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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RPGK
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
+$8.49M |
| 2 |
TWM
Tanglewood Wealth Management
Houston,
Texas
|
+$5.85M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$2.11M |
| 4 |
SC
Stephens Consulting
Flint,
Michigan
|
+$1.92M |
| 5 |
SAW
Signal Advisors Wealth
Detroit,
Michigan
|
+$1.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EI
Ellevest Inc
New York
|
-$26.1M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$22.3M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$13.8M |
| 4 |
Jane Street
New York
|
-$6.93M |
| 5 |
GS
GTS Securities
New York
|
-$6.59M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IAA
151
Independent Advisor Alliance
Charlotte,
North Carolina
| – | -$591K | -18,083 | Closed |
|
|
BOC
152
Bull Oak Capital
San Diego,
California
| – | -$449K | -13,743 | Closed |
|
153
UBS Group
Zurich,
Switzerland
| – | -$273K | -8,344 | Closed |
|
154
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$203K | -6,202 | Closed |
|
|
VWM
155
Venturi Wealth Management
Austin,
Texas
| – | -$5.52K | -169 | Closed |
|
|
AWM
156
Avior Wealth Management
Omaha,
Nebraska
| – | -$4.93K | -151 | Closed |
|
|
FFO
157
Fortitude Family Office
Scottsdale,
Arizona
| – | -$4.28K | -131 | Closed |
|
|
TCG
158
Transcendent Capital Group
Edmond,
Oklahoma
| – | -$1.61K | -49 | Closed |
|
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.