First Trust Securitized Plus ETF
DEED
65 hedge funds and large institutions have $86.6M invested in First Trust Securitized Plus ETF in 2022 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 5 increasing their positions, 39 reducing their positions, and 10 closing their positions.
50% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 10
7.36% more ownership
Funds ownership: 67.81% → 75.17% (+7.4%)
7% more funds holding
Funds holding: 61 → 65 (+4)
26% less capital invested
Capital invested by funds: $116M → $86.6M (-$29.7M)
87% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 39
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$15.9M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$1.91M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.43M |
| 4 |
TC
Telemus Capital
Southfield,
Michigan
|
+$1.23M |
| 5 |
BCP
Blackhawk Capital Partners
Thiensville,
Wisconsin
|
+$727K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DA
Drake & Associates
Waukesha,
Wisconsin
|
-$11.5M |
| 2 |
DWM
Darwin Wealth Management
Tampa,
Florida
|
-$5.63M |
| 3 |
CAG
Csenge Advisory Group
Clearwater,
Florida
|
-$5.44M |
| 4 |
UWM
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
-$4.06M |
| 5 |
CF
Centaurus Financial
Anaheim,
California
|
-$3.21M |
DEED Hedge Fund Activity: Q4 2022 in Review
65 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in First Trust Securitized Plus ETF (DEED) for Q4 2022, worth a combined $86.6M — down 26% from $116M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new DEED positions and 10 closed out — a net gain of 5 holders — while 5 added to existing stakes and 39 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $15.9M. The largest seller was Drake & Associates, cutting an estimated $11.5M.
- 65 institutional investors held First Trust Securitized Plus ETF (DEED) as of Q4 2022, up from 61 in Q3 2022.
- Funds reported $86.6M of First Trust Securitized Plus ETF stock for Q4 2022, down 26% quarter-over-quarter.
- 15 funds opened new First Trust Securitized Plus ETF positions in Q4 2022 and 10 closed out, a net change of +5 holders.
- The largest First Trust Securitized Plus ETF buyer in Q4 2022 was Jane Street, an estimated $15.9M added.
- The largest First Trust Securitized Plus ETF seller in Q4 2022 was Drake & Associates, an estimated $11.5M sold.
Based on aggregated 13F filings for Q4 2022.