We are live on ! Find out more
EDGU

3EDGE Dynamic US Equity ETF
EDGU

16 hedge funds and large institutions have $42.6M invested in 3EDGE Dynamic US Equity ETF in 2025 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 16 → 16 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

12.02% less ownership

Funds ownership: 118.87% → 106.85% (-12%)

13% less capital invested

Capital invested by funds: $48.9M → $42.6M (-$6.27M)

91% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 11

Holders
16
Holders Change
–
Holders Change %
0%
% of All Funds
0.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
1
Reduced
11
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BW
Basepoint Wealth
Iowa
+$80.3K
2
DWM
Diversify Wealth Management
Utah
+$6K
3
UBS Group
UBS Group
Switzerland
+$1.5K

Top Sellers

Rank Fund Capital Flow
1
BCI
Brinker Capital Investments
Pennsylvania
-$3.12M
2
Osaic Holdings
Osaic Holdings
Arizona
-$2.5M
3
GS
GTS Securities
New York
-$520K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$262K
5
PFM
Potomac Fund Management
Florida
-$232K
Name Holding Trade Value Shares
Change 		Change in
Stake
BCI
1
Brinker Capital Investments
Pennsylvania
$23.4M -$3.12M -110,096 -12%
Osaic Holdings
2
Osaic Holdings
Arizona
$11.1M -$2.5M -88,413 -19%
3AM
3
3EDGE Asset Management
Florida
$1.93M -$137K -4,841 -7%
PFM
4
Potomac Fund Management
Florida
$1.35M -$232K -8,207 -15%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.04M -$262K -9,239 -20%
PAG
6
Private Advisor Group
New Jersey
$784K -$99.8K -3,523 -11%
LPL Financial
7
LPL Financial
California
$609K -$202K -7,139 -25%
DWM
8
Diversify Wealth Management
Utah
$558K +$6K +212 +1%
SB
9
Strategic Blueprint
Georgia
$528K -$225K -7,945 -30%
GS
10
GTS Securities
New York
$524K -$520K -18,361 -50%
SGFG
11
Silver Grove Financial Group
New York
$326K -$76.4K -2,699 -19%
Citadel Advisors
12
Citadel Advisors
Florida
$213K -$17.6K -622 -8%
AAMG
13
AMG Asset Management Group
Georgia
$204K +$203K +7,164 New
BW
14
Basepoint Wealth
Iowa
$80.8K +$80.3K +2,836 New
TFGT
15
TS Financial Group (TSFG)
Illinois
$3K – – –
UBS Group
16
UBS Group
Switzerland
$1.51K +$1.5K +53 New
MSWM
17
Mowery & Schoenfeld Wealth Management
Illinois
– -$13.5K -484 Closed
Morgan Stanley
18
Morgan Stanley
New York
– -$5.03K -180 Closed
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
– -$1K -43 Closed

EDGU Hedge Fund Activity: Q4 2025 in Review

16 of the 8,232 institutional investors tracked by Wall St. Rank reported a position in 3EDGE Dynamic US Equity ETF (EDGU) for Q4 2025, worth a combined $42.6M — down 13% from $48.9M a quarter earlier.

Fund positioning in EDGU was balanced in Q4 2025: 3 funds opened new positions, 3 closed out, 1 added to existing stakes and 11 trimmed.

The largest buyer was Basepoint Wealth, opening a new position worth an estimated $80.3K. The largest seller was Brinker Capital Investments, cutting an estimated $3.12M.

  • 16 institutional investors held 3EDGE Dynamic US Equity ETF (EDGU) as of Q4 2025, unchanged from Q3 2025.
  • Funds reported $42.6M of 3EDGE Dynamic US Equity ETF stock for Q4 2025, down 13% quarter-over-quarter.
  • 3 funds opened new 3EDGE Dynamic US Equity ETF positions in Q4 2025 and 3 closed out, a net change of 0 holders.
  • The largest 3EDGE Dynamic US Equity ETF buyer in Q4 2025 was Basepoint Wealth, an estimated $80.3K added.
  • The largest 3EDGE Dynamic US Equity ETF seller in Q4 2025 was Brinker Capital Investments, an estimated $3.12M sold.

Based on aggregated 13F filings for Q4 2025.