Federated Hermes US Strategic Dividend ETF
FDV
Market cap $223M

28.13 USD

-0.16

0.57%

Updated Dec 3, 12:04 PM EST

1 day

-0.57%

5 days

-0.46%

1 month

2.18%

3 months

2.70%

6 months

12.61%

Year to date

15.48%

1 year

19.86%

5 years

12.52%

10 years

12.52%

0

Funds holding %

of 6,780 funds

–

Analysts bullish %

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

525% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 4

100% more funds holding in top 10

Funds holding in top 10: 1 [Q2] → 2 (+1) [Q3]

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

66% more capital invested

Capital invested by funds: $84.1M [Q2] → $140M (+$55.9M) [Q3]

9% more funds holding

Funds holding: 35 [Q2] → 38 (+3) [Q3]

5.52% more ownership

Funds ownership: 82.33% [Q2] → 87.85% (+5.52%) [Q3]

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Research analyst outlook

We haven’t received any recent analyst ratings for FDV.

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Financial journalist opinion

FDV: An Active Approach To Dividend Growers

The Federated Hermes U.S. Strategic Dividend ETF aims to generate income and long-term capital value by investing in high-dividend U.S. stocks with the potential for payout growth. The fund's sector allocation favors defensive sectors like utilities and consumer staples, offering stability and income protection against market downturns. Active management allows FDV to outperform passive dividend ETFs, focusing on both current income and future income growth, despite a higher expense ratio.

FDV: An Active Approach To Dividend Growers

Federated Hermes Debuts 4 New Active Quantitative ETFs

As active ETFs continue to mature, more and more firms are entering the space with renewed vigor. Active strategies offer real advantages as a “plus” option on top of a core, passive allocation, while also providing a landing spot for many investors' active mutual fund assets.

Federated Hermes Debuts 4 New Active Quantitative ETFs

Federated Hermes, Inc. launches four MDT quantitative active ETFs

• New products double the number of Federated Hermes ETFs PITTSBURGH , July 31, 2024 /PRNewswire/ -- Federated Hermes, Inc. (NYSE: FHI), a global leader in investment management, today announced the launch of four actively managed ETFs that take a quantitative approach to stock selection. The new products offer investors another way to access the disciplined Federated Hermes MDT investment process, crafted and refined for more than 30 years and now available in an ETF structure.

Federated Hermes, Inc. launches four MDT quantitative active ETFs

FDV: Avoid This 3.63% Yielding Active Dividend Growth ETF

FDV is an actively-managed dividend fund, emphasizing low-volatile stocks with strong dividend growth potential. Its AUM is $104 million and its expense ratio is 0.50% after waivers. Its 3.63% expected yield is somewhat attractive, but at least 16 others pay more, with most delivering much better total returns. FDV has barely broken even since November 2022. FDV's managers operate with high conviction but to the detriment of shareholders. Like before, they continue to ignore quality, growth, and sentiment indicators.

FDV: Avoid This 3.63% Yielding Active Dividend Growth ETF

Federated Hermes' Clark on Client Cash, Active ETFs

2023 was a major year for the world of ETFs, and 2024 offers both significant opportunities and thought-provoking challenges for investors. One firm looking at how to help advisors as it leans more into ETFs is Federated Hermes.

Federated Hermes' Clark on Client Cash, Active ETFs

Federated Hermes Debuts Total Return Bond ETF

Today, Federated Hermes launched an actively managed broad bond ETF. The Federated Hermes Total Return Bond ETF (NYSE Arca: FTRB) has an expense ratio of 0.49%.

Federated Hermes Debuts Total Return Bond ETF

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