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Freedom 100 Emerging Markets ETF
FRDM

Overview Fund Activity

132 hedge funds and large institutions have $576M invested in Freedom 100 Emerging Markets ETF in 2024 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 57 increasing their positions, 37 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
132
Holders Change
+11
Holders Change %
+9.09%
% of All Funds
1.76%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
23
Increased
57
Reduced
37
Closed
10
Calls
–
Puts
$2.75M
Net Calls
-$2.75M
Net Calls Change
-$2.75M

Top Buyers

1
EI
1
Ellevest Inc
New York
$31.2M
2
OMC
2
Old Mission Capital
Illinois
$13.8M
3
ACA
3
Aptus Capital Advisors
Alabama
$10.2M
4
GWANC
4
Guardian Wealth Advisors (North Carolina)
North Carolina
$10M
5
RPGK
5
Retirement Planning Group (Kansas)
Kansas
$69.1M

Top Sellers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$2.14M
2
TWM
2
Tanglewood Wealth Management
Texas
$18.9M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$41.4M
4
BOC
4
Bull Oak Capital
California
$449K
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$1.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
WG
26
Watchman Group
Texas
$6.54M -$118K -3,609 -2%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$6.52M +$5.65M +172,785 +648%
BFA
28
Beaumont Financial Advisors
Massachusetts
$6.17M +$262K +8,011 +4%
IPA
29
Investment Planning Advisors
Georgia
$6.08M +$189K +5,779 +3%
OIA
30
OneDigital Investment Advisors
Kansas
$6.04M +$240K +7,332 +4%
GVAG
31
Great Valley Advisor Group
Delaware
$5.89M +$182K +5,564 +3%
RF
32
Rossby Financial
Florida
$5.74M +$5.74M +175,600 New
Morgan Stanley
33
Morgan Stanley
New York
$5.63M -$768K -23,506 -12%
LPL Financial
34
LPL Financial
California
$5.17M -$869K -26,597 -14%
Mariner
35
Mariner
Kansas
$4.84M +$4.84M +148,119 New
QHA
36
Quarry Hill Advisors
Minnesota
$4.39M +$257K +7,854 +6%
TA
37
TrueWealth Advisors
Alabama
$4.38M -$265K -8,103 -6%
SWIM
38
Smallwood Wealth Investment Management
New Jersey
$3.59M +$209K +6,389 +6%
NEPWA
39
New England Private Wealth Advisors
Massachusetts
$3.57M -$161K -4,932 -4%
SC
40
Stephens Consulting
Michigan
$3.57M +$590K +18,066 +20%
T
41
Tableaux
Massachusetts
$3.11M +$3.11M +95,062 New
AIP
42
Ameritas Investment Partners
Nebraska
$2.78M -$1.21K -37 -0%
LK
43
Lumbard & Kellner
New Hampshire
$2.56M -$72.1K -2,206 -3%
FIA
44
Foundations Investment Advisors
Arizona
$2.43M +$446K +13,657 +22%
Citadel Advisors
45
Citadel Advisors
Florida
$2.35M +$2.35M +71,971 New
ICM
46
Islay Capital Management
Texas
$2.19M +$206K +6,313 +10%
Focus Partners Wealth
47
Focus Partners Wealth
Massachusetts
$2.14M -$24.8M -758,993 -92%
IWC
48
Integrated Wealth Concepts
Massachusetts
$2.01M +$48K +1,468 +2%
CCFM
49
Clear Creek Financial Management
Washington
$1.99M -$1.06M -32,501 -35%
1IA
50
1620 Investment Advisors
Massachusetts
$1.9M +$84.1K +2,573 +5%
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