First Trust Securitized Plus ETF
DEED
48 hedge funds and large institutions have $145M invested in First Trust Securitized Plus ETF in 2021 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 18 increasing their positions, 2 reducing their positions, and 3 closing their positions.
833% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 3
800% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 2
194% more capital invested
Capital invested by funds: $49.1M → $145M (+$95.5M)
109% more funds holding
Funds holding: 23 → 48 (+25)
13.05% less ownership
Funds ownership: 84.77% → 71.72% (-13%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GIA
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
+$14M |
| 2 |
LPL Financial
San Diego,
California
|
+$13.7M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$9.34M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$6.01M |
| 5 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
+$5.96M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$2.15M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.09M |
| 3 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$854K |
| 4 |
Jane Street
New York
|
-$381K |
| 5 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$1.81K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
51
Jane Street
New York
| – | -$381K | -14,791 | Closed |
|
DEED Hedge Fund Activity: Q2 2021 in Review
48 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in First Trust Securitized Plus ETF (DEED) for Q2 2021, worth a combined $145M — up 194% from $49.1M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new DEED positions and 3 closed out — a net gain of 25 holders — while 18 added to existing stakes and 2 trimmed.
The largest buyer was Gladstone Institutional Advisory, opening a new position worth an estimated $14M. The largest seller was Credit Suisse, exiting entirely with an estimated $2.15M sold.
- 48 institutional investors held First Trust Securitized Plus ETF (DEED) as of Q2 2021, up from 23 in Q1 2021.
- Funds reported $145M of First Trust Securitized Plus ETF stock for Q2 2021, up 194% quarter-over-quarter.
- 28 funds opened new First Trust Securitized Plus ETF positions in Q2 2021 and 3 closed out, a net change of +25 holders.
- The largest First Trust Securitized Plus ETF buyer in Q2 2021 was Gladstone Institutional Advisory, an estimated $14M added.
- The largest First Trust Securitized Plus ETF seller in Q2 2021 was Credit Suisse, an estimated $2.15M sold.
Based on aggregated 13F filings for Q2 2021.