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Federated Hermes US Strategic Dividend ETF

42 hedge funds and large institutions have $137M invested in Federated Hermes US Strategic Dividend ETF in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 16 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
42
Holders Change
+4
Holders Change %
+10.53%
% of All Funds
0.56%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
11
Increased
16
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CA
26
Claro Advisors
Massachusetts
$451K +$4.1K +154 +0.9%
SDWMA
27
Schneider Downs Wealth Management Advisors
Pennsylvania
$405K
KAS
28
Kestra Advisory Services
Texas
$338K +$338K +12,697 New
EFS
29
Essex Financial Services
Connecticut
$333K +$333K +12,509 New
HighTower Advisors
30
HighTower Advisors
Illinois
$300K +$300K +11,278 New
KWA
31
Kingswood Wealth Advisors
California
$297K -$63.7K -2,393 -18%
GIA
32
Gladstone Institutional Advisory
Florida
$283K +$283K +10,651 New
CAPTRUST Financial Advisors
33
CAPTRUST Financial Advisors
North Carolina
$266K -$23.5K -884 -8%
IF
34
Intrua Financial
Texas
$263K +$263K +9,900 New
GWP
35
Gateway Wealth Partners
Wisconsin
$263K +$263K +9,885 New
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$223K +$223K +8,367 New
CAL
37
Capital Analysts LLC
Pennsylvania
$134K +$451 +17 +0.3%
PTC
38
Private Trust Company
Ohio
$83.8K +$83.8K +3,150 New
HI
39
Harbour Investments
Wisconsin
$28.9K
CFB
40
Cullen/Frost Bankers
Texas
$15.2K +$15.2K +570 New
GRP
41
Global Retirement Partners
California
$5.32K
Morgan Stanley
42
Morgan Stanley
New York
$4.68K
WC
43
Waterloo Capital
Texas
-$471K -16,873 Closed
OMC
44
Old Mission Capital
Illinois
-$300K -10,742 Closed
NS
45
NBC Securities
Alabama
-$195K -7,020 Closed
CFGS
46
Concourse Financial Group Securities
Alabama
-$27K -965 Closed