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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
CAPTRUST Financial Advisors
76
CAPTRUST Financial Advisors
North Carolina
$454K -$10.6K -300 -2%
TFM
77
Trademark Financial Management
Minnesota
$448K -$179K -5,089 -29%
SW
78
Simplicity Wealth
New Jersey
$424K -$87.1K -2,475 -17%
DAS
79
Dynamic Advisor Solutions
Arizona
$386K -$17.7K -502 -4%
SAF
80
Smith Anglin Financial
Texas
$381K -$1.19M -33,836 -76%
MOS
81
MGO One Seven
Ohio
$357K +$13.2K +374 +4%
AAS
82
Avantax Advisory Services
Texas
$339K +$45.6K +1,296 +16%
SA
83
Skyline Advisors
Washington
$327K +$4.47K +127 +1%
B
84
Bailard
California
$284K – – –
Creative Planning
85
Creative Planning
Kansas
$270K +$266K +7,556 New
CFGA
86
Cambridge Financial Group (Arizona)
Arizona
$254K +$423 +12 +0.2%
IWM
87
IHT Wealth Management
Illinois
$247K +$6.51K +185 +3%
Cetera Investment Advisers
88
Cetera Investment Advisers
Illinois
$242K -$70.7K -2,009 -23%
AIM
89
Anchor Investment Management
South Carolina
$225K +$38.2K +1,086 +21%
HNW
90
High Note Wealth
Minnesota
$224K +$220K +6,250 New
IA
91
Inspire Advisors
Idaho
$222K -$87.2K -2,476 -29%
PA
92
Parallel Advisors
California
$214K -$106 -3 -0.1%
NHFG
93
New Harbor Financial Group
Massachusetts
$208K – – –
AF
94
Advisornet Financial
Minnesota
$191K +$634 +18 +0.3%
GI
95
GS Investments
Minnesota
$182K – – –
CAL
96
Capital Advisors Ltd
Ohio
$179K -$9.51K -270 -5%
National Bank of Canada
97
National Bank of Canada
Quebec, Canada
$170K +$168K +4,760 New
Osaic Holdings
98
Osaic Holdings
Arizona
$162K -$200K -5,694 -56%
ACA
99
Aptus Capital Advisors
Alabama
$147K +$20.2K +575 +16%
Fidelity Investments
100
Fidelity Investments
Massachusetts
$115K +$18.7K +531 +20%
2 3
4
5 6

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.