We are live on ! Find out more
UMMA icon

Wahed Dow Jones Islamic World ETF

25 hedge funds and large institutions have $11.9M invested in Wahed Dow Jones Islamic World ETF in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 1

50% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 6

39% more funds holding

Funds holding: 1825 (+7)

0.78% less ownership

Funds ownership: 10.88%10.1% (-0.78%)

6% less capital invested

Capital invested by funds: $12.7M → $11.9M (-$819K)

Holders
25
Holders Change
+7
Holders Change %
+38.89%
% of All Funds
0.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
9
Reduced
6
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1
RFG Advisory
Alabama
$2.66M -$1.31M -53,095 -32%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$1.39M -$19.7K -797 -1%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.31M +$96.8K +3,907 +8%
EWM
4
Empirical Wealth Management
Washington
$1.14M -$29.7K -1,200 -2%
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$1.11M +$141K +5,683 +14%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$872K +$645K +26,048 +247%
SF
7
SageOak Financial
Oklahoma
$582K +$74.6K +3,012 +14%
AWM
8
Apollon Wealth Management
South Carolina
$523K +$131K +5,270 +32%
Jane Street
9
Jane Street
New York
$437K -$1.8M -72,725 -80%
Citadel Advisors
10
Citadel Advisors
Florida
$372K +$387K +15,608 New
FFA
11
Farther Finance Advisors
California
$337K +$70.9K +2,861 +25%
Financial Engines Advisors
12
Financial Engines Advisors
California
$243K +$253K +10,205 New
YDMI
13
Y.D. More Investments
Israel
$225K
IA
14
IFG Advisors
Missouri
$216K -$2.45K -99 -1%
CMP
15
Courage Miller Partners
Virginia
$211K +$219K +8,839 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$153K +$131K +5,283 +459%
IA
17
IFP Advisors
Florida
$38.3K +$2.43K +98 +6%
AF
18
Allworth Financial
California
$28K +$29K +1,169 New
Jones Financial Companies
19
Jones Financial Companies
Missouri
$26.9K +$27.8K +1,121 New
LFG
20
Larson Financial Group
Missouri
$17K +$4.48K +181 +34%
Wells Fargo
21
Wells Fargo
California
$12K +$12.5K +505 New
UBS Group
22
UBS Group
Switzerland
$715
SFCL
23
Strengthening Families & Communities LLC
Massachusetts
$262 +$272 +11 New
Morgan Stanley
24
Morgan Stanley
New York
$44 -$25 -1 -50%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$24 +$25 +1 New

UMMA Hedge Fund Activity: Q1 2025 in Review

25 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Wahed Dow Jones Islamic World ETF (UMMA) for Q1 2025, worth a combined $11.9M — down 6.4% from $12.7M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new UMMA positions and 1 closed out — a net gain of 7 holders — while 9 added to existing stakes and 6 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $645K. The largest seller was Jane Street, cutting an estimated $1.8M.

  • 25 institutional investors held Wahed Dow Jones Islamic World ETF (UMMA) as of Q1 2025, up from 18 in Q4 2024.
  • Funds reported $11.9M of Wahed Dow Jones Islamic World ETF stock for Q1 2025, down 6.4% quarter-over-quarter.
  • 8 funds opened new Wahed Dow Jones Islamic World ETF positions in Q1 2025 and 1 closed out, a net change of +7 holders.
  • The largest Wahed Dow Jones Islamic World ETF buyer in Q1 2025 was Susquehanna International Group, an estimated $645K added.
  • The largest Wahed Dow Jones Islamic World ETF seller in Q1 2025 was Jane Street, an estimated $1.8M sold.

Based on aggregated 13F filings for Q1 2025.