We are live on ! Find out more
FRDM icon

Freedom 100 Emerging Markets ETF

48 hedge funds and large institutions have $120M invested in Freedom 100 Emerging Markets ETF in 2022 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 17 increasing their positions, 7 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 7

143% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 7

33% more funds holding

Funds holding: 3648 (+12)

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

6% more capital invested

Capital invested by funds: $114M → $120M (+$6.46M)

224.64% less ownership

Funds ownership: 289.4%64.76% (-225%)

Holders
48
Holders Change
+12
Holders Change %
+33.33%
% of All Funds
0.81%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
19
Increased
17
Reduced
7
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SC
26
Stephens Consulting
Michigan
$360K +$69.6K +2,257 +21%
JMPWA
27
JP Morgan Private Wealth Advisors
California
$342K -$48.3K -1,565 -11%
JP Morgan Chase
28
JP Morgan Chase
New York
$287K +$321K +10,416 New
CWM
29
Collaborative Wealth Management
Florida
$274K +$306K +9,930 New
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$261K +$20.3K +658 +7%
CAPTRUST Financial Advisors
31
CAPTRUST Financial Advisors
North Carolina
$259K
Morgan Stanley
32
Morgan Stanley
New York
$230K +$257K +8,330 New
MGIA
33
Moneta Group Investment Advisors
Missouri
$223K +$249K +8,091 New
SCM
34
Spreng Capital Management
Ohio
$220K -$113K -3,676 -31%
BAM
35
Belpointe Asset Management
Nevada
$220K +$246K +7,968 New
Osaic Holdings
36
Osaic Holdings
Arizona
$200K +$177K +5,737 +379%
AF
37
Advisornet Financial
Minnesota
$118K +$98.7K +3,200 +296%
HCA
38
Heck Capital Advisors
Wisconsin
$96.5K
CAL
39
Capital Advisors Ltd
Ohio
$64K +$72.1K +2,340 New
TFS
40
TrustCore Financial Services
Tennessee
$59K +$19.4K +630 +42%
AIM
41
Anchor Investment Management
South Carolina
$49.5K +$55.3K +1,795 New
UBS Group
42
UBS Group
Switzerland
$46K +$52K +1,687 New
PTC
43
Private Trust Company
Ohio
$44K +$49.1K +1,591 New
HI
44
Harbour Investments
Wisconsin
$30K +$33.5K +1,086 New
ADL
45
Asset Dedication LLC
California
$14K
ODG
46
O'Dell Group
Ohio
$6K
AW
47
ACG Wealth
Georgia
$6K +$7.09K +230 New
Fidelity Investments
48
Fidelity Investments
Massachusetts
$2K -$1.76K -57 -42%
MAM
49
Marotta Asset Management
Virginia
-$234K -6,856 Closed
SSCA
50
South Shore Capital Advisors
Massachusetts
-$234K -6,845 Closed

FRDM Hedge Fund Activity: Q2 2022 in Review

48 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Freedom 100 Emerging Markets ETF (FRDM) for Q2 2022, worth a combined $120M — up 5.7% from $114M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new FRDM positions and 7 closed out — a net gain of 12 holders — while 17 added to existing stakes and 7 trimmed.

The largest buyer was Retirement Planning Group (Kansas), adding an estimated $6.98M. The largest seller was Stegent Equity Advisors, cutting an estimated $3.35M.

  • 48 institutional investors held Freedom 100 Emerging Markets ETF (FRDM) as of Q2 2022, up from 36 in Q1 2022.
  • Funds reported $120M of Freedom 100 Emerging Markets ETF stock for Q2 2022, up 5.7% quarter-over-quarter.
  • 19 funds opened new Freedom 100 Emerging Markets ETF positions in Q2 2022 and 7 closed out, a net change of +12 holders.
  • The largest Freedom 100 Emerging Markets ETF buyer in Q2 2022 was Retirement Planning Group (Kansas), an estimated $6.98M added.
  • The largest Freedom 100 Emerging Markets ETF seller in Q2 2022 was Stegent Equity Advisors, an estimated $3.35M sold.

Based on aggregated 13F filings for Q2 2022.