First Trust Securitized Plus ETF
DEED
44 hedge funds and large institutions have $51.9M invested in First Trust Securitized Plus ETF in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 9 increasing their positions, 15 reducing their positions, and 6 closing their positions.
117% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 6
16% more funds holding
Funds holding: 38 → 44 (+6)
6.34% more ownership
Funds ownership: 67.86% → 74.2% (+6.3%)
5% more capital invested
Capital invested by funds: $49.4M → $51.9M (+$2.46M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
40% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$2.48M |
| 2 |
BCP
Blackhawk Capital Partners
Thiensville,
Wisconsin
|
+$2.34M |
| 3 |
CCM
Condor Capital Management
Martinsville,
New Jersey
|
+$2.11M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
+$1.74M |
| 5 |
GWM
GDS Wealth Management
Flower Mound,
Texas
|
+$1.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WCFA
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
-$5.18M |
| 2 |
Jane Street
New York
|
-$3.17M |
| 3 |
ARC
Advisor Resource Council
Dallas,
Texas
|
-$1.03M |
| 4 |
DWM
Darwin Wealth Management
Tampa,
Florida
|
-$754K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$716K |
DEED Hedge Fund Activity: Q4 2023 in Review
44 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in First Trust Securitized Plus ETF (DEED) for Q4 2023, worth a combined $51.9M — up 5% from $49.4M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new DEED positions and 6 closed out — a net gain of 7 holders — while 9 added to existing stakes and 15 trimmed.
The largest buyer was Raymond James & Associates, opening a new position worth an estimated $2.48M. The largest seller was Walkner Condon Financial Advisors, cutting an estimated $5.18M.
- 44 institutional investors held First Trust Securitized Plus ETF (DEED) as of Q4 2023, up from 38 in Q3 2023.
- Funds reported $51.9M of First Trust Securitized Plus ETF stock for Q4 2023, up 5% quarter-over-quarter.
- 13 funds opened new First Trust Securitized Plus ETF positions in Q4 2023 and 6 closed out, a net change of +7 holders.
- The largest First Trust Securitized Plus ETF buyer in Q4 2023 was Raymond James & Associates, an estimated $2.48M added.
- The largest First Trust Securitized Plus ETF seller in Q4 2023 was Walkner Condon Financial Advisors, an estimated $5.18M sold.
Based on aggregated 13F filings for Q4 2023.