FDV icon

Federated Hermes US Strategic Dividend ETF
FDV

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
28
Holders Change
–
Holders Change %
0%
% of All Funds
0.41%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
5
Increased
16
Reduced
4
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$8.6M
2
LPL Financial
LPL Financial
California
+$1.87M
3
SPIA
Steward Partners Investment Advisory
New York
+$1.62M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.11M
5
PAG
Private Advisor Group
New Jersey
+$1.09M

Top Sellers

1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$3.67M
2
Federated Hermes
Federated Hermes
Pennsylvania
-$1.01M
3
KWA
Kingswood Wealth Advisors
California
-$555K
4
PTP
Platform Technology Partners
New York
-$524K
5
CA
Claro Advisors
Massachusetts
-$67.3K
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
26
UBS Group
Switzerland
$52.6K +$29.5K +1,228 +128%
GRP
27
Global Retirement Partners
California
$4.79K – – –
Morgan Stanley
28
Morgan Stanley
New York
$64 – – –
Federated Hermes
29
Federated Hermes
Pennsylvania
– -$1.01M -45,000 Closed
KWA
30
Kingswood Wealth Advisors
California
– -$555K -24,832 Closed
CSPIA
31
Cary Street Partners Investment Advisory
Virginia
– -$60.3K -2,700 Closed
AF
32
Advisornet Financial
Minnesota
– -$8.99K -402 Closed
1
2