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Federated Hermes US Strategic Dividend ETF

28 hedge funds and large institutions have $62.9M invested in Federated Hermes US Strategic Dividend ETF in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
28
Holders Change
Holders Change %
0%
% of All Funds
0.41%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
5
Increased
16
Reduced
4
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ACA
1
Ascension Capital Advisors
Texas
$21M +$287K +11,949 +1%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$8.91M +$8.6M +358,131 +2,739%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$4.73M +$349K +14,525 +8%
LPL Financial
4
LPL Financial
California
$3.57M +$1.87M +77,838 +110%
RJA
5
Raymond James & Associates
Florida
$3.1M +$341K +14,202 +12%
PAG
6
Private Advisor Group
New Jersey
$2.95M +$1.09M +45,539 +59%
IWC
7
Integrated Wealth Concepts
Massachusetts
$2.94M +$9.89K +412 +0.3%
SPIA
8
Steward Partners Investment Advisory
New York
$2.91M +$1.62M +67,268 +125%
Osaic Holdings
9
Osaic Holdings
Arizona
$2.8M +$608K +25,290 +28%
LF
10
Lantz Financial
Illinois
$2.41M +$486K +20,262 +25%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.44M +$1.11M +46,268 +338%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$1.08M +$120K +5,014 +13%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$806K +$42.1K +1,755 +6%
PWH
14
Priebe Wealth Holdings
Minnesota
$529K +$529K +22,025 New
CA
15
Claro Advisors
Massachusetts
$509K -$67.3K -2,805 -12%
Truist Financial
16
Truist Financial
North Carolina
$457K +$457K +19,050 New
DC
17
Davenport & Co
Virginia
$395K +$102K +4,245 +35%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$367K +$367K +15,272 New
SDWMA
19
Schneider Downs Wealth Management Advisors
Pennsylvania
$366K +$366K +15,242 New
HH
20
Hilltop Holdings
Texas
$356K -$7.18K -299 -2%
EH
21
Equitable Holdings
New York
$354K +$354K +14,726 New
CAPTRUST Financial Advisors
22
CAPTRUST Financial Advisors
North Carolina
$279K -$3.67M -152,772 -93%
NA
23
NewEdge Advisors
Louisiana
$215K
PTP
24
Platform Technology Partners
New York
$206K -$524K -22,070 -72%
CAL
25
Capital Analysts LLC
Pennsylvania
$102K +$576 +24 +0.6%