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Freedom 100 Emerging Markets ETF

31 hedge funds and large institutions have $34.9M invested in Freedom 100 Emerging Markets ETF in 2021 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

15% more funds holding

Funds holding: 2731 (+4)

7% more capital invested

Capital invested by funds: $32.7M → $34.9M (+$2.15M)

4.91% more ownership

Funds ownership: 86.63%91.54% (+4.9%)

0% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 7

Holders
31
Holders Change
+4
Holders Change %
+14.81%
% of All Funds
0.48%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
7
Reduced
7
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
1
Raymond James Financial Services Advisors
Florida
$9M +$144K +4,348 +2%
HighTower Advisors
2
HighTower Advisors
Illinois
$5.52M +$216K +6,527 +4%
Jane Street
3
Jane Street
New York
$4.69M +$4.46M +134,464 +1,916%
SEA
4
Stegent Equity Advisors
Texas
$4.26M +$4.27M +128,635 New
NEPWA
5
New England Private Wealth Advisors
Massachusetts
$2.96M
BFA
6
Beaumont Financial Advisors
Massachusetts
$2.71M -$7.92M -238,724 -74%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$1.01M -$524K -15,794 -34%
SCM
8
Spreng Capital Management
Ohio
$580K -$29.3K -885 -5%
SHWM
9
Silicon Hills Wealth Management
Texas
$530K -$562K -16,939 -51%
OMC
10
Old Mission Capital
Illinois
$496K +$284K +8,568 +134%
WSWA
11
Warren Street Wealth Advisors
California
$397K +$398K +11,996 New
KCM
12
Kathmere Capital Management
Pennsylvania
$366K +$366K +11,048 New
AIP
13
Almanack Investment Partners
Pennsylvania
$327K +$5.9K +178 +2%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$285K +$286K +8,613 New
SC
15
Stephens Consulting
Michigan
$278K +$279K +8,405 New
CAPTRUST Financial Advisors
16
CAPTRUST Financial Advisors
North Carolina
$260K +$256K +7,731 New
JMPWA
17
JP Morgan Private Wealth Advisors
California
$229K +$862 +26 +0.4%
SSCA
18
South Shore Capital Advisors
Massachusetts
$227K
B
19
Bailard
California
$219K
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$219K +$220K +6,625 New
HCA
21
Heck Capital Advisors
Wisconsin
$116K -$8.39K -253 -7%
Osaic Holdings
22
Osaic Holdings
Arizona
$55K +$16.7K +505 +44%
HI
23
Harbour Investments
Wisconsin
$36K
Wells Fargo
24
Wells Fargo
California
$35K +$35K +1,056 New
ADL
25
Asset Dedication LLC
California
$17K

FRDM Hedge Fund Activity: Q4 2021 in Review

31 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Freedom 100 Emerging Markets ETF (FRDM) for Q4 2021, worth a combined $34.9M — up 6.6% from $32.7M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new FRDM positions and 4 closed out — a net gain of 5 holders — while 7 added to existing stakes and 7 trimmed.

The largest buyer was Jane Street, adding an estimated $4.46M. The largest seller was Beaumont Financial Advisors, cutting an estimated $7.92M.

  • 31 institutional investors held Freedom 100 Emerging Markets ETF (FRDM) as of Q4 2021, up from 27 in Q3 2021.
  • Funds reported $34.9M of Freedom 100 Emerging Markets ETF stock for Q4 2021, up 6.6% quarter-over-quarter.
  • 9 funds opened new Freedom 100 Emerging Markets ETF positions in Q4 2021 and 4 closed out, a net change of +5 holders.
  • The largest Freedom 100 Emerging Markets ETF buyer in Q4 2021 was Jane Street, an estimated $4.46M added.
  • The largest Freedom 100 Emerging Markets ETF seller in Q4 2021 was Beaumont Financial Advisors, an estimated $7.92M sold.

Based on aggregated 13F filings for Q4 2021.