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EDGU

3EDGE Dynamic US Equity ETF
EDGU

14 hedge funds and large institutions have $35.9M invested in 3EDGE Dynamic US Equity 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

66.99% more ownership

Funds ownership: 0% → 66.99% (+67%)

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
+$21M
2
3AM
3EDGE Asset Management
Florida
+$3.62M
3
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
+$2.06M
4
SB
Strategic Blueprint
Georgia
+$2.02M
5
AWS
Atria Wealth Solutions
New York
+$1.91M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$20.1M +$21M +820,431 New
3AM
2
3EDGE Asset Management
Florida
$3.53M +$3.62M +141,617 New
Envestnet Portfolio Solutions
3
Envestnet Portfolio Solutions
Illinois
$2M +$2.06M +80,304 New
SB
4
Strategic Blueprint
Georgia
$1.97M +$2.02M +78,739 New
AWS
5
Atria Wealth Solutions
New York
$1.86M +$1.91M +74,453 New
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$1.66M +$1.7M +66,339 New
DWM
7
Diversify Wealth Management
Utah
$1.13M +$1.17M +45,793 New
GS
8
GTS Securities
New York
$937K +$961K +37,527 New
PFM
9
Potomac Fund Management
Florida
$794K +$814K +31,797 New
SA
10
Sanctuary Advisors
Indiana
$639K +$630K +24,629 New
Bank of New York Mellon
11
Bank of New York Mellon
New York
$561K +$575K +22,477 New
AI
12
Atria Investments
North Carolina
$365K +$375K +14,638 New
SFS
13
Sowell Financial Services
Arkansas
$365K +$375K +14,638 New
UBS Group
14
UBS Group
Switzerland
$5.74K +$5.89K +230 New

EDGU 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 US Equity ETF (EDGU) for Q4 2024, worth a combined $35.9M.

Buyers outnumbered sellers: 14 funds opened new EDGU 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 $21M.

  • 14 institutional investors held 3EDGE Dynamic US Equity ETF (EDGU) as of Q4 2024, up from 0 in Q3 2024.
  • Funds reported $35.9M of 3EDGE Dynamic US Equity ETF stock for Q4 2024.
  • 14 funds opened new 3EDGE Dynamic US Equity ETF positions in Q4 2024 and 0 closed out, a net change of +14 holders.
  • The largest 3EDGE Dynamic US Equity ETF buyer in Q4 2024 was Osaic Holdings, an estimated $21M added.

Based on aggregated 13F filings for Q4 2024.