We are live on ! Find out more
FRDM icon

Freedom 100 Emerging Markets ETF

76 hedge funds and large institutions have $358M invested in Freedom 100 Emerging Markets ETF in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 38 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 4

100% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 19

39% more capital invested

Capital invested by funds: $257M → $358M (+$101M)

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

10% more funds holding

Funds holding: 6976 (+7)

1.27% more ownership

Funds ownership: 61.82%63.09% (+1.3%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $5.28M

Holders
76
Holders Change
+7
Holders Change %
+10.14%
% of All Funds
1.19%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
11
Increased
38
Reduced
19
Closed
4
Calls
Puts
$5.28M
Net Calls
-$5.28M
Net Calls Change
-$434K
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
26
Wells Fargo
California
$2.72M +$76.7K +2,529 +3%
SWIM
27
Smallwood Wealth Investment Management
New Jersey
$2.63M -$54.7K -1,805 -2%
ML
28
Mayport LLC
Massachusetts
$2.38M +$282K +9,285 +14%
Stifel Financial
29
Stifel Financial
Missouri
$2.3M +$54.1K +1,784 +2%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$2.01M +$492K +16,237 +34%
SC
31
Stephens Consulting
Michigan
$2.01M +$308K +10,171 +19%
DCM
32
Discovery Capital Management
Connecticut
$1.91M -$581K -19,173 -24%
Osaic Holdings
33
Osaic Holdings
Arizona
$1.87M +$1.12K +37 +0.1%
BCM
34
Brookstone Capital Management
Illinois
$1.83M +$567K +18,687 +47%
1IA
35
1620 Investment Advisors
Massachusetts
$1.55M +$33.4K +1,103 +2%
JMPWA
36
JP Morgan Private Wealth Advisors
California
$1.51M -$25.1K -827 -2%
PAG
37
Private Advisor Group
New Jersey
$1.35M +$607K +20,010 +87%
IA
38
Inspire Advisors
Idaho
$1.25M +$1.21M +39,956 New
MFG
39
Magnus Financial Group
New York
$1.02M -$43.3K -1,427 -4%
LCM
40
Lunt Capital Management
Utah
$988K +$956K +31,524 New
LFAS
41
Level Four Advisory Services
Texas
$943K +$912K +30,061 New
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$888K -$1.5M -49,523 -64%
3AM
43
3EDGE Asset Management
Florida
$886K -$3.58K -118 -0.4%
WDL
44
Well Done LLC
Michigan
$869K +$53.3K +1,757 +7%
ICM
45
Islay Capital Management
Texas
$847K
CWA
46
Clarus Wealth Advisors
Arizona
$783K -$23K -760 -3%
OMC
47
Old Mission Capital
Illinois
$746K -$3.07M -101,310 -81%
LSA
48
Lansing Street Advisors
Pennsylvania
$743K +$2.43K +80 +0.3%
MA
49
Mutual Advisors
Nebraska
$574K +$555K +18,308 New
MML Investors Services
50
MML Investors Services
Massachusetts
$564K +$545K +17,988 New

FRDM Hedge Fund Activity: Q2 2023 in Review

76 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Freedom 100 Emerging Markets ETF (FRDM) for Q2 2023, worth a combined $358M — up 39% from $257M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new FRDM positions and 4 closed out — a net gain of 7 holders — while 38 added to existing stakes and 19 trimmed.

The largest buyer was Intelligence Driven Advisers, opening a new position worth an estimated $24.6M. The largest seller was Old Mission Capital, cutting an estimated $3.07M.

  • 76 institutional investors held Freedom 100 Emerging Markets ETF (FRDM) as of Q2 2023, up from 69 in Q1 2023.
  • Funds reported $358M of Freedom 100 Emerging Markets ETF stock for Q2 2023, up 39% quarter-over-quarter.
  • 11 funds opened new Freedom 100 Emerging Markets ETF positions in Q2 2023 and 4 closed out, a net change of +7 holders.
  • The largest Freedom 100 Emerging Markets ETF buyer in Q2 2023 was Intelligence Driven Advisers, an estimated $24.6M added.
  • The largest Freedom 100 Emerging Markets ETF seller in Q2 2023 was Old Mission Capital, an estimated $3.07M sold.

Based on aggregated 13F filings for Q2 2023.