First Trust Securitized Plus ETF
DEED
23 hedge funds and large institutions have $49.1M invested in First Trust Securitized Plus ETF in 2021 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 4 closing their positions.
375% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 4
188% more funds holding
Funds holding: 8 → 23 (+15)
111% more capital invested
Capital invested by funds: $23.3M → $49.1M (+$25.8M)
15.59% less ownership
Funds ownership: 100.36% → 84.77% (-16%)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PP
Palladium Partners
Norfolk,
Virginia
|
+$11.4M |
| 2 |
DWM
Darwin Wealth Management
Tampa,
Florida
|
+$7.38M |
| 3 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
+$5M |
| 4 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$4.68M |
| 5 |
WCFA
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
+$2.99M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$5.16M |
| 2 |
Citigroup
New York
|
-$4.3M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$3.57M |
| 4 |
Goldman Sachs
New York
|
-$1.89M |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$1.14M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$3.57M | -138,370 | Closed |
|
|
27
Goldman Sachs
New York
| – | -$1.89M | -73,300 | Closed |
|
DEED Hedge Fund Activity: Q1 2021 in Review
23 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in First Trust Securitized Plus ETF (DEED) for Q1 2021, worth a combined $49.1M — up 111% from $23.3M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new DEED positions and 4 closed out — a net gain of 15 holders — while 1 added to existing stakes and 2 trimmed.
The largest buyer was Palladium Partners, adding an estimated $11.4M. The largest seller was Bank of America, exiting entirely with an estimated $5.16M sold.
- 23 institutional investors held First Trust Securitized Plus ETF (DEED) as of Q1 2021, up from 8 in Q4 2020.
- Funds reported $49.1M of First Trust Securitized Plus ETF stock for Q1 2021, up 111% quarter-over-quarter.
- 19 funds opened new First Trust Securitized Plus ETF positions in Q1 2021 and 4 closed out, a net change of +15 holders.
- The largest First Trust Securitized Plus ETF buyer in Q1 2021 was Palladium Partners, an estimated $11.4M added.
- The largest First Trust Securitized Plus ETF seller in Q1 2021 was Bank of America, an estimated $5.16M sold.
Based on aggregated 13F filings for Q1 2021.