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Federated Hermes US Strategic Dividend ETF

24 hedge funds and large institutions have $46.7M invested in Federated Hermes US Strategic Dividend ETF in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
24
Holders Change
+11
Holders Change %
+84.62%
% of All Funds
0.38%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
7
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ACA
1
Ascension Capital Advisors
Texas
$19.2M -$19.5K -821 -0.1%
Federated Hermes
2
Federated Hermes
Pennsylvania
$6.06M +$3.92M +165,000 +183%
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$4.12M +$834K +35,068 +25%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$3.81M +$842K +35,381 +28%
IWC
5
Integrated Wealth Concepts
Massachusetts
$3.09M +$3.09M +129,781 New
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$2.77M -$49.3K -2,073 -2%
Osaic Holdings
7
Osaic Holdings
Arizona
$1.26M +$970K +40,765 +340%
RJA
8
Raymond James & Associates
Florida
$1.17M +$1.17M +49,080 New
LF
9
Lantz Financial
Illinois
$950K +$432K +18,167 +83%
PAG
10
Private Advisor Group
New Jersey
$871K +$871K +36,599 New
PTP
11
Platform Technology Partners
New York
$686K +$686K +28,650 New
LPL Financial
12
LPL Financial
California
$550K +$550K +23,122 New
RJFSA
13
Raymond James Financial Services Advisors
Florida
$420K +$420K +17,662 New
CA
14
Claro Advisors
Massachusetts
$327K +$327K +13,749 New
HH
15
Hilltop Holdings
Texas
$294K -$14.3K -600 -5%
NA
16
NewEdge Advisors
Louisiana
$268K -$54.4K -2,286 -17%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$264K +$188K +7,871 +245%
DC
18
Davenport & Co
Virginia
$238K +$238K +10,012 New
CAL
19
Capital Analysts LLC
Pennsylvania
$123K +$428 +18 +0.3%
SPIA
20
Steward Partners Investment Advisory
New York
$99.9K +$99.9K +4,200 New
CSPIA
21
Cary Street Partners Investment Advisory
Virginia
$52.3K +$52.3K +2,200 New
WOSD
22
WFA of San Diego
California
$35.7K +$35.7K +1,500 New
GRP
23
Global Retirement Partners
California
$2.38K +$2.38K +100 New
Morgan Stanley
24
Morgan Stanley
New York
$24 +$24 +1 New
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
-$590K -24,147 Closed