First Trust Securitized Plus ETF
DEED
39 hedge funds and large institutions have $48.8M invested in First Trust Securitized Plus ETF in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 10 increasing their positions, 14 reducing their positions, and 8 closing their positions.
63% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 8
15% more funds holding
Funds holding: 34 → 39 (+5)
10% more capital invested
Capital invested by funds: $44.5M → $48.8M (+$4.29M)
3.2% less ownership
Funds ownership: 71.64% → 68.44% (-3.2%)
29% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 14
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$5.83M |
| 2 |
LC
Legacy CG
Plano,
Texas
|
+$4.9M |
| 3 |
Goldman Sachs
New York
|
+$2.51M |
| 4 |
GWM
GDS Wealth Management
Flower Mound,
Texas
|
+$2.36M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$2.32M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DWM
Darwin Wealth Management
Tampa,
Florida
|
-$10.9M |
| 2 |
Jane Street
New York
|
-$1.47M |
| 3 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$1.35M |
| 4 |
LJAC
L.J. Altfest & Co
New York
|
-$520K |
| 5 |
SG
StoneX Group
New York
|
-$294K |
DEED Hedge Fund Activity: Q2 2024 in Review
39 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in First Trust Securitized Plus ETF (DEED) for Q2 2024, worth a combined $48.8M — up 9.6% from $44.5M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new DEED positions and 8 closed out — a net gain of 5 holders — while 10 added to existing stakes and 14 trimmed.
The largest buyer was NewEdge Advisors, adding an estimated $5.83M. The largest seller was Darwin Wealth Management, cutting an estimated $10.9M.
- 39 institutional investors held First Trust Securitized Plus ETF (DEED) as of Q2 2024, up from 34 in Q1 2024.
- Funds reported $48.8M of First Trust Securitized Plus ETF stock for Q2 2024, up 9.6% quarter-over-quarter.
- 13 funds opened new First Trust Securitized Plus ETF positions in Q2 2024 and 8 closed out, a net change of +5 holders.
- The largest First Trust Securitized Plus ETF buyer in Q2 2024 was NewEdge Advisors, an estimated $5.83M added.
- The largest First Trust Securitized Plus ETF seller in Q2 2024 was Darwin Wealth Management, an estimated $10.9M sold.
Based on aggregated 13F filings for Q2 2024.