Federated Hermes US Strategic Dividend ETF
FDV
38 hedge funds and large institutions have $140M invested in Federated Hermes US Strategic Dividend ETF in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 25 increasing their positions, 4 reducing their positions, and 3 closing their positions.
525% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 4
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
66% more capital invested
Capital invested by funds: $84.1M → $140M (+$55.9M)
9% more funds holding
Funds holding: 35 → 38 (+3)
5.52% more ownership
Funds ownership: 82.33% → 87.85% (+5.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$11.4M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$9.18M |
| 3 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$5.22M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.94M |
| 5 |
ACA
Ascension Capital Advisors
Houston,
Texas
|
+$2.16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$637K |
| 2 |
SA
Sanctuary Advisors
Indianapolis,
Indiana
|
-$133K |
| 3 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$39.7K |
| 4 |
KWA
Kingswood Wealth Advisors
San Diego,
California
|
-$39.7K |
| 5 |
SFC
Strategic Financial Concepts
San Antonio,
Texas
|
-$34.4K |
FDV Hedge Fund Activity: Q3 2024 in Review
38 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes US Strategic Dividend ETF (FDV) for Q3 2024, worth a combined $140M — up 66% from $84.1M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new FDV positions and 3 closed out — a net gain of 3 holders — while 25 added to existing stakes and 4 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $11.4M. The largest seller was Goldman Sachs, exiting entirely with an estimated $637K sold.
- 38 institutional investors held Federated Hermes US Strategic Dividend ETF (FDV) as of Q3 2024, up from 35 in Q2 2024.
- Funds reported $140M of Federated Hermes US Strategic Dividend ETF stock for Q3 2024, up 66% quarter-over-quarter.
- 6 funds opened new Federated Hermes US Strategic Dividend ETF positions in Q3 2024 and 3 closed out, a net change of +3 holders.
- The largest Federated Hermes US Strategic Dividend ETF buyer in Q3 2024 was Envestnet Asset Management, an estimated $11.4M added.
- The largest Federated Hermes US Strategic Dividend ETF seller in Q3 2024 was Goldman Sachs, an estimated $637K sold.
Based on aggregated 13F filings for Q3 2024.