Freedom 100 Emerging Markets ETF
FRDM
7 hedge funds and large institutions have $2.21M invested in Freedom 100 Emerging Markets ETF in 2020 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 0 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
17% more capital invested
Capital invested by funds: $1.89M → $2.21M (+$323K)
17% more funds holding
Funds holding: 6 → 7 (+1)
5.26% more ownership
Funds ownership: 12.43% → 17.68% (+5.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SHWM
Silicon Hills Wealth Management
Austin,
Texas
|
+$1.12M |
| 2 |
Jane Street
New York
|
+$372K |
| 3 |
OFG
OmniStar Financial Group
Wilmington,
North Carolina
|
+$61.8K |
| 4 |
AIP
Almanack Investment Partners
Wayne,
Pennsylvania
|
+$32.5K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$14.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BAAM
Baker Avenue Asset Management
San Francisco,
California
|
-$552K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SHWM
1
Silicon Hills Wealth Management
Austin,
Texas
| $873K | +$1.12M | +45,357 | +503,967% |
|
|
2
Jane Street
New York
| $744K | +$372K | +15,044 | +64% |
|
|
AIP
3
Almanack Investment Partners
Wayne,
Pennsylvania
| $472K | +$32.5K | +1,312 | +6% |
|
4
Osaic Holdings
Scottsdale,
Arizona
| $53K | +$68.1K | +2,753 | New |
|
|
OFG
5
OmniStar Financial Group
Wilmington,
North Carolina
| $48K | +$61.8K | +2,500 | New |
|
|
TFS
6
TrustCore Financial Services
Brentwood,
Tennessee
| $12K | +$5.44K | +220 | +58% |
|
|
7
UBS Group
Zurich,
Switzerland
| $11K | +$14.5K | +587 | New |
|
|
BAAM
8
Baker Avenue Asset Management
San Francisco,
California
| – | -$552K | -20,000 | Closed |
|
FRDM Hedge Fund Activity: Q1 2020 in Review
7 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Freedom 100 Emerging Markets ETF (FRDM) for Q1 2020, worth a combined $2.21M — up 17% from $1.89M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new FRDM positions and 1 closed out — a net gain of 2 holders — while 4 added to existing stakes and 0 trimmed.
The largest buyer was Silicon Hills Wealth Management, adding an estimated $1.12M. The largest seller was Baker Avenue Asset Management, exiting entirely with an estimated $552K sold.
- 7 institutional investors held Freedom 100 Emerging Markets ETF (FRDM) as of Q1 2020, up from 6 in Q4 2019.
- Funds reported $2.21M of Freedom 100 Emerging Markets ETF stock for Q1 2020, up 17% quarter-over-quarter.
- 3 funds opened new Freedom 100 Emerging Markets ETF positions in Q1 2020 and 1 closed out, a net change of +2 holders.
- The largest Freedom 100 Emerging Markets ETF buyer in Q1 2020 was Silicon Hills Wealth Management, an estimated $1.12M added.
- The largest Freedom 100 Emerging Markets ETF seller in Q1 2020 was Baker Avenue Asset Management, an estimated $552K sold.
Based on aggregated 13F filings for Q1 2020.