FDV icon

Federated Hermes US Strategic Dividend ETF

35 hedge funds and large institutions have $84.1M invested in Federated Hermes US Strategic Dividend ETF in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
35
Holders Change
+5
Holders Change %
+16.67%
% of All Funds
0.51%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
19
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ACA
1
Ascension Capital Advisors
Texas
$24.6M +$408K +16,409 +2%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$10.7M +$1.38M +55,462 +15%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$4.75M +$56.9K +2,290 +1%
SPIA
4
Steward Partners Investment Advisory
New York
$4.12M +$237K +9,530 +6%
Osaic Holdings
5
Osaic Holdings
Arizona
$4.01M +$377K +15,148 +10%
LF
6
Lantz Financial
Illinois
$3.97M +$768K +30,900 +24%
LPL Financial
7
LPL Financial
California
$3.78M -$582K -23,430 -13%
PAG
8
Private Advisor Group
New Jersey
$3.61M -$277K -11,166 -7%
Rockefeller Capital Management
9
Rockefeller Capital Management
New York
$3.39M +$3.39M +136,462 New
IWC
10
Integrated Wealth Concepts
Massachusetts
$3.36M +$228K +9,161 +7%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$2.94M +$1.12M +45,024 +62%
RJA
12
Raymond James & Associates
Florida
$2.1M -$1.01M -40,585 -32%
SA
13
Sanctuary Advisors
Indiana
$1.79M +$1.79M +73,509 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.62M +$687K +27,653 +73%
EH
15
Equitable Holdings
New York
$1.59M +$149K +5,997 +10%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$1.12M -$1.81K -73 -0.2%
NA
17
NewEdge Advisors
Louisiana
$880K +$657K +26,425 +293%
WAP
18
Wealthcare Advisory Partners
Pennsylvania
$811K +$811K +32,639 New
Goldman Sachs
19
Goldman Sachs
New York
$637K +$637K +25,624 New
PWH
20
Priebe Wealth Holdings
Minnesota
$589K +$12.4K +500 +2%
Truist Financial
21
Truist Financial
North Carolina
$578K +$35.1K +1,414 +6%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$440K +$59.8K +2,405 +16%
DC
23
Davenport & Co
Virginia
$439K -$15.7K -630 -3%
CA
24
Claro Advisors
Massachusetts
$411K -$116K -4,668 -22%
SDWMA
25
Schneider Downs Wealth Management Advisors
Pennsylvania
$379K