Federated Hermes US Strategic Dividend ETF
FDV
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.
300% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 2
217% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 6
17% more funds holding
Funds holding: 30 → 35 (+5)
13% more capital invested
Capital invested by funds: $74.5M → $84.1M (+$9.59M)
2.87% more ownership
Funds ownership: 79.46% → 82.33% (+2.9%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Rockefeller Capital Management
New York
|
+$3.37M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$1.37M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.11M |
| 4 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
+$807K |
| 5 |
LF
Lantz Financial
Naperville,
Illinois
|
+$764K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1M |
| 2 |
LPL Financial
San Diego,
California
|
-$579K |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$276K |
| 4 |
CA
Claro Advisors
Boston,
Massachusetts
|
-$115K |
| 5 |
DC
Davenport & Co
Richmond,
Virginia
|
-$15.6K |
FDV Hedge Fund Activity: Q2 2024 in Review
35 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes US Strategic Dividend ETF (FDV) for Q2 2024, worth a combined $84.1M — up 13% from $74.5M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new FDV positions and 2 closed out — a net gain of 6 holders — while 19 added to existing stakes and 6 trimmed.
The largest buyer was Rockefeller Capital Management, opening a new position worth an estimated $3.37M. The largest seller was Raymond James & Associates, cutting an estimated $1M.
- 35 institutional investors held Federated Hermes US Strategic Dividend ETF (FDV) as of Q2 2024, up from 30 in Q1 2024.
- Funds reported $84.1M of Federated Hermes US Strategic Dividend ETF stock for Q2 2024, up 13% quarter-over-quarter.
- 8 funds opened new Federated Hermes US Strategic Dividend ETF positions in Q2 2024 and 2 closed out, a net change of +6 holders.
- The largest Federated Hermes US Strategic Dividend ETF buyer in Q2 2024 was Rockefeller Capital Management, an estimated $3.37M added.
- The largest Federated Hermes US Strategic Dividend ETF seller in Q2 2024 was Raymond James & Associates, an estimated $1M sold.
Based on aggregated 13F filings for Q2 2024.