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EDGF

3EDGE Dynamic Fixed Income ETF

23 hedge funds and large institutions have $233M invested in 3EDGE Dynamic Fixed Income ETF in 2025 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

2.03% more ownership

Funds ownership: 117.54%119.57% (+2%)

1% more capital invested

Capital invested by funds: $231M → $233M (+$2.07M)

0% more funds holding

Funds holding: 2323 (0)

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

38% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 8

Holders
23
Holders Change
Holders Change %
0%
% of All Funds
0.3%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
9
Increased
5
Reduced
8
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
1
Brinker Capital Investments
Pennsylvania
$135M +$2.35M +94,428 +2%
Osaic Holdings
2
Osaic Holdings
Arizona
$66.2M -$2.13M -85,515 -3%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$7.58M -$648K -26,051 -8%
SB
4
Strategic Blueprint
Georgia
$5.48M -$915K -36,767 -14%
GS
5
GWN Securities
Florida
$3.02M +$509K +20,460 +20%
SGFG
6
Silver Grove Financial Group
New York
$2.98M +$2.99M +120,120 New
LPL Financial
7
LPL Financial
California
$2.86M -$725K -29,155 -20%
3AM
8
3EDGE Asset Management
Florida
$2.05M -$589K -23,676 -22%
PFM
9
Potomac Fund Management
Florida
$2.02M +$1.11M +44,706 +123%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$1.32M -$111K -4,442 -8%
CIAS
11
CFS Investment Advisory Services
New Jersey
$1.19M +$493K +19,811 +71%
SAI
12
Savvy Advisors Inc
New York
$974K +$975K +39,195 New
DWM
13
Diversify Wealth Management
Utah
$582K +$250K +10,051 +76%
AFP
14
Ausdal Financial Partners
Iowa
$575K +$575K +23,121 New
PAG
15
Private Advisor Group
New Jersey
$545K +$545K +21,924 New
Goldman Sachs
16
Goldman Sachs
New York
$212K +$212K +8,539 New
Koshinski Asset Management
17
Koshinski Asset Management
Illinois
$207K -$26.2K -1,055 -11%
JP Morgan Chase
18
JP Morgan Chase
New York
$51.4K +$51.4K +2,068 New
TFGT
19
TS Financial Group (TSFG)
Illinois
$23K +$23.2K +932 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$7K +$7.44K +299 New
AssetMark Inc
21
AssetMark Inc
California
$5.74K
MSWM
22
Mowery & Schoenfeld Wealth Management
Illinois
$4.95K -$100K -4,035 -95%
UBS Group
23
UBS Group
Switzerland
$25 +$25 +1 New
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
-$1.01M -40,931 Closed
Citadel Advisors
25
Citadel Advisors
Florida
-$1M -40,560 Closed

EDGF Hedge Fund Activity: Q3 2025 in Review

23 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in 3EDGE Dynamic Fixed Income ETF (EDGF) for Q3 2025, worth a combined $233M — up 0.9% from $231M a quarter earlier.

Fund positioning in EDGF was balanced in Q3 2025: 9 funds opened new positions, 9 closed out, 5 added to existing stakes and 8 trimmed.

The largest buyer was Brinker Capital Investments, adding an estimated $2.35M. The largest seller was Osaic Holdings, cutting an estimated $2.13M.

  • 23 institutional investors held 3EDGE Dynamic Fixed Income ETF (EDGF) as of Q3 2025, unchanged from Q2 2025.
  • Funds reported $233M of 3EDGE Dynamic Fixed Income ETF stock for Q3 2025, up 0.9% quarter-over-quarter.
  • 9 funds opened new 3EDGE Dynamic Fixed Income ETF positions in Q3 2025 and 9 closed out, a net change of 0 holders.
  • The largest 3EDGE Dynamic Fixed Income ETF buyer in Q3 2025 was Brinker Capital Investments, an estimated $2.35M added.
  • The largest 3EDGE Dynamic Fixed Income ETF seller in Q3 2025 was Osaic Holdings, an estimated $2.13M sold.

Based on aggregated 13F filings for Q3 2025.