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SP Funds S&P Global REIT Sharia ETF

20 hedge funds and large institutions have $12.9M invested in SP Funds S&P Global REIT Sharia ETF in 2025 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 5

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.96% less ownership

Funds ownership: 10.66%8.7% (-2%)

5% less funds holding

Funds holding: 2120 (-1)

19% less capital invested

Capital invested by funds: $16M → $12.9M (-$3.12M)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

Holders
20
Holders Change
-1
Holders Change %
-4.76%
% of All Funds
0.27%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
2
Increased
9
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
S
1
ShariaPortfolio
Florida
$8.1M +$621K +30,853 +8%
AI
2
ArchPoint Investors
Florida
$1.06M +$34.2K +1,700 +3%
TI
3
Tidal Investments
Wisconsin
$565K +$46.1K +2,294 +9%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$556K +$244K +12,153 +74%
RA
5
RFG Advisory
Alabama
$485K -$678K -33,693 -58%
Jane Street
6
Jane Street
New York
$449K -$1.3M -64,376 -74%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$376K -$39K -1,939 -9%
WA
8
Waverly Advisors
Alabama
$298K +$3.04K +151 +1%
AWM
9
Apollon Wealth Management
South Carolina
$206K +$1.69K +84 +0.8%
FFA
10
Farther Finance Advisors
California
$191K +$68.7K +3,413 +54%
CLOS
11
Compagnie Lombard Odier SCmA
Switzerland
$168K
NA
12
NewEdge Advisors
Louisiana
$158K
UBS Group
13
UBS Group
Switzerland
$139K +$144K +7,135 New
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$34.4K +$35.4K +1,762 New
TWC
15
TD Waterhouse Canada
Ontario, Canada
$30.3K -$10K -499 -24%
IA
16
IFP Advisors
Florida
$27.4K +$1.65K +82 +6%
National Bank of Canada
17
National Bank of Canada
Quebec, Canada
$27.3K +$2.88K +143 +11%
Morgan Stanley
18
Morgan Stanley
New York
$23.4K -$20 -1 -0.1%
GCM
19
Gables Capital Management
Florida
$19.4K
BWL
20
Bogart Wealth LLC
Virginia
$1.95K
FTUS
21
Flow Traders U.S.
New York
-$1.79M -90,494 Closed
GS
22
GTS Securities
New York
-$333K -16,839 Closed
Osaic Holdings
23
Osaic Holdings
Arizona
-$13.6K -688 Closed

SPRE Hedge Fund Activity: Q1 2025 in Review

20 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in SP Funds S&P Global REIT Sharia ETF (SPRE) for Q1 2025, worth a combined $12.9M — down 19% from $16M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of SPRE and 2 opened new positions — a net loss of 1 holder — while 5 trimmed existing stakes and 9 added.

The largest buyer was ShariaPortfolio, adding an estimated $621K. The largest seller was Flow Traders U.S., exiting entirely with an estimated $1.79M sold.

  • 20 institutional investors held SP Funds S&P Global REIT Sharia ETF (SPRE) as of Q1 2025, down from 21 in Q4 2024.
  • Funds reported $12.9M of SP Funds S&P Global REIT Sharia ETF stock for Q1 2025, down 19% quarter-over-quarter.
  • 2 funds opened new SP Funds S&P Global REIT Sharia ETF positions in Q1 2025 and 3 closed out, a net change of -1 holder.
  • The largest SP Funds S&P Global REIT Sharia ETF buyer in Q1 2025 was ShariaPortfolio, an estimated $621K added.
  • The largest SP Funds S&P Global REIT Sharia ETF seller in Q1 2025 was Flow Traders U.S., an estimated $1.79M sold.

Based on aggregated 13F filings for Q1 2025.