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EDGF

3EDGE Dynamic Fixed Income ETF

22 hedge funds and large institutions have $249M 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, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

267% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 3

219% more capital invested

Capital invested by funds: $78M → $249M (+$171M)

94.99% more ownership

Funds ownership: 62.87%157.86% (+95%)

38% more funds holding

Funds holding: 1622 (+6)

Holders
22
Holders Change
+6
Holders Change %
+37.5%
% 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
3
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
1
Brinker Capital Investments
Pennsylvania
$106M +$105M +4,251,361 New
OPS
2
Orion Portfolio Solutions
Nebraska
$106M +$105M +4,251,361 New
SB
3
Strategic Blueprint
Georgia
$7M +$684K +27,739 +11%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$6.48M +$2.42M +98,037 +60%
Envestnet Portfolio Solutions
5
Envestnet Portfolio Solutions
Illinois
$4.54M +$389K +15,783 +9%
AWS
6
Atria Wealth Solutions
New York
$4.4M +$411K +16,644 +10%
3AM
7
3EDGE Asset Management
Florida
$4.06M +$957K +38,795 +31%
PFM
8
Potomac Fund Management
Florida
$2.47M +$1.6M +64,700 +183%
GS
9
GWN Securities
Florida
$1.87M +$1.85M +74,986 New
DWM
10
Diversify Wealth Management
Utah
$1.24M +$577K +23,374 +89%
GS
11
GTS Securities
New York
$968K +$960K +38,902 New
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$911K +$227K +9,194 +34%
Jane Street
13
Jane Street
New York
$683K +$208K +8,431 +44%
AI
14
Atria Investments
North Carolina
$445K +$103K +4,165 +30%
SFS
15
Sowell Financial Services
Arkansas
$445K +$103K +4,165 +30%
Citadel Advisors
16
Citadel Advisors
Florida
$422K +$419K +16,968 New
Bank of New York Mellon
17
Bank of New York Mellon
New York
$309K -$154K -6,238 -33%
SA
18
Sanctuary Advisors
Indiana
$309K -$176K -7,125 -36%
SAM
19
Secure Asset Management
Michigan
$247K +$245K +9,916 New
CCM
20
Coldstream Capital Management
Washington
$177K +$176K +7,129 New
Osaic Holdings
21
Osaic Holdings
Arizona
$56.6K -$53.6M -2,172,427 -100%
AssetMark Inc
22
AssetMark Inc
California
$32.7K +$32.4K +1,314 New
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
-$390K -15,917 Closed
UBS Group
24
UBS Group
Switzerland
-$3.13K -128 Closed

EDGF Hedge Fund Activity: Q1 2025 in Review

22 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in 3EDGE Dynamic Fixed Income ETF (EDGF) for Q1 2025, worth a combined $249M — up 219% from $78M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new EDGF positions and 2 closed out — a net gain of 6 holders — while 11 added to existing stakes and 3 trimmed.

The largest buyer was Brinker Capital Investments, opening a new position worth an estimated $105M. The largest seller was Osaic Holdings, cutting an estimated $53.6M.

  • 22 institutional investors held 3EDGE Dynamic Fixed Income ETF (EDGF) as of Q1 2025, up from 16 in Q4 2024.
  • Funds reported $249M of 3EDGE Dynamic Fixed Income ETF stock for Q1 2025, up 219% quarter-over-quarter.
  • 8 funds opened new 3EDGE Dynamic Fixed Income ETF positions in Q1 2025 and 2 closed out, a net change of +6 holders.
  • The largest 3EDGE Dynamic Fixed Income ETF buyer in Q1 2025 was Brinker Capital Investments, an estimated $105M added.
  • The largest 3EDGE Dynamic Fixed Income ETF seller in Q1 2025 was Osaic Holdings, an estimated $53.6M sold.

Based on aggregated 13F filings for Q1 2025.