Freedom 100 Emerging Markets ETF
FRDM
60 hedge funds and large institutions have $154M invested in Freedom 100 Emerging Markets ETF in 2022 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 24 increasing their positions, 12 reducing their positions, and 3 closing their positions.
467% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 3
100% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 12
40% more capital invested
Capital invested by funds: $111M → $154M (+$43.9M)
30% more funds holding
Funds holding: 46 → 60 (+14)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
8.61% less ownership
Funds ownership: 65.93% → 57.32% (-8.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$18.1M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$2.88M |
| 3 |
RPGK
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
+$2.88M |
| 4 |
SEA
Stegent Equity Advisors
Houston,
Texas
|
+$1.95M |
| 5 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$1.85M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$1.99M |
| 2 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$1.38M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$648K |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$633K |
| 5 |
CFC
Coyle Financial Counsel
Glenview,
Illinois
|
-$494K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PTC
51
Private Trust Company
Cleveland,
Ohio
| $44K | – | – | – |
|
|
RTL
52
Red Tortoise LLC
Atlanta,
Georgia
| $22.2K | +$22.1K | +805 | New |
|
|
1IA
53
1620 Investment Advisors
Plymouth,
Massachusetts
| $15.9K | +$14.6K | +533 | +1% |
|
|
ADL
54
Asset Dedication LLC
San Francisco,
California
| $14K | – | – | – |
|
|
HDIM
55
Hanson & Doremus Investment Management
Burlington,
Vermont
| $6K | +$5.48K | +200 | New |
|
|
USCWA
56
U.S. Capital Wealth Advisors
Austin,
Texas
| $5.51K | +$5.48K | +200 | New |
|
|
GEA
57
Glen Eagle Advisors
Kingston,
New Jersey
| $4.22K | – | – | – |
|
|
GRP
58
Global Retirement Partners
San Rafael,
California
| $3.36K | +$3.34K | +122 | New |
|
59
Fidelity Investments
Boston,
Massachusetts
| $1.96K | – | – | – |
|
|
PA
60
Parallel Advisors
San Francisco,
California
| $1.9K | +$1.89K | +69 | New |
|
|
FTUS
61
Flow Traders U.S.
New York
| – | -$633K | -25,349 | Closed |
|
62
Jane Street
New York
| – | -$383K | -15,316 | Closed |
|
|
HCA
63
Heck Capital Advisors
Rhinelander,
Wisconsin
| – | -$87.5K | -3,500 | Closed |
|
FRDM Hedge Fund Activity: Q4 2022 in Review
60 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Freedom 100 Emerging Markets ETF (FRDM) for Q4 2022, worth a combined $154M — up 40% from $111M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new FRDM positions and 3 closed out — a net gain of 14 holders — while 24 added to existing stakes and 12 trimmed.
The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $18.1M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $1.99M.
- 60 institutional investors held Freedom 100 Emerging Markets ETF (FRDM) as of Q4 2022, up from 46 in Q3 2022.
- Funds reported $154M of Freedom 100 Emerging Markets ETF stock for Q4 2022, up 40% quarter-over-quarter.
- 17 funds opened new Freedom 100 Emerging Markets ETF positions in Q4 2022 and 3 closed out, a net change of +14 holders.
- The largest Freedom 100 Emerging Markets ETF buyer in Q4 2022 was Northwestern Mutual Wealth Management, an estimated $18.1M added.
- The largest Freedom 100 Emerging Markets ETF seller in Q4 2022 was Thrivent Financial for Lutherans, an estimated $1.99M sold.
Based on aggregated 13F filings for Q4 2022.