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Freedom 100 Emerging Markets ETF
FRDM

82 hedge funds and large institutions have $377M invested in Freedom 100 Emerging Markets ETF in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 47 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

292% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 12

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

8% more funds holding

Funds holding: 76 → 82 (+6)

5% more capital invested

Capital invested by funds: $358M → $377M (+$18.8M)

1.25% less ownership

Funds ownership: 63.09% → 61.84% (-1.3%)

Holders
82
Holders Change
+6
Holders Change %
+7.89%
% of All Funds
1.3%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
14
Increased
47
Reduced
12
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TWM
Tanglewood Wealth Management
Texas
+$12.3M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$8.14M
3
BOC
Bull Oak Capital
California
+$5.45M
4
WG
Watchman Group
Texas
+$5.36M
5
LPL Financial
LPL Financial
California
+$4.29M

Top Sellers

Rank Fund Capital Flow
1
GS
GTS Securities
New York
-$4.44M
2
Jane Street
Jane Street
New York
-$3.28M
3
3AM
3EDGE Asset Management
Florida
-$886K
4
OMC
Old Mission Capital
Illinois
-$746K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$507K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
26
Wells Fargo
California
$3.37M +$995K +32,280 +37%
NEPWA
27
New England Private Wealth Advisors
Massachusetts
$3.14M +$31K +1,006 +0.9%
QHA
28
Quarry Hill Advisors
Minnesota
$2.87M +$183K +5,923 +6%
IA
29
Inspire Advisors
Idaho
$2.58M +$1.58M +51,249 +128%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$2.52M +$22K +713 +0.8%
SWIM
31
Smallwood Wealth Investment Management
New Jersey
$2.44M +$66.8K +2,168 +3%
ML
32
Mayport LLC
Massachusetts
$2.42M +$294K +9,542 +13%
CCFM
33
Clear Creek Financial Management
Washington
$2.18M -$385K -12,499 -14%
SC
34
Stephens Consulting
Michigan
$2.11M +$324K +10,508 +16%
Stifel Financial
35
Stifel Financial
Missouri
$2.05M -$27.7K -899 -1%
Jane Street
36
Jane Street
New York
$1.9M -$3.28M -106,572 -61%
BCM
37
Brookstone Capital Management
Illinois
$1.9M +$246K +7,996 +14%
Osaic Holdings
38
Osaic Holdings
Arizona
$1.88M +$211K +6,851 +12%
DCM
39
Discovery Capital Management
Connecticut
$1.72M – – –
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$1.59M +$1.34M +43,402 +343%
1IA
41
1620 Investment Advisors
Massachusetts
$1.43M +$37.9K +1,230 +2%
JMPWA
42
JP Morgan Private Wealth Advisors
California
$1.4M +$44.2K +1,435 +3%
GS
43
GTS Securities
New York
$1.39M -$4.44M -144,005 -75%
PAG
44
Private Advisor Group
New Jersey
$1.36M +$148K +4,788 +11%
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$1.35M -$507K -16,440 -26%
PA
46
Prism Advisors
California
$1.11M +$1.21M +39,110 New
LCM
47
Lunt Capital Management
Utah
$941K +$53K +1,720 +5%
ICM
48
Islay Capital Management
Texas
$930K +$180K +5,839 +22%
MFG
49
Magnus Financial Group
New York
$923K +$92 +3 +0%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$807K +$4.32K +140 +0.5%
1
2
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FRDM Hedge Fund Activity: Q3 2023 in Review

82 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Freedom 100 Emerging Markets ETF (FRDM) for Q3 2023, worth a combined $377M — up 5.3% from $358M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new FRDM positions and 6 closed out — a net gain of 8 holders — while 47 added to existing stakes and 12 trimmed.

The largest buyer was Tanglewood Wealth Management, opening a new position worth an estimated $12.3M. The largest seller was GTS Securities, cutting an estimated $4.44M.

  • 82 institutional investors held Freedom 100 Emerging Markets ETF (FRDM) as of Q3 2023, up from 76 in Q2 2023.
  • Funds reported $377M of Freedom 100 Emerging Markets ETF stock for Q3 2023, up 5.3% quarter-over-quarter.
  • 14 funds opened new Freedom 100 Emerging Markets ETF positions in Q3 2023 and 6 closed out, a net change of +8 holders.
  • The largest Freedom 100 Emerging Markets ETF buyer in Q3 2023 was Tanglewood Wealth Management, an estimated $12.3M added.
  • The largest Freedom 100 Emerging Markets ETF seller in Q3 2023 was GTS Securities, an estimated $4.44M sold.

Based on aggregated 13F filings for Q3 2023.