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Freedom 100 Emerging Markets ETF
FRDM

118 hedge funds and large institutions have $478M invested in Freedom 100 Emerging Markets ETF in 2024 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 55 increasing their positions, 31 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 31

58% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 12

5% more funds holding

Funds holding: 112 → 118 (+6)

0% more funds holding in top 10

Funds holding in top 10: 8 → 8 (0)

4% less capital invested

Capital invested by funds: $500M → $478M (-$22.3M)

3.27% less ownership

Funds ownership: 62.73% → 59.45% (-3.3%)

Holders
118
Holders Change
+6
Holders Change %
+5.36%
% of All Funds
1.7%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
19
Increased
55
Reduced
31
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SFC
Strategic Financial Concepts
Texas
+$3.52M
2
CG
Clarus Group
Texas
+$3.15M
3
IWC
Integrated Wealth Concepts
Massachusetts
+$2.34M
4
CFS
Commonwealth Financial Services
West Virginia
+$1.87M
5
Wells Fargo
Wells Fargo
California
+$1.78M

Top Sellers

Rank Fund Capital Flow
1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$33.4M
2
Jane Street
Jane Street
New York
-$13.4M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$5.54M
4
SAF
Smith Anglin Financial
Texas
-$4.38M
5
GS
GTS Securities
New York
-$2.93M
Name Holding Trade Value Shares
Change 		Change in
Stake
HI
101
Harbour Investments
Wisconsin
$94.2K +$756 +22 +0.8%
ADL
102
Asset Dedication LLC
California
$81.8K – – –
CT
103
Colonial Trust
South Carolina
$70.6K – – –
TWC
104
TD Waterhouse Canada
Ontario, Canada
$57.6K +$56.1K +1,632 New
Bessemer Group
105
Bessemer Group
New Jersey
$53K +$51.5K +1,500 New
SWP
106
SIMA Wealth Partners
Virginia
$32.5K +$31.6K +921 New
Comerica Bank
107
Comerica Bank
Texas
$21.8K – – –
CFFP
108
Center for Financial Planning
Michigan
$15.5K +$15.1K +438 New
SFC
109
Strategic Financial Concepts
Texas
$9.35K +$3.52M +102,557 +1,261%
BTI
110
Blue Trust Inc
Georgia
$7.33K – – –
AWM
111
Avior Wealth Management
Nebraska
$6.5K – – –
OSAM
112
O'Shaughnessy Asset Management
Connecticut
$5.58K +$5.43K +158 New
FFA
113
Farther Finance Advisors
California
$5.15K +$69 +2 +1%
VWM
114
Venturi Wealth Management
Texas
$4.62K +$1.72K +50 +62%
BCMLT
115
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.66K +$1.61K +47 New
EWA
116
EverSource Wealth Advisors
Alabama
$1.05K +$1.03K +30 New
Bank of America
117
Bank of America
North Carolina
$35 – – –
Bank of Montreal
118
Bank of Montreal
Ontario, Canada
– -$5.54M -164,069 Closed
WDL
119
Well Done LLC
Michigan
– -$1.49M -44,034 Closed
MWM
120
Mission Wealth Management
California
– -$889K -26,350 Closed
MCA
121
Magnolia Capital Advisors
Mississippi
– -$816K -25,462 Closed
Betterment LLC
122
Betterment LLC
New York
– -$534K -15,841 Closed
GM
123
GeoWealth Management
Illinois
– -$241K -7,136 Closed
PAG
124
Private Advisor Group
New Jersey
– -$226K -6,693 Closed
MWM
125
Maripau Wealth Management
Indiana
– -$211K -6,246 Closed
2 3 4
5
6

FRDM Hedge Fund Activity: Q2 2024 in Review

118 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Freedom 100 Emerging Markets ETF (FRDM) for Q2 2024, worth a combined $478M — down 4.5% from $500M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new FRDM positions and 12 closed out — a net gain of 7 holders — while 55 added to existing stakes and 31 trimmed.

The largest buyer was Strategic Financial Concepts, adding an estimated $3.52M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $33.4M.

  • 118 institutional investors held Freedom 100 Emerging Markets ETF (FRDM) as of Q2 2024, up from 112 in Q1 2024.
  • Funds reported $478M of Freedom 100 Emerging Markets ETF stock for Q2 2024, down 4.5% quarter-over-quarter.
  • 19 funds opened new Freedom 100 Emerging Markets ETF positions in Q2 2024 and 12 closed out, a net change of +7 holders.
  • The largest Freedom 100 Emerging Markets ETF buyer in Q2 2024 was Strategic Financial Concepts, an estimated $3.52M added.
  • The largest Freedom 100 Emerging Markets ETF seller in Q2 2024 was Thrivent Financial for Lutherans, an estimated $33.4M sold.

Based on aggregated 13F filings for Q2 2024.