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Freedom 100 Emerging Markets ETF
FRDM

112 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, 50 increasing their positions, 29 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 9

72% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 29

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

12% more funds holding

Funds holding: 100 → 112 (+12)

2% more capital invested

Capital invested by funds: $489M → $500M (+$10.7M)

1.61% less ownership

Funds ownership: 64.33% → 62.73% (-1.6%)

Holders
112
Holders Change
+12
Holders Change %
+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
50
Reduced
29
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$8.91M
2
Jane Street
Jane Street
New York
+$6.07M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$5.25M
4
BOC
Bull Oak Capital
California
+$4.87M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$3.91M

Top Sellers

Rank Fund Capital Flow
1
TWM
Tanglewood Wealth Management
Texas
-$17.1M
2
SAF
Smith Anglin Financial
Texas
-$12.5M
3
Morgan Stanley
Morgan Stanley
New York
-$8.29M
4
IDA
Intelligence Driven Advisers
California
-$4.83M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$4.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
GVAG
26
Great Valley Advisor Group
Delaware
$5.62M +$470K +14,673 +10%
Bank of Montreal
27
Bank of Montreal
Ontario, Canada
$5.54M +$5.25M +164,069 New
BOC
28
Bull Oak Capital
California
$5.15M +$4.87M +152,070 +25,136%
LPL Financial
29
LPL Financial
California
$4.67M -$1.62M -50,635 -27%
Carson Wealth (CWM LLC)
30
Carson Wealth (CWM LLC)
Nebraska
$4.63M -$926K -28,916 -17%
SEA
31
Stegent Equity Advisors
Texas
$4.39M +$761K +23,774 +22%
GS
32
GTS Securities
New York
$4.34M +$2.24M +70,068 +119%
NEPWA
33
New England Private Wealth Advisors
Massachusetts
$3.81M +$2.63K +82 +0.1%
QHA
34
Quarry Hill Advisors
Minnesota
$3.71M -$5.57K -174 -0.2%
OMC
35
Old Mission Capital
Illinois
$3.67M +$624K +19,505 +22%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$3.41M +$401K +12,530 +14%
SWIM
37
Smallwood Wealth Investment Management
New Jersey
$3.17M +$71.2K +2,225 +2%
LK
38
Lumbard & Kellner
New Hampshire
$2.73M +$2.59M +81,004 New
SC
39
Stephens Consulting
Michigan
$2.67M -$49.7K -1,552 -2%
AIP
40
Ameritas Investment Partners
Nebraska
$2.62M +$2.48M +77,597 New
BCM
41
Brookstone Capital Management
Illinois
$2.53M -$1.22M -38,014 -34%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$2.29M +$971K +30,326 +81%
CCFM
43
Clear Creek Financial Management
Washington
$1.93M +$408K +12,731 +29%
BCI
44
Brinker Capital Investments
Pennsylvania
$1.86M – – –
OPS
45
Orion Portfolio Solutions
Nebraska
$1.86M – – –
1IA
46
1620 Investment Advisors
Massachusetts
$1.83M +$37.9K +1,183 +2%
Osaic Holdings
47
Osaic Holdings
Arizona
$1.8M -$153K -4,785 -8%
SAG
48
Spotlight Asset Group
Illinois
$1.67M +$1.59M +49,621 New
EFG
49
Ethos Financial Group
Pennsylvania
$1.58M +$197K +6,157 +15%
PA
50
Prism Advisors
California
$1.58M +$59.5K +1,859 +4%
1
2
3 4 5

FRDM Hedge Fund Activity: Q1 2024 in Review

112 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Freedom 100 Emerging Markets ETF (FRDM) for Q1 2024, worth a combined $500M — up 2.2% from $489M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new FRDM positions and 9 closed out — a net gain of 13 holders — while 50 added to existing stakes and 29 trimmed.

The largest buyer was Janney Montgomery Scott, opening a new position worth an estimated $8.91M. The largest seller was Tanglewood Wealth Management, exiting entirely with an estimated $17.1M sold.

  • 112 institutional investors held Freedom 100 Emerging Markets ETF (FRDM) as of Q1 2024, up from 100 in Q4 2023.
  • Funds reported $500M of Freedom 100 Emerging Markets ETF stock for Q1 2024, up 2.2% quarter-over-quarter.
  • 22 funds opened new Freedom 100 Emerging Markets ETF positions in Q1 2024 and 9 closed out, a net change of +13 holders.
  • The largest Freedom 100 Emerging Markets ETF buyer in Q1 2024 was Janney Montgomery Scott, an estimated $8.91M added.
  • The largest Freedom 100 Emerging Markets ETF seller in Q1 2024 was Tanglewood Wealth Management, an estimated $17.1M sold.

Based on aggregated 13F filings for Q1 2024.