EDGF

3EDGE Dynamic Fixed Income ETF
EDGF

Overview Fund Activity

21 hedge funds and large institutions have $248M invested in 3EDGE Dynamic Fixed Income ETF in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
21
Holders Change
+5
Holders Change %
+31.25%
% of All Funds
0.29%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
8
Increased
11
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCI
Brinker Capital Investments
Pennsylvania
$106M
2
OPS
Orion Portfolio Solutions
Nebraska
$106M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$6.48M
4
GS
GWN Securities
Florida
$1.87M
5
PFM
Potomac Fund Management
Florida
$2.47M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$56.6K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
3
Bank of New York Mellon
Bank of New York Mellon
New York
$309K
4
UBS Group
UBS Group
Switzerland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BCI
1
Brinker Capital Investments
Pennsylvania
$106M +$106M +4,251,361 New
OPS
2
Orion Portfolio Solutions
Nebraska
$106M +$106M +4,251,361 New
SB
3
Strategic Blueprint
Georgia
$7M +$690K +27,739 +11%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$6.48M +$2.44M +98,037 +60%
Envestnet Portfolio Solutions
5
Envestnet Portfolio Solutions
Illinois
$4.54M +$393K +15,783 +9%
AWS
6
Atria Wealth Solutions
New York
$4.4M +$415K +16,644 +10%
3AM
7
3EDGE Asset Management
Florida
$4.06M +$965K +38,795 +31%
PFM
8
Potomac Fund Management
Florida
$2.47M +$1.6M +64,700 +183%
GS
9
GWN Securities
Florida
$1.87M +$1.87M +74,986 New
DWM
10
Diversify Wealth Management
Utah
$1.24M +$583K +23,374 +89%
GS
11
GTS Securities
New York
$968K +$968K +38,902 New
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$911K +$229K +9,194 +34%
Jane Street
13
Jane Street
New York
$683K +$210K +8,431 +44%
SFS
14
Sowell Financial Services
Arkansas
$445K +$104K +4,165 +30%
AI
15
Atria Investments
North Carolina
$445K +$104K +4,165 +30%
Citadel Advisors
16
Citadel Advisors
Florida
$422K +$422K +16,968 New
Bank of New York Mellon
17
Bank of New York Mellon
New York
$309K -$155K -6,238 -33%
SAM
18
Secure Asset Management
Michigan
$247K +$247K +9,916 New
CCM
19
Coldstream Capital Management
Washington
$177K +$177K +7,129 New
Osaic Holdings
20
Osaic Holdings
Arizona
$56.6K -$54M -2,172,427 -100%
AssetMark Inc
21
AssetMark Inc
California
$32.7K +$32.7K +1,314 New
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
– -$390K -15,917 Closed
UBS Group
23
UBS Group
Switzerland
– -$3.13K -128 Closed