Federated Hermes US Strategic Dividend ETF
FDV
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.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
240% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 5
17% more funds holding
Funds holding: 24 → 28 (+4)
0% more capital invested
Capital invested by funds: $46.7M → $46.7M (+$78K)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2.43% less ownership
Funds ownership: 81.05% → 78.62% (-2.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.55M |
| 2 |
ACA
Ascension Capital Advisors
Houston,
Texas
|
+$1.35M |
| 3 |
SPIA
Steward Partners Investment Advisory
New York
|
+$1.18M |
| 4 |
LPL Financial
San Diego,
California
|
+$1.13M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$959K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$4.97M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$2.77M |
| 3 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$206K |
| 4 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$184K |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$53.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AF
26
Advisornet Financial
Minnetonka,
Minnesota
| $8.99K | +$9.51K | +402 | New |
|
|
GRP
27
Global Retirement Partners
San Rafael,
California
| $4.38K | +$2.37K | +100 | +100% |
|
28
Morgan Stanley
New York
| $50 | +$24 | +1 | +100% |
|
|
29
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$2.77M | -116,432 | Closed |
|
FDV Hedge Fund Activity: Q3 2023 in Review
28 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes US Strategic Dividend ETF (FDV) for Q3 2023, worth a combined $46.7M — up 0.17% from $46.7M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new FDV positions and 1 closed out — a net gain of 4 holders — while 17 added to existing stakes and 5 trimmed.
The largest buyer was Raymond James & Associates, adding an estimated $1.55M. The largest seller was Federated Hermes, cutting an estimated $4.97M.
- 28 institutional investors held Federated Hermes US Strategic Dividend ETF (FDV) as of Q3 2023, up from 24 in Q2 2023.
- Funds reported $46.7M of Federated Hermes US Strategic Dividend ETF stock for Q3 2023, up 0.17% quarter-over-quarter.
- 5 funds opened new Federated Hermes US Strategic Dividend ETF positions in Q3 2023 and 1 closed out, a net change of +4 holders.
- The largest Federated Hermes US Strategic Dividend ETF buyer in Q3 2023 was Raymond James & Associates, an estimated $1.55M added.
- The largest Federated Hermes US Strategic Dividend ETF seller in Q3 2023 was Federated Hermes, an estimated $4.97M sold.
Based on aggregated 13F filings for Q3 2023.