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Freedom 100 Emerging Markets ETF
FRDM

Overview Fund Activity

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
Holders
76
Holders Change
+7
Holders Change %
+10.14%
% of All Funds
1.2%
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

Top Buyers

1
IDA
1
Intelligence Driven Advisers
California
$25M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$84.5M
3
SAF
3
Smith Anglin Financial
Texas
$15.3M
4
GVAG
4
Great Valley Advisor Group
Delaware
$4.02M
5
KAS
5
Kestra Advisory Services
Texas
$3.57M

Top Sellers

1
OMC
1
Old Mission Capital
Illinois
$746K
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$888K
3
Jane Street
3
Jane Street
New York
$5.45M
4
DCM
4
Discovery Capital Management
Connecticut
$1.91M
5
KCM
5
Kathmere Capital Management
Pennsylvania
$13.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
26
Wells Fargo
California
$2.72M +$79.3K +2,529 +3%
SWIM
27
Smallwood Wealth Investment Management
New Jersey
$2.63M -$56.6K -1,805 -2%
ML
28
Mayport LLC
Massachusetts
$2.38M +$291K +9,285 +14%
Stifel Financial
29
Stifel Financial
Missouri
$2.3M +$55.9K +1,784 +2%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$2.01M +$509K +16,237 +34%
SC
31
Stephens Consulting
Michigan
$2.01M +$319K +10,171 +19%
DCM
32
Discovery Capital Management
Connecticut
$1.91M -$601K -19,173 -24%
Osaic Holdings
33
Osaic Holdings
Arizona
$1.87M +$1.16K +37 +0.1%
BCM
34
Brookstone Capital Management
Illinois
$1.83M +$582K +18,687 +47%
1IA
35
1620 Investment Advisors
Massachusetts
$1.55M +$34.6K +1,103 +2%
JPMPWA
36
J.P. Morgan Private Wealth Advisors
California
$1.51M -$25.9K -827 -2%
PAG
37
Private Advisor Group
New Jersey
$1.35M +$627K +20,010 +87%
IA
38
Inspire Advisors
Idaho
$1.25M +$1.25M +39,956 New
MFG
39
Magnus Financial Group
New York
$1.02M -$44.7K -1,427 -4%
LCM
40
Lunt Capital Management
Utah
$988K +$988K +31,524 New
LFAS
41
Level Four Advisory Services
Texas
$943K +$943K +30,061 New
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$888K -$1.55M -49,523 -64%
3AM
43
3EDGE Asset Management
Florida
$886K -$3.7K -118 -0.4%
WDL
44
Well Done LLC
Michigan
$869K +$55.1K +1,757 +7%
ICM
45
Islay Capital Management
Texas
$847K – – –
CWA
46
Clarus Wealth Advisors
Arizona
$783K -$23.7K -760 -3%
OMC
47
Old Mission Capital
Illinois
$746K -$3.18M -101,310 -81%
LSA
48
Lansing Street Advisors
Pennsylvania
$743K +$2.51K +80 +0.3%
MA
49
Mutual Advisors
Nebraska
$574K +$574K +18,308 New
MML Investors Services
50
MML Investors Services
Massachusetts
$564K +$564K +17,988 New
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