Federated Hermes US Strategic Dividend ETF
FDV
FDV
59 hedge funds and large institutions have $516M invested in Federated Hermes US Strategic Dividend ETF in 2025 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 34 increasing their positions, 10 reducing their positions, and 2 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
0.78% more ownership
Funds ownership: 87.15% → 87.94% (+0.78%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Holders
59
Holding in Top 10
3
Calls
–
Puts
–
Top Buyers
| 1 | +$26.1M | |
| 2 | +$19.2M | |
| 3 | +$15.1M | |
| 4 |
LPL Financial
San Diego,
California
|
+$10.3M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$7.09M |
Top Sellers
| 1 | -$2.98M | |
| 2 | -$583K | |
| 3 | -$521K | |
| 4 |
SA
Sanctuary Advisors
Indianapolis,
Indiana
|
-$226K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$177K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CAL
51
Capital Analysts LLC
Fort Washington,
Pennsylvania
| $174K |
|
|||
52
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $148K |
|
|||
53
Comerica Bank
Dallas,
Texas
| $100K |
|
|||
54
UBS Group
Zurich,
Switzerland
| $52.1K |
|
|||
|
CT
55
Colonial Trust
Spartanburg,
South Carolina
| $50.7K |
|
|||
|
PTC
56
Private Trust Company
Cleveland,
Ohio
| $46.9K |
|
|||
|
SIS
57
Sound Income Strategies
Ft Lauderdale,
Florida
| $14.9K |
|
|||
|
FHA
58
Flagship Harbor Advisors
Boston,
Massachusetts
| $8.78K |
|
|||
59
Morgan Stanley
New York
| $6.47K |
|
|||
60
Jane Street
New York
| – |
|
|||
|
ASN
61
Advisory Services Network
Atlanta,
Georgia
| – |
|