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Wahed FTSE USA Shariah ETF

18 hedge funds and large institutions have $5.39M invested in Wahed FTSE USA Shariah ETF in 2022 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 5

0.18% less ownership

Funds ownership: 3.7%3.52% (-0.18%)

4% less capital invested

Capital invested by funds: $5.59M → $5.39M (-$206K)

5% less funds holding

Funds holding: 1918 (-1)

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

Holders
18
Holders Change
-1
Holders Change %
-5.26%
% of All Funds
0.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
7
Reduced
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1
Mission Wealth Management
California
$1.87M +$339K +9,143 +20%
AAM
2
Azzad Asset Management
Virginia
$949K +$74.2K +2,000 +6%
TRCT
3
Tower Research Capital (TRC)
New York
$555K +$129K +3,492 +27%
KFS
4
Kaizen Financial Strategies
California
$389K -$65.8K -1,774 -13%
TWC
5
TD Waterhouse Canada
Ontario, Canada
$292K +$34.4K +927 +14%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$282K -$110K -2,963 -26%
WCFA
7
Walkner Condon Financial Advisors
Wisconsin
$267K
VBFG
8
Vishria Bird Financial Group
Tennessee
$201K -$55.8K -1,506 -20%
1832 Asset Management
9
1832 Asset Management
Ontario, Canada
$182K -$41.8K -1,127 -17%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$150K +$17.7K +478 +12%
Osaic Holdings
11
Osaic Holdings
Arizona
$106K +$7.79K +210 +7%
SFCL
12
Strengthening Families & Communities LLC
Massachusetts
$53K
PCFFS
13
Pacific Center for Financial Services
California
$33K
FCA
14
FinTrust Capital Advisors
South Carolina
$31K
UBS Group
15
UBS Group
Switzerland
$18K +$20.1K +542 New
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$5K -$1.85K -50 -25%
LFG
17
Larson Financial Group
Missouri
$3K +$890 +24 +30%
CIBC World Market
18
CIBC World Market
Ontario, Canada
-$280K -7,954 Closed
LC
19
Legacy CG
Texas
-$26K -735 Closed

HLAL Hedge Fund Activity: Q3 2022 in Review

18 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Wahed FTSE USA Shariah ETF (HLAL) for Q3 2022, worth a combined $5.39M — down 3.7% from $5.59M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of HLAL and 1 opened new positions — a net loss of 1 holder — while 5 trimmed existing stakes and 7 added.

The largest buyer was Mission Wealth Management, adding an estimated $339K. The largest seller was CIBC World Market, exiting entirely with an estimated $280K sold.

  • 18 institutional investors held Wahed FTSE USA Shariah ETF (HLAL) as of Q3 2022, down from 19 in Q2 2022.
  • Funds reported $5.39M of Wahed FTSE USA Shariah ETF stock for Q3 2022, down 3.7% quarter-over-quarter.
  • 1 fund opened new Wahed FTSE USA Shariah ETF positions in Q3 2022 and 2 closed out, a net change of -1 holder.
  • The largest Wahed FTSE USA Shariah ETF buyer in Q3 2022 was Mission Wealth Management, an estimated $339K added.
  • The largest Wahed FTSE USA Shariah ETF seller in Q3 2022 was CIBC World Market, an estimated $280K sold.

Based on aggregated 13F filings for Q3 2022.