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Freedom 100 Emerging Markets ETF
FRDM

Overview Fund Activity

116 hedge funds and large institutions have $477M invested in Freedom 100 Emerging Markets ETF in 2024 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 54 increasing their positions, 31 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
116
Holders Change
+5
Holders Change %
+4.5%
% of All Funds
1.69%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
18
Increased
54
Reduced
31
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CG
1
Clarus Group
Texas
$3.23M
2
IWC
2
Integrated Wealth Concepts
Massachusetts
$2.41M
3
CFS
3
Commonwealth Financial Services
West Virginia
$8.93M
4
Wells Fargo
4
Wells Fargo
California
$9.73M
5
OMC
5
Old Mission Capital
Illinois
$5.58M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$56.6M
2
Jane Street
2
Jane Street
New York
$6.15M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$0
4
SAF
4
Smith Anglin Financial
Texas
$1.57M
5
GS
5
GTS Securities
New York
$1.54M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
26
LPL Financial
California
$5.9M +$1.02M +28,772 +21%
OMC
27
Old Mission Capital
Illinois
$5.58M +$1.73M +49,079 +45%
TA
28
TrueWealth Advisors
Alabama
$4.9M -$1.33M -37,752 -21%
LFAS
29
Level Four Advisory Services
Texas
$4.62M -$1.58M -44,636 -25%
QHA
30
Quarry Hill Advisors
Minnesota
$4.31M +$427K +12,101 +11%
NEPWA
31
New England Private Wealth Advisors
Massachusetts
$4.03M +$47K +1,330 +1%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$3.71M +$134K +3,790 +4%
Carson Wealth (CWM LLC)
33
Carson Wealth (CWM LLC)
Nebraska
$3.58M -$1.27M -36,001 -26%
SWIM
34
Smallwood Wealth Investment Management
New Jersey
$3.48M +$161K +4,571 +5%
CG
35
Clarus Group
Texas
$3.23M +$3.23M +91,585 New
CCFM
36
Clear Creek Financial Management
Washington
$3.05M +$1.03M +29,124 +51%
SC
37
Stephens Consulting
Michigan
$3M +$212K +6,015 +8%
AIP
38
Ameritas Investment Partners
Nebraska
$2.89M +$153K +4,331 +6%
LK
39
Lumbard & Kellner
New Hampshire
$2.84M -$19.7K -558 -0.7%
IWC
40
Integrated Wealth Concepts
Massachusetts
$2.41M +$2.41M +68,102 New
SEA
41
Stegent Equity Advisors
Texas
$2.23M -$2.36M -66,858 -51%
BCM
42
Brookstone Capital Management
Illinois
$2.19M -$497K -13,858 -19%
ICM
43
Islay Capital Management
Texas
$2.04M +$917K +25,975 +82%
EFG
44
Ethos Financial Group
Pennsylvania
$1.97M +$311K +8,811 +19%
OPS
45
Orion Portfolio Solutions
Nebraska
$1.94M – – –
BCI
46
Brinker Capital Investments
Pennsylvania
$1.94M – – –
1IA
47
1620 Investment Advisors
Massachusetts
$1.94M +$22.1K +626 +1%
SAG
48
Spotlight Asset Group
Illinois
$1.73M -$27K -765 -2%
PA
49
Prism Advisors
California
$1.7M +$42.5K +1,203 +3%
SAF
50
Smith Anglin Financial
Texas
$1.57M -$4.5M -127,419 -74%
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