Federated Hermes US Strategic Dividend ETF
FDV
30 hedge funds and large institutions have $74.5M invested in Federated Hermes US Strategic Dividend ETF in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 6 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
183% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 6
19% more capital invested
Capital invested by funds: $62.9M → $74.5M (+$11.6M)
7% more funds holding
Funds holding: 28 → 30 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2.9% less ownership
Funds ownership: 82.36% → 79.46% (-2.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACA
Ascension Capital Advisors
Houston,
Texas
|
+$2.37M |
| 2 |
EH
Equitable Holdings
New York
|
+$1.05M |
| 3 |
SPIA
Steward Partners Investment Advisory
New York
|
+$851K |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$819K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$717K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$537K |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$198K |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$92.2K |
| 4 |
HH
Hilltop Holdings
Dallas,
Texas
|
-$70K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$52.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NA
26
NewEdge Advisors
New Orleans,
Louisiana
| $228K | – | – | – |
|
|
CAL
27
Capital Analysts LLC
Fort Washington,
Pennsylvania
| $108K | +$531 | +22 | +0.5% |
|
|
GRP
28
Global Retirement Partners
San Rafael,
California
| $5.06K | – | – | – |
|
29
Morgan Stanley
New York
| $40 | -$24 | -1 | -50% |
|
30
Fidelity Investments
Boston,
Massachusetts
| $25 | +$24 | +1 | New |
|
|
31
UBS Group
Zurich,
Switzerland
| – | -$52.6K | -2,190 | Closed |
|
FDV Hedge Fund Activity: Q1 2024 in Review
30 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes US Strategic Dividend ETF (FDV) for Q1 2024, worth a combined $74.5M — up 19% from $62.9M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new FDV positions and 1 closed out — a net gain of 3 holders — while 17 added to existing stakes and 6 trimmed.
The largest buyer was Ascension Capital Advisors, adding an estimated $2.37M. The largest seller was Royal Bank of Canada, cutting an estimated $537K.
- 30 institutional investors held Federated Hermes US Strategic Dividend ETF (FDV) as of Q1 2024, up from 28 in Q4 2023.
- Funds reported $74.5M of Federated Hermes US Strategic Dividend ETF stock for Q1 2024, up 19% quarter-over-quarter.
- 4 funds opened new Federated Hermes US Strategic Dividend ETF positions in Q1 2024 and 1 closed out, a net change of +3 holders.
- The largest Federated Hermes US Strategic Dividend ETF buyer in Q1 2024 was Ascension Capital Advisors, an estimated $2.37M added.
- The largest Federated Hermes US Strategic Dividend ETF seller in Q1 2024 was Royal Bank of Canada, an estimated $537K sold.
Based on aggregated 13F filings for Q1 2024.