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Freedom 100 Emerging Markets ETF

60 hedge funds and large institutions have $154M invested in Freedom 100 Emerging Markets ETF in 2022 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 24 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

467% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 3

100% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 12

40% more capital invested

Capital invested by funds: $111M → $154M (+$43.9M)

30% more funds holding

Funds holding: 4660 (+14)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

8.61% less ownership

Funds ownership: 65.93%57.32% (-8.6%)

Holders
60
Holders Change
+14
Holders Change %
+30.43%
% of All Funds
0.96%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
17
Increased
24
Reduced
12
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WDL
26
Well Done LLC
Michigan
$716K +$74.8K +2,730 +12%
Stifel Financial
27
Stifel Financial
Missouri
$702K +$698K +25,467 New
SC
28
Stephens Consulting
Michigan
$669K +$232K +8,457 +54%
LPL Financial
29
LPL Financial
California
$666K -$685 -25 -0.1%
SHWM
30
Silicon Hills Wealth Management
Texas
$610K -$58.9K -2,150 -9%
KAS
31
Kestra Advisory Services
Texas
$582K +$578K +21,099 New
LSA
32
Lansing Street Advisors
Pennsylvania
$576K +$317K +11,589 +125%
CWA
33
Clarus Wealth Advisors
Arizona
$556K +$77.5K +2,830 +17%
BCI
34
Brinker Capital Investments
Pennsylvania
$483K +$479K +17,500 New
WSWA
35
Warren Street Wealth Advisors
California
$453K +$79.6K +2,907 +21%
OMC
36
Old Mission Capital
Illinois
$336K +$334K +12,192 New
NHFG
37
New Harbor Financial Group
Massachusetts
$331K +$329K +12,011 New
CAPTRUST Financial Advisors
38
CAPTRUST Financial Advisors
North Carolina
$251K
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$249K +$1.23K +45 +0.5%
RJA
40
Raymond James & Associates
Florida
$237K -$24.5K -894 -9%
BAM
41
Belpointe Asset Management
Nevada
$220K
MAM
42
Marotta Asset Management
Virginia
$212K +$211K +7,706 New
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$207K +$206K +7,506 New
EF
44
Empirical Finance
Pennsylvania
$206K +$204K +7,460 New
Wells Fargo
45
Wells Fargo
California
$178K +$176K +6,442 +644,200%
AF
46
Advisornet Financial
Minnesota
$127K +$9.31K +340 +8%
CAL
47
Capital Advisors Ltd
Ohio
$85K -$54.7K -1,996 -39%
AIM
48
Anchor Investment Management
South Carolina
$76.4K +$2.74K +100 +4%
TFS
49
TrustCore Financial Services
Tennessee
$61.6K -$356 -13 -0.6%
HI
50
Harbour Investments
Wisconsin
$46.7K +$16.7K +609 +56%

FRDM Hedge Fund Activity: Q4 2022 in Review

60 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Freedom 100 Emerging Markets ETF (FRDM) for Q4 2022, worth a combined $154M — up 40% from $111M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new FRDM positions and 3 closed out — a net gain of 14 holders — while 24 added to existing stakes and 12 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $18.1M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $1.99M.

  • 60 institutional investors held Freedom 100 Emerging Markets ETF (FRDM) as of Q4 2022, up from 46 in Q3 2022.
  • Funds reported $154M of Freedom 100 Emerging Markets ETF stock for Q4 2022, up 40% quarter-over-quarter.
  • 17 funds opened new Freedom 100 Emerging Markets ETF positions in Q4 2022 and 3 closed out, a net change of +14 holders.
  • The largest Freedom 100 Emerging Markets ETF buyer in Q4 2022 was Northwestern Mutual Wealth Management, an estimated $18.1M added.
  • The largest Freedom 100 Emerging Markets ETF seller in Q4 2022 was Thrivent Financial for Lutherans, an estimated $1.99M sold.

Based on aggregated 13F filings for Q4 2022.