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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
CFFP
126
Center for Financial Planning
Michigan
$14.3K
OSAM
127
O'Shaughnessy Asset Management
Connecticut
$13.2K +$8.52K +246 +156%
CWP
128
Clark Wealth Partners
Illinois
$11K +$11.7K +337 New
RIL
129
Rothschild Investment LLC
Illinois
$7.29K +$7.73K +223 New
VWM
130
Venturi Wealth Management
Texas
$5.52K +$35 +1 +0.6%
AWM
131
Avior Wealth Management
Nebraska
$4.93K
FFO
132
Fortitude Family Office
Arizona
$4.28K +$4.54K +131 New
LFG
133
Larson Financial Group
Missouri
$2.76K +$35 +1 +1%
TCG
134
Transcendent Capital Group
Oklahoma
$1.61K
BCMLT
135
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.54K
EWA
136
EverSource Wealth Advisors
Alabama
$980
KHC
137
Koesten Hirschmann & Crabtree
Kansas
$621
CG
138
Clarus Group
Texas
-$3.43M -95,964 Closed
WSWA
139
Warren Street Wealth Advisors
California
-$482K -13,469 Closed
SW
140
Simplicity Wealth
New Jersey
-$424K -11,846 Closed
B
141
Bailard
California
-$284K -7,930 Closed
IA
142
Inspire Advisors
Idaho
-$222K -6,192 Closed
NHFG
143
New Harbor Financial Group
Massachusetts
-$208K -5,821 Closed
GM
144
GeoWealth Management
Illinois
-$56.2K -1,571 Closed
JP Morgan Chase
145
JP Morgan Chase
New York
-$13.7K -383 Closed
BTI
146
Blue Trust Inc
Georgia
-$2.11K -60 Closed

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.