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Freedom 100 Emerging Markets ETF
FRDM

Overview Fund Activity

132 hedge funds and large institutions have $576M invested in Freedom 100 Emerging Markets ETF in 2024 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 57 increasing their positions, 37 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
132
Holders Change
+11
Holders Change %
+9.09%
% of All Funds
1.76%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
23
Increased
57
Reduced
37
Closed
10
Calls
–
Puts
$2.75M
Net Calls
-$2.75M
Net Calls Change
-$2.75M

Top Buyers

1
EI
1
Ellevest Inc
New York
$31.2M
2
OMC
2
Old Mission Capital
Illinois
$13.8M
3
ACA
3
Aptus Capital Advisors
Alabama
$10.2M
4
GWANC
4
Guardian Wealth Advisors (North Carolina)
North Carolina
$10M
5
RPGK
5
Retirement Planning Group (Kansas)
Kansas
$69.1M

Top Sellers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$2.14M
2
TWM
2
Tanglewood Wealth Management
Texas
$18.9M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$41.4M
4
BOC
4
Bull Oak Capital
California
$449K
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$1.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
MG
76
Mather Group
Illinois
$702K – – –
SOS
77
Silver Oak Securities
Tennessee
$662K +$160K +4,854 +32%
GWM
78
Geneos Wealth Management
Colorado
$630K +$107K +3,266 +20%
IAA
79
Independent Advisor Alliance
North Carolina
$591K +$591K +18,083 New
SEA
80
Stegent Equity Advisors
Texas
$579K -$77.6K -2,373 -12%
WHCFA
81
William Howard & Co Financial Advisors
Tennessee
$529K +$1.47K +45 +0.3%
MML Investors Services
82
MML Investors Services
Massachusetts
$483K +$30.8K +942 +7%
SB
83
Strategic Blueprint
Georgia
$481K +$481K +14,719 New
BOC
84
Bull Oak Capital
California
$449K -$5.58M -170,617 -93%
Carson Wealth (CWM LLC)
85
Carson Wealth (CWM LLC)
Nebraska
$448K -$43.6K -1,334 -9%
AWA
86
Arete Wealth Advisors
Illinois
$448K -$1.84K -56 -0.4%
SAF
87
Smith Anglin Financial
Texas
$422K +$74.1K +2,266 +21%
CAPTRUST Financial Advisors
88
CAPTRUST Financial Advisors
North Carolina
$415K +$65 +2 +0%
TFM
89
Trademark Financial Management
Minnesota
$387K -$22K -673 -5%
AAS
90
Avantax Advisory Services
Texas
$373K +$63.9K +1,954 +21%
Creative Planning
91
Creative Planning
Kansas
$371K +$124K +3,800 +50%
DAS
92
Dynamic Advisor Solutions
Arizona
$349K -$3.56K -109 -1%
WAP
93
Wealthcare Advisory Partners
Pennsylvania
$336K -$236K -7,233 -41%
MOS
94
MGO One Seven
Ohio
$335K +$9.05K +277 +3%
Cetera Investment Advisers
95
Cetera Investment Advisers
Illinois
$302K +$81.1K +2,482 +37%
LKBC
96
L.K. Benson & Company
Maryland
$291K +$291K +8,915 New
SA
97
Skyline Advisors
Washington
$282K -$16.7K -510 -6%
UBS Group
98
UBS Group
Switzerland
$273K +$273K +8,344 New
IWM
99
IHT Wealth Management
Illinois
$250K +$24.2K +741 +11%
Susquehanna International Group
100
Susquehanna International Group
Pennsylvania
$203K +$203K +6,202 New
2 3
4
5 6