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Freedom 100 Emerging Markets ETF
FRDM

Overview Fund Activity

111 hedge funds and large institutions have $500M invested in Freedom 100 Emerging Markets ETF in 2024 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 49 increasing their positions, 29 reducing their positions, and 9 closing their positions.

Holders
111
Holders Change
+12
Holders Change %
+12.12%
% of All Funds
1.61%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
22
Increased
49
Reduced
29
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Janney Montgomery Scott
1
Janney Montgomery Scott
Pennsylvania
$9.39M
2
Jane Street
2
Jane Street
New York
$19M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$5.54M
4
BOC
4
Bull Oak Capital
California
$5.15M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$6.12M

Top Sellers

1
TWM
1
Tanglewood Wealth Management
Texas
$0
2
SAF
2
Smith Anglin Financial
Texas
$5.8M
3
Morgan Stanley
3
Morgan Stanley
New York
$8.73M
4
IDA
4
Intelligence Driven Advisers
California
$18.5M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$86.8M
Name Market Value Shares Shares
Change 		Shares
Change %
GVAG
26
Great Valley Advisor Group
Delaware
$5.62M 166,479 +14,673 +10%
Bank of Montreal
27
Bank of Montreal
Ontario, Canada
$5.54M 164,069 +164,069 New
BOC
28
Bull Oak Capital
California
$5.15M 152,675 +152,070 +25,136%
LPL Financial
29
LPL Financial
California
$4.67M 138,395 -50,635 -27%
Carson Wealth (CWM LLC)
30
Carson Wealth (CWM LLC)
Nebraska
$4.63M 137,234 -28,916 -17%
SEA
31
Stegent Equity Advisors
Texas
$4.39M 130,110 +23,774 +22%
GS
32
GTS Securities
New York
$4.34M 128,815 +70,068 +119%
NEPWA
33
New England Private Wealth Advisors
Massachusetts
$3.81M 112,843 +82 +0.1%
QHA
34
Quarry Hill Advisors
Minnesota
$3.71M 110,027 -174 -0.2%
OMC
35
Old Mission Capital
Illinois
$3.67M 108,849 +19,505 +22%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$3.41M 101,110 +12,530 +14%
SWIM
37
Smallwood Wealth Investment Management
New Jersey
$3.17M 93,836 +2,225 +2%
LK
38
Lumbard & Kellner
New Hampshire
$2.73M 81,004 +81,004 New
SC
39
Stephens Consulting
Michigan
$2.67M 79,057 -1,552 -2%
AIP
40
Ameritas Investment Partners
Nebraska
$2.62M 77,597 +77,597 New
BCM
41
Brookstone Capital Management
Illinois
$2.53M 74,889 -38,014 -34%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$2.29M 67,745 +30,326 +81%
CCFM
43
Clear Creek Financial Management
Washington
$1.93M 57,195 +12,731 +29%
OPS
44
Orion Portfolio Solutions
Nebraska
$1.86M 55,000 – –
BCI
45
Brinker Capital Investments
Pennsylvania
$1.86M 55,000 – –
1IA
46
1620 Investment Advisors
Massachusetts
$1.83M 54,278 +1,183 +2%
Osaic Holdings
47
Osaic Holdings
Arizona
$1.8M 53,297 -4,785 -8%
SAG
48
Spotlight Asset Group
Illinois
$1.67M 49,621 +49,621 New
EFG
49
Ethos Financial Group
Pennsylvania
$1.58M 46,973 +6,157 +15%
PA
50
Prism Advisors
California
$1.58M 46,944 +1,859 +4%
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