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Wahed Dow Jones Islamic World ETF

17 hedge funds and large institutions have $7.03M invested in Wahed Dow Jones Islamic World ETF in 2024 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 10 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 4

7.76% less ownership

Funds ownership: 15.96%8.21% (-7.8%)

11% less funds holding

Funds holding: 1917 (-2)

27% less capital invested

Capital invested by funds: $9.66M → $7.03M (-$2.63M)

67% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 3

Holders
17
Holders Change
-2
Holders Change %
-10.53%
% of All Funds
0.24%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
10
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
1
Citadel Advisors
Florida
$1.88M +$369K +15,928 +26%
EWM
2
Empirical Wealth Management
Washington
$1.07M +$55.6K +2,400 +6%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$968K +$387K +16,719 +71%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$841K +$4.91K +212 +0.6%
Jane Street
5
Jane Street
New York
$462K -$3.17M -136,701 -88%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$380K -$34.5K -1,490 -9%
AWM
7
Apollon Wealth Management
South Carolina
$376K -$94.8K -4,091 -21%
YDMI
8
Y.D. More Investments
Israel
$227K +$47.5K +2,050 +28%
IA
9
IFG Advisors
Missouri
$218K +$486 +21 +0.2%
Mercer Global Advisors
10
Mercer Global Advisors
Colorado
$205K +$198K +8,527 New
TWC
11
TD Waterhouse Canada
Ontario, Canada
$173K
FFA
12
Farther Finance Advisors
California
$101K +$15.4K +663 +19%
PCA
13
Providence Capital Advisors
North Carolina
$60.5K +$38.6K +1,666 +196%
IA
14
IFP Advisors
Florida
$28.5K +$1.18K +51 +4%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$28K -$352K -15,182 -93%
UBS Group
16
UBS Group
Switzerland
$6.03K +$3.89K +168 +202%
LFG
17
Larson Financial Group
Missouri
$5.28K
S
18
ShariaPortfolio
Florida
-$314K -13,791 Closed
Truist Financial
19
Truist Financial
North Carolina
-$201K -8,843 Closed
Morgan Stanley
20
Morgan Stanley
New York
-$60 -2 Closed

UMMA Hedge Fund Activity: Q1 2024 in Review

17 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Wahed Dow Jones Islamic World ETF (UMMA) for Q1 2024, worth a combined $7.03M — down 27% from $9.66M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of UMMA and 1 opened new positions — a net loss of 2 holders — while 4 trimmed existing stakes and 10 added.

The largest buyer was Susquehanna International Group, adding an estimated $387K. The largest seller was Jane Street, cutting an estimated $3.17M.

  • 17 institutional investors held Wahed Dow Jones Islamic World ETF (UMMA) as of Q1 2024, down from 19 in Q4 2023.
  • Funds reported $7.03M of Wahed Dow Jones Islamic World ETF stock for Q1 2024, down 27% quarter-over-quarter.
  • 1 fund opened new Wahed Dow Jones Islamic World ETF positions in Q1 2024 and 3 closed out, a net change of -2 holders.
  • The largest Wahed Dow Jones Islamic World ETF buyer in Q1 2024 was Susquehanna International Group, an estimated $387K added.
  • The largest Wahed Dow Jones Islamic World ETF seller in Q1 2024 was Jane Street, an estimated $3.17M sold.

Based on aggregated 13F filings for Q1 2024.