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Freedom 100 Emerging Markets ETF

137 hedge funds and large institutions have $579M invested in Freedom 100 Emerging Markets ETF in 2024 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 57 increasing their positions, 39 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 10

46% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 39

11% more funds holding

Funds holding: 123137 (+14)

0.38% less ownership

Funds ownership: 67.64%67.26% (-0.38%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

20% less capital invested

Capital invested by funds: $728M → $579M (-$148M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $2.75M

Holders
137
Holders Change
+14
Holders Change %
+11.38%
% of All Funds
1.8%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
26
Increased
57
Reduced
39
Closed
10
Calls
Puts
$2.75M
Net Calls
-$2.75M
Net Calls Change
-$2.75M
Name Holding Trade Value Shares
Change
Change in
Stake
WG
26
Watchman Group
Texas
$6.54M -$125K -3,609 -2%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$6.52M +$5.99M +172,785 +648%
BFA
28
Beaumont Financial Advisors
Massachusetts
$6.17M +$278K +8,011 +4%
IPA
29
Investment Planning Advisors
Georgia
$6.08M +$200K +5,779 +3%
OIA
30
OneDigital Investment Advisors
Kansas
$6.04M +$254K +7,332 +4%
GVAG
31
Great Valley Advisor Group
Delaware
$5.89M +$193K +5,564 +3%
RF
32
Rossby Financial
Florida
$5.74M +$6.08M +175,600 New
Morgan Stanley
33
Morgan Stanley
New York
$5.63M -$814K -23,506 -12%
LPL Financial
34
LPL Financial
California
$5.17M -$922K -26,597 -14%
Mariner
35
Mariner
Kansas
$4.84M +$5.13M +148,119 New
QHA
36
Quarry Hill Advisors
Minnesota
$4.39M +$272K +7,854 +6%
TA
37
TrueWealth Advisors
Alabama
$4.38M -$281K -8,103 -6%
SWIM
38
Smallwood Wealth Investment Management
New Jersey
$3.59M +$221K +6,389 +6%
NEPWA
39
New England Private Wealth Advisors
Massachusetts
$3.57M -$171K -4,932 -4%
SC
40
Stephens Consulting
Michigan
$3.57M +$626K +18,066 +20%
WF
41
Womack Financial
Texas
$3.29M +$3.49M +100,628 New
T
42
Tableaux
Massachusetts
$3.11M +$3.29M +95,062 New
AIP
43
Ameritas Investment Partners
Nebraska
$2.78M -$1.28K -37 -0%
LK
44
Lumbard & Kellner
New Hampshire
$2.56M -$76.4K -2,206 -3%
FIA
45
Foundations Investment Advisors
Arizona
$2.43M +$473K +13,657 +22%
Citadel Advisors
46
Citadel Advisors
Florida
$2.35M +$2.49M +71,971 New
ICM
47
Islay Capital Management
Texas
$2.19M +$219K +6,313 +10%
Focus Partners Wealth
48
Focus Partners Wealth
Massachusetts
$2.14M -$26.3M -758,993 -92%
IWC
49
Integrated Wealth Concepts
Massachusetts
$2.01M +$50.9K +1,468 +2%
CCFM
50
Clear Creek Financial Management
Washington
$1.99M -$1.13M -32,501 -35%

FRDM Hedge Fund Activity: Q4 2024 in Review

137 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Freedom 100 Emerging Markets ETF (FRDM) for Q4 2024, worth a combined $579M — down 20% from $728M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new FRDM positions and 10 closed out — a net gain of 16 holders — while 57 added to existing stakes and 39 trimmed.

The largest buyer was Ellevest Inc, opening a new position worth an estimated $33.1M. The largest seller was Focus Partners Wealth, cutting an estimated $26.3M.

  • 137 institutional investors held Freedom 100 Emerging Markets ETF (FRDM) as of Q4 2024, up from 123 in Q3 2024.
  • Funds reported $579M of Freedom 100 Emerging Markets ETF stock for Q4 2024, down 20% quarter-over-quarter.
  • 26 funds opened new Freedom 100 Emerging Markets ETF positions in Q4 2024 and 10 closed out, a net change of +16 holders.
  • The largest Freedom 100 Emerging Markets ETF buyer in Q4 2024 was Ellevest Inc, an estimated $33.1M added.
  • The largest Freedom 100 Emerging Markets ETF seller in Q4 2024 was Focus Partners Wealth, an estimated $26.3M sold.

Based on aggregated 13F filings for Q4 2024.