First Trust Securitized Plus ETF
DEED
63 hedge funds and large institutions have $212M invested in First Trust Securitized Plus ETF in 2021 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 29 increasing their positions, 16 reducing their positions, and 9 closing their positions.
81% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 16
22% more capital invested
Capital invested by funds: $173M → $212M (+$38.9M)
11% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 9
2% more funds holding
Funds holding: 62 → 63 (+1)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
2.07% less ownership
Funds ownership: 71.86% → 69.79% (-2.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$12.3M |
| 2 |
DWM
Darwin Wealth Management
Tampa,
Florida
|
+$9.36M |
| 3 |
MWM
Mattern Wealth Management
Lawrence,
Kansas
|
+$9.24M |
| 4 |
PP
Palladium Partners
Norfolk,
Virginia
|
+$9.21M |
| 5 |
UWM
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
+$5.82M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WCFA
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
-$6.6M |
| 2 |
CAG
Csenge Advisory Group
Clearwater,
Florida
|
-$4.88M |
| 3 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
-$4.76M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$2.68M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$2.36M |
DEED Hedge Fund Activity: Q4 2021 in Review
63 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in First Trust Securitized Plus ETF (DEED) for Q4 2021, worth a combined $212M — up 22% from $173M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new DEED positions and 9 closed out — a net gain of 1 holder — while 29 added to existing stakes and 16 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $12.3M. The largest seller was Walkner Condon Financial Advisors, cutting an estimated $6.6M.
- 63 institutional investors held First Trust Securitized Plus ETF (DEED) as of Q4 2021, up from 62 in Q3 2021.
- Funds reported $212M of First Trust Securitized Plus ETF stock for Q4 2021, up 22% quarter-over-quarter.
- 10 funds opened new First Trust Securitized Plus ETF positions in Q4 2021 and 9 closed out, a net change of +1 holder.
- The largest First Trust Securitized Plus ETF buyer in Q4 2021 was Osaic Holdings, an estimated $12.3M added.
- The largest First Trust Securitized Plus ETF seller in Q4 2021 was Walkner Condon Financial Advisors, an estimated $6.6M sold.
Based on aggregated 13F filings for Q4 2021.