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Federated Hermes US Strategic Dividend ETF

52 hedge funds and large institutions have $397M invested in Federated Hermes US Strategic Dividend ETF in 2025 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 33 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

313% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 8

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

32% more capital invested

Capital invested by funds: $302M → $397M (+$95.1M)

10.36% more ownership

Funds ownership: 76.79%87.15% (+10%)

8% more funds holding

Funds holding: 4852 (+4)

Holders
52
Holders Change
+4
Holders Change %
+8.33%
% of All Funds
0.68%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
8
Increased
33
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WAP
26
Wealthcare Advisory Partners
Pennsylvania
$1.23M +$28.5K +1,005 +2%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$1.23M +$221K +7,785 +22%
P
28
&Partners
Tennessee
$1.15M +$417K +14,690 +72%
Jones Financial Companies
29
Jones Financial Companies
Missouri
$1.06M +$831K +29,301 +383%
GRP
30
Global Retirement Partners
California
$774K -$27.9K -983 -4%
GIA
31
Gladstone Institutional Advisory
Florida
$700K +$90.1K +3,177 +15%
KAS
32
Kestra Advisory Services
Texas
$696K +$9.47K +334 +1%
IF
33
Intrua Financial
Texas
$630K +$24.4K +860 +4%
CA
34
Claro Advisors
Massachusetts
$622K +$69K +2,432 +13%
HighTower Advisors
35
HighTower Advisors
Illinois
$611K +$18.3K +644 +3%
Jane Street
36
Jane Street
New York
$521K -$196K -6,918 -28%
IG
37
IFS Group
Pennsylvania
$486K +$478K +16,873 New
SDWMA
38
Schneider Downs Wealth Management Advisors
Pennsylvania
$436K
DC
39
Davenport & Co
Virginia
$419K -$3.91K -138 -0.9%
CAPTRUST Financial Advisors
40
CAPTRUST Financial Advisors
North Carolina
$339K +$227 +8 +0.1%
EFS
41
Essex Financial Services
Connecticut
$338K -$43.4K -1,532 -11%
KWA
42
Kingswood Wealth Advisors
California
$327K +$42.8K +1,508 +15%
GWP
43
Gateway Wealth Partners
Wisconsin
$319K -$7.6K -268 -2%
CAL
44
Capital Analysts LLC
Pennsylvania
$166K -$1.62K -57 -1%
Comerica Bank
45
Comerica Bank
Texas
$100K +$99.2K +3,500 New
CT
46
Colonial Trust
South Carolina
$50K +$49.7K +1,753 New
PTC
47
Private Trust Company
Ohio
$47.6K
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$21.4K +$21.2K +749 New
SIS
49
Sound Income Strategies
Florida
$14.2K +$14.2K +500 New
Morgan Stanley
50
Morgan Stanley
New York
$6.49K +$6.38K +225 +22,500%

FDV Hedge Fund Activity: Q3 2025 in Review

52 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes US Strategic Dividend ETF (FDV) for Q3 2025, worth a combined $397M — up 32% from $302M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new FDV positions and 2 closed out — a net gain of 6 holders — while 33 added to existing stakes and 8 trimmed.

The largest buyer was Thrivent Financial for Lutherans, opening a new position worth an estimated $47.3M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $592K.

  • 52 institutional investors held Federated Hermes US Strategic Dividend ETF (FDV) as of Q3 2025, up from 48 in Q2 2025.
  • Funds reported $397M of Federated Hermes US Strategic Dividend ETF stock for Q3 2025, up 32% quarter-over-quarter.
  • 8 funds opened new Federated Hermes US Strategic Dividend ETF positions in Q3 2025 and 2 closed out, a net change of +6 holders.
  • The largest Federated Hermes US Strategic Dividend ETF buyer in Q3 2025 was Thrivent Financial for Lutherans, an estimated $47.3M added.
  • The largest Federated Hermes US Strategic Dividend ETF seller in Q3 2025 was Wealth Enhancement Advisory Services, an estimated $592K sold.

Based on aggregated 13F filings for Q3 2025.