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Freedom 100 Emerging Markets ETF
FRDM

Overview Fund Activity

69 hedge funds and large institutions have $257M invested in Freedom 100 Emerging Markets ETF in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 42 increasing their positions, 4 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
+9
Holders Change %
+15%
% of All Funds
1.1%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
17
Increased
42
Reduced
4
Closed
6
Calls
–
Puts
$4.85M
Net Calls
-$4.85M
Net Calls Change
-$4.85M

Top Buyers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$59.9M
2
Jane Street
2
Jane Street
New York
$5.82M
3
Morgan Stanley
3
Morgan Stanley
New York
$5.25M
4
OMC
4
Old Mission Capital
Illinois
$3.68M
5
TA
5
TrueWealth Advisors
Alabama
$3.3M

Top Sellers

1
BPA
1
Beacon Pointe Advisors
California
$0
2
SHWM
2
Silicon Hills Wealth Management
Texas
$0
3
LPL Financial
3
LPL Financial
California
$526K
4
MFG
4
Magnus Financial Group
New York
$1M
5
CFC
5
Coyle Financial Counsel
Illinois
$10.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
51
Raymond James & Associates
Florida
$327K +$74.9K +2,548 +30%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$283K +$17.4K +592 +7%
EF
53
Empirical Finance
Pennsylvania
$255K +$35.6K +1,210 +16%
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$224K +$3.53K +120 +2%
AF
55
Advisornet Financial
Minnesota
$138K +$2.44K +83 +2%
AIM
56
Anchor Investment Management
South Carolina
$107K +$25.4K +863 +31%
CAL
57
Capital Advisors Ltd
Ohio
$92K +$1.27K +43 +1%
ADL
58
Asset Dedication LLC
California
$68K +$53.1K +1,808 +357%
HI
59
Harbour Investments
Wisconsin
$50.3K +$500 +17 +1%
PTC
60
Private Trust Company
Ohio
$46.8K – – –
RTL
61
Red Tortoise LLC
Georgia
$24.3K +$617 +21 +3%
UBS Group
62
UBS Group
Switzerland
$4.29K +$4.29K +146 New
GRP
63
Global Retirement Partners
California
$3.59K – – –
Commonwealth Equity Services
64
Commonwealth Equity Services
Massachusetts
$2.42K +$398 +13,529 +20%
VWM
65
Venturi Wealth Management
Texas
$2.35K +$2.35K +80 New
Fidelity Investments
66
Fidelity Investments
Massachusetts
$2.09K – – –
PA
67
Parallel Advisors
California
$2.03K – – –
JWM
68
Janiczek Wealth Management
Colorado
$779 +$779 +26 New
EI
69
Ellevest Inc
New York
$394 +$394 +13 New
BOC
70
Bull Oak Capital
California
– -$3.62M -131,205 Closed
BPA
71
Beacon Pointe Advisors
California
– -$717K -26,000 Closed
SHWM
72
Silicon Hills Wealth Management
Texas
– -$610K -22,121 Closed
HDIM
73
Hanson & Doremus Investment Management
Vermont
– -$6K -200 Closed
USCWA
74
U.S. Capital Wealth Advisors
Texas
– -$5.52K -200 Closed
GEA
75
Glen Eagle Advisors
New Jersey
– -$4.22K -153 Closed
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