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Freedom 100 Emerging Markets ETF

144 hedge funds and large institutions have $574M invested in Freedom 100 Emerging Markets ETF in 2025 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 67 increasing their positions, 36 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 36

57% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 14

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

5% more funds holding

Funds holding: 137144 (+7)

1% less capital invested

Capital invested by funds: $579M → $574M (-$5.62M)

2.67% less ownership

Funds ownership: 67.26%64.59% (-2.7%)

Holders
144
Holders Change
+7
Holders Change %
+5.11%
% of All Funds
1.93%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
22
Increased
67
Reduced
36
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RPGK
1
Retirement Planning Group (Kansas)
Kansas
$82.7M +$8.49M +243,547 +12%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$45M -$2.22M -63,654 -5%
WJA
3
Willis Johnson & Associates
Texas
$33M +$1.26M +36,145 +4%
TWM
4
Tanglewood Wealth Management
Texas
$26.1M +$5.85M +167,839 +29%
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$20.5M -$22.3M -640,556 -52%
KCM
6
Kathmere Capital Management
Pennsylvania
$18.1M -$54.4K -1,561 -0.3%
CFC
7
Coyle Financial Counsel
Illinois
$17.4M +$1.29M +36,916 +8%
Raymond James Financial
8
Raymond James Financial
Florida
$13.7M +$274K +7,853 +2%
Wells Fargo
9
Wells Fargo
California
$13.5M +$2.11M +60,682 +19%
YWM
10
Yardley Wealth Management
Pennsylvania
$12.8M -$1.8M -51,641 -12%
KAS
11
Kestra Advisory Services
Texas
$12.8M +$326K +9,346 +3%
HighTower Advisors
12
HighTower Advisors
Illinois
$12.8M +$437K +12,553 +4%
ACA
13
Aptus Capital Advisors
Alabama
$12M +$1.06M +30,555 +10%
GWANC
14
Guardian Wealth Advisors (North Carolina)
North Carolina
$11.9M +$1.14M +32,800 +11%
IDA
15
Intelligence Driven Advisers
California
$11.8M -$113K -3,252 -1%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$9.35M -$163K -4,668 -2%
CFS
17
Commonwealth Financial Services
West Virginia
$9.03M +$18.3K +526 +0.2%
ML
18
Mayport LLC
Massachusetts
$8.73M +$1.1M +31,595 +15%
HCA
19
Heck Capital Advisors
Wisconsin
$8.73M -$131K -3,773 -1%
SFO
20
Stokes Family Office
Louisiana
$7.98M +$83.2K +2,388 +1%
WWA
21
WCG Wealth Advisors
Nevada
$7.82M -$346K -9,921 -4%
EI
22
Ellevest Inc
New York
$7.16M -$26.1M -750,338 -79%
IPA
23
Investment Planning Advisors
Georgia
$7.03M +$502K +14,403 +8%
RF
24
Rossby Financial
Florida
$6.93M +$595K +17,089 +10%
Morgan Stanley
25
Morgan Stanley
New York
$6.9M +$856K +24,576 +14%

FRDM Hedge Fund Activity: Q1 2025 in Review

144 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Freedom 100 Emerging Markets ETF (FRDM) for Q1 2025, worth a combined $574M — down 0.97% from $579M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new FRDM positions and 14 closed out — a net gain of 8 holders — while 67 added to existing stakes and 36 trimmed.

The largest buyer was Retirement Planning Group (Kansas), adding an estimated $8.49M. The largest seller was Ellevest Inc, cutting an estimated $26.1M.

  • 144 institutional investors held Freedom 100 Emerging Markets ETF (FRDM) as of Q1 2025, up from 137 in Q4 2024.
  • Funds reported $574M of Freedom 100 Emerging Markets ETF stock for Q1 2025, down 0.97% quarter-over-quarter.
  • 22 funds opened new Freedom 100 Emerging Markets ETF positions in Q1 2025 and 14 closed out, a net change of +8 holders.
  • The largest Freedom 100 Emerging Markets ETF buyer in Q1 2025 was Retirement Planning Group (Kansas), an estimated $8.49M added.
  • The largest Freedom 100 Emerging Markets ETF seller in Q1 2025 was Ellevest Inc, an estimated $26.1M sold.

Based on aggregated 13F filings for Q1 2025.