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EDGH

3EDGE Dynamic Hard Assets ETF
EDGH

28 hedge funds and large institutions have $172M invested in 3EDGE Dynamic Hard Assets ETF in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 10 increasing their positions, 4 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 4

87% more funds holding

Funds holding: 15 → 28 (+13)

63% more capital invested

Capital invested by funds: $105M → $172M (+$66.6M)

0.17% more ownership

Funds ownership: 119.74% → 119.9% (+0.17%)

Holders
28
Holders Change
+13
Holders Change %
+86.67%
% of All Funds
0.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
10
Reduced
4
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BCI
Brinker Capital Investments
Pennsylvania
+$30M
2
Osaic Holdings
Osaic Holdings
Arizona
+$13.8M
3
PAG
Private Advisor Group
New Jersey
+$1.45M
4
PFM
Potomac Fund Management
Florida
+$1.29M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$717K

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$266K
2
MSWM
Mowery & Schoenfeld Wealth Management
Illinois
-$52.8K
3
UBS Group
UBS Group
Switzerland
-$32.2K
4
Morgan Stanley
Morgan Stanley
New York
-$6.01K
Name Holding Trade Value Shares
Change 		Change in
Stake
BCI
1
Brinker Capital Investments
Pennsylvania
$97.5M +$30M +1,109,902 +49%
Osaic Holdings
2
Osaic Holdings
Arizona
$49M +$13.8M +509,514 +43%
PFM
3
Potomac Fund Management
Florida
$4.01M +$1.29M +47,811 +52%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$3.43M +$659K +24,360 +26%
SB
5
Strategic Blueprint
Georgia
$3.01M +$164K +6,075 +6%
3AM
6
3EDGE Asset Management
Florida
$2.8M +$96.1K +3,550 +4%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$1.85M +$717K +26,490 +70%
SGFG
8
Silver Grove Financial Group
New York
$1.77M +$1.66M +61,312 New
LPL Financial
9
LPL Financial
California
$1.56M -$266K -9,814 -15%
PAG
10
Private Advisor Group
New Jersey
$1.55M +$1.45M +53,737 New
DWM
11
Diversify Wealth Management
Utah
$1.28M +$336K +12,421 +39%
GS
12
GTS Securities
New York
$687K +$645K +23,824 New
SAI
13
Savvy Advisors Inc
New York
$572K +$537K +19,827 New
Jane Street
14
Jane Street
New York
$418K +$393K +14,516 New
AI
15
Atria Investments
North Carolina
$406K +$83.4K +3,083 +28%
SFS
16
Sowell Financial Services
Arkansas
$406K +$83.4K +3,083 +28%
AFP
17
Ausdal Financial Partners
Iowa
$343K +$322K +11,882 New
SA
18
Sanctuary Advisors
Indiana
$250K +$235K +8,668 New
Bank of New York Mellon
19
Bank of New York Mellon
New York
$245K +$230K +8,499 New
CCM
20
Coldstream Capital Management
Washington
$237K +$222K +8,217 New
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$236K +$222K +8,203 New
Citadel Advisors
22
Citadel Advisors
Florida
$221K +$208K +7,677 New
TFGT
23
TS Financial Group (TSFG)
Illinois
$14K +$13.1K +485 New
MSWM
24
Mowery & Schoenfeld Wealth Management
Illinois
$12.3K -$52.8K -1,951 -82%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$3K +$3.03K +112 New
1
2

EDGH Hedge Fund Activity: Q3 2025 in Review

28 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in 3EDGE Dynamic Hard Assets ETF (EDGH) for Q3 2025, worth a combined $172M — up 63% from $105M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new EDGH positions and 0 closed out — a net gain of 13 holders — while 10 added to existing stakes and 4 trimmed.

The largest buyer was Brinker Capital Investments, adding an estimated $30M. The largest seller was LPL Financial, cutting an estimated $266K.

  • 28 institutional investors held 3EDGE Dynamic Hard Assets ETF (EDGH) as of Q3 2025, up from 15 in Q2 2025.
  • Funds reported $172M of 3EDGE Dynamic Hard Assets ETF stock for Q3 2025, up 63% quarter-over-quarter.
  • 13 funds opened new 3EDGE Dynamic Hard Assets ETF positions in Q3 2025 and 0 closed out, a net change of +13 holders.
  • The largest 3EDGE Dynamic Hard Assets ETF buyer in Q3 2025 was Brinker Capital Investments, an estimated $30M added.
  • The largest 3EDGE Dynamic Hard Assets ETF seller in Q3 2025 was LPL Financial, an estimated $266K sold.

Based on aggregated 13F filings for Q3 2025.