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First Trust Securitized Plus ETF
DEED

62 hedge funds and large institutions have $173M invested in First Trust Securitized Plus ETF in 2021 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 23 increasing their positions, 18 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

467% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 3

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

29% more funds holding

Funds holding: 48 → 62 (+14)

28% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 18

20% more capital invested

Capital invested by funds: $145M → $173M (+$28.7M)

0.14% more ownership

Funds ownership: 71.72% → 71.86% (+0.14%)

Holders
62
Holders Change
+14
Holders Change %
+29.17%
% of All Funds
1.09%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
17
Increased
23
Reduced
18
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PP
Palladium Partners
Virginia
+$6.04M
2
Victory Capital Management
Victory Capital Management
Texas
+$5.5M
3
CAG
Csenge Advisory Group
Florida
+$4.92M
4
SMF
Sterling Manor Financial
New York
+$3.71M
5
SCA
Snowden Capital Advisors
New York
+$3.42M

Top Sellers

Rank Fund Capital Flow
1
FHC
First Heartland Consultants
Missouri
-$5.18M
2
Truist Financial
Truist Financial
North Carolina
-$1.94M
3
WS
Wedbush Securities
California
-$1.38M
4
CWM
Cornerstone Wealth Management
Missouri
-$859K
5
CAMG
CWA Asset Management Group
Florida
-$648K
Name Holding Trade Value Shares
Change 		Change in
Stake
W
51
WealthOne
New York
$285K +$286K +10,986 New
SWM
52
Spire Wealth Management
Virginia
$263K +$1.09K +42 +0.4%
RPCA
53
Running Point Capital Advisors
California
$242K +$243K +9,342 New
FTUS
54
Flow Traders U.S.
New York
$218K -$255K -9,790 -54%
IA
55
IFP Advisors
Florida
$200K +$200K +7,700 New
UBS Group
56
UBS Group
Switzerland
$78K +$78.1K +3,002 New
GWM
57
Geneos Wealth Management
Colorado
$75K – – –
HI
58
Harbour Investments
Wisconsin
$62K +$17.9K +688 +41%
TFS
59
TrustCore Financial Services
Tennessee
$26K +$26K +1,000 New
Wells Fargo
60
Wells Fargo
California
$16K – – –
BFEC
61
Benjamin F. Edwards & Company
Missouri
$5K +$5.25K +202 New
Truist Financial
62
Truist Financial
North Carolina
– -$1.94M -74,677 Closed
CAMG
63
CWA Asset Management Group
Florida
– -$648K -25,000 Closed
AIC
64
Ameritas Investment Company
Nebraska
– -$497K -1,500 Closed
Fidelity Investments
65
Fidelity Investments
Massachusetts
– +$26 +1 New
1 2
3

DEED Hedge Fund Activity: Q3 2021 in Review

62 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in First Trust Securitized Plus ETF (DEED) for Q3 2021, worth a combined $173M — up 20% from $145M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new DEED positions and 3 closed out — a net gain of 14 holders — while 23 added to existing stakes and 18 trimmed.

The largest buyer was Palladium Partners, adding an estimated $6.04M. The largest seller was First Heartland Consultants, cutting an estimated $5.18M.

  • 62 institutional investors held First Trust Securitized Plus ETF (DEED) as of Q3 2021, up from 48 in Q2 2021.
  • Funds reported $173M of First Trust Securitized Plus ETF stock for Q3 2021, up 20% quarter-over-quarter.
  • 17 funds opened new First Trust Securitized Plus ETF positions in Q3 2021 and 3 closed out, a net change of +14 holders.
  • The largest First Trust Securitized Plus ETF buyer in Q3 2021 was Palladium Partners, an estimated $6.04M added.
  • The largest First Trust Securitized Plus ETF seller in Q3 2021 was First Heartland Consultants, an estimated $5.18M sold.

Based on aggregated 13F filings for Q3 2021.