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Freedom 100 Emerging Markets ETF
FRDM

Overview Fund Activity

121 hedge funds and large institutions have $727M invested in Freedom 100 Emerging Markets ETF in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 50 increasing their positions, 36 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
121
Holders Change
+5
Holders Change %
+4.31%
% of All Funds
1.75%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
18
Increased
50
Reduced
36
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$192M
2
TWM
2
Tanglewood Wealth Management
Texas
$31.5M
3
WJA
3
Willis Johnson & Associates
Texas
$31.3M
4
RPGK
4
Retirement Planning Group (Kansas)
Kansas
$66.2M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$49.5M

Top Sellers

1
OMC
1
Old Mission Capital
Illinois
$0
2
Jane Street
2
Jane Street
New York
$759K
3
LFAS
3
Level Four Advisory Services
Texas
$985K
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$53.9M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$538K
Name Holding Trade Value Shares
Change 		Shares
Change %
BFA
26
Beaumont Financial Advisors
Massachusetts
$6.46M +$134K +3,754 +2%
IPA
27
Investment Planning Advisors
Georgia
$6.37M – – –
OIA
28
OneDigital Investment Advisors
Kansas
$6.36M +$86.7K +2,422 +1%
GVAG
29
Great Valley Advisor Group
Delaware
$6.25M +$82.5K +2,307 +1%
TA
30
TrueWealth Advisors
Alabama
$5.08M +$116K +3,246 +2%
QHA
31
Quarry Hill Advisors
Minnesota
$4.52M +$155K +4,336 +4%
NEPWA
32
New England Private Wealth Advisors
Massachusetts
$4.09M +$1.83K +51 +0%
SWIM
33
Smallwood Wealth Investment Management
New Jersey
$3.7M +$182K +5,080 +5%
CG
34
Clarus Group
Texas
$3.43M +$157K +4,379 +5%
CCFM
35
Clear Creek Financial Management
Washington
$3.35M +$259K +7,227 +8%
SC
36
Stephens Consulting
Michigan
$3.26M +$216K +6,037 +7%
AIP
37
Ameritas Investment Partners
Nebraska
$3.05M +$114K +3,194 +4%
LK
38
Lumbard & Kellner
New Hampshire
$2.88M -$215 -6 -0%
FIA
39
Foundations Investment Advisors
Arizona
$2.18M +$937K +26,191 +76%
ICM
40
Islay Capital Management
Texas
$2.17M +$107K +3,000 +5%
IWC
41
Integrated Wealth Concepts
Massachusetts
$2.15M -$286K -7,980 -12%
1IA
42
1620 Investment Advisors
Massachusetts
$1.99M +$26K +726 +1%
OPS
43
Orion Portfolio Solutions
Nebraska
$1.97M – – –
BCI
44
Brinker Capital Investments
Pennsylvania
$1.97M – – –
BCM
45
Brookstone Capital Management
Illinois
$1.87M -$311K -8,686 -14%
LCM
46
Lunt Capital Management
Utah
$1.73M +$146K +4,075 +9%
PA
47
Prism Advisors
California
$1.71M -$8.55K -239 -0.5%
LSA
48
Lansing Street Advisors
Pennsylvania
$1.64M +$471K +13,158 +40%
NA
49
NewEdge Advisors
Louisiana
$1.39M +$1.39M +38,722 New
ASN
50
Advisory Services Network
Georgia
$1.22M – – –
1
2
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