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Federated Hermes US Strategic Dividend ETF
FDV

Overview Fund Activity

30 hedge funds and large institutions have $74.5M invested in Federated Hermes US Strategic Dividend ETF in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
30
Holders Change
+2
Holders Change %
+7.14%
% of All Funds
0.43%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
4
Increased
17
Reduced
6
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACA
Ascension Capital Advisors
Texas
+$2.48M
2
EH
Equitable Holdings
New York
+$1.1M
3
SPIA
Steward Partners Investment Advisory
New York
+$892K
4
PAG
Private Advisor Group
New Jersey
+$858K
5
Osaic Holdings
Osaic Holdings
Arizona
+$752K

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$563K
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$207K
3
RJA
Raymond James & Associates
Florida
-$96.6K
4
HH
Hilltop Holdings
Texas
-$73.3K
5
UBS Group
UBS Group
Switzerland
-$52.6K
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
1
Ascension Capital Advisors
Texas
$24.6M +$2.48M +98,190 +11%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$9.49M +$111K +4,378 +1%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$4.78M -$207K -8,208 -4%
LPL Financial
4
LPL Financial
California
$4.44M +$684K +27,055 +18%
PAG
5
Private Advisor Group
New Jersey
$3.96M +$858K +33,942 +28%
SPIA
6
Steward Partners Investment Advisory
New York
$3.96M +$892K +35,283 +29%
Osaic Holdings
7
Osaic Holdings
Arizona
$3.7M +$752K +29,736 +26%
LF
8
Lantz Financial
Illinois
$3.26M +$718K +28,406 +28%
IWC
9
Integrated Wealth Concepts
Massachusetts
$3.18M +$89.1K +3,525 +3%
RJA
10
Raymond James & Associates
Florida
$3.16M -$96.6K -3,821 -3%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$1.85M +$711K +28,138 +63%
EH
12
Equitable Holdings
New York
$1.47M +$1.1M +43,464 +295%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$1.15M +$297K +11,740 +35%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$954K -$563K -22,244 -37%
PWH
15
Priebe Wealth Holdings
Minnesota
$587K +$30.3K +1,200 +5%
Truist Financial
16
Truist Financial
North Carolina
$552K +$70.6K +2,791 +15%
CA
17
Claro Advisors
Massachusetts
$537K +$278 +11 +0.1%
DC
18
Davenport & Co
Virginia
$462K +$46.9K +1,856 +11%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$387K +$456 +18 +0.1%
SDWMA
20
Schneider Downs Wealth Management Advisors
Pennsylvania
$385K – – –
HH
21
Hilltop Holdings
Texas
$302K -$73.3K -2,900 -20%
CAPTRUST Financial Advisors
22
CAPTRUST Financial Advisors
North Carolina
$274K -$20.6K -816 -7%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$239K +$239K +9,471 New
CAN
24
Cetera Advisor Networks
California
$237K +$237K +9,371 New
KWA
25
Kingswood Wealth Advisors
California
$231K +$231K +9,142 New
1
2