We are live on ! Find out more
FRDM icon

Freedom 100 Emerging Markets ETF

76 hedge funds and large institutions have $358M invested in Freedom 100 Emerging Markets ETF in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 38 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 4

100% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 19

39% more capital invested

Capital invested by funds: $257M → $358M (+$101M)

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

10% more funds holding

Funds holding: 6976 (+7)

1.27% more ownership

Funds ownership: 61.82%63.09% (+1.3%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $5.28M

Holders
76
Holders Change
+7
Holders Change %
+10.14%
% of All Funds
1.19%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
11
Increased
38
Reduced
19
Closed
4
Calls
Puts
$5.28M
Net Calls
-$5.28M
Net Calls Change
-$434K
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
51
Brinker Capital Investments
Pennsylvania
$549K
OPS
52
Orion Portfolio Solutions
Nebraska
$549K
LPL Financial
53
LPL Financial
California
$531K -$29.3K -966 -5%
WSWA
54
Warren Street Wealth Advisors
California
$514K
SS
55
Simplicity Solutions
Minnesota
$449K
DAS
56
Dynamic Advisor Solutions
Arizona
$438K +$20.5K +677 +5%
RJA
57
Raymond James & Associates
Florida
$417K +$65.7K +2,166 +19%
CAPTRUST Financial Advisors
58
CAPTRUST Financial Advisors
North Carolina
$404K +$4.97K +164 +1%
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$397K +$92.6K +3,055 +32%
EF
60
Empirical Finance
Pennsylvania
$281K +$8.64K +285 +3%
MAM
61
Marotta Asset Management
Virginia
$241K +$233K +7,672 New
NHFG
62
New Harbor Financial Group
Massachusetts
$234K -$186K -6,150 -45%
Janney Montgomery Scott
63
Janney Montgomery Scott
Pennsylvania
$232K -$6.67K -220 -3%
BAM
64
Belpointe Asset Management
Nevada
$225K -$135K -4,459 -38%
IWM
65
IHT Wealth Management
Illinois
$215K +$208K +6,858 New
CAL
66
Capital Advisors Ltd
Ohio
$178K +$77.2K +2,547 +81%
AF
67
Advisornet Financial
Minnesota
$148K +$334 +11 +0.2%
AIM
68
Anchor Investment Management
South Carolina
$136K +$21.3K +701 +19%
ADL
69
Asset Dedication LLC
California
$72K
HI
70
Harbour Investments
Wisconsin
$53.8K +$61 +2 +0.1%
PA
71
Parallel Advisors
California
$8.28K +$5.91K +195 +283%
OLVIG
72
Oliver Lagore Vanvalin Investment Group
Michigan
$6.77K +$6.55K +216 New
GRP
73
Global Retirement Partners
California
$3.07K -$728 -24 -20%
VWM
74
Venturi Wealth Management
Texas
$2.51K
JWM
75
Janiczek Wealth Management
Colorado
$816

FRDM Hedge Fund Activity: Q2 2023 in Review

76 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Freedom 100 Emerging Markets ETF (FRDM) for Q2 2023, worth a combined $358M — up 39% from $257M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new FRDM positions and 4 closed out — a net gain of 7 holders — while 38 added to existing stakes and 19 trimmed.

The largest buyer was Intelligence Driven Advisers, opening a new position worth an estimated $24.6M. The largest seller was Old Mission Capital, cutting an estimated $3.07M.

  • 76 institutional investors held Freedom 100 Emerging Markets ETF (FRDM) as of Q2 2023, up from 69 in Q1 2023.
  • Funds reported $358M of Freedom 100 Emerging Markets ETF stock for Q2 2023, up 39% quarter-over-quarter.
  • 11 funds opened new Freedom 100 Emerging Markets ETF positions in Q2 2023 and 4 closed out, a net change of +7 holders.
  • The largest Freedom 100 Emerging Markets ETF buyer in Q2 2023 was Intelligence Driven Advisers, an estimated $24.6M added.
  • The largest Freedom 100 Emerging Markets ETF seller in Q2 2023 was Old Mission Capital, an estimated $3.07M sold.

Based on aggregated 13F filings for Q2 2023.