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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PP
Palladium Partners
Norfolk,
Virginia
|
+$6.04M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
+$5.5M |
| 3 |
CAG
Csenge Advisory Group
Clearwater,
Florida
|
+$4.92M |
| 4 |
SMF
Sterling Manor Financial
Saratoga Springs,
New York
|
+$3.71M |
| 5 |
SCA
Snowden Capital Advisors
New York
|
+$3.42M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
-$5.18M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
-$1.94M |
| 3 |
WS
Wedbush Securities
Los Angeles,
California
|
-$1.38M |
| 4 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$859K |
| 5 |
CAMG
CWA Asset Management Group
Naples,
Florida
|
-$648K |
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.