Freedom 100 Emerging Markets ETF
FRDM
48 hedge funds and large institutions have $120M invested in Freedom 100 Emerging Markets ETF in 2022 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 17 increasing their positions, 7 reducing their positions, and 7 closing their positions.
171% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 7
143% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 7
33% more funds holding
Funds holding: 36 → 48 (+12)
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
6% more capital invested
Capital invested by funds: $114M → $120M (+$6.46M)
224.64% less ownership
Funds ownership: 289.4% → 64.76% (-225%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RPGK
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
+$6.98M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$3.46M |
| 3 |
Jane Street
New York
|
+$3.02M |
| 4 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$2.34M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SEA
Stegent Equity Advisors
Houston,
Texas
|
-$3.35M |
| 2 |
MAM
Marotta Asset Management
Charlottesville,
Virginia
|
-$234K |
| 3 |
SSCA
South Shore Capital Advisors
Cohasset,
Massachusetts
|
-$234K |
| 4 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$209K |
| 5 |
B
Bailard
Foster City,
California
|
-$200K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OPS
51
Orion Portfolio Solutions
Omaha,
Nebraska
| – | -$209K | -6,115 | Closed |
|
|
B
52
Bailard
Foster City,
California
| – | -$200K | -5,866 | Closed |
|
|
TCM
53
Tradewinds Capital Management
Bellingham,
Washington
| – | -$29K | -856 | Closed |
|
|
HA
54
Herold Advisors
New York
| – | -$3.42K | -100 | Closed |
|
55
Wells Fargo
San Francisco,
California
| – | -$31 | -1 | Closed |
|
FRDM Hedge Fund Activity: Q2 2022 in Review
48 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Freedom 100 Emerging Markets ETF (FRDM) for Q2 2022, worth a combined $120M — up 5.7% from $114M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new FRDM positions and 7 closed out — a net gain of 12 holders — while 17 added to existing stakes and 7 trimmed.
The largest buyer was Retirement Planning Group (Kansas), adding an estimated $6.98M. The largest seller was Stegent Equity Advisors, cutting an estimated $3.35M.
- 48 institutional investors held Freedom 100 Emerging Markets ETF (FRDM) as of Q2 2022, up from 36 in Q1 2022.
- Funds reported $120M of Freedom 100 Emerging Markets ETF stock for Q2 2022, up 5.7% quarter-over-quarter.
- 19 funds opened new Freedom 100 Emerging Markets ETF positions in Q2 2022 and 7 closed out, a net change of +12 holders.
- The largest Freedom 100 Emerging Markets ETF buyer in Q2 2022 was Retirement Planning Group (Kansas), an estimated $6.98M added.
- The largest Freedom 100 Emerging Markets ETF seller in Q2 2022 was Stegent Equity Advisors, an estimated $3.35M sold.
Based on aggregated 13F filings for Q2 2022.