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EDGH

3EDGE Dynamic Hard Assets ETF
EDGH

14 hedge funds and large institutions have $27M invested in 3EDGE Dynamic Hard Assets ETF in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

63.39% more ownership

Funds ownership: 0% → 63.39% (+63%)

Holders
14
Holders Change
+14
Holders Change %
–
% of All Funds
0.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
+$18.1M
2
SB
Strategic Blueprint
Georgia
+$2M
3
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
+$1.53M
4
AWS
Atria Wealth Solutions
New York
+$1.46M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.3M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$17.1M +$18.1M +729,563 New
SB
2
Strategic Blueprint
Georgia
$1.92M +$2M +80,476 New
Envestnet Portfolio Solutions
3
Envestnet Portfolio Solutions
Illinois
$1.47M +$1.53M +61,738 New
AWS
4
Atria Wealth Solutions
New York
$1.45M +$1.46M +58,823 New
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.25M +$1.3M +52,488 New
3AM
6
3EDGE Asset Management
Florida
$1.23M +$1.28M +51,475 New
GS
7
GTS Securities
New York
$562K +$585K +23,549 New
DWM
8
Diversify Wealth Management
Utah
$554K +$563K +22,657 New
PFM
9
Potomac Fund Management
Florida
$445K +$463K +18,644 New
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$348K +$362K +14,577 New
SA
11
Sanctuary Advisors
Indiana
$222K +$221K +8,904 New
AI
12
Atria Investments
North Carolina
$220K +$229K +9,213 New
Bank of New York Mellon
13
Bank of New York Mellon
New York
$208K +$216K +8,709 New
UBS Group
14
UBS Group
Switzerland
$5.27K +$5.49K +221 New

EDGH Hedge Fund Activity: Q4 2024 in Review

14 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in 3EDGE Dynamic Hard Assets ETF (EDGH) for Q4 2024, worth a combined $27M.

Buyers outnumbered sellers: 14 funds opened new EDGH positions and 0 closed out — a net gain of 14 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Osaic Holdings, opening a new position worth an estimated $18.1M.

  • 14 institutional investors held 3EDGE Dynamic Hard Assets ETF (EDGH) as of Q4 2024, up from 0 in Q3 2024.
  • Funds reported $27M of 3EDGE Dynamic Hard Assets ETF stock for Q4 2024.
  • 14 funds opened new 3EDGE Dynamic Hard Assets ETF positions in Q4 2024 and 0 closed out, a net change of +14 holders.
  • The largest 3EDGE Dynamic Hard Assets ETF buyer in Q4 2024 was Osaic Holdings, an estimated $18.1M added.

Based on aggregated 13F filings for Q4 2024.