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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
CT
101
Colonial Trust
South Carolina
$107K +$35.2K +1,000 +50%
ADL
102
Asset Dedication LLC
California
$82.8K – – –
US Bancorp
103
US Bancorp
Minnesota
$67.7K +$66.7K +1,893 New
HI
104
Harbour Investments
Wisconsin
$67.2K -$27.9K -791 -30%
TWC
105
TD Waterhouse Canada
Ontario, Canada
$58.2K – – –
GM
106
GeoWealth Management
Illinois
$56.2K +$55.3K +1,571 New
OP
107
ORG Partners
Indiana
$35.8K +$35.2K +1,000 New
SWP
108
SIMA Wealth Partners
Virginia
$33K – – –
Comerica Bank
109
Comerica Bank
Texas
$22K – – –
GWANC
110
Guardian Wealth Advisors (North Carolina)
North Carolina
$20.6K +$20.2K +575 New
CFFP
111
Center for Financial Planning
Michigan
$15.7K – – –
JP Morgan Chase
112
JP Morgan Chase
New York
$13.7K -$129K -3,665 -91%
Jones Financial Companies
113
Jones Financial Companies
Missouri
$13K +$12.5K +354 New
VWM
114
Venturi Wealth Management
Texas
$6.02K +$1.3K +37 +28%
OSAM
115
O'Shaughnessy Asset Management
Connecticut
$5.73K – – –
AWM
116
Avior Wealth Management
Nebraska
$5.4K -$1.16K -33 -18%
LFG
117
Larson Financial Group
Missouri
$3.01K +$2.96K +84 New
BTI
118
Blue Trust Inc
Georgia
$2.11K -$5.53K -157 -72%
TCG
119
Transcendent Capital Group
Oklahoma
$1.76K +$1.73K +49 New
BCMLT
120
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.68K – – –
EWA
121
EverSource Wealth Advisors
Alabama
$1.07K – – –
KHC
122
Koesten Hirschmann & Crabtree
Kansas
$680 +$669 +19 New
OMC
123
Old Mission Capital
Illinois
– -$5.58M -157,928 Closed
SFC
124
Strategic Financial Concepts
Texas
– -$9.35K -110,691 Closed
GS
125
GTS Securities
New York
– -$1.54M -43,637 Closed
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.