Federated Hermes US Strategic Dividend ETF
FDV
60 hedge funds and large institutions have $527M invested in Federated Hermes US Strategic Dividend ETF in 2025 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 34 increasing their positions, 10 reducing their positions, and 2 closing their positions.
450% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 2
240% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 10
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
33% more capital invested
Capital invested by funds: $397M → $527M (+$131M)
15% more funds holding
Funds holding: 52 → 60 (+8)
2.65% more ownership
Funds ownership: 87.15% → 89.8% (+2.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$26.1M |
| 2 |
JP Morgan Chase
New York
|
+$19.2M |
| 3 |
Raymond James Financial
St Petersburg,
Florida
|
+$15.1M |
| 4 |
LPL Financial
San Diego,
California
|
+$10.3M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$7.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$2.98M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
-$583K |
| 3 |
Jane Street
New York
|
-$521K |
| 4 |
SA
Sanctuary Advisors
Indianapolis,
Indiana
|
-$226K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$177K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Betterment LLC
New York
| $212K | +$212K | +7,411 | New |
|
|
CAL
52
Capital Analysts LLC
Fort Washington,
Pennsylvania
| $174K | +$8.43K | +295 | +5% |
|
53
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $148K | +$126K | +4,425 | +591% |
|
54
Comerica Bank
Dallas,
Texas
| $100K | – | – | – |
|
55
UBS Group
Zurich,
Switzerland
| $52.1K | +$51.5K | +1,801 | +8,576% |
|
|
CT
56
Colonial Trust
Spartanburg,
South Carolina
| $50.7K | – | – | – |
|
|
PTC
57
Private Trust Company
Cleveland,
Ohio
| $46.9K | -$657 | -23 | -1% |
|
|
SIS
58
Sound Income Strategies
Ft Lauderdale,
Florida
| $14.9K | – | – | – |
|
|
FHA
59
Flagship Harbor Advisors
Boston,
Massachusetts
| $8.78K | +$8.78K | +307 | New |
|
60
Morgan Stanley
New York
| $6.47K | – | – | – |
|
|
61
Jane Street
New York
| – | -$521K | -18,202 | Closed |
|
|
ASN
62
Advisory Services Network
Atlanta,
Georgia
| – | -$3.72K | -130 | Closed |
|
FDV Hedge Fund Activity: Q4 2025 in Review
60 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes US Strategic Dividend ETF (FDV) for Q4 2025, worth a combined $527M — up 33% from $397M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new FDV positions and 2 closed out — a net gain of 9 holders — while 34 added to existing stakes and 10 trimmed.
The largest buyer was Federated Hermes, opening a new position worth an estimated $26.1M. The largest seller was Integrated Wealth Concepts, cutting an estimated $2.98M.
- 60 institutional investors held Federated Hermes US Strategic Dividend ETF (FDV) as of Q4 2025, up from 52 in Q3 2025.
- Funds reported $527M of Federated Hermes US Strategic Dividend ETF stock for Q4 2025, up 33% quarter-over-quarter.
- 11 funds opened new Federated Hermes US Strategic Dividend ETF positions in Q4 2025 and 2 closed out, a net change of +9 holders.
- The largest Federated Hermes US Strategic Dividend ETF buyer in Q4 2025 was Federated Hermes, an estimated $26.1M added.
- The largest Federated Hermes US Strategic Dividend ETF seller in Q4 2025 was Integrated Wealth Concepts, an estimated $2.98M sold.
Based on aggregated 13F filings for Q4 2025.