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Freedom 100 Emerging Markets ETF

100 hedge funds and large institutions have $489M invested in Freedom 100 Emerging Markets ETF in 2023 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 49 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

271% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 7

188% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 17

30% more capital invested

Capital invested by funds: $377M → $489M (+$112M)

22% more funds holding

Funds holding: 82100 (+18)

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

2.49% more ownership

Funds ownership: 61.84%64.33% (+2.5%)

Holders
100
Holders Change
+18
Holders Change %
+21.95%
% of All Funds
1.46%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
26
Increased
49
Reduced
17
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$1.23M +$270K +8,939 +31%
LCM
52
Lunt Capital Management
Utah
$1.18M +$74.9K +2,481 +7%
MFG
53
Magnus Financial Group
New York
$1.17M +$87.3K +2,892 +9%
LSA
54
Lansing Street Advisors
Pennsylvania
$1.14M +$1.05M +34,736 New
ICM
55
Islay Capital Management
Texas
$1.05M -$28.4K -941 -3%
LFA
56
Longview Financial Advisors
Alabama
$984K +$903K +29,923 New
WDL
57
Well Done LLC
Michigan
$912K
Susquehanna International Group
58
Susquehanna International Group
Pennsylvania
$818K +$751K +24,873 New
MCA
59
Magnolia Capital Advisors
Mississippi
$787K +$764K +25,312 New
MA
60
Mutual Advisors
Nebraska
$766K +$91.4K +3,029 +15%
CWA
61
Clarus Wealth Advisors
Arizona
$758K +$752K +24,909 New
TFM
62
Trademark Financial Management
Minnesota
$611K +$560K +18,573 New
DAS
63
Dynamic Advisor Solutions
Arizona
$604K +$23.3K +771 +4%
Cetera Investment Advisers
64
Cetera Investment Advisers
Illinois
$575K +$36.1K +1,196 +7%
SS
65
Simplicity Solutions
Minnesota
$471K
WSWA
66
Warren Street Wealth Advisors
California
$447K
CAPTRUST Financial Advisors
67
CAPTRUST Financial Advisors
North Carolina
$430K +$694 +23 +0.2%
MML Investors Services
68
MML Investors Services
Massachusetts
$415K +$46.3K +1,534 +14%
AWA
69
Arete Wealth Advisors
Illinois
$387K +$355K +11,764 New
RJA
70
Raymond James & Associates
Florida
$385K +$17.5K +580 +5%
Betterment LLC
71
Betterment LLC
New York
$365K +$335K +11,087 New
Marshall Wace
72
Marshall Wace
United Kingdom
$333K +$306K +10,125 New
Citadel Advisors
73
Citadel Advisors
Florida
$305K +$280K +9,281 New
SA
74
Skyline Advisors
Washington
$292K +$268K +8,889 New
WAP
75
Wealthcare Advisory Partners
Pennsylvania
$286K +$262K +8,684 New

FRDM Hedge Fund Activity: Q4 2023 in Review

100 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Freedom 100 Emerging Markets ETF (FRDM) for Q4 2023, worth a combined $489M — up 30% from $377M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new FRDM positions and 7 closed out — a net gain of 19 holders — while 49 added to existing stakes and 17 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $12.6M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $7.77M.

  • 100 institutional investors held Freedom 100 Emerging Markets ETF (FRDM) as of Q4 2023, up from 82 in Q3 2023.
  • Funds reported $489M of Freedom 100 Emerging Markets ETF stock for Q4 2023, up 30% quarter-over-quarter.
  • 26 funds opened new Freedom 100 Emerging Markets ETF positions in Q4 2023 and 7 closed out, a net change of +19 holders.
  • The largest Freedom 100 Emerging Markets ETF buyer in Q4 2023 was Northwestern Mutual Wealth Management, an estimated $12.6M added.
  • The largest Freedom 100 Emerging Markets ETF seller in Q4 2023 was Thrivent Financial for Lutherans, an estimated $7.77M sold.

Based on aggregated 13F filings for Q4 2023.