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Freedom 100 Emerging Markets ETF

137 hedge funds and large institutions have $579M invested in Freedom 100 Emerging Markets ETF in 2024 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 57 increasing their positions, 39 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 10

46% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 39

11% more funds holding

Funds holding: 123137 (+14)

0.38% less ownership

Funds ownership: 67.64%67.26% (-0.38%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

20% less capital invested

Capital invested by funds: $728M → $579M (-$148M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $2.75M

Holders
137
Holders Change
+14
Holders Change %
+11.38%
% of All Funds
1.8%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
26
Increased
57
Reduced
39
Closed
10
Calls
Puts
$2.75M
Net Calls
-$2.75M
Net Calls Change
-$2.75M
Name Holding Trade Value Shares
Change
Change in
Stake
CWA
76
Clarus Wealth Advisors
Arizona
$720K -$10.9K -315 -1%
MG
77
Mather Group
Illinois
$702K
SOS
78
Silver Oak Securities
Tennessee
$662K +$168K +4,854 +32%
GWM
79
Geneos Wealth Management
Colorado
$630K +$113K +3,266 +20%
IAA
80
Independent Advisor Alliance
North Carolina
$591K +$627K +18,083 New
SEA
81
Stegent Equity Advisors
Texas
$579K -$82.2K -2,373 -12%
WHCFA
82
William Howard & Co Financial Advisors
Tennessee
$529K +$1.56K +45 +0.3%
MML Investors Services
83
MML Investors Services
Massachusetts
$483K +$32.6K +942 +7%
SB
84
Strategic Blueprint
Georgia
$481K +$510K +14,719 New
BOC
85
Bull Oak Capital
California
$449K -$5.91M -170,617 -93%
Carson Wealth (CWM LLC)
86
Carson Wealth (CWM LLC)
Nebraska
$448K -$46.2K -1,334 -9%
AWA
87
Arete Wealth Advisors
Illinois
$448K -$1.94K -56 -0.4%
SAF
88
Smith Anglin Financial
Texas
$422K +$78.5K +2,266 +21%
CAPTRUST Financial Advisors
89
CAPTRUST Financial Advisors
North Carolina
$415K +$69 +2 +0%
TFM
90
Trademark Financial Management
Minnesota
$387K -$23.3K -673 -5%
AAS
91
Avantax Advisory Services
Texas
$373K +$67.7K +1,954 +21%
Creative Planning
92
Creative Planning
Kansas
$371K +$132K +3,800 +50%
DAS
93
Dynamic Advisor Solutions
Arizona
$349K -$3.78K -109 -1%
WAP
94
Wealthcare Advisory Partners
Pennsylvania
$336K -$251K -7,233 -41%
MOS
95
MGO One Seven
Ohio
$335K +$9.6K +277 +3%
Cetera Investment Advisers
96
Cetera Investment Advisers
Illinois
$302K +$86K +2,482 +37%
LKBC
97
L.K. Benson & Company
Maryland
$291K +$309K +8,915 New
SA
98
Skyline Advisors
Washington
$282K -$17.7K -510 -6%
UBS Group
99
UBS Group
Switzerland
$273K +$289K +8,344 New
IWM
100
IHT Wealth Management
Illinois
$250K +$25.7K +741 +11%

FRDM Hedge Fund Activity: Q4 2024 in Review

137 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Freedom 100 Emerging Markets ETF (FRDM) for Q4 2024, worth a combined $579M — down 20% from $728M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new FRDM positions and 10 closed out — a net gain of 16 holders — while 57 added to existing stakes and 39 trimmed.

The largest buyer was Ellevest Inc, opening a new position worth an estimated $33.1M. The largest seller was Focus Partners Wealth, cutting an estimated $26.3M.

  • 137 institutional investors held Freedom 100 Emerging Markets ETF (FRDM) as of Q4 2024, up from 123 in Q3 2024.
  • Funds reported $579M of Freedom 100 Emerging Markets ETF stock for Q4 2024, down 20% quarter-over-quarter.
  • 26 funds opened new Freedom 100 Emerging Markets ETF positions in Q4 2024 and 10 closed out, a net change of +16 holders.
  • The largest Freedom 100 Emerging Markets ETF buyer in Q4 2024 was Ellevest Inc, an estimated $33.1M added.
  • The largest Freedom 100 Emerging Markets ETF seller in Q4 2024 was Focus Partners Wealth, an estimated $26.3M sold.

Based on aggregated 13F filings for Q4 2024.