Freedom 100 Emerging Markets ETF
FRDM
8 hedge funds and large institutions have $3.06M invested in Freedom 100 Emerging Markets ETF in 2020 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
51% more capital invested
Capital invested by funds: $2.02M → $3.06M (+$1.04M)
33% more funds holding
Funds holding: 6 → 8 (+2)
0.43% more ownership
Funds ownership: 9.66% → 10.08% (+0.43%)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$427K |
| 2 |
EF
Empirical Finance
Havertown,
Pennsylvania
|
+$183K |
| 3 |
FWM
FSA Wealth Management
Needham,
Massachusetts
|
+$19.1K |
| 4 |
AF
Advisornet Financial
Minnetonka,
Minnesota
|
+$3.54K |
| 5 |
AIP
Almanack Investment Partners
Wayne,
Pennsylvania
|
+$3.37K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SHWM
Silicon Hills Wealth Management
Austin,
Texas
|
-$57.9K |
| 2 |
CMO
Covenant Multifamily Offices
San Antonio,
Texas
|
-$32.5K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$18K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$28 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SHWM
1
Silicon Hills Wealth Management
Austin,
Texas
| $1.24M | -$57.9K | -2,042 | -5% |
|
|
AIP
2
Almanack Investment Partners
Wayne,
Pennsylvania
| $861K | +$3.37K | +119 | +0.4% |
|
|
3
Jane Street
New York
| $480K | +$427K | +15,059 | New |
|
|
CMO
4
Covenant Multifamily Offices
San Antonio,
Texas
| $217K | -$32.5K | -1,147 | -14% |
|
|
EF
5
Empirical Finance
Havertown,
Pennsylvania
| $206K | +$183K | +6,451 | New |
|
|
TFS
6
TrustCore Financial Services
Brentwood,
Tennessee
| $27K | – | – | – |
|
|
FWM
7
FSA Wealth Management
Needham,
Massachusetts
| $22K | +$19.1K | +675 | New |
|
|
AF
8
Advisornet Financial
Minnetonka,
Minnesota
| $4K | +$3.54K | +125 | New |
|
|
9
UBS Group
Zurich,
Switzerland
| – | -$18K | -698 | Closed |
|
|
10
Wells Fargo
San Francisco,
California
| – | -$28 | -1 | Closed |
|
FRDM Hedge Fund Activity: Q4 2020 in Review
8 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Freedom 100 Emerging Markets ETF (FRDM) for Q4 2020, worth a combined $3.06M — up 51% from $2.02M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new FRDM positions and 2 closed out — a net gain of 2 holders — while 1 added to existing stakes and 2 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $427K. The largest seller was Silicon Hills Wealth Management, cutting an estimated $57.9K.
- 8 institutional investors held Freedom 100 Emerging Markets ETF (FRDM) as of Q4 2020, up from 6 in Q3 2020.
- Funds reported $3.06M of Freedom 100 Emerging Markets ETF stock for Q4 2020, up 51% quarter-over-quarter.
- 4 funds opened new Freedom 100 Emerging Markets ETF positions in Q4 2020 and 2 closed out, a net change of +2 holders.
- The largest Freedom 100 Emerging Markets ETF buyer in Q4 2020 was Jane Street, an estimated $427K added.
- The largest Freedom 100 Emerging Markets ETF seller in Q4 2020 was Silicon Hills Wealth Management, an estimated $57.9K sold.
Based on aggregated 13F filings for Q4 2020.