SP Funds S&P Global REIT Sharia ETF
SPRE
18 hedge funds and large institutions have $10.7M invested in SP Funds S&P Global REIT Sharia ETF in 2023 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
6% more funds holding
Funds holding: 17 → 18 (+1)
3% more capital invested
Capital invested by funds: $10.4M → $10.7M (+$353K)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 5
1.9% less ownership
Funds ownership: 14.84% → 12.94% (-1.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$96.3K |
| 2 |
FFA
Farther Finance Advisors
San Francisco,
California
|
+$56.5K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$45.7K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$31.4K |
| 5 |
CFGS
Concourse Financial Group Securities
Birmingham,
Alabama
|
+$1.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GS
GTS Securities
New York
|
-$530K |
| 2 |
S
ShariaPortfolio
Lake Mary,
Florida
|
-$285K |
| 3 |
FWCM
Ferguson Wellman Capital Management
Portland,
Oregon
|
-$280K |
| 4 |
AWM
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
-$145K |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$5.3K |
SPRE Hedge Fund Activity: Q4 2023 in Review
18 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in SP Funds S&P Global REIT Sharia ETF (SPRE) for Q4 2023, worth a combined $10.7M — up 3.4% from $10.4M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new SPRE positions and 1 closed out — a net gain of 1 holder — while 5 added to existing stakes and 5 trimmed.
The largest buyer was Carson Wealth (CWM LLC), opening a new position worth an estimated $96.3K. The largest seller was GTS Securities, cutting an estimated $530K.
- 18 institutional investors held SP Funds S&P Global REIT Sharia ETF (SPRE) as of Q4 2023, up from 17 in Q3 2023.
- Funds reported $10.7M of SP Funds S&P Global REIT Sharia ETF stock for Q4 2023, up 3.4% quarter-over-quarter.
- 2 funds opened new SP Funds S&P Global REIT Sharia ETF positions in Q4 2023 and 1 closed out, a net change of +1 holder.
- The largest SP Funds S&P Global REIT Sharia ETF buyer in Q4 2023 was Carson Wealth (CWM LLC), an estimated $96.3K added.
- The largest SP Funds S&P Global REIT Sharia ETF seller in Q4 2023 was GTS Securities, an estimated $530K sold.
Based on aggregated 13F filings for Q4 2023.