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Freedom 100 Emerging Markets ETF
FRDM

Overview Fund Activity

121 hedge funds and large institutions have $727M invested in Freedom 100 Emerging Markets ETF in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 50 increasing their positions, 36 reducing their positions, and 12 closing their positions.

Holders
121
Holders Change
+5
Holders Change %
+4.31%
% of All Funds
1.75%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
18
Increased
50
Reduced
36
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$192M
2
TWM
2
Tanglewood Wealth Management
Texas
$31.5M
3
WJA
3
Willis Johnson & Associates
Texas
$31.3M
4
YWM
4
Yardley Wealth Management
Pennsylvania
$12.3M
5
RPGK
5
Retirement Planning Group (Kansas)
Kansas
$66.2M

Top Sellers

1
OMC
1
Old Mission Capital
Illinois
$0
2
Jane Street
2
Jane Street
New York
$759K
3
LFAS
3
Level Four Advisory Services
Texas
$985K
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$53.9M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$538K
Name Market Value Shares Shares
Change 		Shares
Change %
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$192M 824,458 +824,458 New
RPGK
2
Retirement Planning Group (Kansas)
Kansas
$66.2M 1,850,375 +62,343 +3%
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$53.9M 1,504,235 -97,260 -6%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$49.5M 1,382,928 +54,933 +4%
TWM
5
Tanglewood Wealth Management
Texas
$31.5M 881,196 +881,196 New
WJA
6
Willis Johnson & Associates
Texas
$31.3M 874,613 +874,613 New
KCM
7
Kathmere Capital Management
Pennsylvania
$17.9M 501,193 +16,003 +3%
IDA
8
Intelligence Driven Advisers
California
$17.1M 479,256 -48,687 -9%
CFC
9
Coyle Financial Counsel
Illinois
$13.9M 393,161 +7,737 +2%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$12.8M 357,498 +2,138 +0.6%
HighTower Advisors
11
HighTower Advisors
Illinois
$12.4M 346,519 -138 -0%
YWM
12
Yardley Wealth Management
Pennsylvania
$12.3M 344,028 +344,028 New
KAS
13
Kestra Advisory Services
Texas
$12.3M 342,686 -4,135 -1%
Wells Fargo
14
Wells Fargo
California
$11.3M 314,958 +39,439 +14%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$9.98M 278,951 +183 +0.1%
HCA
16
Heck Capital Advisors
Wisconsin
$9.53M 266,242 -16,651 -6%
CFS
17
Commonwealth Financial Services
West Virginia
$8.79M 246,230 +1,942 +0.8%
WWA
18
WCG Wealth Advisors
Nevada
$8.15M 227,774 +3,949 +2%
SFO
19
Stokes Family Office
Louisiana
$7.91M 221,157 +9,454 +4%
WG
20
Watchman Group
Texas
$7.28M 203,591 +4,230 +2%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$7.13M 199,331 -30,556 -13%
Morgan Stanley
22
Morgan Stanley
New York
$7.01M 195,869 -30,616 -14%
ML
23
Mayport LLC
Massachusetts
$6.88M 192,290 +12,161 +7%
LPL Financial
24
LPL Financial
California
$6.61M 184,704 +17,537 +10%
BOC
25
Bull Oak Capital
California
$6.6M 184,360 +8,681 +5%
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