We are live on ! Find out more
FRDM icon

Freedom 100 Emerging Markets ETF

144 hedge funds and large institutions have $574M invested in Freedom 100 Emerging Markets ETF in 2025 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 67 increasing their positions, 36 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 36

57% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 14

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

5% more funds holding

Funds holding: 137144 (+7)

1% less capital invested

Capital invested by funds: $579M → $574M (-$5.62M)

2.67% less ownership

Funds ownership: 67.26%64.59% (-2.7%)

Holders
144
Holders Change
+7
Holders Change %
+5.11%
% of All Funds
1.93%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
22
Increased
67
Reduced
36
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SB
76
Strategic Blueprint
Georgia
$841K +$324K +9,287 +63%
LFAS
77
Level Four Advisory Services
Texas
$821K -$144K -4,123 -15%
GVCM
78
Global View Capital Management
Wisconsin
$814K -$223K -6,406 -22%
MG
79
Mather Group
Illinois
$753K
Mercer Global Advisors
80
Mercer Global Advisors
Colorado
$731K +$727K +20,855 New
TFM
81
Trademark Financial Management
Minnesota
$685K +$268K +7,700 +65%
Cambridge Investment Research Advisors
82
Cambridge Investment Research Advisors
Iowa
$629K -$520K -14,910 -45%
WHCFA
83
William Howard & Co Financial Advisors
Tennessee
$562K -$6.13K -176 -1%
Envestnet Portfolio Solutions
84
Envestnet Portfolio Solutions
Illinois
$555K +$552K +15,843 New
CAPTRUST Financial Advisors
85
CAPTRUST Financial Advisors
North Carolina
$527K +$81.6K +2,343 +18%
MML Investors Services
86
MML Investors Services
Massachusetts
$516K -$1.85K -53 -0.4%
AWA
87
Arete Wealth Advisors
Illinois
$480K +$418 +12 +0.1%
Bank of America
88
Bank of America
North Carolina
$466K +$464K +13,304 New
Cetera Investment Advisers
89
Cetera Investment Advisers
Illinois
$452K +$127K +3,645 +39%
SAF
90
Smith Anglin Financial
Texas
$441K -$11.4K -326 -3%
LKBC
91
L.K. Benson & Company
Maryland
$426K +$112K +3,224 +36%
SEA
92
Stegent Equity Advisors
Texas
$412K -$207K -5,951 -34%
MOS
93
MGO One Seven
Ohio
$383K +$23.6K +678 +7%
Creative Planning
94
Creative Planning
Kansas
$370K -$27.6K -792 -7%
DAS
95
Dynamic Advisor Solutions
Arizona
$365K -$9.27K -266 -2%
Jones Financial Companies
96
Jones Financial Companies
Missouri
$347K +$183K +5,249 +114%
BCM
97
Brookstone Capital Management
Illinois
$337K -$1.35M -38,613 -80%
MWA
98
Medallion Wealth Advisors
Connecticut
$335K +$144K +4,135 +77%
LRWM
99
Lord & Richards Wealth Management
Colorado
$312K +$310K +8,898 New
AAS
100
Avantax Advisory Services
Texas
$310K -$89.9K -2,580 -23%

FRDM Hedge Fund Activity: Q1 2025 in Review

144 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Freedom 100 Emerging Markets ETF (FRDM) for Q1 2025, worth a combined $574M — down 0.97% from $579M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new FRDM positions and 14 closed out — a net gain of 8 holders — while 67 added to existing stakes and 36 trimmed.

The largest buyer was Retirement Planning Group (Kansas), adding an estimated $8.49M. The largest seller was Ellevest Inc, cutting an estimated $26.1M.

  • 144 institutional investors held Freedom 100 Emerging Markets ETF (FRDM) as of Q1 2025, up from 137 in Q4 2024.
  • Funds reported $574M of Freedom 100 Emerging Markets ETF stock for Q1 2025, down 0.97% quarter-over-quarter.
  • 22 funds opened new Freedom 100 Emerging Markets ETF positions in Q1 2025 and 14 closed out, a net change of +8 holders.
  • The largest Freedom 100 Emerging Markets ETF buyer in Q1 2025 was Retirement Planning Group (Kansas), an estimated $8.49M added.
  • The largest Freedom 100 Emerging Markets ETF seller in Q1 2025 was Ellevest Inc, an estimated $26.1M sold.

Based on aggregated 13F filings for Q1 2025.