EDGU

3EDGE Dynamic US Equity ETF
EDGU

Overview Fund Activity

16 hedge funds and large institutions have $67.5M invested in 3EDGE Dynamic US Equity ETF in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
16
Holders Change
+2
Holders Change %
+14.29%
% of All Funds
0.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
3
Reduced
8
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCI
Brinker Capital Investments
Pennsylvania
+$27.9M
2
OPS
Orion Portfolio Solutions
Nebraska
+$27.9M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$421K
4
3AM
3EDGE Asset Management
Florida
+$238K
5
PFM
Potomac Fund Management
Florida
+$173K

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$19.9M
2
GS
GTS Securities
New York
-$937K
3
DWM
Diversify Wealth Management
Utah
-$655K
4
SB
Strategic Blueprint
Georgia
-$602K
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$561K
Name Holding Trade Value Shares
Change 		Shares
Change %
BCI
1
Brinker Capital Investments
Pennsylvania
$27.9M +$27.9M +1,150,496 New
OPS
2
Orion Portfolio Solutions
Nebraska
$27.9M +$27.9M +1,150,496 New
3AM
3
3EDGE Asset Management
Florida
$3.67M +$238K +9,802 +7%
Envestnet Portfolio Solutions
4
Envestnet Portfolio Solutions
Illinois
$1.53M -$414K -17,075 -21%
AWS
5
Atria Wealth Solutions
New York
$1.46M -$344K -14,169 -19%
SB
6
Strategic Blueprint
Georgia
$1.31M -$602K -24,817 -32%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$1.25M -$356K -14,660 -22%
PFM
8
Potomac Fund Management
Florida
$886K +$173K +7,720 +24%
DWM
9
Diversify Wealth Management
Utah
$436K -$655K -27,491 -60%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$421K +$421K +17,360 New
AI
11
Atria Investments
North Carolina
$282K -$73K -3,008 -21%
SFS
12
Sowell Financial Services
Arkansas
$282K -$73K -3,008 -21%
CCM
13
Coldstream Capital Management
Washington
$58.5K +$58.5K +2,409 New
AssetMark Inc
14
AssetMark Inc
California
$8.13K +$8.13K +335 New
UBS Group
15
UBS Group
Switzerland
$6.58K +$995 +41 +18%
Osaic Holdings
16
Osaic Holdings
Arizona
$267 -$19.9M -820,420 -100%
GS
17
GTS Securities
New York
– -$937K -37,527 Closed
Bank of New York Mellon
18
Bank of New York Mellon
New York
– -$561K -22,477 Closed