First Trust Securitized Plus ETF
DEED
73 hedge funds and large institutions have $142M invested in First Trust Securitized Plus ETF in 2022 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 39 reducing their positions, and 10 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
4.28% more ownership
Funds ownership: 72.95% → 77.23% (+4.3%)
4% less funds holding
Funds holding: 76 → 73 (-3)
10% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 10
20% less capital invested
Capital invested by funds: $178M → $142M (-$36.2M)
46% less repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 39
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cerity Partners
New York
|
+$21M |
| 2 |
DWM
Darwin Wealth Management
Tampa,
Florida
|
+$2.2M |
| 3 |
SG
StoneX Group
New York
|
+$1.67M |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$1.1M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$893K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$9.96M |
| 2 |
LPL Financial
San Diego,
California
|
-$5.73M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$4.1M |
| 4 |
PFS
Prospera Financial Services
Dallas,
Texas
|
-$3.18M |
| 5 |
SCA
Snowden Capital Advisors
New York
|
-$3.16M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CWM
76
Cornerstone Wealth Management
St. Peters,
Missouri
| – | -$286K | -11,851 | Closed |
|
|
AWA
77
Arkadios Wealth Advisors
Atlanta,
Georgia
| – | -$261K | -10,823 | Closed |
|
|
IWC
78
Integrated Wealth Concepts
Waltham,
Massachusetts
| – | -$247K | -10,229 | Closed |
|
|
FHC
79
First Heartland Consultants
Lake St. Louis,
Missouri
| – | -$226K | -9,377 | Closed |
|
80
Truist Financial
Charlotte,
North Carolina
| – | -$216K | -8,947 | Closed |
|
|
FAIM
81
Financial Advocates Investment Management
Olympia,
Washington
| – | -$207K | -8,559 | Closed |
|
82
UBS Group
Zurich,
Switzerland
| – | -$72K | -2,970 | Closed |
|
83
Fidelity Investments
Boston,
Massachusetts
| – | -$4K | -160 | Closed |
|
DEED Hedge Fund Activity: Q2 2022 in Review
73 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in First Trust Securitized Plus ETF (DEED) for Q2 2022, worth a combined $142M — down 20% from $178M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of DEED and 9 opened new positions — a net loss of 1 holder — while 39 trimmed existing stakes and 21 added.
The largest buyer was Cerity Partners, opening a new position worth an estimated $21M. The largest seller was Jane Street, cutting an estimated $9.96M.
- 73 institutional investors held First Trust Securitized Plus ETF (DEED) as of Q2 2022, down from 76 in Q1 2022.
- Funds reported $142M of First Trust Securitized Plus ETF stock for Q2 2022, down 20% quarter-over-quarter.
- 9 funds opened new First Trust Securitized Plus ETF positions in Q2 2022 and 10 closed out, a net change of -1 holder.
- The largest First Trust Securitized Plus ETF buyer in Q2 2022 was Cerity Partners, an estimated $21M added.
- The largest First Trust Securitized Plus ETF seller in Q2 2022 was Jane Street, an estimated $9.96M sold.
Based on aggregated 13F filings for Q2 2022.