First Trust Securitized Plus ETF
DEED
45 hedge funds and large institutions have $60.4M invested in First Trust Securitized Plus ETF in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 19 reducing their positions, and 11 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
5.2% less ownership
Funds ownership: 75.38% → 70.19% (-5.2%)
11% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 19
13% less funds holding
Funds holding: 52 → 45 (-7)
25% less capital invested
Capital invested by funds: $80.2M → $60.4M (-$19.8M)
55% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.81M |
| 2 |
ARC
Advisor Resource Council
Dallas,
Texas
|
+$862K |
| 3 |
GWM
GDS Wealth Management
Flower Mound,
Texas
|
+$774K |
| 4 |
BCP
Blackhawk Capital Partners
Thiensville,
Wisconsin
|
+$504K |
| 5 |
ECA
Elevated Capital Advisors
Sandy,
Utah
|
+$408K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cerity Partners
New York
|
-$12.5M |
| 2 |
M1FG
Mach-1 Financial Group
Rogers,
Arkansas
|
-$4.19M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
-$1.52M |
| 4 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$1.21M |
| 5 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$704K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SOS
51
Silver Oak Securities
Jackson,
Tennessee
| – | -$208K | -9,577 | Closed |
|
52
Cetera Investment Advisers
Schaumburg,
Illinois
| – | -$204K | -9,398 | Closed |
|
53
UBS Group
Zurich,
Switzerland
| – | -$91.3K | -4,205 | Closed |
|
|
ADL
54
Asset Dedication LLC
San Francisco,
California
| – | -$21K | -944 | Closed |
|
|
M1FG
55
Mach-1 Financial Group
Rogers,
Arkansas
| – | -$4.19M | -193 | Closed |
|
56
Fidelity Investments
Boston,
Massachusetts
| – | -$22 | -1 | Closed |
|
DEED Hedge Fund Activity: Q2 2023 in Review
45 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in First Trust Securitized Plus ETF (DEED) for Q2 2023, worth a combined $60.4M — down 25% from $80.2M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of DEED and 5 opened new positions — a net loss of 6 holders — while 19 trimmed existing stakes and 17 added.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $1.81M. The largest seller was Cerity Partners, cutting an estimated $12.5M.
- 45 institutional investors held First Trust Securitized Plus ETF (DEED) as of Q2 2023, down from 52 in Q1 2023.
- Funds reported $60.4M of First Trust Securitized Plus ETF stock for Q2 2023, down 25% quarter-over-quarter.
- 5 funds opened new First Trust Securitized Plus ETF positions in Q2 2023 and 11 closed out, a net change of -6 holders.
- The largest First Trust Securitized Plus ETF buyer in Q2 2023 was Susquehanna International Group, an estimated $1.81M added.
- The largest First Trust Securitized Plus ETF seller in Q2 2023 was Cerity Partners, an estimated $12.5M sold.
Based on aggregated 13F filings for Q2 2023.