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Freedom 100 Emerging Markets ETF

123 hedge funds and large institutions have $728M invested in Freedom 100 Emerging Markets ETF in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 51 increasing their positions, 36 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more capital invested

Capital invested by funds: $478M → $728M (+$250M)

50% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 12

42% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 36

8.19% more ownership

Funds ownership: 59.45%67.64% (+8.2%)

4% more funds holding

Funds holding: 118123 (+5)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
123
Holders Change
+5
Holders Change %
+4.24%
% of All Funds
1.77%
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
51
Reduced
36
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$192M +$29M +824,458 New
RPGK
2
Retirement Planning Group (Kansas)
Kansas
$66.2M +$2.2M +62,343 +3%
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$53.9M -$3.42M -97,260 -6%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$49.5M +$1.93M +54,933 +4%
TWM
5
Tanglewood Wealth Management
Texas
$31.5M +$31M +881,196 New
WJA
6
Willis Johnson & Associates
Texas
$31.3M +$30.8M +874,613 New
KCM
7
Kathmere Capital Management
Pennsylvania
$17.9M +$563K +16,003 +3%
IDA
8
Intelligence Driven Advisers
California
$17.1M -$1.71M -48,687 -9%
CFC
9
Coyle Financial Counsel
Illinois
$13.9M +$272K +7,737 +2%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$12.8M +$75.3K +2,138 +0.6%
HighTower Advisors
11
HighTower Advisors
Illinois
$12.4M -$4.86K -138 -0%
YWM
12
Yardley Wealth Management
Pennsylvania
$12.3M +$12.1M +344,028 New
KAS
13
Kestra Advisory Services
Texas
$12.3M -$146K -4,135 -1%
Wells Fargo
14
Wells Fargo
California
$11.3M +$1.39M +39,439 +14%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$9.98M +$6.44K +183 +0.1%
HCA
16
Heck Capital Advisors
Wisconsin
$9.53M -$586K -16,651 -6%
CFS
17
Commonwealth Financial Services
West Virginia
$8.79M +$68.4K +1,942 +0.8%
WWA
18
WCG Wealth Advisors
Nevada
$8.15M +$139K +3,949 +2%
SFO
19
Stokes Family Office
Louisiana
$7.91M +$333K +9,454 +4%
WG
20
Watchman Group
Texas
$7.28M +$149K +4,230 +2%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$7.13M -$1.08M -30,556 -13%
Morgan Stanley
22
Morgan Stanley
New York
$7.01M -$1.08M -30,616 -14%
ML
23
Mayport LLC
Massachusetts
$6.88M +$428K +12,161 +7%
LPL Financial
24
LPL Financial
California
$6.61M +$617K +17,537 +10%
BOC
25
Bull Oak Capital
California
$6.6M +$306K +8,681 +5%

FRDM Hedge Fund Activity: Q3 2024 in Review

123 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Freedom 100 Emerging Markets ETF (FRDM) for Q3 2024, worth a combined $728M — up 52% from $478M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new FRDM positions and 12 closed out — a net gain of 6 holders — while 51 added to existing stakes and 36 trimmed.

The largest buyer was Tanglewood Wealth Management, opening a new position worth an estimated $31M. The largest seller was Old Mission Capital, exiting entirely with an estimated $5.58M sold.

  • 123 institutional investors held Freedom 100 Emerging Markets ETF (FRDM) as of Q3 2024, up from 118 in Q2 2024.
  • Funds reported $728M of Freedom 100 Emerging Markets ETF stock for Q3 2024, up 52% quarter-over-quarter.
  • 18 funds opened new Freedom 100 Emerging Markets ETF positions in Q3 2024 and 12 closed out, a net change of +6 holders.
  • The largest Freedom 100 Emerging Markets ETF buyer in Q3 2024 was Tanglewood Wealth Management, an estimated $31M added.
  • The largest Freedom 100 Emerging Markets ETF seller in Q3 2024 was Old Mission Capital, an estimated $5.58M sold.

Based on aggregated 13F filings for Q3 2024.