FDV icon

Federated Hermes US Strategic Dividend ETF
FDV

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
30
Holders Change
+2
Holders Change %
+7.14%
% of All Funds
0.43%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
4
Increased
17
Reduced
6
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACA
Ascension Capital Advisors
Texas
+$2.48M
2
EH
Equitable Holdings
New York
+$1.1M
3
SPIA
Steward Partners Investment Advisory
New York
+$892K
4
PAG
Private Advisor Group
New Jersey
+$858K
5
Osaic Holdings
Osaic Holdings
Arizona
+$752K

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$563K
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$207K
3
RJA
Raymond James & Associates
Florida
-$96.6K
4
HH
Hilltop Holdings
Texas
-$73.3K
5
UBS Group
UBS Group
Switzerland
-$52.6K
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
26
NewEdge Advisors
Louisiana
$228K – – –
CAL
27
Capital Analysts LLC
Pennsylvania
$108K +$556 +22 +0.5%
GRP
28
Global Retirement Partners
California
$5.06K – – –
Morgan Stanley
29
Morgan Stanley
New York
$40 -$40 -1 -50%
Fidelity Investments
30
Fidelity Investments
Massachusetts
$25 +$25 +1 New
UBS Group
31
UBS Group
Switzerland
– -$52.6K -2,190 Closed
1
2