Federated Hermes US Strategic Dividend ETF
FDV
35 hedge funds and large institutions have $84.1M invested in Federated Hermes US Strategic Dividend ETF in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 6 reducing their positions, and 2 closing their positions.
300% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 2
217% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 6
17% more funds holding
Funds holding: 30 → 35 (+5)
13% more capital invested
Capital invested by funds: $74.5M → $84.1M (+$9.59M)
2.87% more ownership
Funds ownership: 79.46% → 82.33% (+2.9%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Rockefeller Capital Management
New York
|
+$3.37M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$1.37M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.11M |
| 4 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
+$807K |
| 5 |
LF
Lantz Financial
Naperville,
Illinois
|
+$764K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1M |
| 2 |
LPL Financial
San Diego,
California
|
-$579K |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$276K |
| 4 |
CA
Claro Advisors
Boston,
Massachusetts
|
-$115K |
| 5 |
DC
Davenport & Co
Richmond,
Virginia
|
-$15.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KWA
26
Kingswood Wealth Advisors
San Diego,
California
| $374K | +$146K | +5,908 | +65% |
|
27
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| $307K | +$38.3K | +1,549 | +14% |
|
|
HH
28
Hilltop Holdings
Dallas,
Texas
| $304K | +$7.42K | +300 | +3% |
|
29
Cetera Investment Advisers
Schaumburg,
Illinois
| $247K | +$11.4K | +462 | +5% |
|
|
CAL
30
Capital Analysts LLC
Fort Washington,
Pennsylvania
| $107K | +$445 | +18 | +0.4% |
|
|
WOSD
31
WFA of San Diego
San Diego,
California
| $37.3K | +$37.1K | +1,500 | New |
|
|
SFC
32
Strategic Financial Concepts
San Antonio,
Texas
| $34.4K | +$364K | +14,727 | New |
|
|
HI
33
Harbour Investments
Madison,
Wisconsin
| $29K | +$28.8K | +1,166 | New |
|
|
GRP
34
Global Retirement Partners
San Rafael,
California
| $4.97K | – | – | – |
|
|
DIP
35
DT Investment Partners
Chadds Ford,
Pennsylvania
| $1.14K | +$1.14K | +46 | New |
|
36
Fidelity Investments
Boston,
Massachusetts
| – | -$25 | -1 | Closed |
|
37
Morgan Stanley
New York
| – | -$40 | -1 | Closed |
|
FDV Hedge Fund Activity: Q2 2024 in Review
35 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes US Strategic Dividend ETF (FDV) for Q2 2024, worth a combined $84.1M — up 13% from $74.5M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new FDV positions and 2 closed out — a net gain of 6 holders — while 19 added to existing stakes and 6 trimmed.
The largest buyer was Rockefeller Capital Management, opening a new position worth an estimated $3.37M. The largest seller was Raymond James & Associates, cutting an estimated $1M.
- 35 institutional investors held Federated Hermes US Strategic Dividend ETF (FDV) as of Q2 2024, up from 30 in Q1 2024.
- Funds reported $84.1M of Federated Hermes US Strategic Dividend ETF stock for Q2 2024, up 13% quarter-over-quarter.
- 8 funds opened new Federated Hermes US Strategic Dividend ETF positions in Q2 2024 and 2 closed out, a net change of +6 holders.
- The largest Federated Hermes US Strategic Dividend ETF buyer in Q2 2024 was Rockefeller Capital Management, an estimated $3.37M added.
- The largest Federated Hermes US Strategic Dividend ETF seller in Q2 2024 was Raymond James & Associates, an estimated $1M sold.
Based on aggregated 13F filings for Q2 2024.