First Trust Securitized Plus ETF
DEED
37 hedge funds and large institutions have $50.8M invested in First Trust Securitized Plus ETF in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 12 reducing their positions, and 1 closing their positions.
700% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 1
19% more funds holding
Funds holding: 31 → 37 (+6)
11.78% more ownership
Funds ownership: 61.56% → 73.34% (+12%)
10% more capital invested
Capital invested by funds: $46.2M → $50.8M (+$4.64M)
8% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GWM
GDS Wealth Management
Flower Mound,
Texas
|
+$2.06M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$558K |
| 3 |
Jane Street
New York
|
+$390K |
| 4 |
ATPW
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
+$341K |
| 5 |
EH
Equitable Holdings
New York
|
+$224K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCP
Blackhawk Capital Partners
Thiensville,
Wisconsin
|
-$2.57M |
| 2 |
CPIG
Chicago Partners Investment Group
Chicago,
Illinois
|
-$624K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$543K |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$327K |
| 5 |
PRI
Prepared Retirement Institute
Lansdale,
Pennsylvania
|
-$36.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HI
26
Harbour Investments
Madison,
Wisconsin
| $46.8K | -$34.9K | -1,663 | -42% |
|
|
AA
27
AlphaMark Advisors
Ft. Wright,
Kentucky
| $46K | +$841 | +40 | +2% |
|
28
UBS Group
Zurich,
Switzerland
| $37K | +$37.6K | +1,791 | New |
|
|
GWM
29
Geneos Wealth Management
Englewood,
Colorado
| $29K | – | – | – |
|
30
Osaic Holdings
Scottsdale,
Arizona
| $21.1K | – | – | – |
|
31
Morgan Stanley
New York
| $16.7K | +$17K | +808 | +80,800% |
|
|
PSFG
32
Park Square Financial Group
Roswell,
Georgia
| $16.6K | +$16.9K | +803 | New |
|
|
WWMSC
33
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
| $9.26K | +$126 | +6 | +1% |
|
|
OWP
34
ORG Wealth Partners
Dallas,
Texas
| $6.33K | – | – | – |
|
|
NWM
35
Nova Wealth Management
Bonita Springs,
Florida
| $3.1K | +$3.15K | +150 | New |
|
|
DCM
36
Davis Capital Management
Jacksonville,
Florida
| $1.39K | – | – | – |
|
37
Wells Fargo
San Francisco,
California
| $14 | – | – | – |
|
|
BCP
38
Blackhawk Capital Partners
Thiensville,
Wisconsin
| – | -$2.57M | -118,250 | Closed |
|
DEED Hedge Fund Activity: Q4 2024 in Review
37 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First Trust Securitized Plus ETF (DEED) for Q4 2024, worth a combined $50.8M — up 10% from $46.2M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new DEED positions and 1 closed out — a net gain of 7 holders — while 11 added to existing stakes and 12 trimmed.
The largest buyer was GDS Wealth Management, adding an estimated $2.06M. The largest seller was Blackhawk Capital Partners, exiting entirely with an estimated $2.57M sold.
- 37 institutional investors held First Trust Securitized Plus ETF (DEED) as of Q4 2024, up from 31 in Q3 2024.
- Funds reported $50.8M of First Trust Securitized Plus ETF stock for Q4 2024, up 10% quarter-over-quarter.
- 8 funds opened new First Trust Securitized Plus ETF positions in Q4 2024 and 1 closed out, a net change of +7 holders.
- The largest First Trust Securitized Plus ETF buyer in Q4 2024 was GDS Wealth Management, an estimated $2.06M added.
- The largest First Trust Securitized Plus ETF seller in Q4 2024 was Blackhawk Capital Partners, an estimated $2.57M sold.
Based on aggregated 13F filings for Q4 2024.