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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
RJA
76
Raymond James & Associates
Florida
$420K +$24.6K +770 +7%
DAS
77
Dynamic Advisor Solutions
Arizona
$416K -$215K -6,707 -35%
AWA
78
Arete Wealth Advisors
Illinois
$398K +$1.44K +45 +0.4%
WHCFA
79
William Howard & Co Financial Advisors
Tennessee
$334K +$317K +9,893 New
ACG
80
Allen Capital Group
Nebraska
$324K +$307K +9,597 New
MOS
81
MGO One Seven
Ohio
$305K +$23.6K +738 +9%
WAP
82
Wealthcare Advisory Partners
Pennsylvania
$302K +$8.39K +262 +3%
SA
83
Skyline Advisors
Washington
$298K -$2.05K -64 -0.7%
SFC
84
Strategic Financial Concepts
Texas
$274K +$260K +8,134 New
B
85
Bailard
California
$252K – – –
AAS
86
Avantax Advisory Services
Texas
$250K +$32.2K +1,007 +16%
IWM
87
IHT Wealth Management
Illinois
$241K +$8.32K +260 +4%
GM
88
GeoWealth Management
Illinois
$241K +$228K +7,136 New
CFGA
89
Cambridge Financial Group (Arizona)
Arizona
$238K +$64 +2 +0%
PAG
90
Private Advisor Group
New Jersey
$226K -$1.5M -46,833 -87%
MWM
91
Maripau Wealth Management
Indiana
$211K +$200K +6,246 New
SAW
92
Signal Advisors Wealth
Michigan
$211K +$200K +6,246 New
CAL
93
Capital Advisors Ltd
Ohio
$203K +$10.4K +326 +6%
AF
94
Advisornet Financial
Minnesota
$179K +$96 +3 +0.1%
AIM
95
Anchor Investment Management
South Carolina
$174K – – –
GI
96
GS Investments
Minnesota
$172K +$163K +5,095 New
SOS
97
Silver Oak Securities
Tennessee
$139K +$132K +4,113 New
HI
98
Harbour Investments
Wisconsin
$89.3K +$59.1K +1,846 +231%
Fidelity Investments
99
Fidelity Investments
Massachusetts
$82.3K +$10.6K +332 +16%
ADL
100
Asset Dedication LLC
California
$78K – – –
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.