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Freedom 100 Emerging Markets ETF
FRDM

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: 6 → 8 (+2)

5% more funds holding

Funds holding: 137 → 144 (+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
–

Top Buyers

Rank Fund Capital Flow
1
RPGK
Retirement Planning Group (Kansas)
Kansas
+$8.49M
2
TWM
Tanglewood Wealth Management
Texas
+$5.85M
3
Wells Fargo
Wells Fargo
California
+$2.11M
4
SC
Stephens Consulting
Michigan
+$1.92M
5
SAW
Signal Advisors Wealth
Michigan
+$1.9M

Top Sellers

Rank Fund Capital Flow
1
EI
Ellevest Inc
New York
-$26.1M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$22.3M
3
OMC
Old Mission Capital
Illinois
-$13.8M
4
Jane Street
Jane Street
New York
-$6.93M
5
GS
GTS Securities
New York
-$6.59M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fifth Third Bancorp
126
Fifth Third Bancorp
Ohio
$44.6K +$44.3K +1,272 New
ADL
127
Asset Dedication LLC
California
$39.3K – – –
OP
128
ORG Partners
Indiana
$35.3K – – –
SWP
129
SIMA Wealth Partners
Virginia
$32.9K +$697 +20 +2%
OSAM
130
O'Shaughnessy Asset Management
Connecticut
$31.5K +$17.3K +496 +123%
PS
131
Principal Securities
Iowa
$31.5K – – –
MEG
132
Millstone Evans Group
Colorado
$22.2K +$1.11K +32 +5%
LFG
133
Larson Financial Group
Missouri
$21.7K +$18.6K +534 +628%
CFFP
134
Center for Financial Planning
Michigan
$15.4K – – –
CWP
135
Clark Wealth Partners
Illinois
$11.8K – – –
RIL
136
Rothschild Investment LLC
Illinois
$7.82K – – –
UB
137
UMB Bank
Missouri
$7.01K +$6.97K +200 New
JP Morgan Chase
138
JP Morgan Chase
New York
$6.45K +$6.41K +184 New
CIBC Private Wealth Group
139
CIBC Private Wealth Group
Georgia
$5.97K +$6.72K +193 New
MIM
140
Marshall Investment Management
Colorado
$2.63K +$2.61K +75 New
FFA
141
Farther Finance Advisors
California
$2.12K +$2.09K +60 New
BCMLT
142
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.65K – – –
EWA
143
EverSource Wealth Advisors
Alabama
$1.05K – – –
KHC
144
Koesten Hirschmann & Crabtree
Kansas
$666 – – –
OMC
145
Old Mission Capital
Illinois
– -$13.8M -422,423 Closed
Jane Street
146
Jane Street
New York
– -$6.93M -212,111 Closed
GS
147
GTS Securities
New York
– -$6.59M -201,803 Closed
FTUS
148
Flow Traders U.S.
New York
– -$1.31M -40,108 Closed
MCA
149
Magnolia Capital Advisors
Mississippi
– -$874K -26,757 Closed
CWA
150
Clarus Wealth Advisors
Arizona
– -$720K -22,046 Closed
3 4 5
6
7

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.