EDGH

3EDGE Dynamic Hard Assets ETF
EDGH

Overview Fund Activity

17 hedge funds and large institutions have $102M invested in 3EDGE Dynamic Hard Assets ETF in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
17
Holders Change
+3
Holders Change %
+21.43%
% of All Funds
0.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
9
Reduced
3
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCI
Brinker Capital Investments
Pennsylvania
$43.3M
2
OPS
Orion Portfolio Solutions
Nebraska
$43.3M
3
3AM
3EDGE Asset Management
Florida
$2.44M
4
PFM
Potomac Fund Management
Florida
$1.26M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.92M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$36K
2
Bank of New York Mellon
Bank of New York Mellon
New York
$0
3
DWM
Diversify Wealth Management
Utah
$588K
4
UBS Group
UBS Group
Switzerland
$4.25K
Name Holding Trade Value Shares
Change 		Shares
Change %
BCI
1
Brinker Capital Investments
Pennsylvania
$43.3M +$43.3M +1,662,813 New
OPS
2
Orion Portfolio Solutions
Nebraska
$43.3M +$43.3M +1,662,813 New
SB
3
Strategic Blueprint
Georgia
$2.56M +$459K +17,623 +22%
3AM
4
3EDGE Asset Management
Florida
$2.44M +$1.1M +42,152 +82%
Envestnet Portfolio Solutions
5
Envestnet Portfolio Solutions
Illinois
$2.06M +$452K +17,334 +28%
AWS
6
Atria Wealth Solutions
New York
$1.99M +$452K +17,345 +29%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$1.92M +$548K +21,031 +40%
PFM
8
Potomac Fund Management
Florida
$1.26M +$769K +28,950 +155%
GS
9
GTS Securities
New York
$956K +$343K +13,138 +56%
DWM
10
Diversify Wealth Management
Utah
$588K -$7.6K -289 -1%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$588K +$208K +7,972 +55%
AI
12
Atria Investments
North Carolina
$271K +$30.5K +1,171 +13%
SFS
13
Sowell Financial Services
Arkansas
$271K +$271K +10,384 New
CCM
14
Coldstream Capital Management
Washington
$79.1K +$79.1K +3,034 New
Osaic Holdings
15
Osaic Holdings
Arizona
$36K -$19M -728,184 -100%
AssetMark Inc
16
AssetMark Inc
California
$13.3K +$13.3K +509 New
UBS Group
17
UBS Group
Switzerland
$4.25K -$1.51K -58 -26%
Bank of New York Mellon
18
Bank of New York Mellon
New York
– -$208K -8,709 Closed