Federated Hermes US Strategic Dividend ETF
FDV
13 hedge funds and large institutions have $33.7M invested in Federated Hermes US Strategic Dividend ETF in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 3 closing their positions.
200% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 3
118% more capital invested
Capital invested by funds: $15.5M → $33.7M (+$18.2M)
63% more funds holding
Funds holding: 8 → 13 (+5)
1.99% less ownership
Funds ownership: 75.04% → 73.05% (-2%)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACA
Ascension Capital Advisors
Houston,
Texas
|
+$20.3M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$2.98M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$607K |
| 4 |
LF
Lantz Financial
Naperville,
Illinois
|
+$548K |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$341K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
-$2.22M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$582K |
| 3 |
CA
Cetera Advisors
Denver,
Colorado
|
-$257K |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
-$65K |
| 5 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$39.9K |
FDV Hedge Fund Activity: Q1 2023 in Review
13 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes US Strategic Dividend ETF (FDV) for Q1 2023, worth a combined $33.7M — up 118% from $15.5M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new FDV positions and 3 closed out — a net gain of 6 holders — while 1 added to existing stakes and 2 trimmed.
The largest buyer was Ascension Capital Advisors, opening a new position worth an estimated $20.3M. The largest seller was Truist Financial, exiting entirely with an estimated $2.22M sold.
- 13 institutional investors held Federated Hermes US Strategic Dividend ETF (FDV) as of Q1 2023, up from 8 in Q4 2022.
- Funds reported $33.7M of Federated Hermes US Strategic Dividend ETF stock for Q1 2023, up 118% quarter-over-quarter.
- 9 funds opened new Federated Hermes US Strategic Dividend ETF positions in Q1 2023 and 3 closed out, a net change of +6 holders.
- The largest Federated Hermes US Strategic Dividend ETF buyer in Q1 2023 was Ascension Capital Advisors, an estimated $20.3M added.
- The largest Federated Hermes US Strategic Dividend ETF seller in Q1 2023 was Truist Financial, an estimated $2.22M sold.
Based on aggregated 13F filings for Q1 2023.