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Freedom 100 Emerging Markets ETF
FRDM

118 hedge funds and large institutions have $478M invested in Freedom 100 Emerging Markets ETF in 2024 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 55 increasing their positions, 31 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 31

58% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 12

5% more funds holding

Funds holding: 112 → 118 (+6)

0% more funds holding in top 10

Funds holding in top 10: 8 → 8 (0)

4% less capital invested

Capital invested by funds: $500M → $478M (-$22.3M)

3.27% less ownership

Funds ownership: 62.73% → 59.45% (-3.3%)

Holders
118
Holders Change
+6
Holders Change %
+5.36%
% of All Funds
1.7%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
19
Increased
55
Reduced
31
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SFC
Strategic Financial Concepts
Texas
+$3.52M
2
CG
Clarus Group
Texas
+$3.15M
3
IWC
Integrated Wealth Concepts
Massachusetts
+$2.34M
4
CFS
Commonwealth Financial Services
West Virginia
+$1.87M
5
Wells Fargo
Wells Fargo
California
+$1.78M

Top Sellers

Rank Fund Capital Flow
1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$33.4M
2
Jane Street
Jane Street
New York
-$13.4M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$5.54M
4
SAF
Smith Anglin Financial
Texas
-$4.38M
5
GS
GTS Securities
New York
-$2.93M
Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
51
Lunt Capital Management
Utah
$1.56M +$169K +4,919 +13%
GS
52
GTS Securities
New York
$1.54M -$2.93M -85,178 -66%
FIA
53
Foundations Investment Advisors
Arizona
$1.22M +$365K +10,631 +44%
ASN
54
Advisory Services Network
Georgia
$1.22M +$1.19M +34,569 New
MFG
55
Magnus Financial Group
New York
$1.16M -$1.31K -38 -0.1%
LSA
56
Lansing Street Advisors
Pennsylvania
$1.15M -$10.9K -317 -1%
DCM
57
Discovery Capital Management
Connecticut
$1.14M -$465K -13,531 -30%
LFA
58
Longview Financial Advisors
Alabama
$1.08M +$44.6K +1,298 +4%
PFS
59
Prospera Financial Services
Texas
$1.04M +$1.01M +29,497 New
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$911K -$1.44M -41,935 -62%
CWA
61
Clarus Wealth Advisors
Arizona
$854K -$61.2K -1,781 -7%
RJA
62
Raymond James & Associates
Florida
$800K +$350K +10,173 +82%
MA
63
Mutual Advisors
Nebraska
$767K +$89K +2,590 +13%
MG
64
Mather Group
Illinois
$724K +$738K +21,469 New
Envestnet Asset Management
65
Envestnet Asset Management
Illinois
$688K +$20.9K +607 +3%
TFM
66
Trademark Financial Management
Minnesota
$622K -$16.6K -483 -3%
GWM
67
Geneos Wealth Management
Colorado
$583K +$43.1K +1,253 +8%
ACG
68
Allen Capital Group
Nebraska
$567K +$222K +6,446 +67%
MML Investors Services
69
MML Investors Services
Massachusetts
$510K +$4.26K +124 +0.9%
SW
70
Simplicity Wealth
New Jersey
$506K – – –
FTUS
71
Flow Traders U.S.
New York
$489K -$356K -10,361 -43%
WHCFA
72
William Howard & Co Financial Advisors
Tennessee
$487K +$134K +3,899 +39%
WSWA
73
Warren Street Wealth Advisors
California
$476K -$3.61K -105 -0.8%
CAPTRUST Financial Advisors
74
CAPTRUST Financial Advisors
North Carolina
$459K +$1.82K +53 +0.4%
PCMC
75
Private Capital Management (Colorado)
Colorado
$434K +$422K +12,295 New
1 2
3
4 5

FRDM Hedge Fund Activity: Q2 2024 in Review

118 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Freedom 100 Emerging Markets ETF (FRDM) for Q2 2024, worth a combined $478M — down 4.5% from $500M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new FRDM positions and 12 closed out — a net gain of 7 holders — while 55 added to existing stakes and 31 trimmed.

The largest buyer was Strategic Financial Concepts, adding an estimated $3.52M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $33.4M.

  • 118 institutional investors held Freedom 100 Emerging Markets ETF (FRDM) as of Q2 2024, up from 112 in Q1 2024.
  • Funds reported $478M of Freedom 100 Emerging Markets ETF stock for Q2 2024, down 4.5% quarter-over-quarter.
  • 19 funds opened new Freedom 100 Emerging Markets ETF positions in Q2 2024 and 12 closed out, a net change of +7 holders.
  • The largest Freedom 100 Emerging Markets ETF buyer in Q2 2024 was Strategic Financial Concepts, an estimated $3.52M added.
  • The largest Freedom 100 Emerging Markets ETF seller in Q2 2024 was Thrivent Financial for Lutherans, an estimated $33.4M sold.

Based on aggregated 13F filings for Q2 2024.