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Freedom 100 Emerging Markets ETF
FRDM

123 hedge funds and large institutions have $728M invested in Freedom 100 Emerging Markets ETF in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 51 increasing their positions, 36 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more capital invested

Capital invested by funds: $478M → $728M (+$250M)

50% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 12

42% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 36

8.19% more ownership

Funds ownership: 59.45% → 67.64% (+8.2%)

4% more funds holding

Funds holding: 118 → 123 (+5)

13% less funds holding in top 10

Funds holding in top 10: 8 → 7 (-1)

Holders
123
Holders Change
+5
Holders Change %
+4.24%
% of All Funds
1.77%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
18
Increased
51
Reduced
36
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TWM
Tanglewood Wealth Management
Texas
+$31M
2
WJA
Willis Johnson & Associates
Texas
+$30.8M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$29M
4
RPGK
Retirement Planning Group (Kansas)
Kansas
+$2.2M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$1.93M

Top Sellers

Rank Fund Capital Flow
1
OMC
Old Mission Capital
Illinois
-$5.58M
2
Jane Street
Jane Street
New York
-$5.38M
3
LFAS
Level Four Advisory Services
Texas
-$3.61M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$3.42M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$3.04M
Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
51
Magnus Financial Group
New York
$1.16M -$12.1K -344 -1%
LFA
52
Longview Financial Advisors
Alabama
$1.08M -$18.2K -517 -2%
EFG
53
Ethos Financial Group
Pennsylvania
$1.06M -$922K -26,186 -47%
MA
54
Mutual Advisors
Nebraska
$1.05M +$249K +7,070 +32%
LFAS
55
Level Four Advisory Services
Texas
$985K -$3.61M -102,523 -78%
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$954K +$30.6K +868 +3%
ACG
57
Allen Capital Group
Nebraska
$952K +$372K +10,567 +66%
Envestnet Asset Management
58
Envestnet Asset Management
Illinois
$948K +$248K +7,034 +36%
RJA
59
Raymond James & Associates
Florida
$821K +$10.5K +298 +1%
CWA
60
Clarus Wealth Advisors
Arizona
$792K -$24.4K -692 -3%
MG
61
Mather Group
Illinois
$768K – – –
Jane Street
62
Jane Street
New York
$759K -$5.38M -152,900 -88%
SEA
63
Stegent Equity Advisors
Texas
$719K -$1.52M -43,165 -68%
Commonwealth Equity Services
64
Commonwealth Equity Services
Massachusetts
$701K -$3M -85,298 -81%
PCMC
65
Private Capital Management (Colorado)
Colorado
$698K +$254K +7,224 +59%
FAM
66
Frontier Asset Management
Wyoming
$649K +$639K +18,148 New
TI
67
Tidal Investments
Wisconsin
$626K +$616K +17,502 New
WAP
68
Wealthcare Advisory Partners
Pennsylvania
$626K +$301K +8,554 +96%
WHCFA
69
William Howard & Co Financial Advisors
Tennessee
$578K +$83.2K +2,364 +17%
GWM
70
Geneos Wealth Management
Colorado
$573K -$17K -484 -3%
SOS
71
Silver Oak Securities
Tennessee
$564K +$334K +9,477 +163%
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$538K -$3.04M -86,202 -85%
MML Investors Services
73
MML Investors Services
Massachusetts
$495K -$20.6K -586 -4%
AWA
74
Arete Wealth Advisors
Illinois
$490K +$65.1K +1,850 +16%
WSWA
75
Warren Street Wealth Advisors
California
$482K – – –
1 2
3
4 5

FRDM Hedge Fund Activity: Q3 2024 in Review

123 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Freedom 100 Emerging Markets ETF (FRDM) for Q3 2024, worth a combined $728M — up 52% from $478M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new FRDM positions and 12 closed out — a net gain of 6 holders — while 51 added to existing stakes and 36 trimmed.

The largest buyer was Tanglewood Wealth Management, opening a new position worth an estimated $31M. The largest seller was Old Mission Capital, exiting entirely with an estimated $5.58M sold.

  • 123 institutional investors held Freedom 100 Emerging Markets ETF (FRDM) as of Q3 2024, up from 118 in Q2 2024.
  • Funds reported $728M of Freedom 100 Emerging Markets ETF stock for Q3 2024, up 52% quarter-over-quarter.
  • 18 funds opened new Freedom 100 Emerging Markets ETF positions in Q3 2024 and 12 closed out, a net change of +6 holders.
  • The largest Freedom 100 Emerging Markets ETF buyer in Q3 2024 was Tanglewood Wealth Management, an estimated $31M added.
  • The largest Freedom 100 Emerging Markets ETF seller in Q3 2024 was Old Mission Capital, an estimated $5.58M sold.

Based on aggregated 13F filings for Q3 2024.