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Freedom 100 Emerging Markets ETF

137 hedge funds and large institutions have $579M invested in Freedom 100 Emerging Markets ETF in 2024 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 57 increasing their positions, 39 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 10

46% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 39

11% more funds holding

Funds holding: 123137 (+14)

0.38% less ownership

Funds ownership: 67.64%67.26% (-0.38%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

20% less capital invested

Capital invested by funds: $728M → $579M (-$148M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $2.75M

Holders
137
Holders Change
+14
Holders Change %
+11.38%
% of All Funds
1.8%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
26
Increased
57
Reduced
39
Closed
10
Calls
Puts
$2.75M
Net Calls
-$2.75M
Net Calls Change
-$2.75M
Name Holding Trade Value Shares
Change
Change in
Stake
RPGK
1
Retirement Planning Group (Kansas)
Kansas
$69.1M +$9.17M +264,588 +14%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$44M -$1.22M -35,142 -3%
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$41.4M -$9.4M -271,366 -18%
EI
4
Ellevest Inc
New York
$31.2M +$33.1M +954,580 New
WJA
5
Willis Johnson & Associates
Texas
$29.6M +$1.06M +30,656 +4%
TWM
6
Tanglewood Wealth Management
Texas
$18.9M -$10.5M -303,452 -34%
KCM
7
Kathmere Capital Management
Pennsylvania
$16.9M +$553K +15,970 +3%
CFC
8
Coyle Financial Counsel
Illinois
$15M +$2.28M +65,815 +17%
YWM
9
Yardley Wealth Management
Pennsylvania
$13.8M +$2.55M +73,645 +21%
OMC
10
Old Mission Capital
Illinois
$13.8M +$14.6M +422,423 New
Raymond James Financial
11
Raymond James Financial
Florida
$12.5M +$13.2M +381,905 New
KAS
12
Kestra Advisory Services
Texas
$11.6M +$474K +13,678 +4%
HighTower Advisors
13
HighTower Advisors
Illinois
$11.5M +$185K +5,335 +2%
IDA
14
Intelligence Driven Advisers
California
$11.1M -$4.87M -140,472 -29%
Wells Fargo
15
Wells Fargo
California
$10.6M +$317K +9,151 +3%
ACA
16
Aptus Capital Advisors
Alabama
$10.2M +$10.7M +309,073 +7,548%
GWANC
17
Guardian Wealth Advisors (North Carolina)
North Carolina
$10M +$10.6M +306,549 +53,313%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$8.87M -$261K -7,545 -3%
CFS
19
Commonwealth Financial Services
West Virginia
$8.4M +$375K +10,824 +4%
HCA
20
Heck Capital Advisors
Wisconsin
$8.26M -$466K -13,461 -5%
WWA
21
WCG Wealth Advisors
Nevada
$7.61M +$179K +5,159 +2%
SFO
22
Stokes Family Office
Louisiana
$7.36M +$145K +4,175 +2%
ML
23
Mayport LLC
Massachusetts
$7.11M +$871K +25,135 +13%
Jane Street
24
Jane Street
New York
$6.93M +$6.61M +190,886 +899%
GS
25
GTS Securities
New York
$6.59M +$6.99M +201,803 New

FRDM Hedge Fund Activity: Q4 2024 in Review

137 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Freedom 100 Emerging Markets ETF (FRDM) for Q4 2024, worth a combined $579M — down 20% from $728M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new FRDM positions and 10 closed out — a net gain of 16 holders — while 57 added to existing stakes and 39 trimmed.

The largest buyer was Ellevest Inc, opening a new position worth an estimated $33.1M. The largest seller was Focus Partners Wealth, cutting an estimated $26.3M.

  • 137 institutional investors held Freedom 100 Emerging Markets ETF (FRDM) as of Q4 2024, up from 123 in Q3 2024.
  • Funds reported $579M of Freedom 100 Emerging Markets ETF stock for Q4 2024, down 20% quarter-over-quarter.
  • 26 funds opened new Freedom 100 Emerging Markets ETF positions in Q4 2024 and 10 closed out, a net change of +16 holders.
  • The largest Freedom 100 Emerging Markets ETF buyer in Q4 2024 was Ellevest Inc, an estimated $33.1M added.
  • The largest Freedom 100 Emerging Markets ETF seller in Q4 2024 was Focus Partners Wealth, an estimated $26.3M sold.

Based on aggregated 13F filings for Q4 2024.