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Freedom 100 Emerging Markets ETF

118 hedge funds and large institutions have $478M invested in Freedom 100 Emerging Markets ETF in 2024 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 55 increasing their positions, 31 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 31

58% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 12

5% more funds holding

Funds holding: 112118 (+6)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

4% less capital invested

Capital invested by funds: $500M → $478M (-$22.3M)

3.27% less ownership

Funds ownership: 62.73%59.45% (-3.3%)

Holders
118
Holders Change
+6
Holders Change %
+5.36%
% of All Funds
1.7%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
19
Increased
55
Reduced
31
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RPGK
1
Retirement Planning Group (Kansas)
Kansas
$63.2M -$41.2K -1,198 -0.1%
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$56.6M -$33.4M -971,941 -38%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$46.9M +$425K +12,356 +0.9%
IDA
4
Intelligence Driven Advisers
California
$18.6M -$750K -21,817 -4%
KCM
5
Kathmere Capital Management
Pennsylvania
$17.1M +$831K +24,180 +5%
CFC
6
Coyle Financial Counsel
Illinois
$13M
RJFSA
7
Raymond James Financial Services Advisors
Florida
$12.6M +$225K +6,540 +2%
HighTower Advisors
8
HighTower Advisors
Illinois
$12.3M -$6.29K -183 -0.1%
KAS
9
Kestra Advisory Services
Texas
$12.2M +$928K +26,997 +8%
HCA
10
Heck Capital Advisors
Wisconsin
$9.99M -$299K -8,689 -3%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$9.85M +$12.2K +354 +0.1%
Wells Fargo
12
Wells Fargo
California
$9.73M +$1.78M +51,808 +23%
CFS
13
Commonwealth Financial Services
West Virginia
$8.93M +$1.87M +54,366 +29%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$8.12M +$1.67M +48,514 +27%
Morgan Stanley
15
Morgan Stanley
New York
$8M -$1.11M -32,203 -12%
WWA
16
WCG Wealth Advisors
Nevada
$7.91M +$957K +27,849 +14%
SFO
17
Stokes Family Office
Louisiana
$7.48M +$488K +14,207 +7%
WG
18
Watchman Group
Texas
$7.04M +$147K +4,277 +2%
IPA
19
Investment Planning Advisors
Georgia
$6.37M +$6.2M +180,291 New
ML
20
Mayport LLC
Massachusetts
$6.36M +$433K +12,597 +8%
BFA
21
Beaumont Financial Advisors
Massachusetts
$6.25M +$140K +4,075 +2%
BOC
22
Bull Oak Capital
California
$6.2M +$790K +23,004 +15%
OIA
23
OneDigital Investment Advisors
Kansas
$6.19M +$50.1K +1,459 +0.8%
Jane Street
24
Jane Street
New York
$6.15M -$13.4M -389,311 -69%
GVAG
25
Great Valley Advisor Group
Delaware
$6.09M +$205K +5,979 +4%

FRDM Hedge Fund Activity: Q2 2024 in Review

118 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Freedom 100 Emerging Markets ETF (FRDM) for Q2 2024, worth a combined $478M — down 4.5% from $500M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new FRDM positions and 12 closed out — a net gain of 7 holders — while 55 added to existing stakes and 31 trimmed.

The largest buyer was Strategic Financial Concepts, adding an estimated $3.52M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $33.4M.

  • 118 institutional investors held Freedom 100 Emerging Markets ETF (FRDM) as of Q2 2024, up from 112 in Q1 2024.
  • Funds reported $478M of Freedom 100 Emerging Markets ETF stock for Q2 2024, down 4.5% quarter-over-quarter.
  • 19 funds opened new Freedom 100 Emerging Markets ETF positions in Q2 2024 and 12 closed out, a net change of +7 holders.
  • The largest Freedom 100 Emerging Markets ETF buyer in Q2 2024 was Strategic Financial Concepts, an estimated $3.52M added.
  • The largest Freedom 100 Emerging Markets ETF seller in Q2 2024 was Thrivent Financial for Lutherans, an estimated $33.4M sold.

Based on aggregated 13F filings for Q2 2024.