Freedom 100 Emerging Markets ETF
FRDM
36 hedge funds and large institutions have $114M invested in Freedom 100 Emerging Markets ETF in 2022 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 7 reducing their positions, and 3 closing their positions.
226% more capital invested
Capital invested by funds: $34.9M → $114M (+$78.8M)
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
200% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 3
197.86% more ownership
Funds ownership: 91.54% → 289.4% (+198%)
143% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 7
16% more funds holding
Funds holding: 31 → 36 (+5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RPGK
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
+$42.5M |
| 2 |
KCM
Kathmere Capital Management
Wayne,
Pennsylvania
|
+$13.3M |
| 3 |
CFC
Coyle Financial Counsel
Glenview,
Illinois
|
+$11.9M |
| 4 |
BOC
Bull Oak Capital
San Diego,
California
|
+$4.05M |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$2.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$3.28M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$496K |
| 3 |
SCM
Spreng Capital Management
Bucyrus,
Ohio
|
-$196K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$114K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$35.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
B
26
Bailard
Foster City,
California
| $200K | -$24.8K | -742 | -11% |
|
|
HCA
27
Heck Capital Advisors
Rhinelander,
Wisconsin
| $120K | – | – | – |
|
28
Osaic Holdings
Scottsdale,
Arizona
| $52K | -$4.71K | -141 | -9% |
|
|
TFS
29
TrustCore Financial Services
Brentwood,
Tennessee
| $51K | +$39.4K | +1,179 | +365% |
|
|
AF
30
Advisornet Financial
Minnetonka,
Minnesota
| $37K | +$32K | +957 | +766% |
|
|
TCM
31
Tradewinds Capital Management
Bellingham,
Washington
| $29K | +$24.4K | +729 | +574% |
|
|
ADL
32
Asset Dedication LLC
San Francisco,
California
| $17K | – | – | – |
|
|
ODG
33
O'Dell Group
Cincinnati,
Ohio
| $7K | +$100 | +3 | +1% |
|
34
Fidelity Investments
Boston,
Massachusetts
| $5K | +$4.51K | +135 | New |
|
|
HA
35
Herold Advisors
New York
| $3.42K | +$3.34K | +100 | New |
|
|
OMC
36
Old Mission Capital
Chicago,
Illinois
| – | -$496K | -14,963 | Closed |
|
|
37
Wells Fargo
San Francisco,
California
| – | -$35.2K | -1,055 | -100% |
|
|
MSFP
38
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
| – | -$17K | -500 | Closed |
|
39
UBS Group
Zurich,
Switzerland
| – | -$13K | -389 | Closed |
|
FRDM Hedge Fund Activity: Q1 2022 in Review
36 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Freedom 100 Emerging Markets ETF (FRDM) for Q1 2022, worth a combined $114M — up 226% from $34.9M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new FRDM positions and 3 closed out — a net gain of 6 holders — while 17 added to existing stakes and 7 trimmed.
The largest buyer was Retirement Planning Group (Kansas), opening a new position worth an estimated $42.5M. The largest seller was Jane Street, cutting an estimated $3.28M.
- 36 institutional investors held Freedom 100 Emerging Markets ETF (FRDM) as of Q1 2022, up from 31 in Q4 2021.
- Funds reported $114M of Freedom 100 Emerging Markets ETF stock for Q1 2022, up 226% quarter-over-quarter.
- 9 funds opened new Freedom 100 Emerging Markets ETF positions in Q1 2022 and 3 closed out, a net change of +6 holders.
- The largest Freedom 100 Emerging Markets ETF buyer in Q1 2022 was Retirement Planning Group (Kansas), an estimated $42.5M added.
- The largest Freedom 100 Emerging Markets ETF seller in Q1 2022 was Jane Street, an estimated $3.28M sold.
Based on aggregated 13F filings for Q1 2022.