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Wahed Dow Jones Islamic World ETF
UMMA

21 hedge funds and large institutions have $9.94M invested in Wahed Dow Jones Islamic World ETF in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 0 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

54% more capital invested

Capital invested by funds: $6.47M → $9.94M (+$3.47M)

40% more funds holding

Funds holding: 15 → 21 (+6)

2% more ownership

Funds ownership: 6.87% → 8.87% (+2%)

Holders
21
Holders Change
+6
Holders Change %
+40%
% of All Funds
0.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
10
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RA
RFG Advisory
Alabama
+$2.06M
2
Jane Street
Jane Street
New York
+$378K
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$239K
4
CMP
Courage Miller Partners
Virginia
+$196K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$192K

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$307K
Name Holding Trade Value Shares
Change 		Change in
Stake
RA
1
RFG Advisory
Alabama
$3.19M +$2.06M +82,626 +195%
EWM
2
Empirical Wealth Management
Washington
$1.25M +$88.5K +3,560 +8%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.2M +$192K +7,704 +20%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$1.01M +$179K +7,187 +22%
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$1,000K +$15.2K +613 +2%
Jane Street
6
Jane Street
New York
$388K +$378K +15,201 New
AWM
7
Apollon Wealth Management
South Carolina
$370K +$14.9K +598 +4%
FFA
8
Farther Finance Advisors
California
$271K +$86.8K +3,488 +49%
YDMI
9
Y.D. More Investments
Israel
$241K – – –
IA
10
IFG Advisors
Missouri
$234K +$1.27K +51 +0.6%
Bank of Montreal
11
Bank of Montreal
Ontario, Canada
$226K +$239K +9,600 New
CMP
12
Courage Miller Partners
Virginia
$202K +$196K +7,898 New
TWC
13
TD Waterhouse Canada
Ontario, Canada
$148K – – –
PCA
14
Providence Capital Advisors
North Carolina
$64.3K +$99 +4 +0.2%
JIP
15
Jaffetilchin Investment Partners
Florida
$62.7K +$61.1K +2,458 New
IA
16
IFP Advisors
Florida
$38.5K +$2.69K +108 +8%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$29K – – –
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$9.06K +$8.83K +355 New
LFG
19
Larson Financial Group
Missouri
$2.71K +$2.64K +106 New
UBS Group
20
UBS Group
Switzerland
$766 +$746 +30 New
Morgan Stanley
21
Morgan Stanley
New York
$49 – – –
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
– -$307K -12,403 Closed

UMMA Hedge Fund Activity: Q3 2024 in Review

21 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Wahed Dow Jones Islamic World ETF (UMMA) for Q3 2024, worth a combined $9.94M — up 54% from $6.47M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new UMMA positions and 1 closed out — a net gain of 6 holders — while 10 added to existing stakes and 0 trimmed.

The largest buyer was RFG Advisory, adding an estimated $2.06M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $307K sold.

  • 21 institutional investors held Wahed Dow Jones Islamic World ETF (UMMA) as of Q3 2024, up from 15 in Q2 2024.
  • Funds reported $9.94M of Wahed Dow Jones Islamic World ETF stock for Q3 2024, up 54% quarter-over-quarter.
  • 7 funds opened new Wahed Dow Jones Islamic World ETF positions in Q3 2024 and 1 closed out, a net change of +6 holders.
  • The largest Wahed Dow Jones Islamic World ETF buyer in Q3 2024 was RFG Advisory, an estimated $2.06M added.
  • The largest Wahed Dow Jones Islamic World ETF seller in Q3 2024 was Susquehanna International Group, an estimated $307K sold.

Based on aggregated 13F filings for Q3 2024.