We are live on ! Find out more
FRDM icon

Freedom 100 Emerging Markets ETF
FRDM

112 hedge funds and large institutions have $500M invested in Freedom 100 Emerging Markets ETF in 2024 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 50 increasing their positions, 29 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 9

72% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 29

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

12% more funds holding

Funds holding: 100 → 112 (+12)

2% more capital invested

Capital invested by funds: $489M → $500M (+$10.7M)

1.61% less ownership

Funds ownership: 64.33% → 62.73% (-1.6%)

Holders
112
Holders Change
+12
Holders Change %
+12%
% of All Funds
1.61%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
22
Increased
50
Reduced
29
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$8.91M
2
Jane Street
Jane Street
New York
+$6.07M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$5.25M
4
BOC
Bull Oak Capital
California
+$4.87M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$3.91M

Top Sellers

Rank Fund Capital Flow
1
TWM
Tanglewood Wealth Management
Texas
-$17.1M
2
SAF
Smith Anglin Financial
Texas
-$12.5M
3
Morgan Stanley
Morgan Stanley
New York
-$8.29M
4
IDA
Intelligence Driven Advisers
California
-$4.83M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$4.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
DCM
51
Discovery Capital Management
Connecticut
$1.54M -$483K -15,100 -25%
WDL
52
Well Done LLC
Michigan
$1.49M +$522K +16,318 +59%
LCM
53
Lunt Capital Management
Utah
$1.32M +$113K +3,516 +10%
LSA
54
Lansing Street Advisors
Pennsylvania
$1.11M -$56.1K -1,753 -5%
MFG
55
Magnus Financial Group
New York
$1.1M -$88.3K -2,759 -8%
ICM
56
Islay Capital Management
Texas
$1.07M -$7.59K -237 -0.7%
LFA
57
Longview Financial Advisors
Alabama
$991K -$17.1K -534 -2%
MWM
58
Mission Wealth Management
California
$889K +$843K +26,350 New
JP Morgan Chase
59
JP Morgan Chase
New York
$879K -$798K -24,929 -49%
CWA
60
Clarus Wealth Advisors
Arizona
$842K -$2.4K -75 -0.3%
FTUS
61
Flow Traders U.S.
New York
$817K -$2.86M -89,329 -79%
MCA
62
Magnolia Capital Advisors
Mississippi
$816K +$4.8K +150 +0.6%
FIA
63
Foundations Investment Advisors
Arizona
$809K +$768K +23,999 New
Cetera Investment Advisers
64
Cetera Investment Advisers
Illinois
$703K +$107K +3,344 +19%
MA
65
Mutual Advisors
Nebraska
$665K -$114K -3,568 -15%
Envestnet Asset Management
66
Envestnet Asset Management
Illinois
$636K -$878K -27,428 -59%
TFM
67
Trademark Financial Management
Minnesota
$610K -$15.8K -493 -3%
Betterment LLC
68
Betterment LLC
New York
$534K +$152K +4,754 +43%
CA
69
Cetera Advisors
Colorado
$521K +$494K +15,434 New
GWM
70
Geneos Wealth Management
Colorado
$514K +$488K +15,246 New
IA
71
Inspire Advisors
Idaho
$510K -$2.25M -70,363 -82%
SW
72
Simplicity Wealth
New Jersey
$483K +$458K +14,321 New
MML Investors Services
73
MML Investors Services
Massachusetts
$483K +$54.1K +1,690 +13%
WSWA
74
Warren Street Wealth Advisors
California
$458K – – –
CAPTRUST Financial Advisors
75
CAPTRUST Financial Advisors
North Carolina
$436K -$4.07K -127 -1%
1 2
3
4 5

FRDM Hedge Fund Activity: Q1 2024 in Review

112 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Freedom 100 Emerging Markets ETF (FRDM) for Q1 2024, worth a combined $500M — up 2.2% from $489M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new FRDM positions and 9 closed out — a net gain of 13 holders — while 50 added to existing stakes and 29 trimmed.

The largest buyer was Janney Montgomery Scott, opening a new position worth an estimated $8.91M. The largest seller was Tanglewood Wealth Management, exiting entirely with an estimated $17.1M sold.

  • 112 institutional investors held Freedom 100 Emerging Markets ETF (FRDM) as of Q1 2024, up from 100 in Q4 2023.
  • Funds reported $500M of Freedom 100 Emerging Markets ETF stock for Q1 2024, up 2.2% quarter-over-quarter.
  • 22 funds opened new Freedom 100 Emerging Markets ETF positions in Q1 2024 and 9 closed out, a net change of +13 holders.
  • The largest Freedom 100 Emerging Markets ETF buyer in Q1 2024 was Janney Montgomery Scott, an estimated $8.91M added.
  • The largest Freedom 100 Emerging Markets ETF seller in Q1 2024 was Tanglewood Wealth Management, an estimated $17.1M sold.

Based on aggregated 13F filings for Q1 2024.