Freedom 100 Emerging Markets ETF
FRDM
31 hedge funds and large institutions have $34.9M invested in Freedom 100 Emerging Markets ETF in 2021 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 4 closing their positions.
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
15% more funds holding
Funds holding: 27 → 31 (+4)
7% more capital invested
Capital invested by funds: $32.7M → $34.9M (+$2.15M)
4.91% more ownership
Funds ownership: 86.63% → 91.54% (+4.9%)
0% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$4.46M |
| 2 |
KCM
Kathmere Capital Management
Wayne,
Pennsylvania
|
+$366K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$286K |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$284K |
| 5 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$256K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$7.92M |
| 2 |
SHWM
Silicon Hills Wealth Management
Austin,
Texas
|
-$562K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$524K |
| 4 |
SCM
Spreng Capital Management
Bucyrus,
Ohio
|
-$29.3K |
| 5 |
RTL
Red Tortoise LLC
Atlanta,
Georgia
|
-$20K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MSFP
26
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
| $17K | – | – | – |
|
27
UBS Group
Zurich,
Switzerland
| $13K | -$6.57K | -198 | -34% |
|
|
TFS
28
TrustCore Financial Services
Brentwood,
Tennessee
| $11K | -$8.16K | -246 | -43% |
|
|
ODG
29
O'Dell Group
Cincinnati,
Ohio
| $7K | – | – | – |
|
|
AF
30
Advisornet Financial
Minnetonka,
Minnesota
| $4K | – | – | – |
|
|
TCM
31
Tradewinds Capital Management
Bellingham,
Washington
| $4K | +$4.21K | +127 | New |
|
|
RTL
32
Red Tortoise LLC
Atlanta,
Georgia
| – | -$20K | -805 | Closed |
|
|
FNBOSM
33
First National Bank of South Miami
South Miami,
Florida
| – | -$16K | -500 | Closed |
|
|
SC
34
Solstein Capital
Menlo Park,
California
| – | -$10K | -296 | Closed |
|
35
Morgan Stanley
New York
| – | -$1K | -20 | Closed |
|
FRDM Hedge Fund Activity: Q4 2021 in Review
31 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Freedom 100 Emerging Markets ETF (FRDM) for Q4 2021, worth a combined $34.9M — up 6.6% from $32.7M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new FRDM positions and 4 closed out — a net gain of 5 holders — while 7 added to existing stakes and 7 trimmed.
The largest buyer was Jane Street, adding an estimated $4.46M. The largest seller was Beaumont Financial Advisors, cutting an estimated $7.92M.
- 31 institutional investors held Freedom 100 Emerging Markets ETF (FRDM) as of Q4 2021, up from 27 in Q3 2021.
- Funds reported $34.9M of Freedom 100 Emerging Markets ETF stock for Q4 2021, up 6.6% quarter-over-quarter.
- 9 funds opened new Freedom 100 Emerging Markets ETF positions in Q4 2021 and 4 closed out, a net change of +5 holders.
- The largest Freedom 100 Emerging Markets ETF buyer in Q4 2021 was Jane Street, an estimated $4.46M added.
- The largest Freedom 100 Emerging Markets ETF seller in Q4 2021 was Beaumont Financial Advisors, an estimated $7.92M sold.
Based on aggregated 13F filings for Q4 2021.