Freedom 100 Emerging Markets ETF
FRDM
10 hedge funds and large institutions have $4.78M invested in Freedom 100 Emerging Markets ETF in 2021 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
56% more capital invested
Capital invested by funds: $3.06M → $4.78M (+$1.72M)
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
25% more funds holding
Funds holding: 8 → 10 (+2)
2.31% more ownership
Funds ownership: 10.08% → 12.4% (+2.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$2.01M |
| 2 |
CMO
Covenant Multifamily Offices
San Antonio,
Texas
|
+$31.5K |
| 3 |
TFS
TrustCore Financial Services
Brentwood,
Tennessee
|
+$20.3K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$20.2K |
| 5 |
FNBOSM
First National Bank of South Miami
South Miami,
Florida
|
+$16.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIP
Almanack Investment Partners
Wayne,
Pennsylvania
|
-$345K |
| 2 |
SHWM
Silicon Hills Wealth Management
Austin,
Texas
|
-$153K |
| 3 |
FWM
FSA Wealth Management
Needham,
Massachusetts
|
-$22K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Jane Street
New York
| $2.51M | +$2.01M | +59,534 | +395% |
|
|
SHWM
2
Silicon Hills Wealth Management
Austin,
Texas
| $1.16M | -$153K | -4,553 | -12% |
|
|
AIP
3
Almanack Investment Partners
Wayne,
Pennsylvania
| $560K | -$345K | -10,227 | -38% |
|
|
CMO
4
Covenant Multifamily Offices
San Antonio,
Texas
| $260K | +$31.5K | +935 | +14% |
|
|
EF
5
Empirical Finance
Havertown,
Pennsylvania
| $206K | – | – | – |
|
|
TFS
6
TrustCore Financial Services
Brentwood,
Tennessee
| $49K | +$20.3K | +603 | +72% |
|
|
7
Osaic Holdings
Scottsdale,
Arizona
| $20K | +$20.2K | +600 | New |
|
|
FNBOSM
8
First National Bank of South Miami
South Miami,
Florida
| $17K | +$16.9K | +500 | New |
|
|
AF
9
Advisornet Financial
Minnetonka,
Minnesota
| $4K | – | – | – |
|
10
Morgan Stanley
New York
| $1K | +$674 | +20 | New |
|
|
FWM
11
FSA Wealth Management
Needham,
Massachusetts
| – | -$22K | -675 | Closed |
|
FRDM Hedge Fund Activity: Q1 2021 in Review
10 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Freedom 100 Emerging Markets ETF (FRDM) for Q1 2021, worth a combined $4.78M — up 56% from $3.06M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new FRDM positions and 1 closed out — a net gain of 2 holders — while 3 added to existing stakes and 2 trimmed.
The largest buyer was Jane Street, adding an estimated $2.01M. The largest seller was Almanack Investment Partners, cutting an estimated $345K.
- 10 institutional investors held Freedom 100 Emerging Markets ETF (FRDM) as of Q1 2021, up from 8 in Q4 2020.
- Funds reported $4.78M of Freedom 100 Emerging Markets ETF stock for Q1 2021, up 56% quarter-over-quarter.
- 3 funds opened new Freedom 100 Emerging Markets ETF positions in Q1 2021 and 1 closed out, a net change of +2 holders.
- The largest Freedom 100 Emerging Markets ETF buyer in Q1 2021 was Jane Street, an estimated $2.01M added.
- The largest Freedom 100 Emerging Markets ETF seller in Q1 2021 was Almanack Investment Partners, an estimated $345K sold.
Based on aggregated 13F filings for Q1 2021.