC)
New York
+$102K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$17.8K
5
NFG
Next Financial Group
Texas
+$10.2K

Top Sellers

Rank Fund Capital Flow
1
FTUS
Flow Traders U.S.
New York
-$1.71M
2
Citadel Advisors
Citadel Advisors
Florida
-$419K
3
AAM
Azzad Asset Management
Virginia
-$4.09K
Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
1
Azzad Asset Management
Virginia
$1.41M -$4.09K -100 -0.3%
TRCT
2
Tower Research Capital (TRC)
New York
$819K +$102K +2,504 +15%
MWM
3
Mission Wealth Management
California
$731K +$343K +8,395 +98%
TWC
4
TD Waterhouse Canada
Ontario, Canada
$300K +$254K +6,203 New
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$290K – – –
CIBC World Market
6
CIBC World Market
Ontario, Canada
$223K +$211K +5,172 New
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$207K +$17.8K +436 +10%
Osaic Holdings
8
Osaic Holdings
Arizona
$81K +$2.7K +66 +4%
PCFFS
9
Pacific Center for Financial Services
California
$42K +$82 +2 +0.2%
NFG
10
Next Financial Group
Texas
$11K +$10.2K +250 New
LFG
11
Larson Financial Group
Missouri
$1K +$981 +24 New
SFCL
12
Strengthening Families & Communities LLC
Massachusetts
$70 +$65.8K +1,610 New
FTUS
13
Flow Traders U.S.
New York
– -$1.71M -45,427 Closed
Citadel Advisors
14
Citadel Advisors
Florida
– -$419K -11,105 Closed

HLAL Hedge Fund Activity: Q4 2021 in Review

13 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Wahed FTSE USA Shariah ETF (HLAL) for Q4 2021, worth a combined $4.11M — down 15% from $4.83M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new HLAL positions and 2 closed out — a net gain of 3 holders — while 5 added to existing stakes and 1 trimmed.

The largest buyer was Mission Wealth Management, adding an estimated $343K. The largest seller was Flow Traders U.S., exiting entirely with an estimated $1.71M sold.

  • 13 institutional investors held Wahed FTSE USA Shariah ETF (HLAL) as of Q4 2021, up from 10 in Q3 2021.
  • Funds reported $4.11M of Wahed FTSE USA Shariah ETF stock for Q4 2021, down 15% quarter-over-quarter.
  • 5 funds opened new Wahed FTSE USA Shariah ETF positions in Q4 2021 and 2 closed out, a net change of +3 holders.
  • The largest Wahed FTSE USA Shariah ETF buyer in Q4 2021 was Mission Wealth Management, an estimated $343K added.
  • The largest Wahed FTSE USA Shariah ETF seller in Q4 2021 was Flow Traders U.S., an estimated $1.71M sold.

Based on aggregated 13F filings for Q4 2021.