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Freedom 100 Emerging Markets ETF

82 hedge funds and large institutions have $377M invested in Freedom 100 Emerging Markets ETF in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 47 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

292% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 12

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

8% more funds holding

Funds holding: 7682 (+6)

5% more capital invested

Capital invested by funds: $358M → $377M (+$18.8M)

1.25% less ownership

Funds ownership: 63.09%61.84% (-1.3%)

Holders
82
Holders Change
+6
Holders Change %
+7.89%
% of All Funds
1.3%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
14
Increased
47
Reduced
12
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$83.9M +$8.14M +264,144 +10%
RPGK
2
Retirement Planning Group (Kansas)
Kansas
$48.5M +$59.1K +1,917 +0.1%
IDA
3
Intelligence Driven Advisers
California
$25.2M +$2.93M +95,137 +12%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$23.8M +$2.84M +92,070 +12%
SAF
5
Smith Anglin Financial
Texas
$15.2M +$1.5M +48,782 +10%
KCM
6
Kathmere Capital Management
Pennsylvania
$12.6M +$475K +15,408 +4%
TWM
7
Tanglewood Wealth Management
Texas
$11.3M +$12.3M +397,970 New
CFC
8
Coyle Financial Counsel
Illinois
$10.7M +$751K +24,362 +7%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$9.46M -$157K -5,105 -2%
HighTower Advisors
10
HighTower Advisors
Illinois
$9.42M +$212K +6,888 +2%
Morgan Stanley
11
Morgan Stanley
New York
$7.87M +$2.92M +94,743 +52%
KAS
12
Kestra Advisory Services
Texas
$6.52M +$3.59M +116,542 +102%
WWA
13
WCG Wealth Advisors
Nevada
$6.08M -$73.9K -2,397 -1%
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$5.38M +$2.33M +75,478 +66%
BOC
15
Bull Oak Capital
California
$5M +$5.45M +176,755 New
WG
16
Watchman Group
Texas
$4.92M +$5.36M +173,929 New
OIA
17
OneDigital Investment Advisors
Kansas
$4.81M +$439K +14,230 +9%
GVAG
18
Great Valley Advisor Group
Delaware
$4.59M +$1.05M +34,169 +27%
SFO
19
Stokes Family Office
Louisiana
$4.58M +$880K +28,545 +21%
LPL Financial
20
LPL Financial
California
$4.42M +$4.29M +139,272 +822%
TA
21
TrueWealth Advisors
Alabama
$4.41M +$431K +13,998 +10%
SEA
22
Stegent Equity Advisors
Texas
$4.14M -$363K -11,783 -7%
BFA
23
Beaumont Financial Advisors
Massachusetts
$4.1M +$194K +6,297 +5%
LFAS
24
Level Four Advisory Services
Texas
$3.44M +$2.82M +91,589 +305%
CFS
25
Commonwealth Financial Services
West Virginia
$3.44M +$3.74M +121,433 New

FRDM Hedge Fund Activity: Q3 2023 in Review

82 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Freedom 100 Emerging Markets ETF (FRDM) for Q3 2023, worth a combined $377M — up 5.3% from $358M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new FRDM positions and 6 closed out — a net gain of 8 holders — while 47 added to existing stakes and 12 trimmed.

The largest buyer was Tanglewood Wealth Management, opening a new position worth an estimated $12.3M. The largest seller was GTS Securities, cutting an estimated $4.44M.

  • 82 institutional investors held Freedom 100 Emerging Markets ETF (FRDM) as of Q3 2023, up from 76 in Q2 2023.
  • Funds reported $377M of Freedom 100 Emerging Markets ETF stock for Q3 2023, up 5.3% quarter-over-quarter.
  • 14 funds opened new Freedom 100 Emerging Markets ETF positions in Q3 2023 and 6 closed out, a net change of +8 holders.
  • The largest Freedom 100 Emerging Markets ETF buyer in Q3 2023 was Tanglewood Wealth Management, an estimated $12.3M added.
  • The largest Freedom 100 Emerging Markets ETF seller in Q3 2023 was GTS Securities, an estimated $4.44M sold.

Based on aggregated 13F filings for Q3 2023.