Federated Hermes US Strategic Dividend ETF
FDV
42 hedge funds and large institutions have $137M invested in Federated Hermes US Strategic Dividend ETF in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 16 increasing their positions, 11 reducing their positions, and 4 closing their positions.
175% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 4
45% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 11
11% more funds holding
Funds holding: 38 → 42 (+4)
2.51% more ownership
Funds ownership: 87.85% → 90.36% (+2.5%)
2% less capital invested
Capital invested by funds: $140M → $137M (-$2.6M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$5.61M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
+$5.35M |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$1.73M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.57M |
| 5 |
ACA
Ascension Capital Advisors
Houston,
Texas
|
+$1.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$9.46M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$1.77M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$697K |
| 4 |
HH
Hilltop Holdings
Dallas,
Texas
|
-$624K |
| 5 |
WC
Waterloo Capital
Austin,
Texas
|
-$471K |
FDV Hedge Fund Activity: Q4 2024 in Review
42 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes US Strategic Dividend ETF (FDV) for Q4 2024, worth a combined $137M — down 1.9% from $140M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new FDV positions and 4 closed out — a net gain of 7 holders — while 16 added to existing stakes and 11 trimmed.
The largest buyer was LPL Financial, adding an estimated $5.61M. The largest seller was Envestnet Asset Management, cutting an estimated $9.46M.
- 42 institutional investors held Federated Hermes US Strategic Dividend ETF (FDV) as of Q4 2024, up from 38 in Q3 2024.
- Funds reported $137M of Federated Hermes US Strategic Dividend ETF stock for Q4 2024, down 1.9% quarter-over-quarter.
- 11 funds opened new Federated Hermes US Strategic Dividend ETF positions in Q4 2024 and 4 closed out, a net change of +7 holders.
- The largest Federated Hermes US Strategic Dividend ETF buyer in Q4 2024 was LPL Financial, an estimated $5.61M added.
- The largest Federated Hermes US Strategic Dividend ETF seller in Q4 2024 was Envestnet Asset Management, an estimated $9.46M sold.
Based on aggregated 13F filings for Q4 2024.