Federated Hermes US Strategic Dividend ETF
FDV
28 hedge funds and large institutions have $62.9M invested in Federated Hermes US Strategic Dividend ETF in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 4 reducing their positions, and 4 closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 4
35% more capital invested
Capital invested by funds: $46.7M → $62.9M (+$16.1M)
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
3.74% more ownership
Funds ownership: 78.62% → 82.36% (+3.7%)
0% more funds holding
Funds holding: 28 → 28 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$8.15M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.77M |
| 3 |
SPIA
Steward Partners Investment Advisory
New York
|
+$1.53M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.05M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$1.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$3.48M |
| 2 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$1.01M |
| 3 |
KWA
Kingswood Wealth Advisors
San Diego,
California
|
-$555K |
| 4 |
PTP
Platform Technology Partners
New York
|
-$502K |
| 5 |
CA
Claro Advisors
Boston,
Massachusetts
|
-$63.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
UBS Group
Zurich,
Switzerland
| $52.6K | +$27.9K | +1,228 | +128% |
|
|
GRP
27
Global Retirement Partners
San Rafael,
California
| $4.79K | – | – | – |
|
28
Morgan Stanley
New York
| $64 | – | – | – |
|
|
29
Federated Hermes
Pittsburgh,
Pennsylvania
| – | -$1.01M | -45,000 | Closed |
|
|
KWA
30
Kingswood Wealth Advisors
San Diego,
California
| – | -$555K | -24,832 | Closed |
|
|
CSPIA
31
Cary Street Partners Investment Advisory
Richmond,
Virginia
| – | -$60.3K | -2,700 | Closed |
|
|
AF
32
Advisornet Financial
Minnetonka,
Minnesota
| – | -$8.99K | -402 | Closed |
|
FDV Hedge Fund Activity: Q4 2023 in Review
28 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes US Strategic Dividend ETF (FDV) for Q4 2023, worth a combined $62.9M — up 35% from $46.7M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new FDV positions and 4 closed out — a net gain of 1 holder — while 16 added to existing stakes and 4 trimmed.
The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $8.15M. The largest seller was CAPTRUST Financial Advisors, cutting an estimated $3.48M.
- 28 institutional investors held Federated Hermes US Strategic Dividend ETF (FDV) as of Q4 2023, unchanged from Q3 2023.
- Funds reported $62.9M of Federated Hermes US Strategic Dividend ETF stock for Q4 2023, up 35% quarter-over-quarter.
- 5 funds opened new Federated Hermes US Strategic Dividend ETF positions in Q4 2023 and 4 closed out, a net change of +1 holder.
- The largest Federated Hermes US Strategic Dividend ETF buyer in Q4 2023 was Wealth Enhancement Advisory Services, an estimated $8.15M added.
- The largest Federated Hermes US Strategic Dividend ETF seller in Q4 2023 was CAPTRUST Financial Advisors, an estimated $3.48M sold.
Based on aggregated 13F filings for Q4 2023.