- Sector
- Financial Services
- Industry
- Asset Management - Bonds
- Address
- 999 Vanderbilt Beach Road, Suite 200 Naples FL United States of America 34108
- IPO Date
- Oct 3, 2024
- Business
- 3EDGE Dynamic Fixed Income ETF (EDGF) is an actively managed exchange-traded fund that seeks total return through capital appreciation and current income, consistent with the preservation of capital, by providing tactical fixed income exposures including U.S. and non-U.S. Treasuries, investment grade corporate debt, and high yield bonds. The fund dynamically allocates to undervalued fixed income securities or those poised to benefit from market catalysts, as determined by proprietary model research and the investment committee led by Stephen Cucchiaro, Eric Biegeleisen, Monica Chandra, DeFred Folts, and Lawrence Jules; it trades on NYSE Arca with a net expense ratio of 0.80% and had approximately $206 million in assets under management as of late 2025. EDGF forms part of a suite of four 3EDGE ETFs designed as building blocks for multi-asset tactical strategies, enhancing tax efficiency via in-kind creations and redemptions while targeting risk-adjusted returns across broad debt markets globally.
Launched on October 3, 2024, by 3EDGE Asset Management L.P., headquartered in Naples, Florida, with additional offices in Boston, Massachusetts, and Los Angeles, California, the ETF quickly raised nearly $200 million in inflows alongside its sister funds (EDGU, EDGI, and EDGH), reflecting strong demand from financial advisors via platforms such as Envestnet, Orion Portfolio Solutions, SMArtX, Adhesion, and Union by Potomac. In a key strategic development, 3EDGE selected SEI Investments as administrator, advisor support, and distributor through the Advisors' Inner Circle Fund platform to facilitate the ETF launches and scale operations efficiently. The firm, which oversees $1.33 billion in assets under management and $533 million in assets under advisement as of August 2024, targets advisors, institutional investors, and private clients with its global capital markets model-driven approaches across equities, fixed income, and hard assets.