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EDGF

3EDGE Dynamic Fixed Income ETF
EDGF

16 hedge funds and large institutions have $78M invested in 3EDGE Dynamic Fixed Income ETF in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

62.87% more ownership

Funds ownership: 0% → 62.87% (+63%)

Holders
16
Holders Change
+16
Holders Change %
–
% of All Funds
0.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
+$53.7M
2
SB
Strategic Blueprint
Georgia
+$6.27M
3
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
+$4.12M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.02M
5
AWS
Atria Wealth Solutions
New York
+$3.95M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$52.1M +$53.7M +2,174,703 New
SB
2
Strategic Blueprint
Georgia
$6.21M +$6.27M +253,517 New
Envestnet Portfolio Solutions
3
Envestnet Portfolio Solutions
Illinois
$4.09M +$4.12M +166,858 New
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$3.98M +$4.02M +162,573 New
AWS
5
Atria Wealth Solutions
New York
$3.93M +$3.95M +159,795 New
3AM
6
3EDGE Asset Management
Florida
$3.04M +$3.07M +124,253 New
PFM
7
Potomac Fund Management
Florida
$866K +$874K +35,368 New
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$671K +$678K +27,419 New
DWM
9
Diversify Wealth Management
Utah
$645K +$652K +26,362 New
SA
10
Sanctuary Advisors
Indiana
$481K +$483K +19,561 New
Jane Street
11
Jane Street
New York
$466K +$471K +19,038 New
Bank of New York Mellon
12
Bank of New York Mellon
New York
$457K +$462K +18,675 New
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$390K +$393K +15,917 New
AI
14
Atria Investments
North Carolina
$336K +$339K +13,705 New
SFS
15
Sowell Financial Services
Arkansas
$336K +$339K +13,705 New
UBS Group
16
UBS Group
Switzerland
$3.13K +$3.16K +128 New

EDGF Hedge Fund Activity: Q4 2024 in Review

16 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in 3EDGE Dynamic Fixed Income ETF (EDGF) for Q4 2024, worth a combined $78M.

Buyers outnumbered sellers: 16 funds opened new EDGF positions and 0 closed out — a net gain of 16 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Osaic Holdings, opening a new position worth an estimated $53.7M.

  • 16 institutional investors held 3EDGE Dynamic Fixed Income ETF (EDGF) as of Q4 2024, up from 0 in Q3 2024.
  • Funds reported $78M of 3EDGE Dynamic Fixed Income ETF stock for Q4 2024.
  • 16 funds opened new 3EDGE Dynamic Fixed Income ETF positions in Q4 2024 and 0 closed out, a net change of +16 holders.
  • The largest 3EDGE Dynamic Fixed Income ETF buyer in Q4 2024 was Osaic Holdings, an estimated $53.7M added.

Based on aggregated 13F filings for Q4 2024.