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First Trust Securitized Plus ETF

52 hedge funds and large institutions have $80.2M invested in First Trust Securitized Plus ETF in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 26 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.21% more ownership

Funds ownership: 75.17%75.38% (+0.21%)

7% less capital invested

Capital invested by funds: $86.6M → $80.2M (-$6.35M)

20% less funds holding

Funds holding: 6552 (-13)

38% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 26

62% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 21

Holders
52
Holders Change
-13
Holders Change %
-20%
% of All Funds
0.83%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
16
Reduced
26
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
1
Cerity Partners
New York
$14M -$1.29M -59,743 -9%
DWM
2
Darwin Wealth Management
Florida
$13.1M +$3.58M +165,975 +38%
GWM
3
GDS Wealth Management
Texas
$7.86M +$7.81M +361,811 New
WCFA
4
Walkner Condon Financial Advisors
Wisconsin
$6.88M +$249K +11,547 +4%
M1FG
5
Mach-1 Financial Group
Arkansas
$4.19M +$4.17K +193 New
Victory Capital Management
6
Victory Capital Management
Texas
$2.47M -$494K -22,884 -17%
Osaic Holdings
7
Osaic Holdings
Arizona
$2.37M +$8.36K +387 +0.4%
LPL Financial
8
LPL Financial
California
$2.35M -$395K -18,312 -14%
AWM
9
AE Wealth Management
Kansas
$2.14M +$662K +30,672 +45%
RWPA
10
Richard W. Paul & Associates
Michigan
$2.08M +$612K +28,331 +42%
BCP
11
Blackhawk Capital Partners
Wisconsin
$1.9M +$1.14M +52,859 +154%
EH
12
Equitable Holdings
New York
$1.74M +$77.2K +3,577 +5%
HI
13
Harbour Investments
Wisconsin
$1.64M -$82.9K -3,839 -5%
Jane Street
14
Jane Street
New York
$1.63M -$14.7M -678,513 -90%
ECA
15
Elevated Capital Advisors
Utah
$1.28M +$1.27M +58,933 New
CA
16
Cambridge Advisors
Nebraska
$1.25M +$2.57K +119 +0.2%
AI
17
Atria Investments
North Carolina
$1.21M +$57.1K +2,644 +5%
CPIG
18
Chicago Partners Investment Group
Illinois
$1.16M +$5.2K +241 +0.4%
LJAC
19
L.J. Altfest & Co
New York
$997K -$314K -14,559 -24%
GM
20
GeoWealth Management
Illinois
$768K -$430K -19,898 -36%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$722K -$76.1K -3,523 -10%
BRWA
22
B. Riley Wealth Advisors
Florida
$704K -$221K -10,249 -24%
RFP
23
Root Financial Partners
California
$561K +$558K +25,825 New
SPC
24
Sigma Planning Corp
Michigan
$535K -$1.66K -77 -0.3%
W
25
WealthOne
New York
$531K -$224K -10,376 -30%

DEED Hedge Fund Activity: Q1 2023 in Review

52 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in First Trust Securitized Plus ETF (DEED) for Q1 2023, worth a combined $80.2M — down 7.3% from $86.6M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of DEED and 8 opened new positions — a net loss of 13 holders — while 26 trimmed existing stakes and 16 added.

The largest buyer was GDS Wealth Management, opening a new position worth an estimated $7.81M. The largest seller was Jane Street, cutting an estimated $14.7M.

  • 52 institutional investors held First Trust Securitized Plus ETF (DEED) as of Q1 2023, down from 65 in Q4 2022.
  • Funds reported $80.2M of First Trust Securitized Plus ETF stock for Q1 2023, down 7.3% quarter-over-quarter.
  • 8 funds opened new First Trust Securitized Plus ETF positions in Q1 2023 and 21 closed out, a net change of -13 holders.
  • The largest First Trust Securitized Plus ETF buyer in Q1 2023 was GDS Wealth Management, an estimated $7.81M added.
  • The largest First Trust Securitized Plus ETF seller in Q1 2023 was Jane Street, an estimated $14.7M sold.

Based on aggregated 13F filings for Q1 2023.