Federated Hermes US Strategic Dividend ETF
FDV
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.
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: 2 → 3 (+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: 48 → 52 (+4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$47.3M |
| 2 |
LPL Financial
San Diego,
California
|
+$9.73M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$5.89M |
| 4 |
FCM
Fourpath Capital Management
Oklahoma City,
Oklahoma
|
+$5.24M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.41M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$592K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$392K |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$378K |
| 4 |
Jane Street
New York
|
-$196K |
| 5 |
SA
Sanctuary Advisors
Indianapolis,
Indiana
|
-$153K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ASN
51
Advisory Services Network
Atlanta,
Georgia
| $3.72K | +$3.69K | +130 | New |
|
52
UBS Group
Zurich,
Switzerland
| $601 | +$595 | +21 | New |
|
|
53
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$392K | -14,270 | Closed |
|
|
OMC
54
Old Mission Capital
Chicago,
Illinois
| – | -$378K | -13,763 | Closed |
|
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.