First Trust Securitized Plus ETF
DEED
73 hedge funds and large institutions have $144M invested in First Trust Securitized Plus ETF in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 40 reducing their positions, and 10 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
3.3% more ownership
Funds ownership: 73.94% → 77.23% (+3.3%)
5% less funds holding
Funds holding: 77 → 73 (-4)
20% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 10
20% less capital invested
Capital invested by funds: $181M → $144M (-$36.5M)
48% less repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 40
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cerity Partners
New York
|
+$21M |
| 2 |
DWM
Darwin Wealth Management
Tampa,
Florida
|
+$2.2M |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$1.1M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$893K |
| 5 |
TC
Telemus Capital
Southfield,
Michigan
|
+$843K |
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 |
DEED Hedge Fund Activity: Q2 2022 in Review
73 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in First Trust Securitized Plus ETF (DEED) for Q2 2022, worth a combined $144M — down 20% from $181M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of DEED and 8 opened new positions — a net loss of 2 holders — while 40 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 77 in Q1 2022.
- Funds reported $144M of First Trust Securitized Plus ETF stock for Q2 2022, down 20% quarter-over-quarter.
- 8 funds opened new First Trust Securitized Plus ETF positions in Q2 2022 and 10 closed out, a net change of -2 holders.
- 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.