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Federated Hermes US Strategic Dividend ETF

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.

New
Increased
Maintained
Reduced
Closed
Holders
42
Holders Change
+4
Holders Change %
+10.53%
% of All Funds
0.56%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
11
Increased
16
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ACA
1
Ascension Capital Advisors
Texas
$29.5M +$1M +37,756 +4%
Raymond James Financial
2
Raymond James Financial
Florida
$14.2M +$14.2M +533,072 New
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$11.8M +$24.8K +934 +0.2%
LPL Financial
4
LPL Financial
California
$11M +$5.38M +202,264 +95%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$7.45M -$9.08M -341,392 -55%
Truist Financial
6
Truist Financial
North Carolina
$6.93M +$5.14M +193,203 +288%
LF
7
Lantz Financial
Illinois
$6.48M +$553K +20,793 +9%
Osaic Holdings
8
Osaic Holdings
Arizona
$6.08M +$1.51M +56,603 +33%
NA
9
NewEdge Advisors
Louisiana
$5.89M -$280K -10,528 -5%
SPIA
10
Steward Partners Investment Advisory
New York
$4.85M +$148K +5,550 +3%
PAG
11
Private Advisor Group
New Jersey
$4.71M -$322K -12,121 -6%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$4.01M -$669K -25,158 -14%
Rockefeller Capital Management
13
Rockefeller Capital Management
New York
$3.77M +$129K +4,845 +4%
IWC
14
Integrated Wealth Concepts
Massachusetts
$3.67M +$28.5K +1,071 +0.8%
EH
15
Equitable Holdings
New York
$1.87M +$82.9K +3,116 +5%
SA
16
Sanctuary Advisors
Indiana
$1.81M -$91.6K -3,307 -5%
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
$1.76M +$1.76M +62,322 New
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$1.36M -$1.7M -63,764 -55%
PWH
19
Priebe Wealth Holdings
Minnesota
$1.34M +$668K +25,100 +99%
HH
20
Hilltop Holdings
Texas
$1.24M -$599K -22,515 -33%
WAP
21
Wealthcare Advisory Partners
Pennsylvania
$1.1M +$6.04K +227 +0.5%
SAM
22
Smartleaf Asset Management
Massachusetts
$883K -$426K -15,963 -33%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$810K +$274K +10,307 +51%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$698K +$227K +8,531 +48%
DC
25
Davenport & Co
Virginia
$487K -$10.1K -379 -2%