We are live on ! Find out more
DEED icon

First Trust Securitized Plus ETF

52 hedge funds and large institutions have $80.2M invested in First Trust Securitized Plus ETF in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 26 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.21% more ownership

Funds ownership: 75.17%75.38% (+0.21%)

7% less capital invested

Capital invested by funds: $86.6M → $80.2M (-$6.35M)

20% less funds holding

Funds holding: 6552 (-13)

38% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 26

62% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 21

Holders
52
Holders Change
-13
Holders Change %
-20%
% of All Funds
0.83%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
16
Reduced
26
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
51
Global Retirement Partners
California
$1.04K -$1.71K -79 -63%
Fidelity Investments
52
Fidelity Investments
Massachusetts
$22 +$22 +1 New
KAS
53
Kestra Advisory Services
Texas
-$1.91M -90,440 Closed
Susquehanna International Group
54
Susquehanna International Group
Pennsylvania
-$1.42M -67,416 Closed
SG
55
StoneX Group
New York
-$1.27M -60,269 Closed
Citadel Advisors
56
Citadel Advisors
Florida
-$1.11M -52,568 Closed
RJFSA
57
Raymond James Financial Services Advisors
Florida
-$996K -47,216 Closed
CCM
58
Condor Capital Management
New Jersey
-$980K -46,466 Closed
BAWC
59
Boyce & Associates Wealth Consulting
Texas
-$722K -34,215 Closed
CAG
60
Csenge Advisory Group
Florida
-$285K -13,500 Closed
PAG
61
Private Advisor Group
New Jersey
-$257 -12,182 Closed
CAN
62
Cetera Advisor Networks
California
-$248K -11,772 Closed
CF
63
Centaurus Financial
California
-$240K -11,360 Closed
DA
64
Drake & Associates
Wisconsin
-$226K -10,723 Closed
OMC
65
Old Mission Capital
Illinois
-$224K -10,614 Closed
NA
66
NewEdge Advisors
Louisiana
-$94.9K -4,498 Closed
IA
67
IFP Advisors
Florida
-$30K -1,179 Closed
SWM
68
Spire Wealth Management
Virginia
-$7K -309 Closed
USCWA
69
U.S. Capital Wealth Advisors
Texas
-$4.3K -204 Closed
Rockefeller Capital Management
70
Rockefeller Capital Management
New York
-$4K -198 Closed
CAS
71
Coppell Advisory Solutions
Texas
-$1.73K -82 Closed
CASC
72
Coppell Advisory Solutions Corp
Texas
-$1.73K -82 Closed
PPWM
73
PFG Private Wealth Management
Florida
-$1K -40 Closed

DEED Hedge Fund Activity: Q1 2023 in Review

52 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in First Trust Securitized Plus ETF (DEED) for Q1 2023, worth a combined $80.2M — down 7.3% from $86.6M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of DEED and 8 opened new positions — a net loss of 13 holders — while 26 trimmed existing stakes and 16 added.

The largest buyer was GDS Wealth Management, opening a new position worth an estimated $7.81M. The largest seller was Jane Street, cutting an estimated $14.7M.

  • 52 institutional investors held First Trust Securitized Plus ETF (DEED) as of Q1 2023, down from 65 in Q4 2022.
  • Funds reported $80.2M of First Trust Securitized Plus ETF stock for Q1 2023, down 7.3% quarter-over-quarter.
  • 8 funds opened new First Trust Securitized Plus ETF positions in Q1 2023 and 21 closed out, a net change of -13 holders.
  • The largest First Trust Securitized Plus ETF buyer in Q1 2023 was GDS Wealth Management, an estimated $7.81M added.
  • The largest First Trust Securitized Plus ETF seller in Q1 2023 was Jane Street, an estimated $14.7M sold.

Based on aggregated 13F filings for Q1 2023.