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Federated Hermes US Strategic Dividend ETF
FDV

Overview Fund Activity

28 hedge funds and large institutions have $46.7M invested in Federated Hermes US Strategic Dividend ETF in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
28
Holders Change
+4
Holders Change %
+16.67%
% of All Funds
0.45%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
17
Reduced
5
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
Raymond James & Associates
Florida
$2.57M
2
ACA
Ascension Capital Advisors
Texas
$19.3M
3
SPIA
Steward Partners Investment Advisory
New York
$1.21M
4
LPL Financial
LPL Financial
California
$1.58M
5
PAG
Private Advisor Group
New Jersey
$1.72M

Top Sellers

1
Federated Hermes
Federated Hermes
Pennsylvania
$1.01M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$0
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$3.67M
4
IWC
Integrated Wealth Concepts
Massachusetts
$2.73M
5
NA
NewEdge Advisors
Louisiana
$201K
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
26
Advisornet Financial
Minnesota
$8.99K +$8.99K +402 New
GRP
27
Global Retirement Partners
California
$4.38K +$2.19K +100 +100%
Morgan Stanley
28
Morgan Stanley
New York
$50 +$25 +1 +100%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
– -$2.77M -116,432 Closed
1
2