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Federated Hermes US Strategic Dividend ETF

28 hedge funds and large institutions have $46.7M invested in Federated Hermes US Strategic Dividend ETF in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
28
Holders Change
+4
Holders Change %
+16.67%
% of All Funds
0.45%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
17
Reduced
5
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ACA
1
Ascension Capital Advisors
Texas
$19.3M +$1.28M +57,249 +7%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$4.08M +$502K +22,450 +14%
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$3.67M -$195K -8,732 -5%
IWC
4
Integrated Wealth Concepts
Massachusetts
$2.73M -$174K -7,778 -6%
RJA
5
Raymond James & Associates
Florida
$2.57M +$1.47M +65,683 +134%
Osaic Holdings
6
Osaic Holdings
Arizona
$2.04M +$858K +38,383 +73%
LF
7
Lantz Financial
Illinois
$1.79M +$900K +40,249 +101%
PAG
8
Private Advisor Group
New Jersey
$1.72M +$906K +40,541 +111%
LPL Financial
9
LPL Financial
California
$1.58M +$1.07M +47,707 +206%
SPIA
10
Steward Partners Investment Advisory
New York
$1.21M +$1.11M +49,728 +1,184%
Federated Hermes
11
Federated Hermes
Pennsylvania
$1.01M -$4.69M -210,000 -82%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$893K +$498K +22,300 +126%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$711K +$711K +31,811 New
PTP
14
Platform Technology Partners
New York
$687K +$46.4K +2,077 +7%
KWA
15
Kingswood Wealth Advisors
California
$555K +$555K +24,832 New
CA
16
Claro Advisors
Massachusetts
$537K +$230K +10,275 +75%
HH
17
Hilltop Holdings
Texas
$338K +$62.6K +2,800 +23%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$307K +$58.7K +2,621 +24%
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
$292K +$292K +13,075 New
DC
20
Davenport & Co
Virginia
$272K +$48.7K +2,180 +22%
NA
21
NewEdge Advisors
Louisiana
$201K -$50.3K -2,252 -20%
CAL
22
Capital Analysts LLC
Pennsylvania
$94K -$21.1K -950 -18%
CSPIA
23
Cary Street Partners Investment Advisory
Virginia
$60.3K +$11.2K +500 +23%
WOSD
24
WFA of San Diego
California
$33.5K
UBS Group
25
UBS Group
Switzerland
$21.5K +$21.5K +962 New