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Freedom 100 Emerging Markets ETF

36 hedge funds and large institutions have $114M invested in Freedom 100 Emerging Markets ETF in 2022 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

226% more capital invested

Capital invested by funds: $34.9M → $114M (+$78.8M)

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

197.86% more ownership

Funds ownership: 91.54%289.4% (+198%)

143% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 7

16% more funds holding

Funds holding: 3136 (+5)

Holders
36
Holders Change
+5
Holders Change %
+16.13%
% of All Funds
0.57%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
9
Increased
17
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RPGK
1
Retirement Planning Group (Kansas)
Kansas
$43.5M +$42.5M +1,273,395 New
KCM
2
Kathmere Capital Management
Pennsylvania
$14M +$13.3M +399,574 +3,617%
CFC
3
Coyle Financial Counsel
Illinois
$12.2M +$11.9M +356,438 New
RJFSA
4
Raymond James Financial Services Advisors
Florida
$10.3M +$1.04M +31,156 +11%
HighTower Advisors
5
HighTower Advisors
Illinois
$6.73M +$1.01M +30,184 +18%
SEA
6
Stegent Equity Advisors
Texas
$4.79M +$385K +11,530 +9%
BOC
7
Bull Oak Capital
California
$4.14M +$4.05M +121,305 New
BFA
8
Beaumont Financial Advisors
Massachusetts
$3.35M +$539K +16,139 +20%
NEPWA
9
New England Private Wealth Advisors
Massachusetts
$3.1M +$44.9K +1,344 +2%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$2.19M +$2.14M +64,059 New
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$1.59M +$1.33M +39,915 +602%
Jane Street
12
Jane Street
New York
$1.48M -$3.28M -98,143 -69%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$926K -$114K -3,412 -11%
WDL
14
Well Done LLC
Michigan
$762K +$745K +22,303 New
AIP
15
Almanack Investment Partners
Pennsylvania
$542K +$205K +6,128 +63%
SHWM
16
Silicon Hills Wealth Management
Texas
$527K -$20.3K -608 -4%
JMPWA
17
JP Morgan Private Wealth Advisors
California
$477K +$236K +7,060 +102%
WSWA
18
Warren Street Wealth Advisors
California
$461K +$50K +1,498 +12%
SCM
19
Spreng Capital Management
Ohio
$399K -$196K -5,852 -33%
SC
20
Stephens Consulting
Michigan
$369K +$79.7K +2,386 +28%
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$321K +$55.1K +1,650 +21%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$301K +$6.11K +183 +2%
MAM
23
Marotta Asset Management
Virginia
$234K +$229K +6,856 New
SSCA
24
South Shore Capital Advisors
Massachusetts
$234K
OPS
25
Orion Portfolio Solutions
Nebraska
$209K +$204K +6,115 New

FRDM Hedge Fund Activity: Q1 2022 in Review

36 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Freedom 100 Emerging Markets ETF (FRDM) for Q1 2022, worth a combined $114M — up 226% from $34.9M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new FRDM positions and 3 closed out — a net gain of 6 holders — while 17 added to existing stakes and 7 trimmed.

The largest buyer was Retirement Planning Group (Kansas), opening a new position worth an estimated $42.5M. The largest seller was Jane Street, cutting an estimated $3.28M.

  • 36 institutional investors held Freedom 100 Emerging Markets ETF (FRDM) as of Q1 2022, up from 31 in Q4 2021.
  • Funds reported $114M of Freedom 100 Emerging Markets ETF stock for Q1 2022, up 226% quarter-over-quarter.
  • 9 funds opened new Freedom 100 Emerging Markets ETF positions in Q1 2022 and 3 closed out, a net change of +6 holders.
  • The largest Freedom 100 Emerging Markets ETF buyer in Q1 2022 was Retirement Planning Group (Kansas), an estimated $42.5M added.
  • The largest Freedom 100 Emerging Markets ETF seller in Q1 2022 was Jane Street, an estimated $3.28M sold.

Based on aggregated 13F filings for Q1 2022.