Federated Hermes US Strategic Dividend ETF
FDV
48 hedge funds and large institutions have $302M invested in Federated Hermes US Strategic Dividend ETF in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 28 increasing their positions, 12 reducing their positions, and 5 closing their positions.
133% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 12
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
34% more capital invested
Capital invested by funds: $225M → $302M (+$76.7M)
4% more funds holding
Funds holding: 46 → 48 (+2)
2.75% more ownership
Funds ownership: 74.04% → 76.79% (+2.8%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Raymond James Financial
St Petersburg,
Florida
|
+$43.4M |
| 2 |
LPL Financial
San Diego,
California
|
+$14.2M |
| 3 |
FCM
Fourpath Capital Management
Oklahoma City,
Oklahoma
|
+$11.2M |
| 4 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
+$5.2M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$4.93M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$8.38M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$1.76M |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$1.03M |
| 4 |
SFC
Strategic Financial Concepts
San Antonio,
Texas
|
-$215K |
| 5 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$212K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$22.3K | -793 | Closed |
|
52
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$11.7K | -414 | Closed |
|
53
AssetMark Inc
Concord,
California
| – | -$9.94K | -353 | Closed |
|
FDV Hedge Fund Activity: Q2 2025 in Review
48 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes US Strategic Dividend ETF (FDV) for Q2 2025, worth a combined $302M — up 34% from $225M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new FDV positions and 5 closed out — a net gain of 2 holders — while 28 added to existing stakes and 12 trimmed.
The largest buyer was Raymond James Financial, adding an estimated $43.4M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $8.38M.
- 48 institutional investors held Federated Hermes US Strategic Dividend ETF (FDV) as of Q2 2025, up from 46 in Q1 2025.
- Funds reported $302M of Federated Hermes US Strategic Dividend ETF stock for Q2 2025, up 34% quarter-over-quarter.
- 7 funds opened new Federated Hermes US Strategic Dividend ETF positions in Q2 2025 and 5 closed out, a net change of +2 holders.
- The largest Federated Hermes US Strategic Dividend ETF buyer in Q2 2025 was Raymond James Financial, an estimated $43.4M added.
- The largest Federated Hermes US Strategic Dividend ETF seller in Q2 2025 was Wealth Enhancement Advisory Services, an estimated $8.38M sold.
Based on aggregated 13F filings for Q2 2025.