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Freedom 100 Emerging Markets ETF

144 hedge funds and large institutions have $574M invested in Freedom 100 Emerging Markets ETF in 2025 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 67 increasing their positions, 36 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 36

57% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 14

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

5% more funds holding

Funds holding: 137144 (+7)

1% less capital invested

Capital invested by funds: $579M → $574M (-$5.62M)

2.67% less ownership

Funds ownership: 67.26%64.59% (-2.7%)

Holders
144
Holders Change
+7
Holders Change %
+5.11%
% of All Funds
1.93%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
22
Increased
67
Reduced
36
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
26
Beaumont Financial Advisors
Massachusetts
$6.75M +$141K +4,035 +2%
WG
27
Watchman Group
Texas
$6.72M -$288K -8,271 -4%
Mariner
28
Mariner
Kansas
$6.39M +$1.2M +34,306 +23%
GVAG
29
Great Valley Advisor Group
Delaware
$6.36M +$36.1K +1,035 +0.6%
LPL Financial
30
LPL Financial
California
$6.35M +$802K +23,030 +15%
SC
31
Stephens Consulting
Michigan
$5.76M +$1.92M +55,092 +50%
OIA
32
OneDigital Investment Advisors
Kansas
$5.66M -$823K -23,614 -13%
QHA
33
Quarry Hill Advisors
Minnesota
$4.8M +$94K +2,698 +2%
TA
34
TrueWealth Advisors
Alabama
$4.73M +$31.7K +910 +0.7%
SWIM
35
Smallwood Wealth Investment Management
New Jersey
$3.99M +$140K +4,008 +4%
T
36
Tableaux
Massachusetts
$3.96M +$622K +17,853 +19%
NEPWA
37
New England Private Wealth Advisors
Massachusetts
$3.92M +$86.3K +2,477 +2%
WF
38
Womack Financial
Texas
$3.54M +$10.6K +305 +0.3%
AIP
39
Ameritas Investment Partners
Nebraska
$3.15M +$163K +4,665 +5%
FAM
40
Frontier Asset Management
Wyoming
$2.83M +$1.53M +43,816 +119%
FIA
41
Foundations Investment Advisors
Arizona
$2.75M +$136K +3,899 +5%
LK
42
Lumbard & Kellner
New Hampshire
$2.74M +$976 +28 +0%
Focus Partners Wealth
43
Focus Partners Wealth
Massachusetts
$2.51M +$211K +6,064 +9%
ICM
44
Islay Capital Management
Texas
$2.4M +$54.2K +1,555 +2%
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$2.4M +$1.52M +43,536 +175%
HNW
46
High Note Wealth
Minnesota
$2.19M +$1.35M +38,772 +164%
LCM
47
Lunt Capital Management
Utah
$2.16M +$164K +4,720 +8%
CCFM
48
Clear Creek Financial Management
Washington
$2.14M -$16.1K -461 -0.8%
1IA
49
1620 Investment Advisors
Massachusetts
$2.11M +$68.3K +1,961 +3%
Citadel Advisors
50
Citadel Advisors
Florida
$2.11M -$414K -11,874 -16%

FRDM Hedge Fund Activity: Q1 2025 in Review

144 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Freedom 100 Emerging Markets ETF (FRDM) for Q1 2025, worth a combined $574M — down 0.97% from $579M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new FRDM positions and 14 closed out — a net gain of 8 holders — while 67 added to existing stakes and 36 trimmed.

The largest buyer was Retirement Planning Group (Kansas), adding an estimated $8.49M. The largest seller was Ellevest Inc, cutting an estimated $26.1M.

  • 144 institutional investors held Freedom 100 Emerging Markets ETF (FRDM) as of Q1 2025, up from 137 in Q4 2024.
  • Funds reported $574M of Freedom 100 Emerging Markets ETF stock for Q1 2025, down 0.97% quarter-over-quarter.
  • 22 funds opened new Freedom 100 Emerging Markets ETF positions in Q1 2025 and 14 closed out, a net change of +8 holders.
  • The largest Freedom 100 Emerging Markets ETF buyer in Q1 2025 was Retirement Planning Group (Kansas), an estimated $8.49M added.
  • The largest Freedom 100 Emerging Markets ETF seller in Q1 2025 was Ellevest Inc, an estimated $26.1M sold.

Based on aggregated 13F filings for Q1 2025.