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Freedom 100 Emerging Markets ETF

27 hedge funds and large institutions have $32.7M invested in Freedom 100 Emerging Markets ETF in 2021 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

116% more capital invested

Capital invested by funds: $15.1M → $32.7M (+$17.6M)

50% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 4

48.22% more ownership

Funds ownership: 38.41%86.63% (+48%)

42% more funds holding

Funds holding: 1927 (+8)

Holders
27
Holders Change
+8
Holders Change %
+42.11%
% of All Funds
0.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
6
Reduced
4
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1
Beaumont Financial Advisors
Massachusetts
$10.5M +$10.8M +320,579 New
RJFSA
2
Raymond James Financial Services Advisors
Florida
$8.79M +$482K +14,246 +6%
HighTower Advisors
3
HighTower Advisors
Illinois
$5.26M +$5.41M +160,040 New
NEPWA
4
New England Private Wealth Advisors
Massachusetts
$2.94M +$1.41M +41,561 +87%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.52M +$1.56M +46,153 +30,565%
SHWM
6
Silicon Hills Wealth Management
Texas
$1.08M -$231K -6,816 -17%
SCM
7
Spreng Capital Management
Ohio
$607K +$623K +18,413 New
AIP
8
Almanack Investment Partners
Pennsylvania
$314K -$240K -7,110 -43%
CMO
9
Covenant Multifamily Offices
Texas
$252K +$68 +2 +0%
Jane Street
10
Jane Street
New York
$231K -$371K -10,966 -61%
JMPWA
11
JP Morgan Private Wealth Advisors
California
$226K +$233K +6,888 New
SSCA
12
South Shore Capital Advisors
Massachusetts
$225K +$231K +6,845 New
B
13
Bailard
California
$217K
OMC
14
Old Mission Capital
Illinois
$210K +$6.76K +200 +3%
HCA
15
Heck Capital Advisors
Wisconsin
$123K +$127K +3,753 New
Osaic Holdings
16
Osaic Holdings
Arizona
$38K +$18.6K +550 +92%
HI
17
Harbour Investments
Wisconsin
$35K +$36.3K +1,073 New
RTL
18
Red Tortoise LLC
Georgia
$20K +$27.2K +805 New
TFS
19
TrustCore Financial Services
Tennessee
$19K -$8.96K -265 -32%
UBS Group
20
UBS Group
Switzerland
$19K +$19.9K +587 New
ADL
21
Asset Dedication LLC
California
$17K +$17.1K +507 New
FNBOSM
22
First National Bank of South Miami
Florida
$16K
MSFP
23
Mark Sheptoff Financial Planning
Connecticut
$16K
SC
24
Solstein Capital
California
$10K +$10K +296 New
ODG
25
O'Dell Group
Ohio
$7K +$7K +207 New

FRDM Hedge Fund Activity: Q3 2021 in Review

27 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Freedom 100 Emerging Markets ETF (FRDM) for Q3 2021, worth a combined $32.7M — up 116% from $15.1M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new FRDM positions and 4 closed out — a net gain of 8 holders — while 6 added to existing stakes and 4 trimmed.

The largest buyer was Beaumont Financial Advisors, opening a new position worth an estimated $10.8M. The largest seller was Empowered Funds, exiting entirely with an estimated $898K sold.

  • 27 institutional investors held Freedom 100 Emerging Markets ETF (FRDM) as of Q3 2021, up from 19 in Q2 2021.
  • Funds reported $32.7M of Freedom 100 Emerging Markets ETF stock for Q3 2021, up 116% quarter-over-quarter.
  • 12 funds opened new Freedom 100 Emerging Markets ETF positions in Q3 2021 and 4 closed out, a net change of +8 holders.
  • The largest Freedom 100 Emerging Markets ETF buyer in Q3 2021 was Beaumont Financial Advisors, an estimated $10.8M added.
  • The largest Freedom 100 Emerging Markets ETF seller in Q3 2021 was Empowered Funds, an estimated $898K sold.

Based on aggregated 13F filings for Q3 2021.