Federated Hermes US Strategic Dividend ETF
FDV
24 hedge funds and large institutions have $46.7M invested in Federated Hermes US Strategic Dividend ETF in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 2 closing their positions.
550% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 2
85% more funds holding
Funds holding: 13 → 24 (+11)
75% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 4
38% more capital invested
Capital invested by funds: $33.7M → $46.7M (+$12.9M)
8% more ownership
Funds ownership: 73.05% → 81.05% (+8%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$3.94M |
| 2 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$3.1M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.17M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$974K |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$875K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$590K |
| 2 |
GIA
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
-$202K |
| 3 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$54.6K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$49.6K |
| 5 |
ACA
Ascension Capital Advisors
Houston,
Texas
|
-$19.6K |
FDV Hedge Fund Activity: Q2 2023 in Review
24 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes US Strategic Dividend ETF (FDV) for Q2 2023, worth a combined $46.7M — up 38% from $33.7M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new FDV positions and 2 closed out — a net gain of 11 holders — while 7 added to existing stakes and 4 trimmed.
The largest buyer was Federated Hermes, adding an estimated $3.94M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $590K sold.
- 24 institutional investors held Federated Hermes US Strategic Dividend ETF (FDV) as of Q2 2023, up from 13 in Q1 2023.
- Funds reported $46.7M of Federated Hermes US Strategic Dividend ETF stock for Q2 2023, up 38% quarter-over-quarter.
- 13 funds opened new Federated Hermes US Strategic Dividend ETF positions in Q2 2023 and 2 closed out, a net change of +11 holders.
- The largest Federated Hermes US Strategic Dividend ETF buyer in Q2 2023 was Federated Hermes, an estimated $3.94M added.
- The largest Federated Hermes US Strategic Dividend ETF seller in Q2 2023 was Susquehanna International Group, an estimated $590K sold.
Based on aggregated 13F filings for Q2 2023.