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Freedom 100 Emerging Markets ETF
FRDM

Overview Fund Activity

69 hedge funds and large institutions have $257M invested in Freedom 100 Emerging Markets ETF in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 42 increasing their positions, 4 reducing their positions, and 6 closing their positions.

Holders
69
Holders Change
+9
Holders Change %
+15%
% of All Funds
1.1%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
17
Increased
42
Reduced
4
Closed
6
Calls
–
Puts
$4.85M
Net Calls
-$4.85M
Net Calls Change
-$4.85M

Top Buyers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$59.9M
2
Jane Street
2
Jane Street
New York
$5.82M
3
Morgan Stanley
3
Morgan Stanley
New York
$5.25M
4
OMC
4
Old Mission Capital
Illinois
$3.68M
5
TA
5
TrueWealth Advisors
Alabama
$3.3M

Top Sellers

1
BOC
1
Bull Oak Capital
California
$0
2
BPA
2
Beacon Pointe Advisors
California
$0
3
SHWM
3
Silicon Hills Wealth Management
Texas
$0
4
LPL Financial
4
LPL Financial
California
$526K
5
MFG
5
Magnus Financial Group
New York
$1M
Name Market Value Shares Shares
Change 		Shares
Change %
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$59.9M 2,038,849 +1,853,042 +997%
RPGK
2
Retirement Planning Group (Kansas)
Kansas
$49M 1,665,554 +45,746 +3%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$21.5M 730,083 +24,548 +3%
KCM
4
Kathmere Capital Management
Pennsylvania
$12.9M 439,419 +2,658 +0.6%
CFC
5
Coyle Financial Counsel
Illinois
$10.4M 354,748 -836 -0.2%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$9.89M 336,642 +12,691 +4%
HighTower Advisors
7
HighTower Advisors
Illinois
$9.54M 324,859 +9,540 +3%
WWA
8
WCG Wealth Advisors
Nevada
$5.86M 199,238 +3,601 +2%
Jane Street
9
Jane Street
New York
$5.82M 198,113 +198,113 New
Morgan Stanley
10
Morgan Stanley
New York
$5.25M 178,789 +135,874 +317%
OIA
11
OneDigital Investment Advisors
Kansas
$3.68M 125,161 +40,622 +48%
OMC
12
Old Mission Capital
Illinois
$3.68M 125,095 +112,903 +926%
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$3.48M 118,253 +64,832 +121%
SEA
14
Stegent Equity Advisors
Texas
$3.4M 115,782 +12,990 +13%
TA
15
TrueWealth Advisors
Alabama
$3.3M 112,373 +112,373 New
BFA
16
Beaumont Financial Advisors
Massachusetts
$3.22M 109,687 +2,275 +2%
NEPWA
17
New England Private Wealth Advisors
Massachusetts
$3.22M 109,601 +18,836 +21%
SFO
18
Stokes Family Office
Louisiana
$3.19M 108,645 +108,645 New
CCFM
19
Clear Creek Financial Management
Washington
$2.65M 90,249 +90,249 New
SWIM
20
Smallwood Wealth Investment Management
New Jersey
$2.52M 85,742 +1,020 +1%
Wells Fargo
21
Wells Fargo
California
$2.48M 84,235 +77,792 +1,207%
DCM
22
Discovery Capital Management
Connecticut
$2.35M 80,036 +33,232 +71%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$2.29M 77,863 +50,313 +183%
QHA
24
Quarry Hill Advisors
Minnesota
$2.16M 73,578 +786 +1%
Stifel Financial
25
Stifel Financial
Missouri
$2.11M 71,624 +46,157 +181%
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