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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
CFGA
101
Cambridge Financial Group (Arizona)
Arizona
$224K -$9.36K -270 -4%
Susquehanna International Group
102
Susquehanna International Group
Pennsylvania
$203K +$215K +6,202 New
CAL
103
Capital Advisors Ltd
Ohio
$197K +$36.2K +1,045 +21%
PA
104
Parallel Advisors
California
$196K
AIM
105
Anchor Investment Management
South Carolina
$187K -$20.2K -583 -9%
MWA
106
Medallion Wealth Advisors
Connecticut
$176K +$185K +5,347 New
GI
107
GS Investments
Minnesota
$167K
National Bank of Canada
108
National Bank of Canada
Quebec, Canada
$155K -$901 -26 -0.5%
Osaic Holdings
109
Osaic Holdings
Arizona
$151K +$3.22K +93 +2%
Jones Financial Companies
110
Jones Financial Companies
Missouri
$151K +$148K +4,267 +1,205%
AF
111
Advisornet Financial
Minnesota
$148K -$28.3K -818 -15%
CT
112
Colonial Trust
South Carolina
$98K
US Bancorp
113
US Bancorp
Minnesota
$78.9K +$18K +520 +27%
AA
114
Ancora Advisors
Ohio
$68.9K +$73.1K +2,109 New
AWM
115
AE Wealth Management
Kansas
$65.6K +$69.6K +2,008 New
Fidelity Investments
116
Fidelity Investments
Massachusetts
$62.9K -$45K -1,298 -40%
HI
117
Harbour Investments
Wisconsin
$61.7K +$416 +12 +0.6%
TWC
118
TD Waterhouse Canada
Ontario, Canada
$53.3K
ST
119
Smithfield Trust
Pennsylvania
$43K +$46K +1,328 New
ADL
120
Asset Dedication LLC
California
$36.6K -$41.4K -1,194 -52%
OP
121
ORG Partners
Indiana
$32.7K
PS
122
Principal Securities
Iowa
$31.5K +$33.4K +965 New
SWP
123
SIMA Wealth Partners
Virginia
$30K -$69 -2 -0.2%
Comerica Bank
124
Comerica Bank
Texas
$20.1K
MEG
125
Millstone Evans Group
Colorado
$19.6K +$20.8K +600 New

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.