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Wahed Dow Jones Islamic World ETF
UMMA

Overview Fund Activity

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
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

1
RA
1
RFG Advisory
Alabama
$3.19M
2
Jane Street
2
Jane Street
New York
$388K
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$226K
4
CMP
4
Courage Miller Partners
Virginia
$202K
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.2M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RA
1
RFG Advisory
Alabama
$3.19M +$2.11M +82,626 +195%
EWM
2
Empirical Wealth Management
Washington
$1.25M +$90.9K +3,560 +8%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.2M +$197K +7,704 +20%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$1.01M +$183K +7,187 +22%
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$1,000K +$15.6K +613 +2%
Jane Street
6
Jane Street
New York
$388K +$388K +15,201 New
AWM
7
Apollon Wealth Management
South Carolina
$370K +$15.3K +598 +4%
FFA
8
Farther Finance Advisors
California
$271K +$89K +3,488 +49%
YDMI
9
Y.D. More Investments
Israel
$241K – – –
IA
10
IFG Advisors
Missouri
$234K +$1.3K +51 +0.6%
Bank of Montreal
11
Bank of Montreal
Ontario, Canada
$226K +$226K +9,600 New
CMP
12
Courage Miller Partners
Virginia
$202K +$202K +7,898 New
TWC
13
TD Waterhouse Canada
Ontario, Canada
$148K – – –
PCA
14
Providence Capital Advisors
North Carolina
$64.3K +$102 +4 +0.2%
JIP
15
Jaffetilchin Investment Partners
Florida
$62.7K +$62.7K +2,458 New
IA
16
IFP Advisors
Florida
$38.5K +$2.76K +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 +$9.06K +355 New
LFG
19
Larson Financial Group
Missouri
$2.71K +$2.71K +106 New
UBS Group
20
UBS Group
Switzerland
$766 +$766 +30 New
Morgan Stanley
21
Morgan Stanley
New York
$49 – – –
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
– -$307K -12,403 Closed