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3EDGE Asset Management, LP Q2 2023 vs. Q3 2023 13F Holdings Comparison

Ava Hoppe | 25 October, 2023

Investment firms and hedge funds are required to file a Form 13F with the Securities and Exchange Commission (SEC) every quarter to disclose their holdings. This filing provides transparency and allows investors to see what stocks and securities these firms are investing in. In this article, we will analyze the Q2 2023 and Q3 2023 13F Holdings of 3EDGE Asset Management, LP and highlight the changes in their holdings during this period.

BONDBLOXX ETF TRUST (XHLF):

- In Q2 2023, 3EDGE Asset Management held 7,993,781 shares of BONDBLOXX ETF TRUST, with a total value of $401,487,000.

- In Q3 2023, their holdings decreased to 7,262,028 shares, with a total value of $363,900,000.

- This represents a decrease of 9.4% in the number of shares held by 3EDGE Asset Management.

WISDOMTREE TR (USFR):

- 3EDGE Asset Management held 3,655,033 shares of WISDOMTREE TR in Q2 2023, valued at $183,921,000.

- In Q3 2023, their holdings decreased to 3,380,404 shares, valued at $170,237,000.

- This indicates a decrease of 7.4% in the number of shares held by 3EDGE Asset Management.

ISHARES TR (IVV):

- In Q2 2023, 3EDGE Asset Management held 335,038 shares of ISHARES TR, with a total value of $149,329,000.

- In Q3 2023, their holdings slightly decreased to 332,362 shares, valued at $141,772,000.

- This represents a decrease of 5.1% in the number of shares held by 3EDGE Asset Management.

INNOVATOR ETFS TR (EJAN):

- 3EDGE Asset Management did not hold any shares of INNOVATOR ETFS TR in Q2 2023.

- However, their holdings increased significantly to 5,004,067 shares, valued at $135,860,000 in Q3 2023.

These are just a few examples of the changes in holdings made by 3EDGE Asset Management during the Q2 2023 to Q3 2023 period. It's important to note that these filings may not represent all of the firm's investments, as they are only required to disclose holdings meeting certain criteria.

It's essential for investors to review these filings to gain insights into the investment strategies of firms like 3EDGE Asset Management. However, it's crucial to conduct further research and analysis before making investment decisions based solely on these filings.

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