Who Owns EDGU?
3EDGE Dynamic US Equity ETF — Institutional Ownership & 13F Holdings
$31.59
+0.24 (+0.77%)
Market Cap
$38.4M
Shares Outstanding
1,345,766
Institutional Holders
14
Total Inst. Value
$7.4M
% of Float Held
—
QoQ Holder Change
—
Institutional data as of Q1 2025
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | 3EDGE Asset Management, LP | $3.7M | 151,419 |
| 2 | Strategic Blueprint, LLC | $1.3M | 53,922 |
| 3 | POTOMAC FUND MANAGEMENT INC /ADV | $886K | 39,517 |
| 4 | DIVERSIFY WEALTH MANAGEMENT, LLC | $436K | 18,302 |
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $421K | 17,360 |
| 6 | Sowell Financial Services LLC | $282K | 11,630 |
| 7 | Atria Investments, Inc | $282K | 11,630 |
| 8 | COLDSTREAM CAPITAL MANAGEMENT INC | $58K | 2,409 |
| 9 | ASSETMARK, INC | $8K | 335 |
| 10 | UBS Group AG | $7K | 271 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| 3EDGE Asset Management, LP | +10K | $3.7M |
| POTOMAC FUND MANAGEMENT INC /ADV | +8K | $886K |
| UBS Group AG | +41 | $7K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| DIVERSIFY WEALTH MANAGEMENT, LLC | -27K | $436K |
| Strategic Blueprint, LLC | -25K | $1.3M |
| Envestnet Portfolio Solutions, Inc. | -17K | $2K |
| ENVESTNET ASSET MANAGEMENT INC | -15K | $1K |
| OSAIC HOLDINGS, INC. | -14K | $267 |
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Frequently Asked Questions
How many institutional investors hold EDGU?
As of Q1 2025, 14 institutional investors report holding EDGU (3EDGE Dynamic US Equity ETF) in their 13F filings.
Which hedge fund owns the most EDGU?
The largest institutional holder of EDGU is 3EDGE Asset Management, LP with $3.7M in shares.
Are institutions buying or selling EDGU?
This quarter, 3 institutions opened new positions in EDGU and 4 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.