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EDGH

3EDGE Dynamic Hard Assets ETF

29 hedge funds and large institutions have $157M invested in 3EDGE Dynamic Hard Assets ETF in 2025 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 5 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

4% more funds holding

Funds holding: 2829 (+1)

6.72% less ownership

Funds ownership: 119.9%113.18% (-6.7%)

8% less capital invested

Capital invested by funds: $172M → $157M (-$14.4M)

64% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 14

Holders
29
Holders Change
+1
Holders Change %
+3.57%
% of All Funds
0.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
5
Reduced
14
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
1
Brinker Capital Investments
Pennsylvania
$89.9M -$12.7M -424,448 -13%
Osaic Holdings
2
Osaic Holdings
Arizona
$40.9M -$10.6M -356,228 -21%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$4.98M +$2.97M +99,600 +155%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$3.48M -$143K -4,781 -4%
PFM
5
Potomac Fund Management
Florida
$2.91M -$1.29M -43,190 -31%
3AM
6
3EDGE Asset Management
Florida
$2.79M -$160K -5,380 -6%
SB
7
Strategic Blueprint
Georgia
$2.53M -$635K -21,285 -20%
PAG
8
Private Advisor Group
New Jersey
$1.78M +$142K +4,747 +9%
SGFG
9
Silver Grove Financial Group
New York
$1.66M -$203K -6,800 -11%
DWM
10
Diversify Wealth Management
Utah
$1.4M -$6.02K -202 -0.5%
LPL Financial
11
LPL Financial
California
$1.21M -$420K -14,073 -26%
AFP
12
Ausdal Financial Partners
Iowa
$466K +$102K +3,430 +29%
ATPW
13
Ashton Thomas Private Wealth
Arizona
$454K +$445K +14,922 New
AAMG
14
AMG Asset Management Group
Georgia
$434K +$425K +14,251 New
SFS
15
Sowell Financial Services
Arkansas
$303K -$123K -4,119 -29%
PFG
16
Pacific Financial Group
Washington
$301K +$295K +9,891 New
IA
17
Integrity Alliance
Iowa
$298K +$293K +9,812 New
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$271K +$21.2K +711 +9%
GS
19
GTS Securities
New York
$260K -$455K -15,270 -64%
AI
20
Atria Investments
North Carolina
$248K -$176K -5,904 -42%
DAS
21
Diversify Advisory Services
Utah
$215K +$202K +6,777 New
Bank of New York Mellon
22
Bank of New York Mellon
New York
$202K -$55.8K -1,870 -22%
SA
23
Sanctuary Advisors
Indiana
$202K -$60.8K -2,040 -24%
BW
24
Basepoint Wealth
Iowa
$119K +$116K +3,900 New
UBS Group
25
UBS Group
Switzerland
$31.9K +$28.6K +960 +1,091%

EDGH Hedge Fund Activity: Q4 2025 in Review

29 of the 8,226 institutional investors tracked by Wall St. Rank reported a position in 3EDGE Dynamic Hard Assets ETF (EDGH) for Q4 2025, worth a combined $157M — down 8.4% from $172M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new EDGH positions and 6 closed out — a net gain of 1 holder — while 5 added to existing stakes and 14 trimmed.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $2.97M. The largest seller was Brinker Capital Investments, cutting an estimated $12.7M.

  • 29 institutional investors held 3EDGE Dynamic Hard Assets ETF (EDGH) as of Q4 2025, up from 28 in Q3 2025.
  • Funds reported $157M of 3EDGE Dynamic Hard Assets ETF stock for Q4 2025, down 8.4% quarter-over-quarter.
  • 7 funds opened new 3EDGE Dynamic Hard Assets ETF positions in Q4 2025 and 6 closed out, a net change of +1 holder.
  • The largest 3EDGE Dynamic Hard Assets ETF buyer in Q4 2025 was Cambridge Investment Research Advisors, an estimated $2.97M added.
  • The largest 3EDGE Dynamic Hard Assets ETF seller in Q4 2025 was Brinker Capital Investments, an estimated $12.7M sold.

Based on aggregated 13F filings for Q4 2025.