First Trust Securitized Plus ETF
DEED
37 hedge funds and large institutions have $48.4M invested in First Trust Securitized Plus ETF in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 13 reducing their positions, and 11 closing their positions.
8% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 13
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3.7% less ownership
Funds ownership: 70.19% → 66.49% (-3.7%)
18% less funds holding
Funds holding: 45 → 37 (-8)
20% less capital invested
Capital invested by funds: $60.4M → $48.4M (-$12M)
73% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$3.65M |
| 2 |
GWM
GDS Wealth Management
Flower Mound,
Texas
|
+$1.02M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$744K |
| 4 |
EH
Equitable Holdings
New York
|
+$287K |
| 5 |
ARC
Advisor Resource Council
Dallas,
Texas
|
+$245K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCP
Blackhawk Capital Partners
Thiensville,
Wisconsin
|
-$2.36M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$2.12M |
| 3 |
RWPA
Richard W. Paul & Associates
Novi,
Michigan
|
-$1.99M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.93M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.79M |
DEED Hedge Fund Activity: Q3 2023 in Review
37 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in First Trust Securitized Plus ETF (DEED) for Q3 2023, worth a combined $48.4M — down 20% from $60.4M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of DEED and 3 opened new positions — a net loss of 8 holders — while 13 trimmed existing stakes and 14 added.
The largest buyer was Jane Street, adding an estimated $3.65M. The largest seller was Blackhawk Capital Partners, exiting entirely with an estimated $2.36M sold.
- 37 institutional investors held First Trust Securitized Plus ETF (DEED) as of Q3 2023, down from 45 in Q2 2023.
- Funds reported $48.4M of First Trust Securitized Plus ETF stock for Q3 2023, down 20% quarter-over-quarter.
- 3 funds opened new First Trust Securitized Plus ETF positions in Q3 2023 and 11 closed out, a net change of -8 holders.
- The largest First Trust Securitized Plus ETF buyer in Q3 2023 was Jane Street, an estimated $3.65M added.
- The largest First Trust Securitized Plus ETF seller in Q3 2023 was Blackhawk Capital Partners, an estimated $2.36M sold.
Based on aggregated 13F filings for Q3 2023.