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Freedom 100 Emerging Markets ETF
FRDM

Overview Fund Activity

60 hedge funds and large institutions have $154M invested in Freedom 100 Emerging Markets ETF in 2022 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 24 increasing their positions, 12 reducing their positions, and 3 closing their positions.

Holders
60
Holders Change
+14
Holders Change %
+30.43%
% of All Funds
0.97%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
17
Increased
24
Reduced
12
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$19.5M
2
RPGK
2
Retirement Planning Group (Kansas)
Kansas
$44.7M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$8.69M
4
QHA
4
Quarry Hill Advisors
Minnesota
$2.01M
5
SEA
5
Stegent Equity Advisors
Texas
$2.83M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$5.15M
2
BFA
2
Beaumont Financial Advisors
Massachusetts
$2.96M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$759K
4
FTUS
4
Flow Traders U.S.
New York
$0
5
CFC
5
Coyle Financial Counsel
Illinois
$9.81M
Name Market Value Shares Shares
Change 		Shares
Change %
RPGK
1
Retirement Planning Group (Kansas)
Kansas
$44.7M 1,619,808 +105,227 +7%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$19.5M 705,535 +659,711 +1,440%
KCM
3
Kathmere Capital Management
Pennsylvania
$12M 436,761 -1,619 -0.4%
CFC
4
Coyle Financial Counsel
Illinois
$9.81M 355,584 -18,033 -5%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$8.93M 323,951 +7,006 +2%
HighTower Advisors
6
HighTower Advisors
Illinois
$8.69M 315,319 +105,246 +50%
WWA
7
WCG Wealth Advisors
Nevada
$5.39M 195,637 +5,859 +3%
Thrivent Financial for Lutherans
8
Thrivent Financial for Lutherans
Minnesota
$5.15M 185,807 -72,704 -28%
BOC
9
Bull Oak Capital
California
$3.62M 131,205 -10,986 -8%
BFA
10
Beaumont Financial Advisors
Massachusetts
$2.96M 107,412 -50,514 -32%
SEA
11
Stegent Equity Advisors
Texas
$2.83M 102,792 +71,116 +225%
NEPWA
12
New England Private Wealth Advisors
Massachusetts
$2.5M 90,765 – –
SWIM
13
Smallwood Wealth Investment Management
New Jersey
$2.34M 84,722 +32,428 +62%
OIA
14
OneDigital Investment Advisors
Kansas
$2.33M 84,539 +67,553 +398%
QHA
15
Quarry Hill Advisors
Minnesota
$2.01M 72,792 +72,792 New
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$1.9M 68,922 +1,938 +3%
ML
17
Mayport LLC
Massachusetts
$1.56M 56,415 +16,554 +42%
Osaic Holdings
18
Osaic Holdings
Arizona
$1.49M 53,845 +1,010 +2%
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$1.47M 53,421 -4,484 -8%
JPMPWA
20
J.P. Morgan Private Wealth Advisors
California
$1.34M 48,540 +22,705 +88%
DCM
21
Discovery Capital Management
Connecticut
$1.29M 46,804 +46,804 New
Morgan Stanley
22
Morgan Stanley
New York
$1.18M 42,915 +30,160 +236%
MFG
23
Magnus Financial Group
New York
$1.07M 38,892 +38,892 New
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$759K 27,550 -23,660 -46%
BPA
25
Beacon Pointe Advisors
California
$717K 26,000 +26,000 New
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