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EDGF

3EDGE Dynamic Fixed Income ETF

23 hedge funds and large institutions have $231M invested in 3EDGE Dynamic Fixed Income ETF in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 6 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

5% more funds holding

Funds holding: 2223 (+1)

7% less capital invested

Capital invested by funds: $249M → $231M (-$17.7M)

40% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 10

40.32% less ownership

Funds ownership: 157.86%117.54% (-40%)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
23
Holders Change
+1
Holders Change %
+4.55%
% of All Funds
0.3%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
7
Increased
6
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
1
Brinker Capital Investments
Pennsylvania
$132M +$27M +1,089,162 +26%
Osaic Holdings
2
Osaic Holdings
Arizona
$68M +$68.2M +2,747,874 +120,733%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$8.19M +$1.75M +70,544 +27%
SB
4
Strategic Blueprint
Georgia
$6.36M -$597K -24,043 -9%
LPL Financial
5
LPL Financial
California
$3.57M +$3.58M +144,331 New
3AM
6
3EDGE Asset Management
Florida
$2.62M -$1.42M -57,039 -35%
GS
7
GWN Securities
Florida
$2.5M +$652K +26,256 +35%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$1.43M +$521K +20,973 +57%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$1.01M +$1.02M +40,931 New
Citadel Advisors
10
Citadel Advisors
Florida
$1M +$586K +23,592 +139%
PFM
11
Potomac Fund Management
Florida
$900K -$1.58M -63,664 -64%
CIAS
12
CFS Investment Advisory Services
New Jersey
$689K +$692K +27,856 New
AI
13
Atria Investments
North Carolina
$333K -$110K -4,421 -25%
SFS
14
Sowell Financial Services
Arkansas
$333K -$110K -4,421 -25%
DWM
15
Diversify Wealth Management
Utah
$331K -$905K -36,432 -73%
GS
16
GTS Securities
New York
$320K -$644K -25,951 -67%
BCA
17
Bay Colony Advisors
Massachusetts
$274K +$275K +11,095 New
Bank of New York Mellon
18
Bank of New York Mellon
New York
$243K -$64.8K -2,611 -21%
SA
19
Sanctuary Advisors
Indiana
$243K -$64.8K -2,611 -21%
Koshinski Asset Management
20
Koshinski Asset Management
Illinois
$233K +$233K +9,398 New
MSWM
21
Mowery & Schoenfeld Wealth Management
Illinois
$105K +$105K +4,234 New
Morgan Stanley
22
Morgan Stanley
New York
$22.3K +$22.4K +901 New
AssetMark Inc
23
AssetMark Inc
California
$5.71K -$26.9K -1,083 -82%
Envestnet Portfolio Solutions
24
Envestnet Portfolio Solutions
Illinois
-$4.54M -182,641 Closed
AWS
25
Atria Wealth Solutions
New York
-$4.4M -176,439 Closed