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Federated Hermes US Strategic Dividend ETF
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Overview Fund Activity

38 hedge funds and large institutions have $140M invested in Federated Hermes US Strategic Dividend ETF in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 25 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
38
Holders Change
+3
Holders Change %
+8.57%
% of All Funds
0.55%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
6
Increased
25
Reduced
4
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$17.3M
2
RJA
Raymond James & Associates
Florida
$12M
3
NA
NewEdge Advisors
Louisiana
$6.47M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$4.91M
5
ACA
Ascension Capital Advisors
Texas
$29.9M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$0
2
SA
Sanctuary Advisors
Indiana
$1.94M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$304K
4
KWA
Kingswood Wealth Advisors
California
$378K
5
SFC
Strategic Financial Concepts
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
1
Ascension Capital Advisors
Texas
$29.9M +$2.27M +81,360 +8%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$17.3M +$12M +430,287 +225%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$12.4M +$325K +11,635 +3%
RJA
4
Raymond James & Associates
Florida
$12M +$9.63M +345,085 +408%
NA
5
NewEdge Advisors
Louisiana
$6.47M +$5.48M +196,453 +554%
LF
6
Lantz Financial
Illinois
$6.22M +$1.76M +63,052 +39%
LPL Financial
7
LPL Financial
California
$5.91M +$1.66M +59,520 +39%
PAG
8
Private Advisor Group
New Jersey
$5.28M +$1.22M +43,860 +30%
SPIA
9
Steward Partners Investment Advisory
New York
$4.94M +$302K +10,830 +7%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$4.91M +$3.09M +110,608 +169%
Osaic Holdings
11
Osaic Holdings
Arizona
$4.8M +$296K +10,588 +7%
Rockefeller Capital Management
12
Rockefeller Capital Management
New York
$3.82M +$10.1K +363 +0.3%
IWC
13
Integrated Wealth Concepts
Massachusetts
$3.82M +$45.9K +1,643 +1%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$3.81M +$508K +18,205 +15%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$3.21M +$1.94M +69,675 +154%
SA
16
Sanctuary Advisors
Indiana
$1.94M -$141K -5,000 -7%
HH
17
Hilltop Holdings
Texas
$1.93M +$1.59M +56,915 +465%
Truist Financial
18
Truist Financial
North Carolina
$1.88M +$1.23M +43,941 +189%
EH
19
Equitable Holdings
New York
$1.87M +$80.4K +2,880 +4%
SAM
20
Smartleaf Asset Management
Massachusetts
$1.37M +$1.37M +49,090 New
WAP
21
Wealthcare Advisory Partners
Pennsylvania
$1.15M +$241K +8,645 +26%
PWH
22
Priebe Wealth Holdings
Minnesota
$707K +$44.7K +1,600 +7%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$562K +$285K +10,217 +103%
DC
24
Davenport & Co
Virginia
$521K +$28.4K +1,019 +6%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$494K +$641 +23 +0.1%
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