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Federated Hermes US Strategic Dividend ETF

47 hedge funds and large institutions have $298M invested in Federated Hermes US Strategic Dividend ETF in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 27 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
47
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James Financial
1
Raymond James Financial
Florida
$59.9M
LPL Financial
2
LPL Financial
California
$52.6M
GVAG
3
Great Valley Advisor Group
Delaware
$41.9M
ACA
4
Ascension Capital Advisors
Texas
$31M
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$13.2M
FCM
6
Fourpath Capital Management
Oklahoma
$11.4M
Truist Financial
7
Truist Financial
North Carolina
$9.04M
LF
8
Lantz Financial
Illinois
$8.52M
NA
9
NewEdge Advisors
Louisiana
$7.06M
Osaic Holdings
10
Osaic Holdings
Arizona
$6.08M
SPIA
11
Steward Partners Investment Advisory
New York
$5.94M
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$5.15M
Stifel Financial
13
Stifel Financial
Missouri
$5.03M
IWC
14
Integrated Wealth Concepts
Massachusetts
$4.6M
PAG
15
Private Advisor Group
New Jersey
$4.58M
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$4.51M
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
$3.74M
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
$3.16M
EH
19
Equitable Holdings
New York
$2.7M
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$2.01M
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$1.69M
HH
22
Hilltop Holdings
Texas
$1.26M
WAP
23
Wealthcare Advisory Partners
Pennsylvania
$1.16M
PWH
24
Priebe Wealth Holdings
Minnesota
$1.09M
AAS
25
Avantax Advisory Services
Texas
$1.04M