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Wahed Dow Jones Islamic World ETF

18 hedge funds and large institutions have $12.7M invested in Wahed Dow Jones Islamic World ETF in 2024 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 10 increasing their positions, 1 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 1

28% more capital invested

Capital invested by funds: $9.94M → $12.7M (+$2.79M)

2.01% more ownership

Funds ownership: 8.87%10.88% (+2%)

14% less funds holding

Funds holding: 2118 (-3)

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

Holders
18
Holders Change
-3
Holders Change %
-14.29%
% of All Funds
0.24%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
10
Reduced
1
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1
RFG Advisory
Alabama
$3.9M +$986K +39,984 +32%
Jane Street
2
Jane Street
New York
$2.15M +$1.87M +75,873 +499%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$1.4M +$486K +19,696 +50%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.21M +$99K +4,016 +9%
EWM
5
Empirical Wealth Management
Washington
$1.16M
Mercer Global Advisors
6
Mercer Global Advisors
Colorado
$971K +$44.8K +1,818 +5%
SF
7
SageOak Financial
Oklahoma
$507K +$529K +21,434 New
AWM
8
Apollon Wealth Management
South Carolina
$394K +$54.3K +2,202 +15%
FFA
9
Farther Finance Advisors
California
$266K +$15.4K +625 +6%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$250K +$261K +10,565 New
YDMI
11
Y.D. More Investments
Israel
$223K
IA
12
IFG Advisors
Missouri
$216K +$49 +2 +0%
IA
13
IFP Advisors
Florida
$35.7K
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$27K
LFG
15
Larson Financial Group
Missouri
$12.6K +$10.5K +425 +401%
TWC
16
TD Waterhouse Canada
Ontario, Canada
$8.95K -$134K -5,450 -93%
UBS Group
17
UBS Group
Switzerland
$709
Morgan Stanley
18
Morgan Stanley
New York
$59 +$25 +1 +100%
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
-$226K -9,600 Closed
CMP
20
Courage Miller Partners
Virginia
-$202K -7,898 Closed
PCA
21
Providence Capital Advisors
North Carolina
-$64.3K -2,519 Closed
JIP
22
Jaffetilchin Investment Partners
Florida
-$62.7K -2,458 Closed
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
-$9.06K -355 Closed

UMMA Hedge Fund Activity: Q4 2024 in Review

18 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Wahed Dow Jones Islamic World ETF (UMMA) for Q4 2024, worth a combined $12.7M — up 28% from $9.94M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of UMMA and 2 opened new positions — a net loss of 3 holders — while 1 trimmed existing stakes and 10 added.

The largest buyer was Jane Street, adding an estimated $1.87M. The largest seller was Bank of Montreal, exiting entirely with an estimated $226K sold.

  • 18 institutional investors held Wahed Dow Jones Islamic World ETF (UMMA) as of Q4 2024, down from 21 in Q3 2024.
  • Funds reported $12.7M of Wahed Dow Jones Islamic World ETF stock for Q4 2024, up 28% quarter-over-quarter.
  • 2 funds opened new Wahed Dow Jones Islamic World ETF positions in Q4 2024 and 5 closed out, a net change of -3 holders.
  • The largest Wahed Dow Jones Islamic World ETF buyer in Q4 2024 was Jane Street, an estimated $1.87M added.
  • The largest Wahed Dow Jones Islamic World ETF seller in Q4 2024 was Bank of Montreal, an estimated $226K sold.

Based on aggregated 13F filings for Q4 2024.