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Freedom 100 Emerging Markets ETF
FRDM

Overview Fund Activity

99 hedge funds and large institutions have $489M invested in Freedom 100 Emerging Markets ETF in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 49 increasing their positions, 17 reducing their positions, and 7 closing their positions.

Holders
99
Holders Change
+17
Holders Change %
+20.73%
% of All Funds
1.45%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
25
Increased
49
Reduced
17
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$41.4M
2
Jane Street
2
Jane Street
New York
$12.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$17M
4
HCA
4
Heck Capital Advisors
Wisconsin
$6.97M
5
TWM
5
Tanglewood Wealth Management
Texas
$17.1M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$89.1M
2
IDA
2
Intelligence Driven Advisers
California
$21.6M
3
BOC
3
Bull Oak Capital
California
$19.9K
4
Stifel Financial
4
Stifel Financial
Missouri
$0
5
SEA
5
Stegent Equity Advisors
Texas
$3.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
MOS
76
MGO One Seven
Ohio
$273K +$19.3K +587 +8%
NHFG
77
New Harbor Financial Group
Massachusetts
$245K – – –
B
78
Bailard
California
$245K -$12.2K -370 -5%
IWM
79
IHT Wealth Management
Illinois
$226K -$7.01K -213 -3%
AAS
80
Avantax Advisory Services
Texas
$211K +$211K +6,409 New
CAL
81
Capital Advisors Ltd
Ohio
$187K +$361 +11 +0.2%
AF
82
Advisornet Financial
Minnesota
$174K +$18.3K +557 +12%
AIM
83
Anchor Investment Management
South Carolina
$170K +$164 +5 +0.1%
ASN
84
Advisory Services Network
Georgia
$168K +$168K +5,099 New
ADL
85
Asset Dedication LLC
California
$76K – – –
Fidelity Investments
86
Fidelity Investments
Massachusetts
$69.3K +$69.3K +2,106 +210,600%
CT
87
Colonial Trust
South Carolina
$65.8K +$65.8K +2,000 New
NS
88
NBC Securities
Alabama
$63K +$5.67K +175 +10%
PA
89
Parallel Advisors
California
$41.4K -$33 -1 -0.1%
AF
90
Allworth Financial
California
$33.9K +$33.9K +1,030 New
HI
91
Harbour Investments
Wisconsin
$26.3K – – –
BOC
92
Bull Oak Capital
California
$19.9K -$5.8M -176,150 -100%
Bank of America
93
Bank of America
North Carolina
$13.6K +$13.6K +412 New
FFA
94
Farther Finance Advisors
California
$3.96K +$3.96K +120 New
VWM
95
Venturi Wealth Management
Texas
$2.65K +$33 +1 +1%
DWM
96
Dogwood Wealth Management
Kansas
$1.35K +$1.35K +41 New
EA
97
Evolution Advisers
Virginia
$1K +$1K +23 New
JWM
98
Janiczek Wealth Management
Colorado
$889 – – –
UBS Group
99
UBS Group
Switzerland
$494 +$494 +15 New
Stifel Financial
100
Stifel Financial
Missouri
– -$2.05M -72,509 Closed
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