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Wahed Dow Jones Islamic World ETF

25 hedge funds and large institutions have $15.1M invested in Wahed Dow Jones Islamic World ETF in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 1 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,600% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 1

27% more capital invested

Capital invested by funds: $11.9M → $15.1M (+$3.21M)

0.91% more ownership

Funds ownership: 10.1%11.02% (+0.91%)

0% more funds holding

Funds holding: 2525 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

Holders
25
Holders Change
Holders Change %
0%
% of All Funds
0.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
17
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
$4.73M +$1.63M +65,872 +59%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.92M +$426K +17,174 +31%
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$1.71M +$436K +17,592 +38%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$1.69M +$117K +4,736 +8%
EWM
5
Empirical Wealth Management
Washington
$1.29M +$7.69K +310 +0.6%
SF
6
SageOak Financial
Oklahoma
$695K +$40.8K +1,645 +7%
Jane Street
7
Jane Street
New York
$455K -$31.9K -1,286 -7%
FFA
8
Farther Finance Advisors
California
$401K +$24K +967 +7%
TSS
9
Two Sigma Securities
New York
$328K +$306K +12,324 New
Financial Engines Advisors
10
Financial Engines Advisors
California
$276K +$4.09K +165 +2%
YDMI
11
Y.D. More Investments
Israel
$252K
CMP
12
Courage Miller Partners
Virginia
$247K +$10.3K +417 +5%
IA
13
IFG Advisors
Missouri
$245K +$3.45K +139 +2%
VBFG
14
Vishria Bird Financial Group
Tennessee
$214K +$199K +8,031 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$210K +$36.3K +1,462 +23%
SFCL
16
Strengthening Families & Communities LLC
Massachusetts
$120K +$112K +4,497 +40,882%
PCA
17
Providence Capital Advisors
North Carolina
$108K +$100K +4,042 New
National Bank of Canada
18
National Bank of Canada
Quebec, Canada
$61.8K +$57.5K +2,320 New
Jones Financial Companies
19
Jones Financial Companies
Missouri
$54K +$22.5K +909 +81%
IA
20
IFP Advisors
Florida
$45.9K +$2.88K +116 +7%
AF
21
Allworth Financial
California
$31.1K
LFG
22
Larson Financial Group
Missouri
$20.6K +$1.56K +63 +9%
UBS Group
23
UBS Group
Switzerland
$5.33K +$4.22K +170 +567%
Raymond James Financial
24
Raymond James Financial
Florida
$4.96K +$4.61K +186 New
Morgan Stanley
25
Morgan Stanley
New York
$57 +$25 +1 +100%

UMMA Hedge Fund Activity: Q2 2025 in Review

25 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Wahed Dow Jones Islamic World ETF (UMMA) for Q2 2025, worth a combined $15.1M — up 27% from $11.9M a quarter earlier.

Fund positioning in UMMA was balanced in Q2 2025: 5 funds opened new positions, 5 closed out, 17 added to existing stakes and 1 trimmed.

The largest buyer was RFG Advisory, adding an estimated $1.63M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $872K sold.

  • 25 institutional investors held Wahed Dow Jones Islamic World ETF (UMMA) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $15.1M of Wahed Dow Jones Islamic World ETF stock for Q2 2025, up 27% quarter-over-quarter.
  • 5 funds opened new Wahed Dow Jones Islamic World ETF positions in Q2 2025 and 5 closed out, a net change of 0 holders.
  • The largest Wahed Dow Jones Islamic World ETF buyer in Q2 2025 was RFG Advisory, an estimated $1.63M added.
  • The largest Wahed Dow Jones Islamic World ETF seller in Q2 2025 was Susquehanna International Group, an estimated $872K sold.

Based on aggregated 13F filings for Q2 2025.