Freedom 100 Emerging Markets ETF
FRDM
137 hedge funds and large institutions have $588M invested in Freedom 100 Emerging Markets ETF in 2024 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 58 increasing their positions, 38 reducing their positions, and 10 closing their positions.
160% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 10
53% more repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 38
11% more funds holding
Funds holding: 123 → 137 (+14)
0.6% more ownership
Funds ownership: 67.64% → 68.25% (+0.6%)
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
19% less capital invested
Capital invested by funds: $728M → $588M (-$140M)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $2.75M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EI
Ellevest Inc
New York
|
+$33.1M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$14.6M |
| 3 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$10.7M |
| 4 |
GWANC
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
+$10.6M |
| 5 |
RPGK
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
+$9.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Focus Partners Wealth
Boston,
Massachusetts
|
-$26.3M |
| 2 |
TWM
Tanglewood Wealth Management
Houston,
Texas
|
-$10.5M |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$9.4M |
| 4 |
BOC
Bull Oak Capital
San Diego,
California
|
-$5.91M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$5.77M |
FRDM Hedge Fund Activity: Q4 2024 in Review
137 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in Freedom 100 Emerging Markets ETF (FRDM) for Q4 2024, worth a combined $588M — down 19% 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 58 added to existing stakes and 38 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 $588M of Freedom 100 Emerging Markets ETF stock for Q4 2024, down 19% 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.