FDV icon

Federated Hermes US Strategic Dividend ETF

45 hedge funds and large institutions have $223M invested in Federated Hermes US Strategic Dividend ETF in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
45
Holders Change
+3
Holders Change %
+7.14%
% of All Funds
0.61%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
8
Increased
24
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CA
26
Claro Advisors
Massachusetts
$481K +$3.69K +131 +0.8%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$465K +$465K +16,506 New
GIA
28
Gladstone Institutional Advisory
Florida
$437K +$137K +4,868 +46%
HighTower Advisors
29
HighTower Advisors
Illinois
$431K +$113K +4,014 +36%
SDWMA
30
Schneider Downs Wealth Management Advisors
Pennsylvania
$429K
DC
31
Davenport & Co
Virginia
$410K -$106K -3,755 -21%
EFS
32
Essex Financial Services
Connecticut
$376K +$24.2K +861 +7%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$365K +$130K +4,599 +55%
CAPTRUST Financial Advisors
34
CAPTRUST Financial Advisors
North Carolina
$324K +$42.6K +1,512 +15%
GWP
35
Gateway Wealth Partners
Wisconsin
$307K +$28.4K +1,009 +10%
IF
36
Intrua Financial
Texas
$279K
KWA
37
Kingswood Wealth Advisors
California
$258K -$56K -1,990 -18%
Bank of America
38
Bank of America
North Carolina
$256K +$256K +9,095 New
SFC
39
Strategic Financial Concepts
Texas
$215K +$215K +7,641 New
CAL
40
Capital Analysts LLC
Pennsylvania
$185K +$42.5K +1,507 +30%
PTC
41
Private Trust Company
Ohio
$93.3K +$4.59K +163 +5%
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$22.3K +$22.3K +793 New
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$11.7K +$11.7K +414 New
AssetMark Inc
44
AssetMark Inc
California
$9.94K +$9.94K +353 New
Morgan Stanley
45
Morgan Stanley
New York
$4.96K
SAM
46
Smartleaf Asset Management
Massachusetts
-$883K -33,127 Closed
HI
47
Harbour Investments
Wisconsin
-$28.9K -1,087 Closed
CFB
48
Cullen/Frost Bankers
Texas
-$15.2K -570 Closed