Federated Hermes US Strategic Dividend ETF
FDV
8 hedge funds and large institutions have $15.5M invested in Federated Hermes US Strategic Dividend ETF in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.
75.04% more ownership
Funds ownership: 0% → 75.04% (+75%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.77M |
| 2 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$3.56M |
| 3 |
LWAC
Laurel Wealth Advisors (California)
Solana Beach,
California
|
+$3.33M |
| 4 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$2.29M |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
+$2.19M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Envestnet Asset Management
Chicago,
Illinois
| $3.76M | +$3.77M | +147,937 | New |
|
|
2
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| $3.55M | +$3.56M | +139,663 | New |
|
|
LWAC
3
Laurel Wealth Advisors (California)
Solana Beach,
California
| $3.33M | +$3.33M | +130,715 | New |
|
|
4
Federated Hermes
Pittsburgh,
Pennsylvania
| $2.29M | +$2.29M | +90,000 | New |
|
|
5
Truist Financial
Charlotte,
North Carolina
| $2.22M | +$2.19M | +85,860 | New |
|
|
CA
6
Cetera Advisors
Denver,
Colorado
| $257K | +$257K | +10,085 | New |
|
|
IA
7
IFP Advisors
Tampa,
Florida
| $65K | +$66.3K | +2,600 | New |
|
|
CAL
8
Capital Analysts LLC
Fort Washington,
Pennsylvania
| $25K | +$24.7K | +969 | New |
|
FDV Hedge Fund Activity: Q4 2022 in Review
8 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes US Strategic Dividend ETF (FDV) for Q4 2022, worth a combined $15.5M.
Buyers outnumbered sellers: 8 funds opened new FDV positions and 0 closed out — a net gain of 8 holders — while 0 added to existing stakes and 0 trimmed.
The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $3.77M.
- 8 institutional investors held Federated Hermes US Strategic Dividend ETF (FDV) as of Q4 2022, up from 0 in Q3 2022.
- Funds reported $15.5M of Federated Hermes US Strategic Dividend ETF stock for Q4 2022.
- 8 funds opened new Federated Hermes US Strategic Dividend ETF positions in Q4 2022 and 0 closed out, a net change of +8 holders.
- The largest Federated Hermes US Strategic Dividend ETF buyer in Q4 2022 was Envestnet Asset Management, an estimated $3.77M added.
Based on aggregated 13F filings for Q4 2022.