Freedom 100 Emerging Markets ETF
FRDM
27 hedge funds and large institutions have $32.7M invested in Freedom 100 Emerging Markets ETF in 2021 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 4 closing their positions.
200% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 4
116% more capital invested
Capital invested by funds: $15.1M → $32.7M (+$17.6M)
50% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 4
48.22% more ownership
Funds ownership: 38.41% → 86.63% (+48%)
42% more funds holding
Funds holding: 19 → 27 (+8)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
+$10.8M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$5.41M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.56M |
| 4 |
NEPWA
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
+$1.41M |
| 5 |
SCM
Spreng Capital Management
Bucyrus,
Ohio
|
+$623K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
-$898K |
| 2 |
Jane Street
New York
|
-$371K |
| 3 |
EF
Empirical Finance
Havertown,
Pennsylvania
|
-$370K |
| 4 |
AIP
Almanack Investment Partners
Wayne,
Pennsylvania
|
-$240K |
| 5 |
SHWM
Silicon Hills Wealth Management
Austin,
Texas
|
-$231K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AF
26
Advisornet Financial
Minnetonka,
Minnesota
| $4K | – | – | – |
|
27
Morgan Stanley
New York
| $1K | – | – | – |
|
|
EF
28
Empowered Funds
Havertown,
Pennsylvania
| – | -$898K | -26,202 | Closed |
|
|
EF
29
Empirical Finance
Havertown,
Pennsylvania
| – | -$370K | -10,787 | Closed |
|
30
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$206K | -6,017 | Closed |
|
FRDM Hedge Fund Activity: Q3 2021 in Review
27 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Freedom 100 Emerging Markets ETF (FRDM) for Q3 2021, worth a combined $32.7M — up 116% from $15.1M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new FRDM positions and 4 closed out — a net gain of 8 holders — while 6 added to existing stakes and 4 trimmed.
The largest buyer was Beaumont Financial Advisors, opening a new position worth an estimated $10.8M. The largest seller was Empowered Funds, exiting entirely with an estimated $898K sold.
- 27 institutional investors held Freedom 100 Emerging Markets ETF (FRDM) as of Q3 2021, up from 19 in Q2 2021.
- Funds reported $32.7M of Freedom 100 Emerging Markets ETF stock for Q3 2021, up 116% quarter-over-quarter.
- 12 funds opened new Freedom 100 Emerging Markets ETF positions in Q3 2021 and 4 closed out, a net change of +8 holders.
- The largest Freedom 100 Emerging Markets ETF buyer in Q3 2021 was Beaumont Financial Advisors, an estimated $10.8M added.
- The largest Freedom 100 Emerging Markets ETF seller in Q3 2021 was Empowered Funds, an estimated $898K sold.
Based on aggregated 13F filings for Q3 2021.